What can AI actually do here?
Quite a lot, and it's worth saying plainly.
It can organize the file. It can spot what's missing before anyone asks. It can help an agent across a dozen fronts at once, and it doesn't get tired doing it.
None of that is a vote.
Where's the line?
Helping is everything up to the decision. Deciding is the decision.
The negotiation, the advice, the difficult conversations, those belong to the agent. They always have and they always will, and not because of a rule someone wrote down. It's because each of them turns on reading a person, weighing what actually matters to them, and then being accountable for the call.
That's the job. That's what the client is buying.
Why is that worth stating at all?
Because the temptation runs the other way.
Once a system is good at organizing, it's a short step to letting it start suggesting, and a shorter one to letting the suggestion stand because it's easier than arguing with it. Nobody decides to hand over judgment. It just quietly gets handed over, one convenient default at a time.
So it's worth being explicit about which seat the software sits in. The assistant handles the logistics. The agent decides.
What does the assistant actually give you, then?
Room.
An agent who walks into a hard conversation with the file already in order is in a better position than one who walks in having spent the afternoon chasing a document. Same judgment, more of it available, spent on the thing that deserves it.
That's the whole contribution, and it's a big one. It isn't a smaller role than deciding, it's the ground that makes deciding possible.
A good assistant creates more room for human judgment. It doesn't walk into the meeting and start acting like it owns the place.