Assessments
Define the right work before implementation begins.
Choose a focused Rapid Assessment when you have a clear direction and need a scoped roadmap, or a deeper Efficiency Assessment when priorities and underlying problems need broader investigation.
- Rapid Assessment: targeted review of a defined implementation or optimization need.
- Efficiency Assessment: deeper investigation across the eight pillars.
- A Firm Roadmap with proposed scope, responsibilities, timing and investment.
- Both are paid engagements, with scope and fees agreed before work begins.
Implementation and ongoing support are agreed separately.
Operating Model and Workflow Design
Make it clear how work moves—and who owns each step.
We help translate the way your firm wants to operate into workflows your team can follow. That includes the inputs, responsibilities, review points, and exceptions that keep work moving.
Examples include:
- Client onboarding and ready-to-start checklists.
- Tax and recurring service workflows.
- Team handoffs, review responsibilities, and escalation paths.
- Standard operating procedures, templates, and client communication steps.
What your team receives: documented workflows with clear ownership, completion criteria, and handoffs.
Software Implementation and Optimization
Make your systems fit the work your firm needs to do.
Whether you are implementing a platform or improving one you already use, we connect configuration decisions to your actual workflows. We start with what is working and identify what needs to change. A migration is not assumed.
Depending on your platform and scope, the work may include:
- Practice-management configuration and workflow templates.
- Questionnaires, document checklists, and engagement workflows.
- Data organization, access requirements, and migration planning.
- Testing, documentation, team training, and launch support.
What your team receives: configured systems and practical guidance for using and maintaining the agreed setup.
AI Enablement and Reusable Workflows
Give your team a practical, repeatable way to use AI.
We help firms select useful tasks, establish appropriate boundaries, and build reusable instructions that support consistent work.
Examples include:
- Identifying suitable use cases and approved inputs.
- Creating reusable prompts and Skills—sets of instructions for a defined task.
- Establishing human review and exception-handling steps.
- Training the team and reviewing how the workflow performs.
For example, a team member could use an approved process map to draft an internal SOP, then have the process owner check and approve it before use.
What your team receives: defined AI workflows, reusable instructions, and review guidance appropriate to the agreed tools and tasks.
Automation and Integration
Connect repeatable steps while keeping ownership and exceptions visible.
We help identify where approved systems can exchange information and where automation can reduce avoidable manual work.
The work may include:
- Mapping triggers, inputs, destinations, and system ownership.
- Building and testing agreed connections.
- Defining what happens when information is missing or a step fails.
- Documenting monitoring, recovery, and maintenance responsibilities.
What your team receives: tested automations with clear boundaries, an exception path, and a named owner.
Adoption and Continuous Improvement
Help the new way of working become everyday practice.
After implementation, the team needs time to use the system, raise questions, and work through friction. Within the agreed support scope, we help review adoption and refine what was implemented.
Examples include:
- Reviewing use of the agreed templates and workflows.
- Troubleshooting issues and clarifying operating instructions.
- Reinforcing training and supporting internal owners.
- Identifying refinements and priorities for future work.
What your team receives: support for using and improving the implemented solutions. Major new projects and unrelated systems are scoped separately.