Free guide

The 5 jobs to fix first, for your kind of firm.

A short guide to the five repeat jobs worth handing to AI first, written for your industry. Pick yours below.

Four versions, one for each kind of firm

Each guide names the five jobs, why each one is a good first job, and how to check whether it fits your firm.

Law firmsIntake, meeting notes, first drafts, the inbox and chasing documents.
Dental and medical practicesRecalls, insurance paperwork, the books, new patient forms and patient messages.
Financial advisors and insuranceMeeting prep, meeting notes, staying in touch, applications and renewals, and the inbox.
Accounting firmsChasing documents, transaction sorting, onboarding, the inbox and first drafts of client letters.

Get the guide

Tell me a little about your practice and the next page has your edition straight away, to read or download as a PDF. A copy comes to your email too.

Short and practicalFive jobs, a way to put your own number on each, and how to start with one.
Yours right awayThe next page has the link, and a copy comes to your email.

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Your name

Email (the guide goes here)

Mobile

Your practice

Team size

Send me the guide. Devan will email it and text me a copy from his phone. He may also email me personally when a new piece fits my work. Reply 'no more' any time and he stops.

Start with a conversation

Tell Devan about the repeat work that takes the most time in your practice. If AI is a good fit, he will say so. If it is not, he will say that too.

Book a meeting Text (403) 919-3151

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