IndustryFiduciary & accounting
Chasing documents, answering the same year-end questions, looking through old files to see how you handled it last year. In many fiduciary firms a big part of the day goes on work that has little to do with advice.
Around year-end and tax returns, the requests, missing documents and follow-up questions pile up. Every client expects a quick answer, and often only one person knows how a given client's file works.
At the same time, good people are hard to find. Every hour your team spends sorting, chasing and searching is an hour missing from the work clients actually pay for.
Today
With us
The system sorts requests, answers routine questions and chases missing paperwork. Your team sees what's still open.
Read moreHow did we handle this last year? You can ask client files and internal guides directly, and every answer shows its source.
Read moreNew clients get their quote sooner, because a few details are enough for a draft with scope and fees.
Read moreWe train your people on tasks from their own client work, with clear rules for client data, until using AI feels like routine.
Read moreYou tell us how the work runs today. We'll tell you honestly whether AI is worth it for you, and where.
We sit down with the people who do the work and go through it step by step: where the information comes from, where time gets lost, which rules apply.
We build a first version with your templates and data and try it on real cases from this week. Your team decides whether it's any good.
We build the solution for you, or your team learns with us to run and improve it themselves.
They come first. We choose providers and hosting with you so that client data stays protected, doesn't train anyone else's models and is only visible to the people who should see it.
We work with the tools you use today. We'll work out which connection makes sense for your firm in the workflow audit.
Especially where a few people carry a lot of routine work. We start with a pilot on one task that costs you time every week, and you decide based on the results.
In 30 minutes we'll talk about where routine work is crowding out advice at your firm, and where we'd start.