Meeting notes
Rough notes become a recap, a task list, and a follow-up draft your people still edit.
Simple tools
One recurring task, down to a two-minute job.
Once your team is comfortable with AI, a small helper can take a task you repeat every week. I build it inside the tools your firm has already approved, test it only with fake data, and hand it over with the instructions.
Examples
Letters and proposals
A saved set of instructions for the letters and proposals your team rewrites by hand.
Inbox triage
A first sort of routine messages, so a person still decides what goes out.
How it is built
- It lives in your firm’s own accounts, using the saved-instructions or assistant feature your approved tool already has.
- We check the current name of that feature with you before scoping. I do not assume a product name.
- You get a one-hour training session, a plain-English runbook, and written confirmation that my access is removed.
What I don’t build
I don’t connect CRMs or custodians beyond a simple export. I don’t store client data outside your systems. I don’t write custom code. For that work, I’ll refer you to a developer.
Price
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Fixed price
From $1,500Quoted before I start. Not billed by the hour.
Most firms do the workshop first.
A tool nobody trusts does not get used. If your team is not comfortable yet, start with a workshop or a Comfort Check.