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ROLE TEMPLATE

Deep analysis and pattern detection at a speed no human team can match.

Research is the foundation of good decisions and one of the most time-intensive activities in professional services. A junior associate on six hours of case law; a product team compiling weeks of feedback; a recruiter searching for a complex profile. The pattern is always the same: define criteria, search a large corpus, evaluate matches, synthesize, present.

SEARCH → SYNTHESIS FLOW
01
Define criteria
Multi-dimensional requirements
02
Search corpus
Structured + unstructured at scale
03
Score & rank
Relevance, recency, authority
04
Synthesize
Cited memo with confidence & gaps
6 hrs→30 min
research to review
Cited
every finding, scored
THE ROLE

It accelerates expert judgment — it does not replace it.

Experts start from data that is already organized, scored, and presented — instead of spending the first hours simply finding it.

The Research Agent handles the heavy lifting of search, evaluation, and synthesis. In legal, it searches case law databases, evaluates relevance by jurisdiction and precedent weight, and produces structured research memos. In SaaS, it analyzes product feedback across support tickets, NPS responses, and community forums to surface patterns and prioritize feature requests. In recruitment, it searches candidate databases against multi-dimensional job requirements and produces shortlists with match explanations.

The agent does not replace expert judgment — it accelerates it. A lawyer still evaluates the legal research memo and forms an opinion. A product manager still decides which feature to build. A recruiter still assesses cultural fit. But all of them start from a position of having the relevant data organized, scored, and presented, rather than spending their first hours simply finding it.

Multi-dim
criteria search
Ranked
by relevance & authority
Confidence
labeled on findings

Core capabilities

01

Searches large structured and unstructured datasets against complex, multi-dimensional criteria.

02

Scores and ranks results by relevance, recency, authority, and custom weighting factors.

03

Synthesizes findings into structured reports with citations, confidence scores, and highlighted gaps.

04

Identifies patterns and trends across large volumes of qualitative data (feedback, reviews, case law).

05

Monitors ongoing sources for new matches and sends alerts when relevant new information appears.

What this agent doesn't do

These stay with your human team, by design.

Does not form opinions, make recommendations, or draw legal conclusions — presents organized findings for human interpretation.

Flags conflicting sources and ambiguous results rather than resolving them autonomously.

Will not access restricted databases or information sources without proper authorization credentials.

Clearly labels confidence levels for all findings and distinguishes between strong matches and speculative connections.

How this role differs by industry

INDUSTRYWHAT IT DOES
Legal

Marcus performs legal research across Westlaw and LexisNexis simultaneously, Shepardizing every citation. He organizes findings by jurisdiction, relevance, and precedent weight, produces structured research memos with confidence ratings, and flags areas where case law is conflicting or where a jurisdiction has not yet ruled. Marcus turns a six-hour research task into a 30-minute review.

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SaaS

Listen aggregates product feedback from support tickets, NPS responses, in-app surveys, community forums, and social media. It categorizes feedback by theme, feature area, and sentiment, identifies recurring patterns, and produces prioritized reports showing the top feature requests, friction points, and usability issues driving support volume.

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Recruitment

Hannah searches candidate databases against multi-dimensional job requirements including skills, experience depth, career trajectory, location, and salary expectations. She identifies passive candidates from the existing database whose profiles align with hard-to-fill roles and provides match explanations that go beyond keyword matching to inferred competency and career-trajectory assessment.

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Common integrations

The Research Agent reads from the databases and sources you already rely on.

Internal Knowledge Base
Reads from
Case Law Databases
Reads from
CRM/ATS
Reads from
Survey/Feedback Platforms
Reads from
Web Scraping APIs
Reads from
90 MINUTES · NO COMMITMENT

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