AI Agent Workflows for CRM Firms

Private, firm-specific AI workflows that help cultural resource teams move documents, reviews, and reporting forward.

Built Around Your Workflows

HRS builds AI workflow agents for cultural resource firms: controlled systems that help with report review, document processing, formatting, research organization, QA, and repeatable administrative work.

The first workflow is a report QA agent, but the larger service is private AI implementation: mapping a firm’s recurring work, designing agents around that work, and deploying them inside the firm’s controlled environment.

Automation With Professional Judgment

CRM work involves confidential archaeological data, client-controlled deliverables, proprietary templates, and material governed by state inventory systems. Generic public AI tools are not designed for that environment.

HRS agents are designed to assist qualified professionals, not replace them. Final NRHP, Section 106, effects, eligibility, and compliance decisions remain subject to human review.

What the First Agents Can Handle

Report QA Agent

Checks draft reports for missing sections, weak logic, internal inconsistencies, formatting drift, and human-review items.

Formatting Agent

Reviews heading hierarchy, caption styles, table formatting, figure numbering, spacing, page breaks, and template compliance.

Style Agent

Suggests clearer CRM prose, resource description language, SHPO response language, and firm-specific report conventions.

Logic Review Agent

Flags for unsupported conclusions, unclear APE descriptions, weak integrity analysis, disconnected historic contexts, and inconsistent findings.

Sensitivity Agent

Detection workflows for coordinates, site numbers, restricted appendices, state inventory references, and language requiring controlled processing.

Cloud Folder Agent

Works with explicitly authorized Drive, SharePoint, or OneDrive folders to organize inputs and save QA outputs in the right place.

Archival records prepared for review

Private Agent Deployment

The agent workflows can be configured to operate inside the client’s controlled environment rather than requiring reports to be uploaded to a public SaaS platform.

Folder-Scoped Cloud Access

Cloud integrations should be authorized deliberately. HRS agents are designed around selected folders and explicit permissions, not indiscriminate access to a firm’s entire document system.

Historic map and structured source material

Private Agent Pilot

HRS is developing pilot implementations for CRM firms that want practical AI workflows while keeping sensitive project data inside their own systems.

  • Review of existing report templates
  • Firm-specific QA checklist development
  • Sensitivity and confidentiality workflow design
  • Sample report or workflow testing
  • Staff feedback session
  • Implementation roadmap

Pilot Deliverables

A pilot is designed to produce practical evidence before a firm commits to a larger deployment.

  • Report QA memo or workflow output package
  • Formatting and completeness issue table
  • Human-review checklist
  • Recommended private deployment model
  • Prototype agent workflow configuration
  • Time-savings and workflow observations

Interested in a private AI workflow pilot?

Contact HRS to discuss an agent workflow configured around your firm’s templates, report types, data controls, and review process.

Contact HRS