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Blog / 01     By Mattia

What an AI process review covers

One recurring process, looked at step by step, with a written plan for the tools a firm already pays for.

Mullion Studio reviews one recurring process inside a professional firm and shows where AI can take over part of the work.

We work with CPA firms, law firms, insurance brokers and engineering firms with 50 to 300 people.

What is usually missing

Most of these firms already pay for Microsoft 365 or Google Workspace, and many have added Copilot or ChatGPT licenses. What is usually missing is someone sitting down with one process, step by step, and deciding which parts AI can draft, check or sort, and which parts should stay with people.

How the review runs

That is the whole job. We pick one process together, such as client intake, document collection or proposal drafting. We walk through it with your team in one 90-minute video session, using a few sample documents you have redacted.

About three weeks later you get a written plan with the redesigned steps, the prompts or settings to use in your current tools, and an estimate of the hours it frees each month.

The work is remote, and we never log into your systems.

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Start with a 20-minute call.

Write to mattia@mullionstudio.com with a line on your firm and two or three times that work for you. If a review makes sense, we agree on scope and price in the same call.