Hargrove Meridian Lawyers
Five AI agents modelled on a CFO, CMO, CGO, COO, and CEO — running autonomously in the background, monitoring operations across 35+ active matters, and surfacing the decisions that need a human every Monday morning.
Prepared by Agnt Labs • March 2026 • Confidential
Confidential • Agnt Labs • 2026
The Problem
35 active matters across NSW, VIC and QLD. A senior associate at 98% capacity with a Supreme Court trial in six weeks. A $2.4M med neg referral sitting untouched for 26 days. A WorkCover QLD file dead for nine months with $41,000 in disbursements already spent.
You know some of this. You don't know all of it. The things you don't know are the ones that are going to cost you.
Confidential • Agnt Labs • 2026
The Problem
Stale Matters
Files going quiet for months. Clients disengaging. Disbursements sitting as sunk costs with no recovery path.
Disbursement Blowouts
Spending beyond approved budgets on matters that are stalling, with no early warning system in place.
Capacity Overload
Senior lawyers buried in too many files, with nothing to flag when a new high-value referral comes in.
Referral Leakage
High-value enquiries from GPs, unions, and lawyers falling through the gaps because no one has bandwidth.
A single stale matter with $40,000 in sunk disbursements undetected for nine months. A single lost referral worth $2.4 million that quietly walks out the door.
Confidential • Agnt Labs • 2026
The Solution
VEX is the executive team that runs between your board meetings — so that by the time you sit down on Monday, everything that needs your attention is already waiting for you in plain English.
What It Is
Autonomous Oversight
Five AI agents running daily, surfacing decisions
What It Is Not
Not a Chatbot
Nobody types questions. It pushes to you.
What It Replaces
Manual File Review
Quarterly reviews become daily automated scans
What It Keeps
Your Existing Systems
Connects to your current practice management data
A set of eyes you trust watching the whole business while you're in court. Not telling you how to run matters — just making sure nothing slips, nothing blows out, and every Monday you have a brief of exactly what needs attention.
Confidential • Agnt Labs • 2026
Meet the Team
Each agent watches a different dimension of the practice. Together they give the principal complete operational visibility.
Operations
COO Agent
Watches every active matter daily. Flags stale files at 90 and 180 days. Tracks deadlines, lawyer capacity, and resourcing risk.
Finance
CFO Agent
Tracks every dollar on disbursements. Flags over-budget matters, sunk costs on stale files, and forecasts 60-day budget breaches.
Marketing & Client
CMO Agent
Watches referral pipeline and client experience. Flags stale referrals at 14 and 21 days. Tracks NPS and at-risk relationships.
Growth
CGO Agent
Monitors referral source health, conversion rates, and expansion opportunities. Identifies practice area and state coverage gaps.
Confidential • Agnt Labs • 2026
Meet the Team
Synthesises all four agent reports into one founder brief every Monday morning. Overall status, ranked decision items, and cross-functional flags where multiple agents see the same problem from different angles.
Executive Synthesis
CEO Agent
The principal makes four or five decisions per week — not manually digging through 35 matter files. Everything that doesn't need a human is handled. Everything that does is surfaced, ranked, and explained.
A stale matter flagged by COO for inactivity and by CFO for disbursement burn and by CMO for low client NPS — the CEO agent connects these into a single, prioritised decision item.
Confidential • Agnt Labs • 2026
Technical Overview
Three connections. Fully automated. No one needs to operate it day to day.
Input
Your Matter Data
Status, dates, lawyers, disbursements from your existing PMS
Intelligence
Anthropic Claude
Narrative interpretation — what the numbers mean and what to do
Output
Linear Inbox
Ranked issues with plain-English descriptions and actions
| Agent | Schedule | Function |
|---|---|---|
| COO | Daily, 6 AM | Reviews all active matters, flags stale files and deadlines |
| CFO | Daily, 7 AM | Checks disbursement burn, flags over-budget matters |
| CMO | Monday, 8 AM | Referral pipeline, client NPS, referrer health |
| CGO | Monday, 8 AM | Referral source mix, growth opportunities |
| CEO | Monday, 9 AM | Reads all reports, writes founder brief, creates issues |
| Triggers | Every 15 min | Evaluates business rules, fires threshold alerts |
Confidential • Agnt Labs • 2026
Technical Overview
A tiered priority system. Every issue is ranked before it reaches the founder.
Trial date inside 6 weeks with resourcing risk. Matter stale 6+ months with large sunk disbursements. High-value referral unanswered 3+ weeks.
Disbursements over budget. Referral unanswered 14 days. Client NPS below threshold on a large matter.
Referral source health declining. Growth opportunity identified. Capacity trending up.
