intake · office teams

Intake hand-off: Accounting firms

In accounting firms, intake work a hand-off that drops details.

When it starts: A new request, form, or referral arrives. Work moves from one person or channel to another.
After we build it: A complete record lands in the tool you already use. Odd cases wait for a person.
Lives in: practice management or CRM
A person still does: Routing, exceptions, and anything that needs judgment.
Why it matters: The next person starts with a true file, not a scavenger hunt.

Without AI

Details live in email, chats, or sticky notes instead of the file.

With AI implementation

The hand-off writes what is known into the system of record.

We only take this on if you can name the hours and the tool it lives in. If either is missing, we don't build it.