Agentes de IA para aseguradoras y despachos legales que saben dónde termina su papel.

Cada consulta puede ser un cliente nuevo, pero una respuesta de más puede parecer asesoría.

Qué hace

  • Información: Servicios, áreas de práctica, requisitos y documentos.
  • Intake: Recoge el caso y abre una solicitud a su equipo.
  • Consultas y citas: Coordina con la agenda de su equipo.
  • Seguimiento: Estado de solicitudes y siniestros desde sus sistemas.

Lo que nunca hace

  • No da asesoría legal ni dictámenes de cobertura.
  • Deja claro que es un asistente de IA.
  • El intake abre una solicitud; no crea relación abogado-cliente.

Cuándo pasa a una persona

  • Cotizaciones y siniestros
  • Casos que requieren criterio profesional
  • Quien pide hablar con una persona

Casos

  • Sofia (Diaz Reus & Targ LLP): No es abogada ni crea relación abogado-cliente. Coordina consultas y abre solicitudes al equipo.

Canales: WhatsApp, webchat, voz en la web, llamadas telefónicas y email, y los canales que su operación necesite.

Proceso llave en mano

  1. Diagnóstico: Procesos, canales, sistemas y requisitos de su industria.
  2. Diseño de gobernanza: Qué puede y qué no puede hacer el agente, nivel de autonomía, reglas de escalamiento y manejo de datos.
  3. Integración: Conexión con sus sistemas actuales: CRM, agenda, core, tickets.
  4. Pruebas adversariales: Ponemos al agente a prueba contra abusos y manipulación antes de que salga.
  5. Validación por su equipo: Le entregamos el documento con el set de pruebas; su equipo lo ejecuta y aprueba el servicio.
  6. Puesta en marcha: Despliegue gradual con supervisión humana.
  7. Operación y auditoría: Monitoreo, revisión de registros y ajustes de política.

Antes de salir a producción le entregamos un documento con el set de pruebas. Su equipo lo ejecuta y aprueba el servicio.

AI agents for insurers and law firms that know where their role ends.

Every inquiry may be a new client, but one answer too many can look like advice.

What it does

  • Information: Services, practice areas, requirements and documents.
  • Intake: Collects the case and opens a request for your team.
  • Consultations and appointments: Coordinates with your team's calendar.
  • Follow-up: Status of requests and claims from your systems.

What it never does

  • Never gives legal advice or coverage opinions.
  • Makes clear it's an AI assistant.
  • Intake opens a request; it doesn't create an attorney-client relationship.

When it hands off to a person

  • Quotes and claims
  • Cases that need professional judgment
  • Anyone who asks for a person

Cases

  • Sofia (Diaz Reus & Targ LLP): Isn't a lawyer and doesn't create an attorney-client relationship. Coordinates consultations and opens requests for the team.

Channels: WhatsApp, web chat, web voice, phone calls and email, plus the channels your operation needs.

Turnkey process

  1. Assessment: Processes, channels, systems and the requirements of your industry.
  2. Governance design: What the agent may and may not do, autonomy level, escalation rules and data handling.
  3. Integration: Connection to your current systems: CRM, scheduling, core, tickets.
  4. Adversarial testing: We test the agent against abuse and manipulation before it goes live.
  5. Validation by your team: We deliver the test-set document; your team runs it and signs off on the service.
  6. Go-live: Gradual rollout with human supervision.
  7. Operation and audit: Monitoring, log review and policy adjustments.

Before go-live we hand you a document with the test set. Your team runs it and signs off on the service.

SitioUno
Back to homeAll industries
Services · Insurance and law firms

AI agents for insurers and law firms that know where their role ends.

Every inquiry may be a new client, but one answer too many can look like advice.

What it does

What it handles in your operation

01

Information

Services, practice areas, requirements and documents.

02

Intake

Collects the case and opens a request for your team.

03

Consultations and appointments

Coordinates with your team's calendar.

04

Follow-up

Status of requests and claims from your systems.

Channels: WhatsApp, web chat, web voice, phone calls and email, plus the channels your operation needs.

Governance

What it never does, and when it hands off

Never

  • Never gives legal advice or coverage opinions.
  • Makes clear it's an AI assistant.
  • Intake opens a request; it doesn't create an attorney-client relationship.

Hands off to a person

  • Quotes and claims
  • Cases that need professional judgment
  • Anyone who asks for a person

These limits are tuned with your team during governance design.

Case

Already running

Implementation

Turnkey, step by step

  1. Step 1: Assessment

    Processes, channels, systems and the requirements of your industry.

    We review which inquiries arrive and which are cases.

  2. Step 2: Governance design

    What the agent may and may not do, autonomy level, escalation rules and data handling.

    We draw the line: it informs, never advises.

  3. Step 3: Integration

    Connection to your current systems: CRM, scheduling, core, tickets.

    We connect it to your calendar and case system.

  4. Step 4: Adversarial testing

    We test the agent against abuse and manipulation before it goes live.

    We try to get a legal opinion out of it: it must refuse.

  5. Step 5: Validation by your team

    We deliver the test-set document; your team runs it and signs off on the service.

    Your team runs the test set and signs off.

  6. Step 6: Go-live

    Gradual rollout with human supervision.

    Gradual start with your team reviewing intake.

  7. Step 7: Operation and audit

    Monitoring, log review and policy adjustments.

    Log review and policy tuning.

Before go-live we hand you a document with the test set. Your team runs it and signs off on the service.

Services

Book a demo for your operation

or message us on WhatsApp