The sorter
Incoming documents
Receipts, invoices and statements sorted and filed, with the accounting entry proposed.
45 min → 10 minper day
One hour back every day. At your rate, do the math.
Firms · accountants, lawyers, notaries
Documents, time entries, file summaries: your AI CEO prepares them. You review, you sign. Professional confidentiality stays intact.
On site in Quebec or remote · Quebec's Law 25 built in
The problem
You sell hours. Admin eats them up.
Sorting documents. Reconstructing time entries on Friday. Following up with clients. Summarizing a file before a meeting. Your firm already does all of this, by hand, between two files that pay.
In practice
Six daily tasks your AI CEO takes on.
Choose your profession.
Accountants
The sentinel
Missing documents
The list of what's missing, with follow-ups drafted. They go out after your OK.
6 hback per month
The pen
Client questions
GST, QST, instalments, deadlines: a draft reply drawn from the client's file.
2 h → 30 minper week
The bookkeeper
Year-end
Discrepancies, duplicates, missing documents: the file's preliminary analysis is ready. You decide.
1 to 2 h → 10 minper file
The prepper
The new client
The questionnaire, the extracted information, the file opened.
1 h 30 → 20 minper client
The scout
Tax updates
Every week, ten lines filtered for your accounts, with sources cited.
10 linesper week
Lawyers and notaries
The prepper
The new file
The facts, the urgency, the conflict of interest to check: the intake sheet is ready.
30 to 45 min → 5 minper request
The clerk
The file before the meeting
The summary and timeline, ready to review.
1 to 2 h → 15 minper file
The pen
Standard deeds and letters
The first draft, based on your firm's templates.
1 h → 20 minof review
The bookkeeper
Time entries
Drawn from the day's calendar and emails, descriptions included. Nothing forgotten.
20 min → 5 minper day
The sorter
Client emails
Written in your firm's voice, ready to review.
1 h → 20 minper day
The scout
Initial research
Case law and legal commentary, with sources cited, ready to verify.
2 h → 30 minof verification
Ballpark figures, measured during the audit at your firm. AI proposes, the professional reviews and signs.
One hour a day. At your rate.
Confidentiality
Professional confidentiality is non-negotiable.
It's every firm's first question. Here's the answer, before you ask.
A written charter
What goes into AI, what stays offline. Never a client's name in a public AI tool.
Your tools, approved
Data hosted where the law requires it: Quebec's Law 25 in Quebec, GDPR in Europe.
AI proposes, you sign
Nothing goes out without your approval.
Three stages. Nothing to migrate.
- 01
The audit
45 minutes, free. Your real tasks, measured. Your plan within 48 hours, calculated at your rate.
- 02
The setup
Your AI CEO is set up in your tools, with your firm's charter. For you, in one month. For your team, in six weeks.
- 03
The measurement
After 30 days, you compare the minutes before and after, task by task.
Already in place
Systems in place. Not promises.
Nathalie Noël
CPA, MBA · accounting services
The bookkeeper
- Before
- About a hundred client accounts, and too many things to juggle at once.
- Set up
- QuickBooks, SharePoint and Power Automate orchestrated with AI, for her and her team.
- Today
- The volume is handled with AI, with Quebec's Law 25 built in: her clients' data stays protected.
Anne Muller
Notary · notarial office
The prepper
- Before
- No advertising allowed for a notary, and the same client questions, appointment after appointment.
- Set up
- An information website that follows the notarial charter: answers to frequent questions, lists of documents to bring, appointment requests she approves herself.
- Today
- Recurring questions get answered before the first appointment. She updates her site on her own, with her AI.
Cédric Pfeffer
Real estate investor · Groupe Pfeffer, Forbach (France)
The steward
- Before
- More than 60 rental units, with all the management going through him and his assistant on WhatsApp.
- Set up
- His own management tool, which he built himself: automatic bank reconciliation, receipts and leases, maintenance tickets, text messages to tenants.
- Today
- A portfolio that would need a whole team, run by two people. His assistant has her own online workspace.
Élodie Klein
Sales representative · kitchens, Grand Est (France)
The scout
- Before
- Kitchen retailers to visit across her region, routes to plan and visit reports to write.
- Set up
- Her client file ranked by revenue, routes by area on a map, voice notes that turn into visit reports.
- Today
- Her routes are planned by area and prioritized by revenue. Her reports are dictated in the car.
Three details for peace of mind.
Paid by the firm
An invoice in your firm's name, a training plan and a certificate. In Quebec, eligible under the 1% law.
The guarantee
Not convinced at the end of the first session? You get a refund. In full.
Certified coach
Julien Klein coaches leaders and teams, in Montreal and remotely.
What firms want to know.
Does our data leave the firm?
It stays in the tools your firm approves, hosted where Quebec's Law 25 requires it. The charter spells out what never goes into AI.
Do we need to change software?
No. Your AI CEO is set up on what you have: Outlook or Gmail, QuickBooks, SharePoint, Word. Nothing to migrate.
What if AI gets it wrong?
It happens. That's why it proposes and you sign. For research, it cites its sources, and you check them.
My partners aren't tech-savvy.
This is for them. No code: everyday tasks, set up with them, using their real files.
How much does it cost?
It depends on the size of the firm and the format. The price is set during the audit, once your hours have been measured.
45 minutes to measure what your firm gets back.
Free, online. I look at your documents, time entries and files with you. You leave with a plan, calculated at your rate.
Book an audit for your firm