Worked example · Tax practice
Around 20 client meetings a week, each followed by notes, action points and an email setting out the next steps. Now the AI captures the meeting, with the client’s consent, and prepares everything in the practice’s template. The tax adviser reads it, fills in anything missing and signs it off.
A worked example, pieced together from typical projects. Names and details are generalised, and the figures are typical values.
30 minutes: how do client meetings run, what happens afterwards, and what matters when it comes to data and confidentiality?
Clarity on whether it’s worth it, and where
The next day, a first prototype turns a mock meeting into notes, action points and a follow-up email.
Early proof instead of slides
We sort out templates, filing, consent and where the data is processed. We put hours and euros against every step.
A plan covering effort, savings and payback
Notes, action points and the follow-up are ready straight after the meeting and go into the client file, processed on servers in the EU.
The notes are ready before the next appointment
Fine-tuning on real meetings, training for the team and a short guide to getting consent.
Handed over for day-to-day use
Once a month, 90 minutes on what’s working, where things are stuck and what will pay off next. Then you get the monthly report.
Optional, minimum term 6 months
Example calculation
20 meetings a week, 5 instead of 30 minutes each
Pays for itself inabout 3 months
Hourly rate: what an hour of work really costs, including holidays, sick leave and employer on-costs. Value per year: hours saved × hourly rate × 46 working weeks.
Clients have the next steps in black and white, usually the same day.No action point from a meeting gets lost any more.In meetings, everyone can focus on the client instead of their notes.Let’s take the next step. Now.
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