Keep client work moving.
AI workflow design for B2B service firms: document collection, onboarding, handoffs, and reporting, with human review.
The contract is signed. Delivery is still waiting on documents, a handoff, or someone to update the project record.
I connect the steps between your CRM, shared inbox, and delivery tools. Start with one repeatable handoff, not your entire operation.
Choose one place to start.
Client onboarding
Check required documents, prepare the project record, and flag missing information.
Human boundary: Your delivery lead approves the handoff before work begins.
Document collection
Track outstanding items and prepare follow-up messages from an agreed checklist.
Human boundary: Client-facing messages wait for review.
Status reporting
Prepare a weekly summary from project records, with links to the underlying evidence.
Human boundary: Unclear or conflicting records become exceptions, not invented progress.
Candidate workflows, not prebuilt products. Scope follows accessible records, a named process owner, measurable costs, and human approval boundaries.