| ID / Name | Triplet | Vertical | Capabilities | Description |
|---|---|---|---|---|
|
Bookkeeping transaction categorization smb-accounting-bookkeeping-categorization |
smb prof-services finance | accounting | inference retrieval evaluation | Auto-categorize bank/CC transactions by client, learn from corrections, surface anomalies, draft month-end review. |
|
Tax prep client data collection smb-accounting-tax-prep-data-collection |
smb prof-services operations | accounting | inference retrieval agentic multimodal evaluation | Annual organizer pre-fill from prior year, smart questionnaire flow, document chase, missing-info nudges. |
|
Financial advisor client meeting prep smb-financial-advisor-client-prep |
smb financial sales | advisor | inference retrieval voice evaluation | Pre-meeting brief on client portfolio, life events, suggested talking points; post-meeting note + action item capture. |
|
Legal billable time capture + narrative smb-law-billable-time-capture |
smb prof-services finance | law | inference retrieval agentic evaluation | Auto-capture billable time from calendar/email/docs, draft client-friendly time-entry narratives, surface unbilled work. |
|
Law firm conflict check + matter intake smb-law-conflict-check |
smb prof-services operations | law | inference retrieval agentic evaluation | New-client conflict-of-interest screening across history; draft engagement letter; collect retainer + IOLTA setup. |
|
Legal document drafting (contracts, demand letters) smb-law-document-drafting |
smb prof-services operations | law | inference retrieval evaluation | First-draft contracts, demand letters, motions from firm templates + matter facts; track changes for attorney review. |
|
Optometry frame selection + Rx upload smb-optometry-frame-selection |
smb healthcare sales | optometry | inference multimodal retrieval evaluation | Help patients pick frames from inventory using face shape + budget + insurance allowance; capture Rx for lab order. |