AI automation consulting / TechGuider
For teams spending time moving information between systems, preparing routine documents or repeating the same administrative steps.
TechGuider helps you work out what is worth automating, what still needs a person and how to test a useful change before relying on it.
AI-generated consultancy illustration.
Who this is for
A good starting point is a repeatable process with an identifiable owner, accessible source information and a way to check whether the result is useful.
That might mean moving approved information between tools, preparing a document from structured inputs or organising a first pass for a specialist to review. The delivered projects below show how that approach works in practice.
If the process is unclear, the data is unreliable or the consequences cannot be safely reviewed, the first step may be improving the process itself.
From our work
Two delivered projects show the process, the reported result and the checks that keep people in control. Each result belongs to the workflow described.
Legal operations / Delivered workflow
A Trello card now opens a complete matter in Actionstep, returns the matter number and flags failures for follow-up.
Reported result: The firm used the workflow to remove the need for an overseas virtual assistant role that had cost about $20,000 a year.
See the workflow and its controlsProperty / Delivered workflow
A first-pass review of a contract for sale and strata records.
Reported result: On the reported workflow, a review that took a lawyer about five hours was reduced to about 15 minutes of lawyer time.
See the workflow and its controlsHow an engagement works
Describe the steps, systems, people and exceptions. Agree a starting measure, such as handling time or the amount of rework, and define what success would mean.
Document the proposed workflow, access requirements, human approvals, exclusions and deliverables. Timelines and fees depend on that scope and are agreed before implementation.
Use approved examples to check ordinary tasks and failure cases. Compare results with the agreed baseline, include the time spent reviewing output and decide whether to continue, change direction or stop.
Agree documentation, team instruction, an accountable owner and how to pause or recover the workflow. Confirm any monitoring, maintenance and follow-up arrangements as part of the engagement.
Preparation and duration
Start with a short description of the task, the tools involved and who performs it. A sanitised example and an estimate of how often the task happens will help the first conversation.
Do not send credentials, personal information or confidential client records with your enquiry. We agree which information and access are needed after reviewing the scope.
Consulting does not have a fixed delivery duration. Assessment, implementation and support are scoped separately. If your team needs an introduction before choosing a project, explore our practical AI training.
Privacy and oversight
Before using business information, agree the tools, permitted data, access permissions, retention settings and responsible people. Provider settings and contractual terms need checking for the specific workflow.
AI can produce incorrect or incomplete output. Define human review for consequential decisions and approval before actions such as sending messages or changing records.
Agree how exceptions are reported and what happens when a tool is unavailable. No system should be treated as accurate or safe simply because a demonstration worked.
What you can expect
The agreed scope may include a workflow map, a pilot, evaluation findings, operating instructions and a handover. An assessment may also conclude that automation is not the right next investment.
TechGuider does not guarantee savings, accuracy or a particular return. Results depend on the task, data, tools and the people operating and reviewing the workflow.
Brooke Boielle is TechGuider's founder. We confirm who will deliver the work, their responsibilities and any specialist involvement before starting. Ongoing support is agreed explicitly.
