01
Process scan of your firm
We rate your answers in five areas: processes, data, communication, team and compliance. With a level and what it means for your next step.
Free · AI Check for your firm
Your individual AI Check. Free.
Seven questions, about two minutes. You see right away where your firm stands and which three levers matter most. Then we work out your personal AI Check: hours per lever, a tool map for your stack, a security checklist and a 90-day plan.
Start the AI Check100% free, no obligation
Takes about 2 minutes- Instant result in your browser
- Worked out in 2 business days
- Reviewed by senior consultants
- No newsletter
AI Check · sample firm 62of 100 Level: Building
Top 3 levers · hours per month
Automate document requests≈ 46 hrs
AI reply drafts for client questions≈ 31 hrs
Deadlines & follow-ups≈ 18 hrs
90-day planDay 1KickoffDay 301st workflow liveDay 903 workflows · measured
Sample · 10-page PDF Question 1 of 7
How big is your firm?
Total staff, including partners.
Which software does your firm run on?
Select all that apply.
What share of client documents arrives digitally?
Portal, upload, email attachment. Paper and shoeboxes do not count.
All paperFully digital
Where does your firm lose the most time?
Pick everything that regularly frustrates you.
How do clients communicate with you?
Select all that apply.
How does your team use AI today?
Honest answers help. This stays between us.
What is your most important goal for the next 12 months?
One answer, the most important one.
Your instant result
Your firm scores 0 of 100. Level: …
Your top 3 levers · hours per month that can be automated
Together 0 hours a month, which is roughly $0 of capacity per year.Estimate based on your answers and our experience with firms in Germany and Austria, at an internal cost of $60 per hour. The exact calculation is in the worked-out check.
Get the full AI Check now
100% free We turn your answers into a personal check: hours per lever, a tool map, a security checklist, a 90-day plan and 3 quick wins. As a PDF within two business days.
Thank you, your AI Check is in progress.
You will receive the worked-out check by email within two business days. If you would rather walk through it together, 15 minutes are enough.
Pick a time for the walkthrough 100% free, no obligation
Please choose an answer.
What is inside
Six chapters you can use right away
Not a generic AI white paper. Every section refers to your firm, your software and your time drains.
02
Top 3 levers with the math
For your three biggest time drains we calculate how many hours a month can be automated, what that is worth in dollars and what the setup looks like.
03
Tool map for your stack
Which automations and AI building blocks fit your software, your portal and your channels. Named specifically, no buzzwords.
04
Security & compliance check
What to clarify for Section 7216, the FTC Safeguards Rule and your written information security plan before the first workflow runs. With a checklist.
05
90-day plan
Order, effort and owners for the first three implementations. The way we work it out with the firms we serve.
06
3 quick wins you can do yourself
Three things you can put in place within a week, without us. So the check is useful right away, with or without working together.
How it works
From the first question to the finished check
2 minutes of questions
You answer seven questions about size, software, time drains and goals, in about two minutes. The instant result appears right in your browser.
TodayWe work it out
A senior consultant adds the hours per lever, the tool map, the security checklist and the plan to your result. By hand, not at the push of a button.
2 business daysPDF and 15 minutes
You get the check as a PDF. If you like, we walk through it together in 15 minutes and see whether implementing it makes sense.
Your decision Published results
What firms achieved after the check
Results from client firms in Germany and Austria.
- −42%processing time
- +15%clients
- +23%margin
An AI receptionist, document handling and onboarding that no longer depend on the owner. The same team now serves 15% more clients.
“Great product. Competent team. Everything gets implemented quickly.”Florian Schmitt · translated from GermanFull case study (German)
- +17%margin in 6 months
- 3core processes automated
- 6months to the result
After taking over the firm, the new owner moved documents, pre-coding and deadlines into fixed workflows without loading the team with more manual work.
“Marius does not beat around the bush. Issues are named clearly and problems are addressed.”Alina Diener · translated from GermanFull case study (German)
- 24/7reachable by phone
- 0missed calls
- 100%of requests documented
A voice AI agent answers every call, documents every request and puts callbacks straight into the follow-up list.
Full case study (German) Your questions answered
Frequently asked questions
Nothing. It is how we start conversations with firms that take automation seriously. No hidden cost, no obligation, no subscription.
A senior consultant on our team, not just an algorithm. The instant result on this page is calculated automatically. The worked-out check is reviewed and completed by hand.
Within two business days you receive the AI Check as a PDF by email. If you like, we walk through it together in 15 minutes.
No. They are based on our experience with firms in Germany and Austria, scaled to your firm size and to how digital your documents are. Treat them as a starting point. The worked-out check refines them for your stack.
Your answers and contact details are used only for the AI Check and to contact you about it. No newsletter, no sharing. Details are in the privacy policy.
For accounting and tax firms with about five or more staff. Smaller firms benefit from the instant result and the quick wins.