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Back and Middle Office

Back office and middle office are important operational areas across all verticals, with great opportunities for AI agents. Processes in these areas have regulatory and compliance needs that are often far greater than those of the core business itself.

77%of lawyers use AI; only 11% of firms have formal guidelines for itAnálise Editorial

Processes fit for AI agents

  • Contract review
  • Tax filings and SPED (Brazil's digital bookkeeping system)
  • Procurement and supply chain
  • Interdepartmental reconciliation
  • Accounts payable and receivable

Examples of units of work

  • Contract reviewed with an opinion
  • Invoice or entry reconciled
  • Document checked
  • Position filled

Recommended Skill Pack

Contract review and compliance

  1. Contract received for review

  2. Read and compare with the company's standard

  3. Flag deviations and draft the opinion

  4. Final opinion: an identified lawyer decides

    An identified person decides

    Internal AI governance
  5. Contract reviewed with an opinion

    Billable unit

Evidence

A reference flow, not your company's process.

When the other side has an agent

Procurement and hiring are two-sided markets: the buyer's agent meets the supplier's, and the candidate's agent meets the employer's. What is non-negotiable for the company is set by its authority matrix.

Compliance

Compliance standard examples

LGPD, art. 20 (Brazil's data protection law)
The data subject's right to review a decision made solely by automated processing.
Internal AI governance
A formal AI usage policy — the item most law firms still lack, despite already widespread use.

Our read

The challenge is to integrate departmental skills and vertical compliance by leveraging horizontal knowledge and applying regulatory frameworks. This creates great opportunities for knowledge exchange and best practices within the AInda ecosystem.