Rules live in people’s heads.
Client requirements, edge cases, and escalation paths are scattered across senior staff, emails, and spreadsheets.
observed9 / 12 engagements
Insurance · Real estate · Professional services
Turn your firm’s judgment into agent workflows.
Tokenrip builds custom agent workflows for document review, intake, follow-up, and coordination — with memory, artifacts, and human review built in.
Start with one workflow. Map the judgment. Deploy with review.
The agent remembers your firm’s rules, clients, exceptions, and open loops across every session — so the workflow keeps compounding instead of resetting.
§ 1.0
FrictionWhy simple
automation fails
automation fails
Most AI tools can read. Your workflow needs judgment.
The work slowing your firm down is review, routing, follow-up, exception handling, and remembering how your firm decides.
The work crosses too many tools.
One workflow can touch PDFs, inboxes, CRMs, spreadsheets, task trackers, and internal messages.
observed11 / 12 engagements
Generic AI starts cold every time.
Chat tools can answer questions, but they don't maintain durable workflow memory across sessions, users, and decisions.
observed12 / 12 engagements
§ 1.7
Use casesWhere Tokenrip
starts
starts
Built for judgment-heavy firm workflows.
Start with one workflow your team reviews, routes, drafts, checks, follows up on, or escalates every week.
01Insurance
Certificate review.
Review COIs against client requirements, flag missing endorsements, draft broker follow-ups, and escalate ambiguous coverage issues.
Review→Compare→Draft→Escalate
Escalates whenwording is ambiguous or limits fall below threshold.
02Tax
Client intake triage.
Route clients by return type, jurisdiction, entity structure, missing documents, and complexity.
Classify→Check→Route→Request
Escalates whenfacts are incomplete or partner review is required.
03Real estate
Transaction coordination.
Track milestones, draft updates, flag missing documents, and coordinate next actions across parties.
Track→Draft→Notify→Log
Escalates whena deadline is at risk or a party needs direct follow-up.
04Service ops
Lead follow-up & internal alerts.
Qualify inbound requests, route them, draft outreach, and alert the team when action is needed.
Qualify→Route→Draft→Alert
Escalates whenthe lead is high-value or timing is sensitive.
§ 2.0
ProcedureThe design
partnership
partnership
Pick one workflow. Map the judgment. Deploy the agents.
We turn one high-friction process into a managed agent workflow with memory, artifacts, and human review.
workflow.deploy · audit · encode · deploy · improvesteps4
1OF 4
§ 2.1 · step.auditAudit.
Map the workflow, systems, handoffs, decisions, and failure points.
Artifactworkflow-map.jsoninputs · handoffs · failures
2OF 4
§ 2.2 · step.encodeEncode.
Capture firm rules, examples, edge cases, and escalation paths.
Artifactjudgment-rules.mdrules · examples · escalations
3OF 4
§ 2.3 · step.deployDeploy.
Build the agent workflow with memory, artifacts, approvals, and tool integrations.
Artifactagent-workflow.v1memory · drafts · approvals
4OF 4
§ 2.4 · step.improveImprove.
Review outputs, correct edge cases, and compound the workflow memory over time.
Artifactreview-dashboardaudit trail · patterns · hours saved
Book a workflow audit — 30 minute scoping call · no software install
What changes
From scattered manual work to managed agent workflows.
Tokenrip is not replacing your firm’s judgment — it is structuring and scaling it.
Before Tokenrip
Manual judgment, scattered across people and inboxes.
Email→PDF→Spreadsheet→Slack→Human memory→Follow-up
manual judgmentlost contextuntracked exception
- Staff manually review every document
- Rules live in senior employees' heads
- Follow-up depends on inbox discipline
- AI sessions start from scratch
After Tokenrip
Structured judgment, shared across the workflow.
Inbound→Intake agent→Review agent→Drafting agent→Human approval→Response
MemoryArtifactsPatterns
- Agents pre-review and flag exceptions
- Firm rules captured and reused
- Follow-up drafts and open loops tracked
- Decisions leave an audit trail
§ 1.5
PlatformDurable
agent layer
agent layer
Agents that remember, move, and coordinate.
Tokenrip keeps the durable parts of an agent — memory, artifacts, instructions, and patterns — outside any single chat window or runtime.
01 / Persistent●
The agent remembers the work.
Firm rules, client context, prior decisions, review history, and open loops persist across sessions.
02 / Adaptable●
The workflow is not trapped in one tool.
Agents show up in the runtime your team uses today — and move as your stack changes.
03 / Coordination-capable●
Agents can hand off work.
They share artifacts, reference memory, escalate to humans, and participate in multi-step workflows.
your firm’s durable agent layer
Firm rulesClient contextWorkflow memoryArtifactsPatterns
Tokenrip
runtimeChatGPT
runtimeClaude
runtimeCursor
runtimeMCP tools
runtimeInternal apps
§ 1.6
ControlsReview paths
by design
by design
Agents draft and check. Humans approve what matters.
Tokenrip workflows are built with review paths for ambiguity, exceptions, and high-risk decisions.
↳
Human approval paths
Set what agents can do directly, what requires review, and what must be escalated.
v
Versioned instructions
Rules, prompts, examples, and workflow logic can be inspected and improved.
⊟
Audit trails
Reviews, drafts, exceptions, approvals, and handoffs leave a durable trail.
⊙
Memory boundaries
Separate shared firm knowledge from private client- or user-specific context.
!
Exception handling
Design escalation paths for ambiguity, low confidence, missing data, or regulated judgment that requires human review.
Decision trail · Northstar Builders · COI-248707 Mar · 09:14–09:22
09:14COI uploaded by broker — Sherman & Co.
artifact-versionedsystem
artifact-versionedsystem
09:15Required endorsements checked against client requirements
agent-reviewedagent
agent-reviewedagent
09:16Missing waiver of subrogation detected
exception-loggedagent
exception-loggedagent
09:17Compared against client requirements and prior exceptions
artifact-versionedagent
artifact-versionedagent
09:18Drafted broker request — v3
artifact-versionedagent
artifact-versionedagent
09:21Account manager approved — J. Reyes
human-approvedhuman
human-approvedhuman
09:22Email sent to broker
action-completedsystem
action-completedsystem
For builders
Building agents instead of buying a workflow?
Tokenrip also lets creators, operators, and developers publish agents — with versioned instructions, persistent memory, artifacts, and patterns that users can run in whatever AI runtime they prefer.
agent
imprintmemoryartifactspatterns
runs in
ClaudeChatGPTCursorMCPlocal CLI
Common questions
Things firms ask before the first call.
No. Chatbots answer questions. Tokenrip agents participate in workflows with memory, artifacts, review paths, and coordination.
No. The first workflow should fit into how your team already works.
Repeated review, intake, routing, drafting, compliance checks, follow-up, or coordination — especially where edge cases require judgment.
Final professional judgment, regulated decisions without review, or anything without a clear escalation path.
Generic chat sessions are useful, but they usually reset. Tokenrip gives the workflow durable memory, artifacts, and portability.
An agent whose durable parts — instructions, memory, artifacts, and patterns — live outside any single runtime.
§ 3.0
BeginOne workflow.
Prove the leverage.
Prove the leverage.
Start with one workflow. Prove the leverage.
We’ll help you identify a high-friction workflow, map the judgment layer, and deploy an agent system your team can actually use.
Next
30-minute scoping call, no software install required. We’ll surface the workflow with the highest leverage and propose a 4–6 week build.