AI workflow reviews for independent RIAs

Find where AI can give your firm time back.

HourFound reviews how work gets done across your RIA and identifies where AI could reduce manual tasks. You get a prioritized 90-day plan, tool recommendations, and draft governance materials for your compliance team to review.

The HourFound Blueprint · $2,500 one-time
Delivered five business days after your final interview.

Ask about your firm Read a sample Blueprint

Your time: a 45-minute interview and a 30-minute walkthrough. Up to five colleagues each complete a separate interview of about 30 minutes. No preparation or group scheduling required.

AI-led interviews. Recommendations reviewed by the HourFound team.

The HourFound Blueprint Fictional firm

Calloway & Co. · Decision summary

Two workflow changes.
One 90-day plan.

01 · Pilot meeting follow-up: Draft notes, tasks and follow-up together. Keep advisor approval before anything is filed or sent.
02 · Simplify onboarding: One checklist, one owner and fewer status-chasing emails. Start with the CRM already in place.
03 · Set the controls: Define approved tools, permitted data and review responsibilities before expanding use.

Read the reasoning, numbers and rollout →

What we cover

Your team still carries the work between systems.

Re-entering client details. Chasing onboarding documents. Assembling reports. Before adding another AI tool, find which tasks are worth changing—and what the change would involve.

Find the manual steps.

Review how work moves across client service, operations, investment management and compliance—from meeting prep and onboarding to billing and reporting.

Choose what is worth changing.

Compare potential time savings with cost, setup effort and the tools you already own. Start with a workflow where a change could make a useful difference.

Plan the oversight.

Identify who owns each use case, where people review the output and what your compliance team needs to consider before you begin.

We start with the stack you already own. From your CRM, such as Redtail or Wealthbox, to planning and portfolio tools, such as eMoney or Orion. New software is recommended only when it addresses a documented workflow problem.

Explore a sample Blueprint

See the decisions behind the plan.

What should an 11-person RIA change first? Follow a fictional firm from a map of its manual work to two workflow pilots, a cost model and a 90-day rollout—with the controls and tradeoffs spelled out.

Calloway & Co. · AI Capacity & Governance Blueprint

Fictional firm · Illustrative figures

The priorities

Where to start—and what to leave alone.

Five areas assessed. Meeting follow-up and onboarding come first; an AI chatbot does not make the cut.

The business case

Hours, costs and assumptions you can inspect.

A worked capacity model, a lower-benefit scenario, software budget and setup effort. No implied cash windfall.

The execution

Owners, review points and stop conditions.

Before-and-after workflows, a phased rollout and draft controls for the firm's CCO to review.

How it works

From your team's workflows to your next 90 days.

Step 01 · Tell us about the work

Individual interviews, on your schedule.

You and up to five colleagues speak with Ana, our AI interviewer. Each person describes their work, recurring tasks and current tools. No preparation required.

45 minutes for the leader · about 30 per colleague

Step 02 · Get your Blueprint

Recommendations reviewed by our team.

We rank the opportunities, evaluate relevant tools and prepare your plan and draft governance materials. The HourFound team reviews the priorities and recommendations before delivery, then walks you through the Blueprint on a 30-minute call.

delivered five business days after the final interview

Step 03 · Put the plan to work

Start with a clear first step.

Your 90-day plan sets out the order of work, proposed owners and review points. Your team implements the changes. Optional ongoing support helps you work through obstacles and update the plan.

implementation led by your team · support optional

Inside the Blueprint

Know what to change, what it could return, and how to start.

Six deliverables built from your team's workflows, current systems and priorities.

Your Blueprint · Exhibits A–F

AI Capacity & Governance Blueprint Prepared for your firm

EX. A

Where time could be recovered

Your firm's manual workflows, ranked by potential time savings, business value and effort to change.

EX. B

Which tools fit

Recommendations based on your current systems and budget, with supporting vendor evidence and reasons to rule out other options.

EX. C

How the work would change

Before-and-after workflow maps showing where AI could help and where people still need to decide or review.

EX. D

Whether the change is worthwhile

Estimated hours and their value, with the assumptions, costs and implementation effort made clear. Time returned is potential capacity, not guaranteed cash savings.

EX. E

What to do in the first 90 days

A sequence of actions with proposed owners, dependencies and review points.

