Worked example
An agent that turns working papers into a client-ready advisory-letter draft — so the partner reviews reasoning and judgement, not formatting.
Illustrative — a representative problem and how we'd approach it, not a past client engagement.
Scenario. Turning a season's working papers into a client-ready advisory letter eats partner time on formatting and boilerplate, not judgement.
The solution. A Build, run as Augmentation, in your house style — the agent drafts, it never sends. Every letter is signed off by a partner before it goes out, the house style tuned on your real files.
- Working papers + engagement file
- Drafting agent — working papers to an advisory letter, house style
- Acceptance test on real files
- Partner reviews reasoning; signs off; the agent never sends
- Client-ready advisory letter
The outcome we’d target. The outcome we'd target: partners reviewing reasoning, not reformatting — the house style tuned on your real files, every letter signed off by a partner before it goes out.
This worked example applies the AI Fluency framework — how we frame which door fits