CPA firms, law firms and similar practices
Practices with heavy document and process work. Most want to get more done with the people they have. The goal is to move that work through the office with less manual effort, and to try AI on one task before committing to more.
I spend time in your office first. I sit with the people doing the work and watch how a file moves from intake to delivery. Then I build tools using AI to automate the tasks we find.
The tasks I usually look at first:
- Workpaper preparation before busy season, including municipal audit workpapers
- First-pass document review, with a person signing off
- Client intake
- Engagement letters
Once the steps are written down, a tool can do the first pass and your staff can review instead of retype.
A short build you can see working
For a CPA firm, a proof build might take last year's workpapers and this year's trial balance and assemble the first draft of the municipal audit binder, with a list of what is still missing. For a law firm, it might pull the facts from incoming intake forms into your matter template and flag anything a lawyer needs to read.
The scope is written down first and the build is short. You see the result before you decide on anything larger. See how an engagement works.
Nobody has to learn to code
I build the tool and train the people who will use it. I also write down how it works, so it does not depend on me. Your staff keep the judgment work and spend less of the day retyping.
Free. Tell me which task you would hand off first.