AI Policy Enforcement for Professional Services Firms
Consulting, legal, accounting, and advisory firms use Corules to enforce resource allocation policies, billing compliance, conflict of interest checks, and client deliverable approvals. AI staffing recommendations respect certification requirements, billing rate policies, and client conflict rules before assignments commit.
Industry context
Consulting, legal, accounting, and advisory firms use Corules to enforce resource allocation policies, billing compliance, conflict of interest checks, and client deliverable approvals. AI staffing recommendations respect certification requirements, billing rate policies, and client conflict rules before assignments commit.
Corules provides the deterministic policy enforcement layer that Professional Services organizations need to deploy AI agents in production — with audit trails that satisfy regulators and governance teams.
Regulatory requirements
Public accounting firms follow PCAOB and AICPA independence rules. Law firms follow bar association conflict of interest rules. Government contractors follow FAR/DFAR billing regulations. Professional liability considerations require documented approval processes for scope and fee changes.
Corules's immutable audit ledger records every decision with: policy set version, actor identity (from signed claims — never from LLM output), normalized input hash, outcome, and reason. This creates a complete compliance trail for any regulatory examination.
Key decision types
These are the structured decisions most commonly enforced with Corules in Professional Services:
- Resource allocation and project staffing
- Billing rate approval and invoice generation
- Conflict of interest check and engagement acceptance
- Scope change and budget reallocation
- Subcontractor engagement and vendor selection
Applicable use cases
These Corules use cases are commonly deployed in Professional Services organizations:
Frequently Asked Questions
How are professional certification requirements enforced?
Required certifications (CPA, bar admission, security clearance) are policy constraints checked against context fields. Assignments to engagements requiring clearances verify the resource's clearance level before the staffing decision commits.
Can conflict of interest checks be automated?
The conflict check result is computed upstream (from your engagement management system) and passed as a context field. Corules enforces the policy: if conflict_cleared != true, the engagement acceptance is blocked.
Deploy Corules in your Professional Services environment
Talk to our team about industry-specific policy templates and compliance configurations.
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