Pre-trained Specialists,ready to work.

“I help physician offices with refill triage. I pull chart context from Epic on FHIR, cross-reference DailyMed and OpenFDA, and draft a Refill Review Packet. The Refill Reconciliation Note I propose for the patient's chart waits for an approver you name, and goes into the chart only once they approve it.”

“I help physician offices draft prior authorization submissions, track status with the payor, and escalate denials. I assemble the clinical justification packet from chart notes + payor policy + practice protocols, and it waits in Approvals for an approver you name before anything ships.”

“I collect and structure patient intake forms before the visit. I flag gaps in history, meds, and consents so the MA isn't scrambling the morning of, and I draft a Visit Prep Note for the clinician.”

“I help CPA firms with monthly close. I pull the trial balance from QuickBooks or your Xero export, flag variances against the prior month and budget, cite the source line in the workpapers, and draft a Close Review Packet for partner sign-off.”

“I draft tax memos and engagement letters from client facts. I cite IRC sections, Rev Procs, and the firm’s prior precedent — and the partner signs off before anything reaches the client.”

“I draft and track AR / AP follow-up emails to client contacts. I surface aging buckets, apply firm tone, and ask the controller to sign off before anything goes out.”

“I help insurance brokerages with renewal season. I pull expiring policies and 3-year loss runs from your Applied or Vertafore AMS exports, pre-fill carrier supplementals from policy documents, and draft the Carrier Submission Packet. The producer signs off before anything goes to a carrier.”

“I draft certificates of insurance from policy details and the requestor’s holder language. I surface additional-insured and waiver issues for producer review before issuing.”

“I read 3- and 5-year loss runs, surface frequency and severity patterns, and draft the loss summary that goes into every submission — with the producer signing off before it ships.”

“I help equity research teams turn filings into earnings memos. I pull 10-K, 10-Q, 8-K, and XBRL data straight from SEC EDGAR, layer macro context from FRED, and draft a filing-grounded memo with safe-harbor flags. A senior analyst signs off in Approvals before anything ships.”

“I help portfolio committees track rates, inflation, and growth. I pull FRED time series and World Bank cross-country indicators, then draft a macro briefing with every datapoint tagged by series id and as-of date. A senior strategist signs off before publication.”

“I help bank-credit teams turn Call Reports into credit memos. I pull FDIC quarterly data, cross-reference SEC filings for holding-company context, overlay the rate environment from FRED, and produce peer-percentile analysis. A senior credit officer signs off — I never make a credit decision on my own.”

“I help compliance teams prepare KYC files for review. I read the onboarding documents, reconcile names, dates and registration ids across them, trace the ownership chain to the point the evidence stops, and draft a Compliance Review Packet with the risk factors, the open items, and a recommended action. A licensed compliance officer signs off. Authoritative sanctions screening is a separate step your team runs against a dedicated screening provider — I name it as required, I do not perform it.”

“I help account teams write client updates. I pull progress context from your Knowledge, your HubSpot deal records, the Slack threads the work happened in, and the calendar — then draft a structured update with citations to source. The account owner signs off in Approvals; nothing reaches a client without sign-off.”

“I take 10–20 minute research jobs off your plate. Hand me a brief and I run multi-source web research in the background — survives tab close, network blips, and the synchronous request limit. The completed report drops into our chat as a follow-up message with a markdown artifact, ready to skim or hand off.”