240 hours of team work, done with four of the CEO's.
Each square is an hour. Grey is three people working for two weeks. Teal is the CEO's time directing Sofia.
240 Three people, two weeks of work
4 One CEO directing Sofia
Your time is what a project really costs
A staffed project eats the team's hours and yours too: briefing, checking in, chasing and stitching drafts together.
How one person runs a team-size project
You set the direction and make the calls. Sofia plans the work and brings back finished deliverables.
- Start
Brief Sofia like a senior hire
Describe the outcome you need and point her to the files and systems. Do it in the Command Center or Slack.
- While it runs
Specialist agents take the workstreams
Sofia hands research, analysis and drafting to specialist agents. When a choice needs your judgment, she stops and asks you.
- Finish
You review, and the firm keeps the method
Check the deliverables against their sources. Say "turn this into a skill" and the next project starts from what worked.
“It is good at creating meeting follow-ups quickly and efficiently.”
Why one person can direct the whole thing
A chat window starts every project from zero. Sofia starts from your systems and everything your firm already knows.
Your real data, straight from your systems
Sofia works inside your document system, CRM and spreadsheets, so the project runs on your firm's actual numbers and files. Nobody pastes anything into a chat box.
ExploreNo background briefing needed
Sofia remembers your clients, your terms and the way your firm does things. You brief the project once and skip the background.
ExploreOne person's better way, used by everyone
When someone on your team finds a better way to run a step, it becomes a skill. From then on, Sofia does it that way for everyone.
ExploreHow far one person goes with Sofia
From an ordinary week to a project that used to need a team.
- 2×a typical person's output, working with Sofia
- 5×used full time, one person does five people's work
- 60×faster on a three-person, two-week project
The projects that sit on the list
Every firm has a few projects it keeps pushing to next quarter. These are the usual ones.
- A pipeline rebuildWe rebuilt our own CRM and seven-stage pipeline in one working session.Explore
- An acquisition reviewDiligence on the target, then the memo the decision-makers read.Explore
- A regulatory changeEvery affected client found, with the letters and filings each one needs.Explore
- A fee reviewBilling checked against fee schedules on every account, with the gaps listed.Explore
- A new service lineMarket research and launch materials for a new offer, run as one project.Explore
- A firm playbookYour best people's methods written down as skills the whole firm runs.Explore
You direct. You decide.
Sofia carries the volume. The calls that carry your name stay with you.
- Approval before it goes out
- Anything that writes to a client system or sends a message can wait for your sign-off.
- Sources you can check
- Ask where a figure came from and Sofia shows you the document.
- Actions it really took
- Sofia can't report an action the record doesn't show. Every turn is checked before delivery.
- Access your IT lead agrees
- Nothing connects until your IT lead agrees the access. Your never-touch list stays out.
- Your data stays yours
- Your firm's data isn't used to train AI models, in our systems or our providers'.
Questions firms ask
What kind of project fits?
Work you'd normally staff with two or three people for a week or more: a fee review, an acquisition, a regulatory change across clients, a firm playbook. If the inputs live in your documents and connected systems, you can direct Sofia through it.
How much of my time does it take?
You brief Sofia, answer her questions and review what she delivers. A client CEO directed a project sized for three people and two weeks in about four hours. Your time goes to the decisions.
Can we trust the output on a project this size?
Sofia checks her sources, and you can ask where any figure came from. Each specialist agent's work goes through the same review before delivery, and a person at your firm signs off on what goes out.
Which systems can a project draw on?
The ones your firm already uses: Microsoft 365 or Google Workspace, Box, SharePoint, OneDrive and Google Drive, and CRMs such as Salesforce, HubSpot and Pipedrive. Sofia works with more than 800 business systems, and we set up the ones your firm uses.
What happens after the first project?
Say "turn this into a skill" and the method is written down as a skill your firm owns. The next similar project starts from what worked, and anyone on the team can run it.
Who sets it up?
We do. We connect your systems and build the skills your projects need, then keep them running, so your people only bring the project and the judgment.
Which project have you been putting off?
Score your firm on your own time. For a firm-wide rollout, talk to our team about the project you'd hand Sofia first.