Turning an expert’s repeatable judgment — intake, synthesis, recommendations, reporting — into a workflow that serves ten clients with the quality of one. The expert stays in the loop; their time scales.
Consulting firms, professional service firms, boutique advisory practices — anyone whose pricing model depends on senior hours that don’t scale.
Structured intake form captures the client’s context. Automated research and synthesis produce a first draft. The expert reviews, refines, and approves a branded deliverable. Expert time drops from hours to minutes per engagement.
1
Scale the expertise is a scenario we’ve built for financial advisors, attorneys, consultants, and clinicians, anyone whose output is a document. Structured intake, Claude synthesis grounded in the firm’s reference library, and branded deliverables in under four minutes replace five-hour manual workflows.
Typical installations move experts from two deliverables a day to ten, while keeping the review step in the expert’s hands. Clients receive cited, branded PDFs. The firm archives versioned copies to Drive or S3 automatically.
III
Scenario · III
Productize Expertise.
ForFinancial advisors, attorneys, consultants, clinicians, anyone whose output is a document.
One expert, ten deliverables a day. The deliverable your best person writes in five hours is mostly pattern: intake, precedent lookup, structured synthesis, review. That pattern can be productized, which means the expert does the one part nobody else can: review and sign.
10×deliverable throughput per expert
Old model vs. new. Same expert, same review quality, five times the output.
Before
2deliverables
Per expert, per day · old model
After
10deliverables
Per expert, per day · new model
Where the hours go
What changed, stage by stage.
Where the hours go on one deliverable. Bars are minutes per stage.
New model
Old model
Intake timeminutes · lower is better
90 min
4 min
Synthesis timeminutes · lower is better
120 min
< 1 min
Expert review timeminutes · kept in the loop
60 min
20 min
Deliverables per expert per dayhigher is better
2
10
The shift
Five hours becomes twenty minutes.
Before
90-minute intake. Two-hour synthesis. One-hour review. Five hours per report. Cap of two a day. Clients waiting a week for what they paid for.
↦ the shift
After
Four-minute intake form replaces the call.
Draft lands in the expert’s inbox, already grounded in the firm’s reference library.
Twenty-minute review, signed, shipped.
A day in the life
What a shipping day looks like now.
The old day
·
The new day
Expert opens a blank template, Googling last week’s precedent.
8 AM
Overnight intakes are already drafted, citations inline to the reference library.
Intake call runs long. Ninety minutes to get the basics.
10 AM
First review: twenty minutes. Expert signs and ships.
Synthesis. Cross-referencing five past cases by hand.
2 PM
Eight reviews in. Fresh intakes trickling into the queue.
Two deliverables out. The rest of the queue slides to tomorrow.
5 PM
Ten deliverables out the door. Expert leaves on time for once.
“
“Five hours of synthesis becomes twenty minutes of review.”
