Document intake and missing items
22 hrs/mo
Pilot value estimator
Estimate the drag before pricing the work.
LedgerPilot does not publish a plan cost from a generic calculator. It helps the firm quantify workflow drag, pick a controlled first AI-use pilot, and decide whether a scoped review is worth the next conversation.
Calculate the monthly drag hiding in repeated work.
This is a planning estimate, not a savings guarantee. It gives partners a fast way to see whether one workflow deserves a controlled pilot conversation.
Current workflow
Adjust the pressure points the firm already feels.
Keep this at the workflow level. Use rough counts; do not enter client names, tax IDs, payroll registers, bank data, or private financial statements.
Review rework and exception chasing
16 hrs/mo
Billing and WIP follow-up
18 hrs/mo
Partner visibility and status requests
10 hrs/mo
$85/hr
25%
What the estimate should trigger.
The number is not the close. The next step is a bounded pilot plan the firm can accept, challenge, or reject.
Pick one pressure lane.
The estimator points to the area with the most visible drag, then the discovery agent confirms whether it is the right first pilot.
Define what AI may support.
The output is workflow support: drafts, routing, summaries, exception lists, or visibility. The firm keeps the professional decision.
Measure a 30-day outcome.
Track one proof metric such as time to review, fewer follow-ups, faster owner assignment, or cleaner packet readiness.
Use the estimate to start a sharper intake.
Bring the strongest workflow lane into the discovery agent, then produce a partner-ready packet before any client files or system access are discussed.