Most small firms don't need a big AI strategy. They need one automation that works, running every day, saving real hours. Here are the five places we usually start, and why.
1. Invoice chasing
Late payments cost small firms time as well as cash. A polite, timed sequence of reminders, sent from your own email and stopped the moment the invoice is paid, takes the chasing off someone's list for good.
2. New client onboarding
Welcome emails, document requests and engagement letters follow the same pattern every time. Automating the sequence means nothing gets missed, and your team only steps in when something is unusual.
3. Meeting notes into actions
Notes become a short summary and a task list, sent to the right people within minutes of the call ending. A person checks it before anything reaches a client.
4. Common customer questions
Delivery times, opening hours, how to send documents: AI drafts the reply from your own policies, and a person approves it.
5. The weekly report
Numbers pulled from your apps into one short summary every Monday, so the week starts with decisions, not spreadsheets.
Start with the one that costs the most hours. Get it live, prove it works, then add the next.
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