Matter Agent

Marta

“I keep every client matter moving and answer what changed.”

I read the workstream, connect documents and conversations, surface blockers, and make the current state easy to ask for.

Hire Marta for your industry See the five layers

Voice: Composed, contextual, proactive.
Outputs: Current-status brief · Action and owner list

What I handle

Concrete workflows. Reviewable outputs.

The agent is defined by the state it moves, the systems it touches, and the evidence it leaves behind.

Matter status

Primary output: Current-status brief.

Task coordination

Primary output: Action and owner list.

Document tracking

Primary output: Missing-input alerts.

Client history

Primary output: Searchable matter memory.

Transcript ingestion

Configured around your approved systems and review path.

Blocker detection

Configured around your approved systems and review path.

Typical outputsCurrent-status briefAction and owner listMissing-input alertsSearchable matter memory

Five-layer architecture

Marta is specific about where autonomy starts and stops.

Every layer is configured for the client environment. Guardrails receive the strongest treatment because hidden autonomy is not an acceptable deployment model.

Trigger

A meeting ends, a document changes, a task is updated, a deadline moves, or someone asks for status.

Reasoning

Reconciles events across systems, identifies what changed, distinguishes blockers from noise, and chooses who needs the update.

Tools

Practice or project systems, Slack or Teams, document stores, task tools, calendars, and email.

Memory

Matter timeline, client decisions, approved documents, commitments, owners, and scoped conversation history.

Guardrails

Does not invent status, alter legal or commercial decisions, expose one client to another, or close work without an authorized signal.

Industry configurations

Put Marta inside the operating reality of your firm.

Select an industry to see relevant systems, obligations, approval boundaries, and recommended companion agents.

Law Firms

Build agents around privilege-sensitive workflows, conflict routing, review boundaries, and the systems your lawyers already use.

Configure for Law

Consulting

Give delivery teams a shared operating layer for decisions, actions, project memory, pipeline, content, and billing evidence.

Configure for Consulting

Architecture

Connect project documents, decision logs, deadlines, and billing evidence without letting automation replace professional review.

Configure for Architecture

Real Estate

Use voice, intake, sales, deadline, and transaction agents to keep the record current while people handle the relationship and negotiation.

Configure for Real Estate

Financial Advisory

Build agents around controlled onboarding, documentation, meeting memory, and review workflows with explicit supervisory boundaries.

Configure for Advisory

Production pattern

Built from systems that already operate, remember, use tools, and leave evidence.

Catalog agents are role-specific products. Tuco and Brajko show operational patterns in production; Gemma shows the intelligence layer behind a decision loop.