AI AND YOUR BUSINESS TOOLS

Use AI to compare business records.

AI can compare information in your contracts, schedules, time records, and invoices. It can flag missing or conflicting details for you to check.

Schedule Assessment

EXAMPLE USES

Examples of tasks AI could help with.

These are examples of systems that could be built. They are not client results or promised outcomes.

Illustrative example

Check for unbilled work

Connects: Contracts, client requests, completed work, time records, and invoices
What it checks: Compares what was promised, delivered, logged, and billed
What you review: Reviews the evidence and decides whether and how to bill
What it could help with: A list of possibly unbilled work and the records to check
Limits: Depends on accessible, sufficiently consistent records. Findings require human review.

Illustrative example

Check team workload

Connects: Incoming opportunities, committed work, deadlines, staff availability, and actual delivery speed
What it checks: Flags work the team may not have time to finish
What you review: Chooses what to reassign, delay, automate, or decline
What it could help with: A way to check whether the team can take on more work
Limits: Forecast quality depends on current workload and availability data.

Illustrative example

Find delays and repeated work

Connects: Email, forms, spreadsheets, calendars, project tools, and customer systems
What it checks: Finds delays, repeated steps, and missing information
What you review: Checks the findings with the people doing the work and approves changes
What it could help with: A record of delays, repeated steps, and missing information
Limits: Access and event history vary by tool; it does not replace interviews or judgment.

Illustrative example

Track contract dates

Connects: Agreements, renewal dates, cancellation windows, rate changes, deliverables, and obligations
What it checks: Extracts and tracks dates, commitments, and required actions
What you review: Confirms interpretation and authorizes the response
What it could help with: Reminders to review contract dates and commitments
Limits: Not legal advice. Contract interpretation remains with authorized people and counsel.

Illustrative example

Flag records that need review

Connects: Transactions, submissions, projects, deliverables, and business rules
What it checks: Allows ordinary work to continue and flags incomplete, unusual, or risky cases
What you review: Makes the decision on the exception
What it could help with: A list of records that need a closer look
Limits: Rules must be defined, monitored, and adjusted as the business changes.

BEFORE YOU BUILD

Check the records and process first.

First, check which records the system can use, what it should do, and who will review its work. Use the AI operations audit guide to test the idea against the work.

Getting help with the setup

The AI Opportunity Assessment can prioritize the opportunity. AI Implementation covers the separate work of designing, connecting, testing, documenting, and launching an approved solution.

Find where AI could help your business.

Bring one part of your business to the Assessment. We’ll look at the work and what could help.

Schedule an AI Opportunity Assessment