Confidential • Agnt Labs • 2026
Hosting & Security
Data sovereignty and confidentiality aren't afterthoughts — they're the foundation.
Australian Data Residency
All compute and storage pinned to Cloudflare's Sydney and Melbourne regions. Matter data never leaves Australia.
Encrypted End-to-End
TLS 1.3 in transit. AES-256 at rest. API keys in encrypted secrets manager — never in code or logs.
Complete Tenant Isolation
Each firm gets a dedicated D1 database, separate Workers, separate API keys. No cross-firm data access.
Zero-Retention AI
Anthropic Claude API: zero-retention policy. Data not stored after response and never used for model training.
| Control | Detail |
|---|---|
| Agent access | Read-only. Cannot write, modify, or delete matter records. |
| Authentication | Secret-based auth required for dashboard and all agent endpoints. |
| Audit trail | Every agent run, issue creation, and trigger evaluation logged with timestamp. |
| Certifications | Cloudflare: SOC 2 Type II, ISO 27001. Documentation on request. |
| Data exit | Full export on termination. Instance deleted on confirmation. Nothing retained. |
Your data stays in Australia, in your own isolated environment, encrypted at rest and in transit, and it never trains an AI model.
Confidential • Agnt Labs • 2026
What You See
One inbox. Ranked issues. Plain-English descriptions. Recommended actions. The system does the analysis — the founder makes the decisions.
| Priority | Agent | Issue | Exposure |
|---|---|---|---|
| P0 | COO | Trial in 6 weeks — MacLeod, Supreme Court VIC, lawyer at 98% | — |
| P0 | COO | Matter stale 9 months — Nguyen S, WorkCover QLD | $59,500 |
| P0 | CFO | $129,900 in disbursements sunk into stale matters | $129,900 |
| P0 | CMO | Referral stale 26 days — Peter Chang Med Neg | $2,400,000 |
| P1 | CFO | Disbursements over budget — Simmons v Gym VIC | $6,000 |
| P1 | CMO | Low NPS — 6 clients below threshold | $5,300,000 |
| P1 | COO | 4 weeks above 85% utilisation, senior lawyers | — |
| P2 | CGO | QLD Med Neg capability gap — 1 lawyer in state | $3–5M |
Confidential • Agnt Labs • 2026
Early Warning
VEX doesn't just catch problems this week. It catches them trending. Week 7 was the week to act.
The difference between a green-to-amber alert at week 7 and discovering the damage at week 12 is the difference between a course correction and a write-off.
Confidential • Agnt Labs • 2026
Return on Investment
Not projections. Current exposures visible in this firm's data right now.
Sunk Disbursements
$129.9K
Locked in stale matters, no recovery path
Unactioned Referral
$2.4M
Med neg claim walking out the door
At-Risk Client Value
$5.3M
6 clients with low NPS on active matters
Growth Opportunity
$3–5M
QLD med neg pipeline if resourced
A single stale matter with $40,000 in sunk disbursements costs more than a year of VEX. A single lost referral worth $2.4 million costs more than several years.
Confidential • Agnt Labs • 2026
Where This Goes
The roadmap is shaped by what firms like yours tell us matters most.
Near-Term — 6–12 Months
Deeper Integrations
PMS Connectors:
Notifications:
Medium-Term — 12–24 Months
Platform Expansion
New Agents:
Multi-State: WA, SA, TAS
Multi-Office: Consolidated CEO view
Longer-Term — 18–36 Months
Client-Facing Layer
Client Portal — read-only matter view. Reduces inbound calls.
Auto Comms — milestone-triggered updates for lawyer review.
Referrer Reports — monthly outcome summaries to top sources.
Of the integrations, additional agents, and client portal — which matters most to you right now?
Confidential • Agnt Labs • 2026
Next Steps
From You
Data Access
Matter status, dates, lawyers, disbursements from your PMS
From Us
Integration
Connection, configuration, threshold tuning for PI economics
Timeline
2–4 Weeks
From kickoff to first Monday morning brief
No. VEX reads from your existing data. It's a layer on top that watches and surfaces what needs attention.
Australia — Cloudflare Sydney and Melbourne. Zero-retention AI policy. Never used for model training.
No. Completely isolated deployment — separate database, Workers, and API keys per firm.
Dedicated connectors in development. Current integration via structured data layer. Scoped during setup.
All P0 issues require human review. Agents flag and recommend — the principal decides. Read-only access only.
Yes. WA (ICWA) and SA (ReturnToWorkSA) configuration on the near-term roadmap.
Important: VEX agents flag and recommend — the principal decides. All P0 issues require human review. Agents cannot modify your matter management system.
Confidential • Agnt Labs • 2026