AI Services
AI Agent Engineering
Pre-built agent templates that deploy in 2 weeks, or fully custom builds for complex workflows. All governed by BerTechCORE.
What's included
Legal Agreement Extraction Agent
Portfolio Reporting Agent
Compliance Alert Agent
Custom Agent Builds
Overview
What we deliver
BerTech packages three agents as pre-built templates — faster to deploy, faster to prove value. Every agent runs on BerTechCORE governance, inheriting the full audit trail, PII redaction, and access controls automatically.
Legal Agreement Extraction Agent
Reads contracts, leases, and legal agreements — extracts key terms, obligations, dates, and clauses — and outputs structured data to your CRM or spreadsheet. Eliminates hours of manual document review.
Portfolio Reporting Agent
Pulls data from your CRM and management systems. Generates formatted portfolio reports on a defined schedule. Eliminates manual reporting cycles across any asset class or client base.
Compliance Alert Agent
Monitors documents and communications for regulatory trigger events. Real-time alerts for SEC/FINRA guidance violations, lease covenant breaches, and financial threshold crossings.
Custom Agent Builds
Deal underwriting, data reconciliation, document review, workflow automation — bespoke builds for workflows that exceed the templates. Scoped and priced per project.
BerTechCORE Governance Built In
Every agent inherits firewall, redaction, audit logging, and monitoring automatically. No separate compliance layer needed.
2-Week Template Deployment
Pre-built templates deploy in 2 weeks vs. 8 weeks for custom builds. Configuration to your data systems, testing, and team training included.
Start your project.
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