Leverpoint is an AI consulting and implementation firm for South African businesses. We find where AI fits, build the system and keep it running. Fixed scope, fixed price, in writing. Explore our services: https://t.co/YsvShElbz0
A review point only works if the reviewer can see the evidence.
Show the extracted figures beside the source document, flag what is missing, and record who approved it. An Approve button on its own is not a review.
Most practice admin starts in the inbox: read, decide, re-type.
AI can read the message and attachment, extract the details and prepare the next step, then wait for a person to approve.
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When work runs across several tools and steps, we build a Custom AI System: specified in writing, built in milestones, with written acceptance at each one.
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Before you sign with an AI vendor: which provider processes the data, where does a person review, can you test on your own documents, is there a written spec and runbook, and is scope and price in writing first?
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Tighter margins. Clients who want faster answers. Skilled people who are hard to keep.
AI will not fix every pressure. Applied to the right process, tested and with a person approving every output, it can help.
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Implementation Pilot: one process automated in three to four weeks, with a written specification, a test set you run yourself, a runbook, and a person approving every output.
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Systems change. Invoice layouts change. Volumes grow.
Managed AI: monitoring, updates, a named response time and a monthly written report on the systems your business depends on.
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Before you buy any AI tool, write three lines: the process, the weekly volume, and where a person must check before anything leaves.
If you can write them, you already have the start of a specification.
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Qualified people often spend hours renaming files and copying figures between systems.
Necessary work, but not expert work. AI can read and type; your people review and approve.
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Start with your processes, not a tool. Score each opportunity by value, effort and risk. Then pick one to pilot, with a fixed quote in writing.
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When AI reads client documents: where is the data stored, which provider processes it, who reviews the output, and is each action logged?
We name the provider, keep a person in the loop, and log every action.
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What happens when you request a consultation: a short written form, a written reply within two business days, and, if there's a fit, a free 20 to 30 minute consultation with a written summary the same day.
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@TheLawSociety@guardian This is why a second AI pass is not a review. A named person has to check every citation against the source before it goes into a filing. The tool can draft; it cannot take professional responsibility.
@TheLawSociety@Telegraph Agreed. The output can be useful, but judgement stays with the person who signs. That belongs in the workflow as a review point, not as a hope that the model got it right.
@guhan729 A second model can flag a problem. Only a person checking the original source clears it. That review point is not optional if the output will be filed or sent.
@marielamarinext A useful acceptance test: deliberately skip the approval step and see whether the process still completes. If approval is required, missing approval should stop the workflow, not just produce a warning.
@GreatMikie The approval screen matters too. Show the extracted fields beside the source invoice, flag anything missing or inconsistent, and record who approved it. The reviewer needs evidence, not just an Approve button.
@_niihhhall Walking through one client's month makes the hand-offs visible. For each step, note what arrives, what gets copied, who checks it and where it goes next. That gives you a process to assess before choosing a tool.
Every Leverpoint system has a review point: a person on your side checks the output before anything is filed or sent.
Plus a written specification, a test set you run yourself, and a runbook.
Request a consultation: https://t.co/lxpNKRNwoJ
The first step is a short written form: describe the process that costs the most time. If there is a fit, a free 20 to 30 minute consultation follows. Request a consultation: https://t.co/lxpNKRNwoJ