Time Entry & WIP Capture for Estate Tax Specialists
The Problem
Estate Tax Specialists write time at week's end from memory — billable hours get lost, project codes are wrong, and write-offs eat realization.
What We Build
AI watches calendar, email, and Lacerte activity, drafts timesheet entries per matter, and asks only for ambiguous slices — realization rate climbs 4–8 points.
Tools & Integrations
Lacerte GEMS BNA Estate Planner SmartVault Zapier
How It Works
1
Discovery Call
We map your current time entry & wip capture process and identify exactly where AI saves the most time.
2
Build & Integrate
We build the AI workflow and connect it to the tools you already use — no software changes required.
3
Review & Refine
You review the results, we fine-tune until the workflow matches your standards — then it runs on autopilot.
Ready to automate time entry & wip capture?
Book a free 30-minute call. We'll walk through your current process and show you exactly how this workflow would work for your team.