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Scenario

Return document-hunting time to case judgment

A scenario that returns time spent hunting for documents back to the judgment the case actually needs. An AI agent reads grant guidelines, client materials, past applications, and inquiries, then prepares guideline diffs, a list of missing documents, a question sheet, and a draft application. Legality, likelihood of approval, and final submission stay with the licensed professional.

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Updated: 2026-07-11

01

Input

  • — Grant guidelines and program requirements
  • — Materials received from the client
  • — Past applications and inquiry history
02

What accrues in the knowledge base

  • — Requirements and required documents by program
  • — Points that need checking
  • — Feedback received in the past
03

What the AI agent does

  • — Surface differences in the guidelines
  • — List missing documents
  • — Draft a question sheet and the application
04

Where a person approves

  • — Confirming legality
  • — Assessing likelihood of approval
  • — The final submission decision
  • — The AI never finalizes a legal judgment automatically
Flow diagram for the professional-services back-office use case: grant guidelines and inquiries flow in, the AI drafts requirement matching and application documents, and a licensed professional approves legality and submission before documents are finalized.

Projected outcomes

約75%

必要書類の洗い出し工数削減

Illustrative

当日中

要領変更の差分チェック

Illustrative

The figures above are general industry benchmarks, not measurements from a specific client engagement. Actual results vary by workflow.

FAQ

Is this based on a real firm?+

No — this is an illustrative use case for a professional-services office. The figures are general industry benchmarks, not our own measured results. Named case studies will be published as permission is obtained.

Will the AI decide legality or approval likelihood?+

No. The agent handles cross-checking materials, surfacing gaps, and drafting; confirming legality, judging likelihood of approval, and final submission are always done by the licensed professional. Not letting AI finalize legal judgment is a premise of the setup.

Does it work for tax, licensing, and grant work?+

Yes. Requirements, required documents, review points, and past feedback for each program live in separate knowledge bases, so tax, licensing applications, and grant applications each keep their own review pattern through to a draft.

Related

See another use case →See related service →

We don't sell the same setup to every client — we design it around your judgment criteria and the tools you already use.

Consult on LINE
  1. 01Add A&A on LINE
  2. 02A short intake chat
  3. 03A&A organizes the requirements
  4. 04A meeting only if needed