Governed WorkflowsAI with Guardrails
Model Context Protocol
MCP is the first global standard for connecting enterprise software, enabling AI agents to interact directly with your systems. Sysero’s Governed Workflows give you the control and safeguards needed to harness that power responsibly.
AI Orchestration
MCP lets tools like Microsoft Copilot and Anthropic Claude use trusted data from email, DMS, CRM and ERP systems. Sysero’s rules engine guides how that data is used, helping generate accurate outputs while reducing hallucinations.
Control Costs
MCP-driven workflows share work between AI and existing applications, reducing reliance on frontier models during inference. This enables smaller models and fixed-price frontier offerings to help lower and control costs.
Federated Data
MCP connects AI to live enterprise data while preserving file-level access controls and metadata filtering. This keeps information current, secure and governed across systems, without locking you into a single AI vendor.
Some of our Clients
MCP with Governed Workflows can realise the potential of AI for professional service firms in three areas:
Compliance
From the moment a client contacts a professional services firm, compliance-led Governed Workflows are essential to capture the hundreds of data points required for each party and matter. This information is often buried across emails, documents, DMS, CRM, and ERP systems, forcing professionals to search manually across multiple platforms. By connecting existing applications through MCP, agentic AI can work in parallel across in-house systems to gather the information needed for compliance. Guided by Sysero’s rules engine, these processes can be completed accurately in minutes and stored securely with comprehensive audit logging, reducing risk and saving valuable time.
Knowledge
Using Microsoft Word add-ins for Copilot or Claude to connect directly to your organisation’s in-house knowledge bases enables professionals to create advice notes and insert clauses that draw on proprietary know-how. Relying on the internet alone as a source of knowledge can miss firm-specific details that are vital to your client and may introduce hallucinations. Knowledge must be actively managed so it remains relevant, up to date, accessible, and maintained by your in-house experts. MCP makes know-how available at the point of use, while Sysero provides the Governed Workflows needed to sustain and maintain that expertise.
Automation
Professional services firms need to produce consistent outputs using content that has been created, managed, and approved by the firm. Documents and emails must be customised for each matter while ensuring the content is accurate, relevant, and aligned with house style. AI can significantly reduce the time required to automate documents and emails by identifying the data points that need to be added to standard templates. Human experts define the use cases and optional clauses for each matter type; MCP agents collect matter data from emails, documents, CRM, and ERP systems; and Governed Workflows save the final output into document management systems, ensuring there is a single source of truth.