Assembling a deal's file without retyping
Between the mandate and the signature, a deal piles up dozens of documents arriving from everywhere in every format. The same data gets written three times, and what's missing surfaces the week of completion.
Sound familiar?
If two of these sentences get said in your company, this process is costing you money every week.
- Someone retypes the same details into the mandate, the contract and the system record.
- A document is missing and it surfaces the week of completion.
- Each deal is tracked in an email thread: anyone who wasn't on it has no idea where things stand.
- Finding a document from a deal closed six months ago takes twenty minutes.
How we do it
We capture each document as it arrives
Photo, PDF attachment or email: it doesn't matter how it comes in. It's captured where it appears, not when someone has a moment to file it.
We read them and cross-check them
The data is extracted once and checked against what you already have. Anything that doesn't match is flagged to a person; never guessed.
The file tracks itself
What's missing, who owes it, by when. And six months later it's found in ten seconds because it was filed from day one.
A rough order of magnitude
35 min of retyping per deal × 40 deals a month
= 23 hours a month typing data that already existed
Where we apply it
Start tonight, without us.
Four short how-tos, with the full prompts. We road-test them on client work before publishing. Free, no sign-up.
Set up your AI in 20 minutes
The first move: give it your context once.
20 min · once · no technical skillsOpen the workshop1:1s that prepare themselves
Everything gets transcribed, an agent files it, your check-ins prepare themselves.
20 min to set up · then 2 min before each check-inOpen the workshopEmails written in your voice
It learns your style from your sent mail, and drafts your replies.
20 min for the style · 10 more for the automationOpen the workshopYour company context, written down
What the AI needs to know about your company, written once and maintained.
20 min for v1 · then 15 min a weekOpen the workshopYour company already generates data. Make it generate margin.
Thirty minutes to identify the first process worth automating. You leave with an answer, whether you hire us or not.
Request your audit30 minutes · no commitment