Case Study

Meet George.
He took a 20-hour job down to 2.

Leanne is a Certified Divorce Financial Analyst and financial planner running The Private Advisory, a small practice in the Pacific Northwest. She's the one her clients are paying for. The analysis, the strategy, the advocacy, that's her. Before every case, someone had to spend 10 to 15 hours synthesizing an inch-thick stack of financial documents. Whether that was Leanne or a team member she was paying by the hour, the bottleneck was the same. The first project she ran with George, a 20-hour build became a 2-hour build. Every project since has been the same.

Who Leanne is.

Her tagline says it all: "Just because something is 50-50 doesn't make it fair." Leanne helps people see what a fair divorce settlement actually looks like, financially. She's the person in the room who knows what the numbers mean.

We built George, an AI assistant that reads the paper stack, organizes each client's file, and builds the analysis spreadsheet. It took one week.

The paper stack.

"On any given case, I may get, I'm not joking, an inch to two inches worth of papers. Anything from 401k statements to houses purchased to balance sheets, you name it. An inch to three inches of paper that required me to go through and look at everything."

On average, it took Leanne between 10 and 15 hours to do the synthesis before she could even provide value to a client. But the synthesis and understanding the data IS the value to the client. The trap: the most important part of her work was eating the entire week.

She was paying $500 a month for software that, in her words, "would not even begin to model what my [AI assistant] does for me."

The honest part.

"Only kind of employees I've ever had are human beings. And then I had kind of this, I don't know if it's moral, but just kind of like a resistance to, how can I possibly have an AI employee without feeling bad about it?"

Leanne came in with real hesitation. She cares about the people she's hired. She wasn't sure if building an AI assistant was the right move.

But once she had the results: "I'm like, I'm never going back."

What we built.

  • 1.

    An intake folder system. Every new client gets a custom folder. All the paperwork gets sorted into it automatically.

  • 2.

    A document reader. George reads the paper stack end-to-end and pulls the relevant data.

  • 3.

    A 9-tab spreadsheet with 882 calculations. Cross-referenced, with primary, secondary, and tertiary double checks. Tab-to-tab reconciliation.

  • 4.

    A review engine. George checks himself against the things that matter.

  • 5.

    A client intake form. Clients fill it in, George reads it, knows exactly where every field goes, and updates the working file.

  • 6.

    Her voice. George writes like Leanne. "You trained it in my vocabulary. You trained it in how I speak. It sounds exactly like me, both technically and when I'm shooting a quick email."

The result.

The 20-hour job is now a 2-hour job.

"And it costs my clients way less because it doesn't take me 20 hours to build that. It's like I can do it in, with George, can do it in two hours."

She shows up differently.

"I'm actually showing up calm because the employee is producing what I know I need to see. It allows me to show up a way better advocate for my clients."

Clients feel it.

"I don't think the client feels the efficiency. They feel that they have me completely present in the room, completely focused on what actually matters, which is the plan."

Versus the $500/month software:

"$500 a month that would not even begin to model what my [AI assistant] does for me."

In her words.

"First I would say, get over yourself. You need the help."

"Good help is so hard to come by. And more importantly, good help that cares about you and is showing up for you at the click of a button is almost impossible to imagine."

"I don't need to know how to build it. That's the thing."

"I got more than twenty hours back each week and finally remembered why I started this in the first place."

A small business owner on Reddit

You don't have to be a tech person. You don't have to know what to build. That's my job. You just have to tell me what's eating your week.

Visit with Tim