Put your firm's checklists and experienced people's know-how into AI workflows that prepare client files, review packs and fee checks. Built around your standards, in the ChatGPT, Claude, Copilot or Gemini your team already uses.
Built for the AI you already use.
Claude
Copilot
Gemini
Improving operations across your portfolio? Explore private equity & portfolios.
Illustrative examples.
Onboarding and lending
Bring an onboarding pack and CRM record. Get each item on your checklist marked present, missing or inconsistent, with its source document and a draft request for the gaps.
For loan processing, the workflow checks the documents against your checklist for that loan type and prepares a borrower request for missing items.
Advisory and insurance
Bring portfolio reports, CRM notes and correspondence. Get an agenda and a one-page account of what was promised, what remains open and what changed, using figures from your source reports.
For insurance renewals, bring the expiring policy and carrier terms. Get a comparison in your format, changes listed line by line, and a drafted client summary.
Billing operations
Bring custodian files and the agreed fee schedules. Get draft invoices, debits reconciled against them in code, and differences listed by household with the figures alongside. Your team’s rules for billing exceptions are built into the workflow.
Your checklist is a starting point. So are the exceptions your operations lead remembers and the way an adviser prepares a review. We capture the documented and unwritten knowledge, agree the standard with your team and build a reusable workflow around it.
The result shows what was assessed, where the information came from and what could not be settled. We test against the standard your responsible person sets. AI prepares; your team makes the advice, credit and coverage decisions, approves invoices and sends communications.
We build with invented clients. Your team tests real files in your account while we observe, without keeping copies. We confirm which client information your firm has approved for its AI workspace before the build.
You have a written procedure
One agreed procedure built into an AI workflow, tested and handed over with notes. Three days once your procedure, examples and workspace are ready. Five business days of defect support after handover.
The know-how needs capturing
We capture one team's procedures and build one priority AI workflow. About two weeks from the first interview, with handover notes and ten business days of defect support after handover.
Introductory offers for converting existing workflows, once per client. Both use files and exports in your existing workspace. You can also start with a broader implementation or build a new capability. Integrations and ongoing development are scoped with you.
Bring a checklist, a review pack or the recurring fee check. We'll find a useful first workflow with the person who owns the standard.