AI process reviews for professional firms
We pick one recurring process in your firm, such as client intake, document collection or proposal drafting, and show you where AI can take over part of the work with the tools you already pay for. Remote, fixed scope, no access to your systems.
Book a 20-minute callFor CPA firms, law firms, insurance brokers and engineering firms with 50 to 300 people.
Where most firms are today
Most firms already have Microsoft 365 or Google Workspace, and some have bought Copilot or ChatGPT licenses.
Partners hear that AI should save time, but nobody has looked at a specific process step by step to see which parts it can handle and which it should not touch.
What the process review includes
Pick the process
In the first call we choose one process that repeats every week and costs hours, for example onboarding a new client or preparing an engagement letter.
Read how it works today
You share a few sample documents with sensitive data removed, and we walk through the process together in one video session of about 90 minutes.
Redesign it with AI
We map each step and mark what AI can draft, check or sort, what stays with your people, and where the risks are for confidentiality and accuracy.
Hand over a written plan
You receive a short report with the new process, the prompts or settings to use in your current tools, and an estimate of the hours it frees each month.
What a redesigned step map looks like
Illustrative example: onboarding a new client. Every firm's map is different.
| Step in the process | After the review |
|---|---|
| Collect client details from the intake form | AI drafts the client record, staff confirm it |
| Ask for missing documents | AI writes the request from your checklist, staff send it |
| Check the documents received | AI flags what is missing or unreadable, staff decide |
| Conflict check and engagement letter | Stays with your people |
How the work is organized
Everything happens remotely. We never log into your systems or handle client files beyond the redacted samples you choose to share.
- 20minutes
A call to understand the firm and choose the process.
- 90minutes
Sample documents and one recorded video session.
- 45minutes
Written report and a walkthrough with your team.
Who does the work
Mattia runs Mullion Studio and does every review personally.
He has spent the last years designing AI training programs and AI agents for mid-sized companies, mapping their processes and deciding where automation is worth it. He works remotely from Europe and schedules sessions in the US afternoon.
Questions firms usually ask
Do you need access to our systems or client data?
No. You decide which sample documents to share and you remove names and confidential details first. The review works on how the process runs, not on your clients' data.
Will we need to buy new software?
The review starts from the tools you already have. If a step really needs something new, the report says so and explains why, and the decision stays with you.
How much time does it take from our team?
About three hours in total: the first call, the video session and the final walkthrough, plus the time to collect a few sample documents.
How long until we get the report?
About three weeks from the video session.
What does it cost?
The review has a fixed price agreed before we start, based on the process we choose. We talk about it in the first call.
What happens after the review?
Your team can apply the plan on its own. If you want help with a second process or with the rollout, we can scope it separately.
Start with a 20‑minute call
Tell us how your firm works and which process takes the most time. If a review makes sense, we agree on scope and price in the same call.
Book a 20-minute call