What AI prepares.
Where people decide.

Check uploads, file clear matches and draft reminders.

Staff approve custom client messages.

Unreadable or ambiguous files go to a review queue.

Suggest accounts and GST codes with reasons.

Bookkeeper reviews exceptions; registered agent signs off before lodgment.

Low-confidence items remain uncoded and flagged.

Classify letters and surface dates for the work queue.

Manager confirms each deadline and owner.

Unrecognised letters go straight to a senior reviewer.

Draft a letter from the agreed scope and fee schedule.

Partner approves scope and price.

Changes from the prior engagement are highlighted.

Extract parties and search the matter database.

Solicitor clears any conflict.

Fuzzy name matches remain potential conflicts.

Draft a chronology with source references.

Solicitor verifies each entry against the source.

Entries without a source are held for review.

Extract deadlines into a proposed diary entry.

Solicitor confirms every date.

Conflicting dates escalate to the supervising practitioner.

Draft an update from recorded matter activity.

Solicitor approves the email.

Nothing sends when the source or recipient is unclear.

Collect and check documents against lender requirements.

Broker reviews the file before assessment.

Missing or expired evidence holds the file.

Categorise transactions and flag unusual patterns.

Broker validates findings and serviceability.

Unparseable statements return to manual review.

Draft a structured note from a consented meeting.

Adviser edits and signs the note.

Recommendations are left to the adviser.

Match invoices to purchase orders and receipts.

A person approves new suppliers and bank changes.

Mismatches never move to payment.

Check completeness and present applications side by side.

Property manager makes the decision.

Document concerns are flagged; the system never auto-declines.

Read a request and draft a work order.

Property manager releases the work order.

Unclear urgency is escalated to a person.

Prepare a notice and show the date calculation.

Property manager checks form, dates and service.

Uncertain dates block the notice.

Draft scope and materials from photos and voice notes.

Tradesperson sets the price and approves scope.

Unidentified items are marked “to confirm”.

Turn a site note into a variation draft.

Supervisor and client approve the change.

No approval means the variation is not billed.

Match invoices to jobs and budgets.

Office team approves exceptions or over-budget items.

Unmatched invoices are queued.

Pre-fill a job safety template.

Competent person reviews and signs on site.

The document is never issued unsigned.

Read referrals and prepare booking information.

Admin confirms funding; clinician checks suitability.

Missing referral details trigger a request.

Prepare a draft from a consented consultation.

Clinician reviews, edits and signs.

Draft stays marked as draft until signed.

Match payments and list rejections.

Practice manager reviews the batch.

Rejected claims are queued, not blindly resubmitted.

Match PODs with consignments and prepare the invoice.

Accounts approves the issue.

A missing POD holds the invoice.

Track licence, medical, registration and maintenance dates.

Compliance manager reviews exceptions.

Expired items are flagged for a roster decision.

Flag gaps or possible breaches in work diaries.

Compliance manager reviews each flag.

Flags cannot clear themselves.

Code invoices and surface price changes.

Manager approves meaningful variances.

Unusual invoices go to a queue.

Flag possible break, overtime or rate anomalies.

Payroll manager or owner decides.

Award interpretation stays human.

Match POS, EFTPOS and deposits.

Owner reviews variances.

Unexplained differences are never written off automatically.

Draft from the plan and proposed schedule.

Coordinator reviews with the participant.

Plan conflicts are highlighted.

Match shift notes to services delivered.

Finance approves the claim batch.

Services without supporting notes are held.

Structure staff notes into the incident template.

Manager decides reportability and next action.

Every draft goes to a human; nothing auto-files.