Human-controlled AI agents for professional services

Map a human-controlled AI agent chase and its human hand-offs.

Answer seven questions. See immediate fit, the economic screen and the exact hand-offs before you book.

No email required. No client records. No credentials or system access. This is an indicative workflow screen, not tax, accounting, legal or regulated advice.

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No answers are sent or stored. You can use the existing AI workflow assessment path instead.

Seven workflow questions

Map one client-record chase.

Use honest estimates from one normal client-record chase cycle. The result appears immediately.

Calculated on this page. Your answers are not sent to Mach Lilies or stored.
Use workflow-level estimates only. Do not enter client names, client records, credentials, confidential information or system-access details.

Is this a UK accountancy or bookkeeping practice?

Choose a UK practice type only when the operating practice is based in the UK.

How many people work in the practice?

Use the team involved in serving clients, not an associated network.

How many clients are chased in a typical cycle?

Choose the nearest honest band. Count each client once per cycle.

How many team hours does the full chase consume each week?

hours/week

Include checking, chasing, filing, tracker updates, exceptions and reporting.

What is the loaded hourly cost of that time?

/hour

Use pay plus pension, employer tax and cover. This is a planning input, not a salary request.

Where do client replies usually arrive?

The first useful workflow needs a route that can be monitored and governed.

What already governs the chase?

Safe delegation needs both a source of truth and a person who owns approvals and exceptions.

No email. No client data. No system access.

Owner-approved screening model · not observed proof

These are owner-approved screening rules and modelling assumptions, not evidence of typical workload, savings, customer outcomes or delivery capacity.

Your result

Your AI Chase Map appears here.

Complete the seven questions to see fit, economics and the human boundary.

Recommended next step

What the inputs say

The operating boundary

AI-agent lane

Read the agreed chase list and identify what is missing.
Prepare the next permitted client chaser.
Classify replies and attempt agreed filing or status updates.

Human lane

Approve client-facing messages at launch.
Keep tax, accounting and professional judgement.
Take unclear, sensitive, unusual or out-of-scope exceptions.

Economic screen

Entered chase effort value: —; Per month, using your hours and loaded cost.
Screening capacity: — h/week; The planning model applies its screening workload share.
Screening capacity value: —; Per month. Capacity value is not realised cash.
Indicative initial-term fee cover: —; Arithmetic on your inputs, not a promised payback period.

This is screening arithmetic on your inputs. Modelled capacity is not a realised financial result, payroll reduction, revenue, avoided headcount or a promised outcome.

What still needs confirming

The fit result uses ICP version 1.1 and a calendar conversion of 4.33 weeks per month; this short screen cannot approve compatibility, scope or rollout.

Owner-approved screening model · not observed proof

These are owner-approved screening rules and modelling assumptions, not evidence of typical workload, savings, customer outcomes or delivery capacity.

The economic screen uses your entries and the model’s planning 50% workload share.

Illustrative model · user inputs · no promised outcome

Every output is arithmetic on user inputs and explicit assumptions. Time released is not cash saved, payroll reduction, revenue, avoided headcount or a promised outcome.

Quiet Quarter costs £799 per month, excluding VAT.

Owner-approved current tariff

£799 per month is excluding VAT, applies to the signed scope, and is not a was-price comparison or a statement of total customer cost.

The configured initial-term fee is £8,789, excluding VAT.

Owner-approved derived tariff total

£8,789 excludes VAT and is the configured initial-term fee from eleven paid monthly periods after the free measured period; proposal-specific third-party costs remain separate where stated.