Playbooks for law firms and accounting teams
Where we go deepest. The same pattern works for agencies, clinics, logistics and e-commerce.
It does the work. You do the deciding.
If your team retypes invoices, answers the same enquiry twice, or rebuilds the same report every Monday, that is the work we take. Every workflow stops at a line, and you decide what crosses it.
Founder-led. We take a limited number of new engagements each month.
Scroll. Watch the line.
08:02Supplier invoice · 12,400.00filed
08:14New enquiry · Ledesma and Partnersanswered
08:31Client intake form · 14 fieldsrouted
09:07Invoice 4418 · totals disagreestopped
09:22Weekly report · six sourcesassembled
09:41Payment run · 48,900.00your call
10:03Matter file · 31 documentsindexed
10:19Vendor renewal noticeflagged
Everything above it ran without you. Nothing below it moves until you say so.
That is the whole product. We automate the mechanical half of the work, which is reading, checking, routing, filing and drafting. Then we build a hard stop in front of anything that moves money, reaches a client, or commits your firm. No automation we ship gets to make that call.
Steps in the run above that needed nobody · 94%
Most of the week is transcription, not judgement.
We time one full cycle before automating anything. Onboarding a single customer usually breaks down like this, whatever business you are in.
Illustrative.
A pattern we see repeatedly, not a client result we are claiming.
| Reformatting the intake into the system's own fields | 45 min |
| Verifying entity details against public records | 30 min |
| Provisioning the workspace, accounts and integrations | 60 min |
| Drafting and sending the welcome message | 25 min |
| Waiting for the next person in the chain | 3 hr 00 min |
| Of which is genuine judgement | 20 min |
One part decision, fifteen parts transcription. We take the fifteen. You keep the one, and the signature.
Watch a workflow run before you talk to anyone.
Two walkthroughs on sample data. One invoice becomes a draft bill. One does not add up, and is stopped before anyone sees it.
Where to go next
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Read it →
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See it →
Read it →
AI automation, and a partner to keep it running
The build, then AI Care or AI Plus. Pricing, process and stack.
Watch a run, including one that gets stopped
Two walkthroughs on sample data, step by step.
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Two playbooks
How an engagement runs, and who runs it
Five stages, fixed price agreed before anything is built.
Bring us the task that eats your week.
Tell us where it hurts. We will tell you in writing whether we can help, and how we would start.