Client
A leading international advisory firm delivering solutions to corporate, financial and private clients. Owned by a NASDAQ-listed parent company.
What we did
Mapped each workflow, co-designed and tested every agent with the specialist who runs it, and now manage the agent portfolio.
How we did it
All agents built on Claude API. Opus and Sonnet, via Claude Cowork and Claude Code used to architect, build and debug the system.

The challenge

Too much expert time went into repeatable work

Every day, Tancredi's consultants produced press reviews and client-specific clippings, maintained media lists, and logged their time. Work that depended on judgment but ran on repetition: checking sources, applying client rules, verifying contacts, moving information between systems.

Tancredi wanted that time back without losing control. Any AI tool had to fit how the team already worked, keep approvals with people, and adapt to each client's own rules.

One build process tailored to every workflow

We worked with process owners from day one, turning real workflows into tested agents.

1

Map it

We walk the process step by step with the specialist who owns it, and agree what good output looks like.
2

Co-design it

Early prototypes go to the people who will use them. Their feedback shapes the rules and the layout.
3

Test it live

Each agent runs against real work, with a reviewer checking output before it reaches a client.
4

Run it

Once in production, the agent moves into managed maintenance and keeps improving.

A few examples from the AI agent portfolio that keeps growing

The value comes from how the tools fit together: faster production, reliable information and clear operational data.

Live

Headlines Agent

What it does

Builds the daily morning briefing and sends it through email for review. The team can approve article choices or correct the output in near real time.

Impact

A 90-minute morning task now takes about 30 minutes, returning 5 hours to the team each week.

Live

Clippings Agent

What it does

Brings client rules, schedules and content criteria into one interface, then handles the selection and distribution of tailored press clippings across multiple accounts.

Impact

Time spent on clipping work fell by 45% for daily tasks, 58% for biweekly tasks and 67% for weekly tasks.

Live

Media List Building Agent

What it does

Turns static media lists into searchable intelligence. It checks existing contacts, flags active, niche or moved journalists and answers questions across sectors and regions.

Impact

Teams can update, search and reuse media intelligence instead of checking every contact manually for each new campaign.

Live

Timesheet Agent

What it does

Gives consultants four ways to log time through calendar sync, spreadsheet uploads, chat or manual entry inside Tancredi's Azure environment.

Impact

Administration and management get one clearer view of workload when assessing capacity and forming teams.

Live

Matter Memory Agent

What it does

Turns Tancredi’s past cases, documents and intelligence into a secure, searchable knowledge base that teams can explore using natural language.

Impact

Relevant experience becomes easier to find and reuse, helping teams start new matters and pitches with stronger context instead of searching across scattered archives.

Governance stays with Tancredi

Each agent has defined access, approval points and rules for handling data.

Human sign-off

Every draft goes to a reviewer before it ships. Nothing reaches a client without a person's sign-off.

Data integrity

Agents add findings next to existing records, they never delete or replace data on their own.

Infrastructure and residency

Every agent runs inside Tancredi's own environment and all data stays on their infrastructure.

JADA learned how we actually work before automating anything. Most suppliers would have handed us something that looked right and read wrong. JADA sat with the workflow first. They worked to the schedule we set and delivered each build in sequence.

Account Manager, Tancredi

We gave an advisory firm 46% of its production time back.

Tell us which workflow costs you the most, and we'll scope what an agent could take off it.
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