The agent requests documents, sends reminders, sorts files, and keeps the tracker current.
We don't start with a demo. We start with your numbers.
We spend two weeks on one workflow. We measure its current cost, decide what software should own, and leave judgment with your team. You get the numbers whether we recommend a build or not.
How document chasing changes after calibration.
This is a worked example.
Staff own every step, including the routine work.
People see the cases that need judgment. The routine work keeps moving.
The agent owns the routine steps. Staff step in only when a reply is unclear or sensitive.
Staff keep replies that are unclear, sensitive, or need a client conversation.
The measured cost determines whether we quote a build or recommend stopping.
What we inspect
We work from the process your team uses, including the awkward workarounds that never made it into the procedure.
The work as it happens
We watch the workflow, time each step, and record the handoffs. The procedure on paper rarely matches every workaround staff use.
Volume and exceptions
We separate routine cases from the ones that need judgment, context, or a client conversation.
Systems and access
We map the tools involved, what each system can read or write, and where an integration is safe.
The full cost
Staff time, rework, software, supervision, and running costs all go into the model.
The audit ends with a decision.
If the workflow clears the bar, the report becomes the build plan. If it does not, we stop and explain why.
Two short calls plus read-only data. We measure hours, volume, error and rework rates, and loaded labor cost for the workflow as it runs today.
you get: the true cost per completed workflowWe break the workflow into actions, decisions, checks, and handoffs. Every piece gets a type and a cost.
you get: the task map, typed piece by pieceEach piece is assigned: AI-owned, human-owned, or AI-with-checkpoint. This is the Profitable Line drawn for your firm.
you get: the profitable line for your firmWe model the full economics: remaining labor, AI and infrastructure, supervision, and expected rework, versus today.
you get: four scenarios, one number eachYou get the Profitable Line Report and a fixed-price build quote. If the workflow does not clear the bar, you get a written reason not to build.
you get: a fixed quote or a documented noWhat you get
- 01the current cost per outcome
- 02a task allocation map
- 03an economics model with four scenarios
- 04checkpoint and escalation rules
- 05a fixed quote, or a written reason not to build
Questions partners ask
Why is the audit paid?
The audit is measurement work. We calculate hours, volume, error rates, and loaded cost. The full fee is credited toward a build.
What access do you need?
We ask for scoped, read-only access that you can revoke. We also speak with the people who run the workflow. We do not change or write to your systems during the audit.
What if the answer is "don't automate"?
Then the report says so. You keep the baseline, task map, and economics model, along with a written reason not to build.
Book the audit.
In two weeks, you'll know what the workflow costs now, what a calibrated version would cost, and whether it is worth building.
Book the Profitable Line Audit