intake · office teams

Weekly intake loop: Accounting firms

In accounting firms, intake work the same loop every week.

When it starts: A new request, form, or referral arrives. It shows up on the same day or after the same event, every cycle.
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: You stop rebuilding the same Monday work.

Without AI

People rebuild the same pack or chase the same gaps by hand.

With AI implementation

The loop runs itself. People only touch what needs judgment.

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.