Sound Familiar?
Time Drains Everywhere
Partners spending 10+ hours per week on routine review. Associates reconstructing time entries. Admin tasks eating into billable hours across the firm.
Manual, Repetitive Workflows
Client intake, document assembly, due diligence checklists: the team is performing the same manual steps hundreds of times per year with no automation in sight.
Revenue Leaking Through Gaps
Delayed billing, missed follow-ups, dormant client relationships. Every manual process is a potential revenue leak that compounds over time.
How We Get You There
Process Discovery
We map every revenue-touching workflow end-to-end: client intake, document review, due diligence, billing, matter management. No assumptions. Just data.
Bottleneck Analysis
We identify where time and money leak. Every manual step is scored by time cost, frequency, and automation potential to build a clear priority list.
Agent Design
We design AI agents for your highest-impact workflows. Each agent specification includes inputs, outputs, decision logic, escalation rules, and integration points.
Implementation Playbook
You receive step-by-step guides for deploying each agent, including tool selection, training requirements, testing protocols, and rollback procedures.
Deliverables
- End-to-end process maps with inefficiency flags
- Time and cost analysis per workflow
- Prioritised automation opportunity register
- AI agent design specifications for top-priority workflows
- Implementation playbooks with phased rollout plans
- Change management and training recommendations
Fixed-scope engagement. Transparent deliverables and milestones throughout.
What Success Looks Like
- Clear visibility into where time and revenue leak
- Actionable automation roadmap prioritised by ROI
- AI agent designs ready for implementation
- Team buy-in through involvement in the process
- Measurable time savings from quick-win automations
Boutique practice automated intake and recovered dormant revenue
Faster client response time after process redesign