Client policy and evidence reconciliation
Reconcile handbook versions, jurisdictions and source requirements.
CLIENT ENGAGEMENT / POLICY VERSION / IMPLEMENTATION ACTION
AI agent for independent hr consultancies
Keep the client work moving from policy brief to rollout.
Your AI agent carries client policy projects through source checks, stakeholder feedback and rollout follow-through.
A specialised AI agent you can ask for more. Chat here on the site.
$149.00/month, including $60.00 in monthly credits. Monthly subscription. Before tax.
Specialised AI agentYour own report presetNo connection needed to begin
HR consulting engagement deliverySPECIALIST / 969
YOUR SPECIALISED AI AGENT
One place for client policy and evidence reconciliation, deliverable production and stakeholder coordination, rollout actions and client reporting.
MADE FOR YOUR WORKDAYStart with work already on your desk
Your first useful assignment.
Share the relevant records in your regular Teams chat and give your specialist an outcome. No model or tool choices to make first.
Get my AI agent →YOU COULD ASK
“Take our three client handbook projects through source reconciliation, revised policy packs, stakeholder responses and rollout tracking. Resolve the contradictory legacy versions.”
- Client policy and evidence reconciliation
- Deliverable production and stakeholder coordination
- Rollout actions and client reporting
A useful first result
Client policy and evidence reconciliation, with the client engagement, policy version and implementation action linked to source evidence and the next delivery actions.
Example assignment, not a promised delivery time. Your agent works from the records and access you provide. Add connections when you want it to act in other systems.
A conversation at your desk
Take our three client handbook projects through source reconciliation, revised policy packs, stakeholder responses and rollout tracking. Resolve the contradictory legacy versions.
This example shows an established working setup: the agent already knows the business and has the records and connections listed below. Hand over the assignment and it carries the work through to saved results.
Illustrative project · configured agent at work
A configured agent with your client engagement, policy version and implementation action records, current commitments and the connected accounts used for deliverable production and stakeholder coordination.
- Client policy and evidence reconciliation
- Deliverable production and stakeholder coordination
- Rollout actions and client reporting
A working specialist can handle the project, with a configured team sharing the work where available. This is an example of what you can build up to, not a first-launch conversation. Timing and usage depend on the assignment.
- You · Independent HR consultancies
Take our three client handbook projects through source reconciliation, revised policy packs, stakeholder responses and rollout tracking. Resolve the contradictory legacy versions.
- Your AI agent · AI Agent Store
One client has two leave policies and another has changed jurisdictions. I am checking the source requirements and consolidating the correct versions while progressing unaffected sections.
Work in progress - You · Independent HR consultancies
Preserve each client's agreed scope and existing decision owners. Keep implementation actions separate from unresolved policy choices.
- Your AI agent · AI Agent Store
Versioned policy packs and change logs are delivered, feedback is reconciled and rollout actions have owners. Unresolved client decisions remain visible with their source context. Your working files and dashboard reflect the recorded outcomes.
Later · delivery and saved results
CLIENT ENGAGEMENT / POLICY VERSION / IMPLEMENTATION ACTION
A working brief for your AI agent.
Support an independent HR consultancy's client engagements. Retain jurisdiction, policy versions, source requirements, agreed scope and implementation owners.
AI
Your AI agentPrepared for independent hr consultancies
HR consulting engagement delivery working registerEXAMPLE, NOT LIVE ACTIVITY
An example record for client engagement, policy version, implementation action, client policy packs delivered.
01Client engagement02policy version03implementation action
The useful next step
Client policy and evidence reconciliation
Reconcile handbook versions, jurisdictions and source requirements.
From enquiry to a useful next step
HR consulting engagement delivery working register. Your way of working.
01
Brief and source records received
Add a job reference and the details you already know.
02
Client policy and evidence reconciliation
Client engagement and policy version, ready to check.
03
Deliverable production and stakeholder coordination
Give your specialist the outcome and let it carry the work forward.
04
Outcome evidence verified
Keep working records in Files and Tasks.
05
Rollout actions and client reporting
Keep the job and its next steps together.
Ask your specialist to maintain your working records in Files and Tasks and adapt the reports in Teams Dashboards. These are the regular platform tools, prepared for your business. Connections to other systems are optional.
The details your specialist follows
Inside the hr consulting engagement delivery
Follow each client engagement through the working record. The example below shows how references, dependencies and resolutions stay together, so you can trace what changed and what happens next.
Keep an eye on: conflicting policy versions, changed jurisdictions and rollout actions without owners.
Illustrative working document · your records start empty
| Client engagement | Dependency to follow | Evidence of completion |
|---|---|---|
| 18-104 | Client policy and evidence reconciliation | Policy-version conflicts resolved |
| 18-118 | Deliverable production and stakeholder coordination | Rollout actions completed |
| 18-126 | Rollout actions and client reporting | Engagement deliverable dates met |
Active hr consulting engagement delivery records3
Client policy packs delivered36 outcomes
Outcomes with supporting evidence2
Illustrative project figures. Your agent maintains working records in normal Files and Tasks and reports completed work in Teams Dashboards. Ask it to adapt those records and reports as your workflow changes.
Built around the details that matter
Client policy and evidence reconciliation. With the right questions already in mind.
Employment operations advisory rather than business strategy
Deliverable production and stakeholder coordination
Coordinate policy drafts and stakeholder responses by client engagement.
Rollout actions and client reporting
Follow rollout actions without losing unresolved client decisions.
A small tool for a real job
Policy sections to reconcile. Before the back-and-forth.
Follow conflicting policy versions, changed jurisdictions and rollout actions without owners before they turn into another missed commitment.
Try the numbers, then bring the confirmed brief to your specialist. Start with a reference such as “Job 104”—you do not need to upload your customer database.
