Private Agents

Your agents.
In your hands.

With Managed Agents, we maintain the harness and create the agents you want. Private Agents are the other path: your team takes the system in-house, creates its own agents, and runs them itself.

You create them

Your team builds agents on the Agent Harness: the agents you want, shaped by the people who know the work best.

You run them

The agents operate in your environment, under the governance your organization already runs: identity, network, logging, retention.

Nothing held back

The same harness, the same transfer pricing expertise we run ourselves. And everything you author stays yours.

The harness itself opens up

With Managed Agents, everyone runs on the harness we maintain. Private Agents go further: we modify the Expert Agent Harness itself for you, category by category.

01

The expertise

What your agents know and follow: sources, skills, and playbooks, rebuilt around yours.

The base is rebuilt around your sources and your positions

  • Proprietary research and licensed sources
  • House positions on methods and comparability
  • Fields beyond transfer pricing

Your methods and drafting standards, encoded as skills of their own

  • Drafting standards as house style
  • Proprietary skills for proprietary workflows
  • New capabilities built with you

Your SOPs, workflows, and playbooks become the harness's own operating procedures

  • Playbooks written to your judgment
  • Workflows that reach beyond tax
  • Rights and approvals as you run them

02

The workforce

Who your agents are and how they team up, shaped like your practice.

The conduct and memory you require, designed from the ground up

  • Conduct rules beyond the standard set
  • Memory fitted to your engagements
  • Working styles per team and role

Teams shaped like your practice — including shapes the managed lineup doesn't carry

  • Your desks, roles, and specialisms
  • New team shapes for your workflows
  • Reporting lines that mirror your practice

Tuned to your infrastructure, your volumes, and your environment alone

  • Token use and speed tuned to your volumes
  • Sized to your document flows
  • Optimized for your deployment

03

The foundation

What the work runs on: the data model, connected products, and the framework itself.

The structure for clients and deliverables extends to what your systems know

  • Your client and entity structures
  • Deliverable types we don't carry today
  • Modeled on your systems

New connected products for your practice, built the way we built the TP Warehouse

  • Systems your agents run as part of the work
  • Built around your data and your workflows
  • Deployed in your environment, owned by you

The framework itself is yours to extend — as everywhere in the harness

  • New ways to teach agents
  • Teaching levels defined with your team
  • Private to your professionals
See inside the harness

Take them in-house.

Request a demo