AI Automation Plan

Tell us how your firm works

About 15 minutes. The more specific you are, the better your plan. Please don't include client names or confidential client details.

1. About your firm

Firm name

Email for your plan

Type of business

Team size (including you)

If "Other", or anything specialized, describe what you do

Roles on your team Check all that apply.

Owner / partners Licensed professionals Admin / office manager Client service / account managers Bookkeeping / billing Marketing / business development

2. Tools you already use

Industry-specific or other softwaree.g., Karbon, TaxDome, Applied Epic, AppFolio, Clio, dotloop

Have you used AI tools at work yet?

None yet A few people experiment We pay for an AI tool Some workflows running

3. Repetitive tasks

List the tasks that eat the most time. Rough guesses are fine.

TaskHours / week (whole team)Who does it

4. Time and bottlenecks

Roughly how many hours a week does your whole team spend on admin and busywork?

Do you have a busy season? When?

What's the single biggest bottleneck in your week?

5. Goals

What would you most like AI to help with? Pick up to three.

Free up time for client work Grow without hiring Faster client response Fewer errors Easier busy season More consistent marketing

What would make this plan a clear win for you in 90 days?

6. Constraints

Monthly budget for new tools

Any compliance requirements we should respect? Check all that apply.

Client confidentiality / privilege IRS / tax-preparer rules SEC / FINRA recordkeeping State insurance / real estate rules HIPAA / health data Not sure

Anything else we should know?

Your plan arrives by email within 24 hours.