ask the record01 / 04
systems
people
Ask anything about your operations…
↑Two sources of truth, one answer.
What the systems say, and what the agent saw people do. Both cited, both in the brief.
time to answer · minutesopen brief ↗
BPhoto front · one wide terminal image in a blue duotone across the panels, the reference's own move, flipping to the cards
Enterprise AI for
Professional Services
Where engagements, close and advisory turn into finished work, end to end.
Engagement delivery
Budgets, scope creep and the review hours that never get billed. Traced to the step, written as the method.
Close and compliance
What the best senior manager checks before sign-off, learned from how they work. Cited from the workpapers, the checklist and the client thread.
Advisory and growth
The client questions that recur every quarter, answered from the record. The proposal that wins, remembered.
What changes
Three things a firm gets back.
- 01Fewer blown engagement budgets
Over-runs traced to the step, the staff level and the review loop that caused them. The fix becomes the method, not a post-mortem.
- 02Hours back to seniors
The questions that took a day of Slack answered in minutes, cited from the workpapers, the practice system and the mail. Seniors review.
- 03Realisation caught before close
WIP and write-offs matched against the engagement letter every week, not at month end. A partner signs off on every write-off.
Ask the record
Questions a firm could never ask the practice system. Now you can.
Answered from your practice management, your workpapers, your CRM, your mail and the way your best people work. Cited, and handed to a partner to decide.
Sources of truth
The record is already in your workpapers.
Practice management, tax and audit software, workpapers, CRM, the engagement letter in Drive and the client thread in mail, read together with the access you already grant. Read-only. A new source takes days.
What the forward-deployed agent learns
Your senior manager’s method, written down.
Observe watches how the work actually runs across the practice system, the workpapers, the client calls and the judgement calls in between. It writes the methods. One partner reviews.
- Switched on in the open. Visible to everyone from day 0.
- Watches how the work actually runs, not what the manual says.
- Writes the SOPs. One person reviews before it becomes the way.
appswebcallsjudgement
How Observe works in a firm Observe · activity log.
Department, role, what they did, and what Observe made of it.
liveopen log ↗
What the record gives back
Measured in realisation.
Time to answer, engagements on budget, methods written down, WIP matched. Counted from your own record, from week two.
Every number cites the record it came from.
Nothing counted without a person signing off.
Measured per professional and per engagement, not per seat.
Realisation per professional.
Billable work realised per professional, before and with Karez, from the week it is connected.
from your record · quarter oneopen the record ↗
Why Karez for professional services
Built for firms that run on judgement, not just checklists.
Your people’s methods, kept
The senior who re-ties the prior year, the manager who reviews in two passes. Observe learns it, the record keeps it, the agents run it.
In your cloud, read-only
Your AWS, Google Cloud or Azure account. Your model keys. Client data never leaves, and every read is logged.
A partner signs off
Every write-off, every method, every client answer waits for a named reviewer. Agents run the repetitive work, partners decide.
Days, not a quarter
Sources on day 0. Engagements and WIP mapped in week 1. First brief and method drafts with a reviewer in week 2.
Before the first call
Questions we get from firms.
From managing partners, practice leads and COOs, before they book time.
Ask one yourselfWhich practice, tax and audit systems does it read?
Any system you can grant read access to: CCH, Thomson Reuters, Caseware, Karbon, Harvest, your CRM, your workpapers and your mail. A new source takes days, with the permissions you already have.
Does it replace seniors or managers?
No. It learns how your best ones work and writes it down, so every engagement runs that way. Agents take the repetitive steps. People take the calls that need judgement.
What does the forward-deployed agent watch in a firm?
How the work gets done: the practice screens, the workpapers, the client calls and the judgement calls in between, switched on in the open. It writes methods, never scores a person, and every output goes to a partner.
What about client confidentiality and independence?
It runs in your cloud, read-only, with every read logged and every write waiting for a named partner. SOC 2 Type II. Client data never leaves your boundary, and nothing is sent to a client without a reviewer.