Sample Blueprint
What a Blueprint looks like.
This is the shape of the document you receive one week after your discovery call, written as if for a 22-person accounting firm.
1. Summary
- 10routine tasks audited
- 94 hteam hours a week on them
- ~36 ha week the first five workflows could prepare (about 158 h a month)
Recommendation: a Rollout of the five workflows marked below, in this order, with the approval rules in section 3.
2. Tasks audited
| Task | Team hours / week | AI can prepare | Risk | Plan |
|---|---|---|---|---|
| Chasing clients for missing documents | 14 h | 70% | Low | First five |
| Answering routine client emails | 18 h | 50% | Medium | First five |
| Entering supplier invoices into the ledger | 16 h | 60% | Low | First five |
| Period-end reminders to clients | 6 h | 80% | Low | First five |
| First drafts of tax notice replies | 8 h | 40% | High, partner reviews | First five |
| Working-paper summaries for reviewers | 10 h | 40% | Medium | Later |
| Engagement letters for new clients | 4 h | 70% | Low | Later |
| Meeting notes into action lists | 5 h | 60% | Low | Later |
| Weekly report to partners | 6 h | 60% | Low | Later |
| Payroll inputs from timesheets | 7 h | 30% | High | Later |
3. The first five workflows
- Document chasingTracks what each client still owes and drafts reminders in the firm's wording.Approval: Article clerk approves each batch before it is sent.
- Client email draftsSorts the shared inbox and drafts replies to routine questions from the client file.Approval: The client's manager approves every reply.
- Invoice entryReads supplier invoices from email and fills the ledger sheet, flagging tax mismatches.Approval: Accounts lead approves the day's entries.
- Period-end remindersBuilds the list of who owes what this period and drafts the reminders.Approval: Manager approves the list once a period.
- Tax notice first draftsReads the notice and the file, then prepares a first-draft reply.Approval: A partner reviews, edits and signs. Filing stays with the firm.
4. Data map
| Data | Where it lives | What the AI does | Rule |
|---|---|---|---|
| Client emails and attachments | The firm's own mailbox | Read to draft replies and track documents | Stays in the firm's accounts; no copies kept |
| Supplier invoices | Shared drive | Read to fill the ledger sheet | Only the invoices folder is connected |
| Tax notices and client files | Practice drive | Read for first drafts | Partner-only folder; drafts never sent automatically |
| Payroll data | Payroll tool | Not connected | Left out of the first five on purpose |
5. Rollout plan
- Week 1Document chasing and period-end reminders live. Team walkthrough recorded.
- Week 2Invoice entry live, run side by side with manual entry for one week.
- Week 3Client email drafts live for two managers, then the whole team.
- Week 4Tax notice first drafts live for partners. Usage and data policy signed off.
6. What stays with people
Every client-facing message, every filing, every payment and every professional judgement. The AI prepares; the firm decides.
Your Blueprint is built from your own tasks, after a 30-minute call and a 60-minute discovery session. 7-day guarantee: late or not useful, full refund.
Book a 30-minute call