- Client engagement
- policy version
- implementation action
- Client policy packs delivered
Try your own numbers
Policy sections to reconcile
Planning arithmetic from your inputs. Your specialist can turn the confirmed details into a working brief. This is not a quote or capacity commitment.
Prepared for your business
The numbers behind your hr consulting engagement delivery.
Six useful measures, ready in your regular Teams dashboard. Your specialist keeps them up to date from the real work and records it can access. Ask it to change a measure, add a report or investigate what is behind a result.
Recorded cases · outcomes
Client policy packs delivered
What this measures
Count one verified client policy-pack issue outcome, identified by its stable business-record ID and completion event. Link the source evidence and retain the original completion timestamp. Duplicate updates, revisions, illustrative examples and pending or merely promised outcomes do not count. A corrected outcome replaces its prior event rather than creating another completed item.
Recorded cases · outcomes
Policy-version conflicts resolved
What this measures
Count one verified policy version discrepancy outcome, identified by its stable business-record ID and completion event. Link the source evidence and retain the original completion timestamp. Duplicate updates, revisions, illustrative examples and pending or merely promised outcomes do not count. A corrected outcome replaces its prior event rather than creating another completed item.
Recorded cases · outcomes
Rollout actions completed
What this measures
Count one verified client rollout action outcome, identified by its stable business-record ID and completion event. Link the source evidence and retain the original completion timestamp. Duplicate updates, revisions, illustrative examples and pending or merely promised outcomes do not count. A corrected outcome replaces its prior event rather than creating another completed item.
Average · hours
Complete client brief to first policy pack
What this measures
Elapsed hours from complete engagement brief to first pack issue. Use the actual start and end timestamps for the same business record, store the calculated duration once with source references and exclude pending cases, missing timestamps, reversed intervals and illustrative examples. Do not infer elapsed time from a current status or sum repeated snapshots.
Observed rate · %
Engagement deliverable dates met
What this measures
Population: completed engagement deliverables, each with a stable record ID and an actual completed assessment. Numerator: on_time; denominator: on_time plus late from the same assessed population. Classify each outcome once; exclude pending or unknown cases, unassessed records and illustrative examples. Compare actual completion with the original agreed deadline; retain its timezone and do not move the deadline to improve the result. Corrections replace the original event instead of counting twice.
Observed rate · %
Issued policy sections with source and version evidence
What this measures
Population: issued policy-section evidence assessments, each with a stable record ID and an actual completed assessment. Numerator: met; denominator: met plus not_met from the same assessed population. Classify each outcome once; exclude pending or unknown cases, unassessed records and illustrative examples. Apply the recorded requirement checklist or acceptance criteria; preserve failures as well as passes and link the supporting evidence. Corrections replace the original event instead of counting twice.
Your reports start empty. Figures reflect observed work in the selected period; missing records are not treated as measured zeroes. Current jobs, schedules and stock stay in your working files and tasks. You and your agent can adapt the dashboard as your business changes.
Keep the tools that already work
Specialised in your trade. Open to your next idea.
Your AI agent starts with the details of your business already in mind. The three workflows are starting points. Ask it for help with another task in the same conversation.
An AI agent prepared for your business
The starting instructions, intake questions and working rules already match independent hr consultancies. Add your service list and one example of your tone when you are ready.
Give your agent the whole job
Give your agent an outcome, the access it needs and your budget. It handles routine decisions and follows through in your connected tools, asking when a missing business decision needs you. Set or change your own boundaries whenever you want.
Ask beyond the starting workflows
Ask your hr consulting engagement delivery to investigate recurring exceptions, compare suppliers, improve customer communications or take on another business assignment in the same workspace. Give your agent another task in plain language. What it can carry out depends on the tools you connect and the access you choose.
Recommended starting plan
Your AI agent for independent hr consultancies.
Begin with one specialist and a report preset for your business. After setup, your regular Agent Teams conversation opens. No tool selection before your first conversation.
$149.00/month
Capacity for 3 running agents · 250 active hours per month
Start my AI agent →A clear starting total
$149.00 before tax today and monthly, including $60.00 in Platform Credits after the first payment and each paid renewal.
Unused credits roll over. AI usage draws from your balance; additional credits are available when needed. $0.15 applies per active hour beyond the included allowance. Optional voice and other services cost extra.
Hosting availability is checked before payment. Create your account, confirm your monthly subscription, then start chatting when your specialist is ready. Your instructions and dashboard are prepared automatically after payment.
Automatic top-ups start off. Buy credits manually or set automatic top-ups and spending limits in your account. Keep the full Teams controls for models, connections and supported settings.
Before you begin
An AI agent for independent hr consultancies.
Can it work across several client organisations?
Yes. Each engagement keeps its own jurisdiction, policy versions, scope and contacts. The agent coordinates drafts and rollout work without mixing one client's records into another's pack.
Is this only for the three tasks shown?
No. This is an AI agent specialised for independent hr consultancies, with three prepared workflows to get you started. You can ask for writing, research, planning, analysis or another task in the same chat. It can make routine decisions and carry the work through using available tools. You set its boundaries; it asks when a real business decision or missing access needs you.
What happens after I subscribe?
After payment, we prepare your AI agent for independent hr consultancies, its workflows and your hr consulting engagement delivery working register dashboard. Your regular Agent Teams chat opens when setup is ready. Files, Tasks, settings and billing work the same as for other customers. Reports start empty and count actual reported work; the examples above are illustrative.
Do I need to connect email or messaging?
No. Prepare your first brief and draft here. Connect external channels later when you want the specialist to work there.
Does this replace my existing business software?
Use it alongside your current tools for preparing work and organising jobs. Live stock, availability, sending and payment records require a verified connection or your own confirmation.
Choosing for a different business?
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