Sample deliverable · Chapter 03 / 03
The prioritized action plan: quick wins first, human-review gates on anything client-facing, governance before scale.
85 hrs/week × 47 staffed weeks ≈ 4,000 hrs/year × $60/hr blended fully-loaded cost ≈ $240K/yr in redeployable capacity. That capacity is redeployed to advisory and strategic client work — this is not a headcount-reduction plan.
| Phase | Actions | Hrs/wk target |
|---|---|---|
| Days 0–30 — Quick wins | #1 document chasing (18), #2 engagement letters (12), #5 meeting notes (8) | 38 |
| Days 31–60 — Pilot + measure | #3 tax notices (10), #4 email triage (9), #7 close status (7) — each behind a human-review gate with accuracy measured before rollout | +26 (cume 64) |
| Days 61–90 — Scale + governance | #6 rekeying (8), #8 exceptions (7), #9 knowledge search (6) — plus AI usage policy and data-handling guardrails | +21 (cume 85) |
Phase 1: the three quick wins run on tools the firm already has — document chasing, engagement-letter drafting, and meeting-notes capture. Low effort, no new platform, nothing blocking a start.
Phase 2: tax notice drafting, email triage, and close-status reporting go live next — each behind a human-review gate, with accuracy measured before it rolls out firm-wide.
Phase 3: the remaining integrations — rekeying, exception handling, knowledge search — ship alongside an AI usage policy and data-handling guardrails, so governance is in place before the plan scales further.
If the findings justify it, Tier 2 is done-for-you implementation — from $1,995, scoped only after this brief is in hand, starting with Phase 1.
Or take the plan to your own team. No obligation, no pressure to buy more — the review stands on its own.
A 30-minute discovery call, a one-week analysis window, and a written brief like this one — for your firm, with your numbers.