Scene 1 / 8
The Opportunity
Before AI
📁 Paper folders
📁 Manual document sorting
📁 Repeated client phone calls
📁 Missing paperwork
📁 Manual appointment scheduling
📁 Limited workflow visibility
After AI
✓ Digital document collection−6 h/wk
✓ Assisted document classification−8 h/wk
✓ AI-assisted client communication−10 h/wk
✓ Automated checklist updates−5 h/wk
✓ Online appointment scheduling−4 h/wk
✓ Real-time administrative dashboards−3 h/wk
36 h
Illustrative admin hours saved per week
Assumptions for a 3-person firm in tax season — not measured results.