Agents & skills

The Chores That Eat Your Week,Handed Off.

Start with built-in agents and skills, or describe a new one in plain English. No code, no IT ticket. Every agent drafts and flags; a person approves.

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What Is an AI Agent for a Professional Firm?

An AI agent is software that completes a multi-step task, such as pulling a client's books, matching documents and drafting workpapers, using the tools you connect. In MetaWurks, agents prepare and flag; they never file, post or send without a person approving the result.

Short answer · Updated October 6, 2026

Built in

Ready to Run on Day One.

Built-in · Accounting & tax

Tax Prep Agent

Pulls the books, matches 1099s to deposits, flags missing receipts and drafts the organizer and workpapers for your review.

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Built-in · Finance

Month-End Close Assistant

Works your close checklist, reconciles payouts, flags exceptions and tells you exactly what's left.

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Built-in · Finance

Collections Assistant

Finds overdue invoices and drafts polite, firm reminders. Nothing goes to a client until you approve it.

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Built-in · Finance

Finance Analyst

Answers "Why did margin dip in August?" with real numbers from your ledger, and shows the source.

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Skill · Everyday

Daily Briefing

Today's meetings, priority emails and deadlines in one short note, ready before your first coffee.

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Describe your own

Brief It Like a New Hire. Rerun It Anytime.

These are examples of agents firms describe in plain English for legal and healthcare work.

Example · Legal

Matter Summary Agent

Turns a matter folder into a cited summary report you can check line by line.

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Example · Healthcare

Intake & Prior Auth Agent

Reads intake and chart notes with identifiers masked, then assembles a prior-auth packet for clinician sign-off.

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Your firm, your setup

Book a 1:1 Call for Your Firm's Exact Setup.

Bring your tool list and your worst admin chore. We'll show you what connects and what runs, live, on your own workflow.

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Works with your current tools · Every answer cited · Drafts wait for your OK · Data never sold