Taught once, used by the whole firm
Without skills, every person's AI learns alone. With skills, your expert's method becomes the firm's method, down to the newest hire.
Personal AI accounts
- Everyone prompts their own way
- Results change from desk to desk
- Know-how leaves when the person leaves
Sofia's shared skills
- Your expert shows Sofia the task once
- It becomes a skill the whole firm runs
- Your newest hire gets the expert's version
How a skill gets made
Nobody writes a manual. You do the work once with Sofia, and the method is kept.
- Once
Get it right with Sofia
Do the task with Sofia until the result is right, ideally starting from a past deliverable your firm approved.
- Then
Say "turn this into a skill"
Sofia captures the steps, templates and rules from the work you just did. Yuxibu builds the skill for the firm.
- From then on
Everyone runs it
Anyone runs it by name. One correction improves it for everyone, and work that repeats can go on a schedule.
“It keeps all of the templates, which is great.”
What skills are doing right now
A skill earns its keep the second time it runs, and every time after that.
A summer of diligence, on the firm's templates
The firm's diligence template, run on dozens of managers in one summer. Its research lead checked every figure. Hundreds of hours of analyst work, done by a skill.
ExploreClient analysis that finds new revenue
A client-analysis skill reviews each client the way your best analyst would and turns up new revenue opportunities for your team to act on.
ExploreOur daily operations, on schedule
We run our own firm on skills. Scheduled skills deliver our morning briefings, meeting follow-through, daily summary and weekly market brief before anyone asks.
ExploreWhat a skill holds
A skill reads like the note your best person would leave a new hire, in a file anyone at your firm can open.
- The steps
- What to do, in what order, and which systems to pull from.
- Your templates
- The formats your firm already uses, so the output looks like your work.
- The rules
- Your standards and checks, applied the same way every time.
- The exceptions
- The cases your best person knows to handle differently.
- An approval step
- Where a person signs off before anything writes to a client system or sends.
- A schedule, if it repeats
- Skills run on a schedule and deliver to the people who need them.
Skills for the work that moves your firm
Sofia starts with a library of skills for each kind of work. Your firm's own skills sit beside them.
- Analysis and modelingModels built to answer a business question, with the deck that explains them.Explore
- Research and diligenceMarket, competitive and diligence research, filled into your firm's own templates.Explore
- Memos and reportsExecutive briefs and strategy reports drafted in your firm's structure.Explore
- Client deliverablesReviews, letters and decks for every client, each in the right format.Explore
- Clients and pipelinePre-meeting briefs, follow-ups and CRM records kept current, with approval first.Explore
- Operations on scheduleDaily summaries, task plans and recurring reports that arrive before anyone asks.Explore
Skills your firm owns
Your methods are business assets. They belong to your firm and get more valuable every time someone improves them.
Plain files your firm keeps
Skills are plain files anyone at your firm can read. Everything we build for you is yours, and we hand it over as files whenever you ask.
ExploreBuilt and maintained with you
Your people teach Sofia the work. Our engineers design, test and maintain the skills, and update them when your templates change.
ExploreChecked on every run
Every turn passes a rule-based review before delivery, so Sofia doesn't report work she didn't do. A person at your firm does the final review.
ExploreQuestions firms ask
What exactly is a skill?
A written procedure: your firm's steps, templates, rules and exceptions for a task, stored as a plain file your firm owns. Any agent on your deployment can follow it, and anyone on your team can run it or read it.
Who writes the skills?
Your people do the work with Sofia and say "turn this into a skill" when it comes out right. Our engineers help design, test and maintain skills, so nobody at your firm has to become an AI specialist.
What happens when our templates change?
You correct the shared skill once, or our engineers update it for you. The change reaches everyone who runs it the next time they do.
Can a skill send something without us seeing it?
Only if you set it up that way. Approval steps can be built into any skill that writes to a client system or sends a message, so a person signs off first.
Can we take our skills with us?
Yes. Skills are plain files your firm owns. The skills, workflows and knowledge built for your firm are yours to keep, and we deliver them as files on request.
Find the first skill your firm should keep
The Sofia Assessment maps your systems and values your recurring work, and you keep everything it delivers. Then you decide.