The shift

Services are becoming software

• For twenty years, software has been a tool. People did the work inside it.
• AI changes that. Software can now do part of the work itself: draft, follow up, answer questions, route the next step.
• Professionals review, approve and own the result.
• Firms that adopt this first will serve more people with the same team.

The problem

The routine work every firm knows

• Staff remember the next step on every engagement and every deal
• Information is copied between systems by hand
• Documents and signatures are chased by email and phone
• Leadership waits days for reports built from several sources
• Each new household adds the same routine work again

What changes

From tools to work done

Introducing Peter

One operating system for the whole firm

• Members, households, entities, engagements, sales, billing, scheduling and a member portal in one place
• An assistant any staff member can ask in plain English
• Automations that act when work changes, and stop for a person when a decision is needed
• Specialist agents for briefings, reporting, screening and data work

Member work

Engagements that move themselves forward

• Opening an engagement builds its checklist
• Completing a step moves the checklist to the next one
• Billing cannot be skipped: the invoicing step waits for an invoice
• Invoices raised in Peter are created in QuickBooks automatically

Sales

A pipeline that does not stall

• Deal pipelines for each line of business, plus a lead pipeline
• Moving a deal creates the follow-up tasks and emails that stage calls for
• Every deal's next step is visible, and overdue follow-ups are flagged
• Scorecards per firm and per rep, with no one compiling them

Member Portal

A portal connected to the work

• Members upload documents, sign, book meetings and message their advisor in one place
• Every new signup is screened before staff approve access
• Sharing a file with a member is one step
• Uploads are tracked until staff file them

Meetings

Advisors who listen instead of taking notes

• Check-up meetings are transcribed live
• Sessions are kept with the member's record and connect to the sales pipeline
• The advisor's attention stays on the member

Leadership

See the firm every morning

• A daily briefing on what needs attention: deadlines, stalled work, pipeline, portal queues
• Live answers, charts and spreadsheets on request
• Recurring digests and follow-up lists delivered on schedule

Control

Professionals stay in charge

For your firm

What it means for you

1. Capacity: grow without adding staff at the same rate
2. Consistency: every engagement and deal follows the same steps
3. Visibility: leadership works from live data
4. Member experience: faster responses, one portal
5. Competitive position: match AI-first entrants on efficiency while keeping your relationships and licenses
6. Pricing room: lower routine costs make fixed-fee and bundled services possible

Proof

Built and run at CSI

• CSI Group serves about 22,000 households across New Jersey and New York
• Tax and accounting, wealth management, insurance, estate planning law and retirement services under one roof
• Peter runs the firm day to day: engagements, sales, billing, scheduling and the member portal
• [Two or three measured results, once available]

The pilot

What we propose

Commitment

What we ask, and how we measure