Carbon · For smaller firms
Drafted by the system. Signed off by your people.
We build systems that prepare draft reports around your templates. Your professionals review and approve before use.
We're developing these workflows with founding clients, who help shape how the system works in their firm.
01Where AI fits in your firm
More time for the work only you can do.
Much of the work in a regulated firm follows the same steps every time: gather the information, draft the document, check it, file the evidence. AI can now prepare, draft and check many of these steps. We reduce the drafting, chasing and data entry around each piece of work, and your professional signs off the result.
- 01
Property surveying
Site notes and photos become a draft report. Comparable evidence is gathered and checked against your template. Your surveyor reviews, adjusts and signs. Measured by hours per report and instructions per surveyor.
- 02
Insurance broking
Emails and past files become a submission pack. Renewals arrive prepared, with terms compared against the expiring policy. Your broker reviews and advises. Measured by time per renewal and accounts per broker.
- 03
Wealth management
Meeting notes and fact-finds become a draft suitability report. Client files are checked for gaps before compliance review. Your adviser reviews and signs. Measured by hours per report and clients per adviser.
- 04
Building and fire safety
Inspection notes and photos become a draft report or certificate. Remedial actions are tracked until they're closed. Your inspector reviews and signs. Measured by time per report and overdue actions.
- 05
Property and block management
Supplier invoices are matched to the contract and queued for approval. Demands, arrears chasing and landlord statements are prepared from your ledger. Your property manager approves every decision. Measured by time per invoice and days to collect.
Your people review and approve the professional output. Routine steps run within rules you set, and the system records each step and who reviewed it. We start with the workflow that takes the most time, and add the next once the first is running.
02How it works
One workflow, end to end.
After Scale, we keep tuning it against the baseline. One Carbon team builds and runs it for you, so you don't need an IT team.
- 01
Discover.
Two workshops in one week. We walk through real cases with your team, set a starting baseline and agree which workflow to automate first.
- 02
Prove.
The system runs on your real cases alongside your team, and we compare it with how you work today. Your team decides when it's ready.
- 03
Scale.
It goes live. We host and maintain it, and your qualified people approve what matters.
03Good to know
What stays yours
You own your data, workflow designs and configuration. Carbon software is licensed to you. Hosting and maintenance are an ongoing service. Your people review and approve the professional output, and the system records each step and who reviewed it.
Building a group?
The workflow design is reused across your firms. Integrations, templates, permissions and local processes are assessed for each one, and one licence agreement can cover every firm in the group. And if your firm is joining a group, what we build moves with you. Private equity
04Questions firms ask
Do we need an IT team?
No. We host and maintain the system for you.
What does it cost?
A fixed implementation fee, followed by an ongoing licence covering hosting, maintenance and updates. Discover is the first step, and you sign off each stage and can stop at any stage.
Who signs off the work?
Your people review and approve the professional output. Routine steps run within rules you set.
How long until it's live?
As a founding client, where we're building the workflow for the first time, expect 8 to 12 weeks. Once a workflow is established for your industry, it can go live in about a month after the workshops.
Why not just buy AI software?
We recommend an existing product where one fits. Carbon's managed workflows suit firms that need a system adapted to their templates and review process.
Find out which workflow to automate first.
A 30-minute call about how work runs in your firm and where AI would save the most time.