FREE 60-MINUTE AUDIT · ACCOUNTING FIRMS
See what keeps repeating in one inbox.
One hour, live with you. Read-only access, and the output is a report. Nothing is built, sent, edited, deleted, or activated. You keep the written map either way.Free60 minutesQuestions before booking
What you leave with
Counts, not opinions. Built from one real inbox in one hour.A written map of one inbox.
01
The same email, again
How many near-identical messages went out: document requests, portal reminders, “still waiting on this.”02
Where a sequence fits
Which of those become an automated sequence or a draft waiting for your approval.03
What stays with you
Advice, judgement, and anything a client should hear from a person.04
What we’d do next
Stop here, watch it for a month, or map the team for $1,500.
Read-only access. Report only.
The audit inspects one inbox and produces a report. Nothing is built, sent, edited, deleted, or activated. How access is granted and revoked is confirmed with you before anything is connected.The audit is free and lasts 60 minutes.One inbox is a sample. It is not a complete picture of a team workflow.
What the map actually shows you
One page of numbers about your own inbox (the kind of thing you have never had a reason to count).Volume, week by week
Emails in and out, by person and by client.RECEIVEDSENT
The same email, counted
Near-copies you are already sending by hand.DOCUMENT REQUESTSTILL WAITING ON THISPORTAL REMINDERDEADLINE NOTICESIGN-OFF REQUEST
Follow-ups per request
How often you chase before a client replies.FIRSTSECONDTHIRDFOURTH
Everything below the first line is work the client never asked for.When it all lands
Hour by hour, Monday to Friday.MONTUEWEDTHUFRI
8AM12PM5PM
What the inbox is really made of
The buckets your mail splits into.Chasing documentsStatus questionsDeadline remindersReview and sign-offEverything else
How long work waited
Before anyone picked it up, and at whose desk.What people say after seeing the map
The work becomes visible.
“Oh my god, it's so refreshing to see it. I knew I was busy but seeing a report about it is great.”
“I'm really impressed.”
“This is the right way to start automation”
Straight answers
On access, AI, IT, and your clients’ data. Ask us anything we haven’t covered.
Access is read-only and the output is a report. Nothing is built, sent, edited, deleted, or activated. The exact connection method, what is stored, and how access ends are confirmed in writing before any access is granted.
Start with one inbox.
One hour tells you whether the repetition is worth doing anything about. If it isn’t, we’ll say so.Choose a timeFree. No card, no contract, no follow-up sequence.
FREE 60-MINUTE INBOX AUDITSee what keeps repeating in one inbox.One hour, live with you. Read-only access, and the output is a report. Nothing is built, sent, edited, deleted, or activated. You keep the map.Choose a time
Free60 minQuestions first, then booking
What you leave with
A written map of one inbox.
What repeats
Requests we saw more than once.What a machine could take
Narrow steps, under rules you set.What stays human
The judgement calls.What we’d do next
Stop, watch it, or map the team.Read-only access. Report only.
The audit inspects one inbox and produces a report. Nothing is built, sent, edited, deleted, or activated. How access is granted and revoked is confirmed with you before anything is connected.What the map shows
Volume, week by week
Emails in and out.RECEIVEDSENT
The same email, counted
Near-copies you send by hand.DOCUMENT REQUESTSTILL WAITING ON THISPORTAL REMINDERDEADLINE NOTICESIGN-OFF REQUEST
When it all lands
Hour by hour, Monday to Friday.MONTUEWEDTHUFRI
8AM5PM
What the inbox is made of
The buckets your mail splits into.Chasing documentsStatus questionsDeadline remindersReview and sign-offEverything else
The work becomes visible.
“Oh my god, it's so refreshing to see it. I knew I was busy but seeing a report about it is great.”
“I'm really impressed.”
“This is the right way to start automation”
We look. We map. We touch nothing.
1
You pick the inbox.
And what appears on screen.2
Access is read-only.
Nothing is built, sent, edited, deleted, or activated.3
You get the map.
Written up after the call and sent to you.Straight answers
Access is read-only and the output is a report. Nothing is built, sent, edited, deleted, or activated. The exact connection method, what is stored, and how access ends are confirmed in writing before any access is granted.
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