How we work with a practice

The call, the mapping and the report are free, and the report is yours to keep whatever you decide next.

  1. A call with Joe

    Half an hour to understand your practice and agree what we'd map, when, and what we'd need from you beforehand.

    30 minutesFree
  2. We map your workflows

    We sit with your team, in person or virtually, and follow the work from the client's first email to the filing, before changing anything.

    Up to a weekFree
  3. You get an AI optimisation report

    Where the hours go, what AI could take on and what to do first, walked through with you in person.

    Within two weeksFree, yours to keep
  4. We build our AI platform around you

    We integrate with the tools you use today, then replace them with AI-first software built around how you work.

    Paid pilot

Each step stands on its own. You decide whether to take the next one.

Book a call with Joe

What we map

We follow the work task by task, across the whole practice. Areas we look at include:

  • Document management and knowledge base

    Running the practice
  • Lead finding

    Running the practice
  • Onboarding

    Running the practice
  • Client communication and automated chasing

    Running the practice
  • VAT returns

    Compliance
  • Year-end

    Compliance
  • Payroll

    Compliance
  • And wherever else the hours go

    Your practice

For each, we record who does it, in which software, how long it takes and what gets keyed in twice.

Confidential

AI optimisation report

Prepared for the partners, walked through in person

1Where the hours go

TaskWhoTime spent
Re-keying between Xero and spreadsheetsAdmin
Chasing clients for recordsAdmin, seniors
Finding and filing documentsEveryone
Preparing routine first draftsSeniors
Illustrative examplePage 2

You get an AI optimisation report.

Written by AI from what we saw, and checked by us before it reaches you. We walk you through it in person, and it's yours to keep.

  • Where the hours go: each task, who does it and how long it takes
  • What AI could take on, and the time it would give back
  • What to do first, in the order that saves the most
  • Changes you can make yourselves, marked as such
Book a call with Joe

Speak to Joe

Pick a time that suits you, or email him.

  • 30 minutes, no preparation needed
  • Completely confidential
  • By phone, or at your office
  • Nothing to decide

If you're curious what AI could do for your practice, a short call is the quickest way to find out.

Know a practice owner buried in admin? We'd be glad to hear from them too.

Or ask Joe to call you

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