What the AI team does — and does not do.

Not legal advice

Output from Legal Reviewer or any agent is for business-side review only. Always have counsel review loan documents, JV agreements, NDAs, and any contract before signing.

Not tax advice

Output from Tax & Insurance Servicer or Tax Analysis Skill is for planning context only. Always work with a CPA or tax counsel on actual filings, projections, and structuring decisions.

Not insurance advice

Output from the Insurance Matrix Builder or related skills surfaces coverage gaps for discussion. Always work with a licensed insurance consultant on policy procurement and claims.

Not investment advice

No agent or skill provides investment recommendations, securities advice, or solicits investment. Output is workflow assistance, not portfolio guidance.

Does not replace counsel, tax advisors, or insurance consultants

AI files reduce blank-page work and structure first drafts. Professional judgment remains required at every decision point.

Does not send external communications automatically

No agent sends emails, makes calls, signs documents, or executes transactions. Every external touch requires explicit human action.

Does not make credit decisions

The Credit Analyst drafts screening memos and risk summaries. Credit-committee approval and final credit decisions remain with humans.

Does not guarantee accuracy

Outputs are first drafts. Source data may be stale, inputs may be incomplete, models may miss context a practitioner would catch. Verify before relying.

Does not remove the need for human review

Human review is required on every output before it leaves the firm — internal review, external review, or both depending on the surface.