Founding Client Program — 3 Spots Remaining
Results
Operational leverage, in the real world.
These are representative examples of the types of results Efficient Systems Group has delivered. Details are illustrative to protect client confidentiality.
The Challenge
A 40-attorney firm processed engagement letters partner-by-partner, with no standard intake and no visibility into where agreements sat. Conflict checks were run against a shared spreadsheet. Leadership suspected billing was leaking because work often started before the engagement letter was signed.
Our Approach
We ran a 2-week Contract & AI Operations Assessment, then designed and implemented a standardized intake, conflict-check workflow, approval routing, and a central repository — with an AI-assisted first-pass review.
The Outcome
Engagement setup became consistent across the firm, conflict checks were systematized, and the firm recovered roughly 12 hours a week of admin time — with the ROI quantified before the build.
Results are illustrative; details adjusted for client confidentiality.
~12 hrs/wk
Admin time recovered
$48K
Annual value identified
8
Weeks to a working system
The Challenge
A regional CPA firm handled client acceptance and independence checks manually, with engagement letters inconsistent across the practice. A late-caught independence issue in the prior year had been a near-miss, and busy season stretched the team thin.
Our Approach
We systematized client acceptance and conflict/independence checks, standardized engagement letters, and built a tracking system with automated reminders for obligations and deadlines.
The Outcome
Client acceptance became consistent and defensible, independence checks stopped slipping, and the team walked into busy season with far less manual admin.
Results are illustrative; details adjusted for client confidentiality.
0
Missed checks since launch
100%
Engagement letters standardized
Materially
Busy-season admin reduced
The Challenge
A growing advisory firm wanted to "use AI" but had no plan, no governance, and no idea what manual work was actually costing them. Contracts and SOWs lived in several places, and adoption was ad hoc across teams.
Our Approach
We ran the Contract & AI Operations Assessment — mapping the workflows, reviewing where automation saves the most hours, flagging AI-governance gaps, and building a full ROI model with a conservative, defensible payback.
The Outcome
The firm got a prioritized 90-day roadmap and a number: the recoverable value of automating their manual contract work, with the highest-impact fixes identified before spending on any build.
Results are illustrative; details adjusted for client confidentiality.
$48K
Annual value identified
< 12 mo
Payback on recommended build
2
Weeks to the roadmap
Client testimonials
We're building this section as client relationships develop. Reach out if you'd like a reference conversation with a current client.
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