From intake to done — without your team retyping and chasing

For the firms where every client is a case file: global mobility, expat tax, relocation, property management. So that peak season stops meaning overtime.

The questions you'd ask first

Can we use AI at all when case files hold BSNs and salary data?

Yes, if it's designed for that from the start — and the audit itself needs none of it. We work from anonymized samples and a conversation; nothing personal leaves your systems to get going. If we later build anything, it is designed for GDPR before it touches a real case file: designed for EU data residency, personal data minimized, and the design reviewed with you in writing first.

What if a client receives a wrong AI-written update?

A client should never receive an AI-written update. They receive an update a person approved. We build draft steps, never send steps: status emails and document-chase messages get drafted from data already in the case file, and someone on your team reads and sends. The draft is allowed to be imperfect — that is what the review step is for.

Does this change who's on your team?

No. The target is the work nobody became an adviser to do: the follow-up on the follow-up, the same packet rebuilt for every file, the status email that eats the afternoon. The judgment work stays with people. The goal is that peak season stops meaning overtime — not fewer colleagues.

What this usually looks like

Genre-level sketch — our guess about firms like yours, not a claim about your firm. A new case lands. Intake details get retyped into the system. Documents get requested, then chased, then chased again. The same packet gets assembled per file. The client asks where things stand, and someone writes that email by hand. Then peak season arrives, predictably, and it all happens in overtime.

Our guess: the chasing and the status-writing are where the hours go. We're set up to build the draft layer for exactly that — chase messages generated and queued for review, status updates drafted from what is already in the file, packets pre-assembled with the gaps flagged.

The free launch audit

While launch slots last, workflow audits are free in exchange for honest written feedback. One 30-minute call. Your three best AI opportunities, ranked, in writing. Sized for firms of 5 to 35 people — this is 30 minutes, not a transformation program. No system access, no personal data.