AI workflow reviews for independent RIAs
Find where AI
can give your firm
time back.
A firm-wide review of the work between client meetings. A practical 90-day plan for where AI could help—and where it isn't worth it.
The Blueprint · $2,500 one-time. No subscription required.
AI-led interviews. Human-reviewed recommendations.
AI Capacity & Governance
The
Blueprint.
A practical next step.90
DAY PLAN
Calloway & Co. · Fictional example
One firm-wide reviewUp to six individual interviews
Six connected deliverablesPriorities, tools, workflows and controls
Five business daysFrom final interview to your Blueprint
01 / Where we look
The work between
the systems.
Your team connects the dots: re-entering details, chasing documents, turning a meeting into notes, tasks and emails. We examine those handoffs before recommending another tool.
- 01The meeting endsDecisions to capture
- 02Notes are writtenContext to reconstruct
- 03CRM tasks are addedActions to re-enter
- 04Follow-up is sentAnother draft to review
We look across the firm.
Client service, operations, investment management and compliance.
We start with what you own.
Your CRM, planning and reporting tools—not a blank shopping list.
02 / The deliverable
Your next
90 days,
in one place.
Six connected deliverables, built from your team's workflows, systems and priorities. So the recommendation comes with a way to act on it.
A detailed, fictional example.
No email required.
Where to focus.
Manual workflows ranked by potential time savings, business value and effort.
Opportunity map BWhich tools fit.
Recommendations, supporting vendor evidence and what to rule out.
Tool decisions CHow work changes.
Before-and-after workflows, with human decisions and review made explicit.
Workflow redesigns DWhat it could return.
Hours, costs and setup effort. Visible assumptions, not promised cash savings.
Capacity & costs EWhat happens first.
A 90-day sequence with owners, dependencies and go-or-stop review points.
The rollout plan FWho reviews what.
An AI-use inventory, ownership map and draft materials for your CCO or counsel.
Governance draftsYour CCO or counsel makes the supervisory decisions. HourFound prepares supporting analysis and drafts; it does not provide legal, compliance or investment advice.
03 / A straightforward process
A conversation.
Then a clear direction.
Individual interviews, on your team's schedule. No preparation, no workshop to coordinate and no need to share client-identifying information.
01 Listen
Tell us about the work.
You and up to five colleagues speak individually with Ana, our AI interviewer, about your roles, recurring tasks and current tools.
02 Make sense of it
Get your Blueprint.
The HourFound team reviews the priorities, tools and draft governance materials, then walks you through the recommendations on a 30-minute call.
03 Put it to work
Choose your first move.
Your team implements the changes using the plan's sequence, proposed owners and review points. Ongoing support is available if you need it.
A complete diagnostic.
Yours to keep.
- Up to six individual workflow interviews
- All six firm-specific Blueprint deliverables
- A live 30-minute walkthrough
- A prioritized plan for the next 90 days
Delivered five business days after the final interview. Your team leads implementation.
The Blueprint fee is credited in full toward ongoing support if you continue. We'll explain how the credit applies in your support proposal.
The Found-Time Guarantee
100 hours of potential annual
time savings—or your fee back.
If your final Blueprint identifies less than 100 hours of potential annual time savings across your firm, we refund the $2,500 fee and you keep the work. Estimates use the inputs and assumptions agreed during the diagnostic. Actual savings depend on implementation and adoption.
Read the guarantee details ↗Optional / Beyond the Blueprint
A partner for
what comes next.
Fractional AI Officer support helps your team put the plan into practice as tools and priorities change.
- Quarterly follow-up interviews and refreshed priorities
- Working sessions to resolve implementation obstacles
- Tool and vendor reviews as needs change
- AI-use inventory and draft governance updates
Scope and pricing agreed with your firm. No obligation to continue after the Blueprint.
Ask about ongoing supportWho conducts the interviews and reviews the work?
Ana, our AI interviewer, guides each participant through questions about their role and workflows. The HourFound team reviews the final priorities, tool recommendations and draft governance materials before delivery.
How much of our team's time does this take?
The firm leader completes a 45-minute interview and joins a 30-minute Blueprint walkthrough. Up to five colleagues each complete a separate interview of about 30 minutes. No preparation or group scheduling is required.
Do we need to share client names or account details?
No. Describe your workflows using examples such as “a client” or “a typical account.” Please omit client names, account numbers and other identifying details. Ana reminds participants of this at the start of the interview.
How do you handle interview data?
Interviews are recorded and transcribed to prepare your Blueprint. HourFound and its contracted infrastructure and AI providers process the information to deliver the service. We do not sell interview data or use it to train public models. Deletion requests are subject to applicable legal and operational retention requirements. Read about data handling and requests.
We already use a meeting-notes tool. Will this still help?
The review looks beyond meeting notes at onboarding, client service, billing, reporting and compliance. We start with your existing systems and assess where a workflow change or another tool could be worthwhile.
Do you implement the tools for us?
Implementation is not included in the Blueprint fee. Your plan identifies the sequence, proposed owners and review points so your team can carry it out. Optional ongoing support includes working sessions to help resolve obstacles.
Do vendors pay for your recommendations?
We sell no software. Any referral fees are disclosed; we do not accept undisclosed fees. Recommendations consider your workflows, existing systems, budget and review requirements, and explain which options we ruled out and why.
What does the Found-Time Guarantee cover?
If the final Blueprint identifies less than 100 hours of potential annual time savings across your firm, using the workflow inputs and assumptions agreed during the diagnostic, we refund the Blueprint fee and you keep the work. It covers the opportunities identified in the plan; realized savings depend on implementation and adoption. See the guarantee details.
Is this compliance or legal advice?
No. We prepare supporting analysis, an AI-use inventory, an ownership map and draft governance materials. Your CCO or counsel reviews them and makes the supervisory decisions.
Do we have to take ongoing support?
No. The Blueprint is a standalone engagement, and you keep it whether or not you continue. Optional support includes quarterly follow-up interviews, updated priorities, tool reviews and governance-document updates.
Less administration. A clearer direction.
Make room for
what matters.
Start with the work. Find where AI could give your firm time back.