IND / Industries / Professional Services
The billable hour shouldn't be spent on admin.
Accounting and bookkeeping firms, consultancies, and other professional practices run on documents, deadlines, and email. Most of it follows patterns AI handles well — with your people reviewing every output.
Where the hours go
- Client email volume that swallows mornings
- Engagement letters and standard documents rewritten each time
- Meeting follow-ups slipping through the cracks
- Document review and summarizing by hand
- Onboarding knowledge that lives in one person's head
What we install
- Client email threadSummary + suggested reply
- Meeting notesAction items + follow-up email
- Long documentExecutive summary + flagged items
- How-Dave-does-it explanationWritten SOP
- Completed engagementClient update + review request
Every workflow includes a review step and written rules about what never goes into an AI tool. Practical, not reckless.
04 / Next action
Start with a Workflow Review.
One week. $500. You get a prioritized map of exactly where AI belongs in your business — and where it doesn't. If it doesn't show at least 5 hours a week worth recovering, keep your money. If you move ahead with The Redline, the $500 comes off the price.
No hype · No retainer