Services

What will AGI do for Legal and accounting services?

This group comprises legal services; and accounting, tax preparation, bookkeeping and payroll services.

The work itself

Grounded Work Profile

Tools

  • Practice Management SystemserviceBlueprint
  • Client PortalserviceBlueprint
  • Accounting SoftwareserviceBlueprint
  • Tax Compliance SoftwareserviceBlueprint
  • Document Drafting SoftwareserviceBlueprint
  • Electronic Filing SystemserviceBlueprint

Outputs

  • Financial StatementsserviceBlueprint
  • Tax ReturnserviceBlueprint
  • Legal OpinionserviceBlueprint
  • General LedgerserviceBlueprint

Measured by

  • Filing TimelinessserviceBlueprint
  • Error RateserviceBlueprint

Key steps

  • Onboard Client and EngagementserviceBlueprint
  • Gather Records and DocumentsserviceBlueprint
  • Perform Bookkeeping and ReconciliationserviceBlueprint
  • Conduct Legal or Tax AnalysisserviceBlueprint
  • Prepare Filings and AdviceserviceBlueprint
  • Review and Sign Off DeliverableserviceBlueprint
  • Deliver and File on BehalfserviceBlueprint

How AGI delivers it

Four ways AGI delivers for Legal and accounting services

  • Services-as-Software

    Get the professional outcome delivered as software, priced on results, not headcount.

    Services.do
  • Autonomous Agents as digital employees

    Hire a digital employee that does the job under earned, supervised autonomy.

    Agents.do

Value flow

How Legal and accounting services connects

absorbs

  • Bookkeeping Processmodel
  • Financial Recordkeepingmodel
  • Statutory Compliance Managementmodel
  • Statutory Compliance Processmodel
  • Tax Filing Processmodel

composes

measured by

  • Deadline Adherencemodel
  • Error Ratemodel
  • Filing Accuracymodel
  • Filing Timelinessmodel

optimizes

  • Advisory Turnaround Timemodel
  • Billable Utilizationmodel
  • Compliance Accuracymodel
  • Engagement Turnaround Timemodel
  • Filing Timelinessmodel
  • Reconciliation Accuracymodel

produces

  • Financial Statementsmodel
  • General Ledgermodel
  • Legal Advice Memorandummodel
  • Legal Opinionmodel
  • Tax Returnmodel
  • Tax Return Filingmodel

realizes

  • Assess legal and financial needsmodel
  • Conduct Legal or Tax Analysismodel
  • Deliver and File on Behalfmodel
  • Gather Records and Documentsmodel
  • Onboard Client and Engagementmodel
  • Onboard client engagementmodel
  • Perform Bookkeeping and Reconciliationmodel
  • Prepare Filings and Advicemodel
  • Prepare accounts and statementsmodel
  • Prepare and file tax returnsmodel
  • Provide legal advisorymodel
  • Review and Sign Off Deliverablemodel
  • Review deliverables with clientmodel