Customization
Agents shaped to your ways of working
Onboarding, expectations, and access set up around your team, your policies, and your systems.
Run agents on the enterprise AI you already use
Claude Cowork
Copilot Cowork
ChatGPT Work
Vibe Work
In-house Agentic AI
Ready on day one. Yours over time.
Agents arrive trained on transfer pricing. From there they take on your playbooks, your templates, and your ways of working.
Playbooks, knowledge, templates: everything arrives configured. Agents deliver from day one, no setup project.
Every layer is open to change: the principles and playbooks behind the work, what agents know, what they record, how the team is set up, what runs on a schedule.
See what you can shapeWhat you can shape.
Eight layers cover how agents work, what they know, and what they run on their own. Click through and make each one yours.
Agents are capable enough to work from principles, not step-by-step instructions. State how you weigh quality, risk, and judgment, and they carry it into situations no procedure covers.
Where exact steps matter, agents follow yours to the letter: checklists, review sequences, filing steps.
The lines agents never cross: what needs your sign-off, what stays out of bounds, when a human takes over. You draw them; agents keep them.
How the work gets done and how it reads: your approach, your document formats, your correspondence, your tone. Agents follow playbooks on three levels: our proven standard, your organization’s, and each professional’s own.
Agents arrive with a stocked transfer pricing knowledge base. Extend it with your industries, your positions, your prior work.
Behind every deliverable, agents keep structured datapoints for analytics and reuse. You define what gets captured and how it is organized.
Your people work with the agents as one team. Set how it is structured, who covers what, and how your team calls on it.
Standing jobs that run on a schedule: monitoring, checks, recurring analyses. You set what runs, how often, and when your team hears about it.
Three levels of teaching
Playbooks and knowledge bases run on three levels. Agents blend all three as they work, and everything above the standard stays yours.
Out-of-the-Box
The standard every agent arrives with: our playbooks, methods, and knowledge base, proven in practice and maintained by us at the frontier.
Institutional
Your organization’s layer on top: firm playbooks and firm knowledge, from house methodology down to office-specific practice, shared by everyone who works with your agents.
Personal
Each professional’s own playbooks and knowledge bases: the edge cases, judgment calls, and ways of working that rarely get written down. Private to the professional who created them, which is why they get written down at all.
Why make them
yours
Customization is what turns capable agents into your agents.
- Ready for review, not rework: Deliverables arrive in your format and your style, keeping the standard you set.
- Compounding returns: What agents learn stays learned. Every engagement makes the next one faster.
- One quality bar: Everyone on the team hands work to the same agents and gets the same standard back.
- Nothing locked away: Your playbooks, knowledge, and settings stay yours and move with you.