Three steps to Sofia at work
Each step ends with something your firm can use.
- Before you sign
The Sofia Assessment
We map your systems and repeat work, value each workflow and set a build order. You keep it either way.
- After you sign
Connect and build
Your IT lead agrees the access. Your people do real tasks with Sofia, and we turn finished ones into skills.
- From then on
Run and grow
We maintain your skills as your processes change, add new ones and put recurring work on a schedule.
Who does what
Your people bring the work and the judgment. Our team brings the setup and the upkeep.
What we commit to, in writing
Written down, so you can hold us to it.
- Real work within two weeks
- Sofia does real work for your firm in under two weeks once the agreement starts.
- A 90-day exit
- If the results we agreed at signing aren't there after 90 days, you can exit.
- You keep the assessment
- The systems map, workflow catalogue and build order are yours, whether or not you continue.
- You own what we build
- The skills, workflows and knowledge built for your firm stay with your firm.
- No technical staff needed
- We set up, connect, build and maintain, so nobody at your firm has to.
- Access stays with IT
- Nothing connects until your IT lead agrees the access.
“A leap forward from what I thought Sofia would have been capable of doing.”
Questions firms ask
Can we see Sofia on our own work before we commit?
Before you commit, the Sofia Assessment maps your firm's own workflows and puts a value on each, and you keep everything it delivers. After you sign, if the results we agreed aren't there after 90 days, you can exit.
How soon will Sofia do real work for us?
In under two weeks after the agreement starts.
Do we need technical staff?
No. We set up Sofia, connect your systems, build your skills and keep them running.
What does our team need to do?
Use Sofia for real work, give her an approved past deliverable to match, review what she produces and send corrections back. Each correction goes into the shared skill, so the whole firm gets the fix.
Which systems can you connect?
More than 800 business systems, including email, documents, CRM, accounting and e-signature. We set up the ones your firm uses, once your IT lead agrees the access.
Start with a call
Tell us the work your team repeats every week. We'll tell you whether Sofia fits and where she'd start.