EX. F

What your compliance team should review

An AI-use inventory, ownership map, draft policy language and vendor-review summaries for your CCO or counsel.

Your CCO or counsel makes the supervisory decisions. HourFound prepares supporting analysis and draft materials; it does not provide legal, compliance or investment advice. Related reading: SEC 2026 examination priorities.

Engagement & pricing

Your firm's AI Blueprint. $2,500, one-time.

Includes up to six interviews, all six Blueprint deliverables and a live 30-minute walkthrough. Delivery is five business days after the final interview. Ongoing support is optional.

One fixed fee · Yours to keep

Everything you need to choose your first steps.

Ranked opportunities to recover time
Tool recommendations and supporting evidence
Before-and-after workflow maps
Time and cost estimates, with assumptions
A prioritized 90-day action plan
Draft governance materials for your compliance team

The Blueprint fee is credited in full toward ongoing support if you continue. We'll explain how the credit applies in your support proposal.

The Found-Time Guarantee

100 hours of potential annual time savings—or your fee back.

If your final Blueprint identifies less than 100 hours of potential time savings per year across your firm, we refund the $2,500 fee and you keep the work. Estimates use the workflow inputs and assumptions agreed during the diagnostic. Actual savings depend on implementation and adoption.

Read the guarantee details

Optional ongoing support

Keep the plan moving as your firm changes.

Fractional AI Officer support helps you review new tools, work through implementation obstacles and update your priorities and governance materials.

Fractional AI Officer

Quarterly follow-up interviews and refreshed priorities
Working sessions to resolve implementation obstacles
Tool and vendor reviews as needs change
AI-use inventory and draft governance updates

Scope and pricing agreed with your firm · begins with the Blueprint

Ask about ongoing support

Before you decide

Your questions, answered.

Who conducts the interviews and reviews the work?

Ana, our AI interviewer, guides each participant through questions about their role and workflows. The HourFound team reviews the final priorities, tool recommendations and draft governance materials before delivery.

How much of our team's time does this take?

The firm leader completes a 45-minute interview and joins a 30-minute Blueprint walkthrough. Up to five colleagues each complete a separate interview of about 30 minutes. No preparation or group scheduling is required.

Do we need to share client names or account details?

No. Describe your workflows using examples such as “a client” or “a typical account.” Please omit client names, account numbers and other identifying details. Ana reminds participants of this at the start of the interview.

How do you handle interview data?

Interviews are recorded and transcribed to prepare your Blueprint. HourFound and its contracted infrastructure and AI providers process the information to deliver the service. We do not sell interview data or use it to train public models. Deletion requests are subject to applicable legal and operational retention requirements. Read about data handling and requests.

We already use a meeting-notes tool. Will this still help?

The review looks beyond meeting notes at onboarding, client service, billing, reporting and compliance. We start with your existing systems and assess where a workflow change or another tool could be worthwhile.

Do you implement the tools for us?

Implementation is not included in the Blueprint fee. Your plan identifies the sequence, proposed owners and review points so your team can carry it out. Optional ongoing support includes working sessions to help resolve obstacles.

Do vendors pay for your recommendations?

We sell no software. Any referral fees are disclosed; we do not accept undisclosed fees. Recommendations consider your workflows, existing systems, budget and review requirements, and explain which options we ruled out and why.

What does the Found-Time Guarantee cover?

If the final Blueprint identifies less than 100 hours of potential annual time savings across your firm, using the workflow inputs and assumptions agreed during the diagnostic, we refund the Blueprint fee and you keep the work. It covers the opportunities identified in the plan; realized savings depend on implementation and adoption. See the guarantee details.

Is this compliance or legal advice?

No. We prepare supporting analysis, an AI-use inventory, an ownership map and draft governance materials. Your CCO or counsel reviews them and makes the supervisory decisions.

Do we have to take ongoing support?

No. The Blueprint is a standalone engagement, and you keep it whether or not you continue. Optional support includes quarterly follow-up interviews, updated priorities, tool reviews and governance-document updates.

Know where to start with AI in your firm.

Get a plan based on your team's workflows, with clear priorities, tool recommendations and materials for your compliance team to review.

$2,500 one-time. Delivered five business days after the final interview.

Ask about your firm