What is automated, where AI helps, who signs off
Automation for the routine. A person on every decision that matters.
The reliable spine
The reliable spine is thresholds and arithmetic: a campaign drifting from target or budget, a retainer's hours past its fee, a receivable slowing, a margin slipping, each watched by rule and flagged to the right person before it becomes a loss. Every alert is a watch-this signal, never an automatic action.
Where AI helps
AI helps rank what to look at first, learning the firm's normal patterns so a flagged drift is genuinely unusual and not just noise, which cuts false alarms. It prioritises; a person decides what to do about a campaign or a client.
Who signs off
A named person signs off anything touching money, stock, a customer promise, a regulated filing, a payment, a price, a credit decision or a people decision.