Book a 15-minute discovery call.
Fifteen minutes on Google Meet. We map where month-end is costing your seniors the most time and name the tier that fits, from the free Roadmap Session to Core, Advanced, and Specialist, or a custom build for work outside the close. You leave with a one-page brief whether or not you sign anything.
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Bring three things to the call.
A sense of firm size: partners, fee earners, support staff. We scope to the firm in front of us.
The two operational pains taking the most time right now, in their honest form ahead of the polished version.
The tools your team already lives in (Xero, Sage, Outlook, Google Workspace, WhatsApp Business, anything else). We run the document chase and the exception flagging on the software you already use, and we want to know what that is.
Every call ends in one of three outcomes.
You keep the one-page brief in all three.
We send a one-page brief naming the tier that fits, whether that is Core running the document chase and the compliance calendar on every close, or the fuller Advanced and Specialist scope. The single outcome we would measure is written down before any work starts, so you decide once, on its own merit.
If the job you need taken off your team sits outside the close, the brief points at Custom AI Systems, a bespoke build scoped and quantified against how your firm actually runs before you commit to anything.
If the timing or the shape does not suit a paid step yet, we say so on the call. The free Roadmap Session and the one-page brief stay yours, and they show where month-end is costing your seniors the most time whether or not we work together.