Workflow discovery and boundary map
Name the pressure point, trigger, source systems, approval owner, prohibited data, source context, and 30-day proof metric.
30-day controlled pilot proposal.
The first pilot should be narrow, measurable, and review-owned. Discovery uses workflow descriptions only. Any production connection to firm systems requires normal vendor, security, privacy, and professional review.
Draft support output
Design the sidecar output: routing queue, exception summary, missing-item checklist, status packet, or reviewer-ready notes.
Reviewer-controlled test
Run the support lane against approved workflow notes. Do not send client-facing output without human approval.
Partner review and decision
Compare proof metric, risk boundary, staff feedback, and next-step recommendation. Approve, revise, or stop.
A scoped 30-day workflow pilot to test where AI can support staff preparation, routing, summaries, or checklists under firm review.
Not a production rollout, client-file ingestion project, tax/legal advice engine, payroll submitter, audit decision-maker, or invoice/payment release tool.
Confirm workflow owner, approved systems, data boundary, reviewer sign-off, source context, and proof metric before build work starts.
No client files, tax IDs, bank data, payroll registers, tax returns, audit evidence, or private financial statements in discovery.
A qualified firm professional approves tax, audit, payroll, accounting, client communication, invoice, filing, and payment decisions.
Measure faster owner assignment, fewer unresolved exceptions, cleaner packets, fewer repeated follow-ups, or better partner visibility.