100-Day Agent Integration

The split

Engine

Days 1–30 change nothing clients see: agents run in shadow mode while senior staff write the rulebook. Days 31–60 move intake, document collection and the highest-volume, lowest-risk task to a preparer agent, with every draft reviewed. Days 61–100 add the next two tasks and a client-comms agent for routine status updates only. A separate reviewer agent can block but never ship; the preparer ships nothing on its own.

Rulebook

What correct means here, and the mistakes we've already caught. It grows one job at a time.

1. R01Days 1–30 change nothing clients see: shadow mode only, and the deal is announced together with the former owner.
2. R02No rule is active until the senior staff member it came from approves it; every approved rule becomes a test case.
3. R03The preparer and the reviewer are separate agents: the reviewer can block but never ship, and the preparer ships nothing on its own.
4. R04Filings, payments and anything sent in a client's name wait for a person's approval at any confidence.
5. R05Every week, agent drafts are compared with the approved versions; each change is classed as a factual error, client preference, missing information or style, and a repeated correction becomes a proposed rule.
6. R06Client and key-person retention are reported next to margin every Monday; if margin rises while client retention falls, automation stops expanding.
7. R07The client-comms agent sends routine status updates only; advice, fees and bad news go to a person.

Intake

• The Acquisition Automation Map, or 20–50 anonymized work samples to build one
• Read-only access to the firm's practice software, email and document store
• Two hours with each senior staff member for the rulebook interviews
• The former owner's time for the announcement and the handoff
• Who approves what: filings, payments and anything sent in a client's name

UNIT

One acquired firm integrated over 100 days, then monthly agent operations

REVIEW LAYER

The firm's own staff review every agent draft; Shonin reads the decision and corrections logs weekly and runs a monthly corrections review with senior staff.

DELIVERY

Agents live in the firm's own tools, the rulebook and corrections log in its own folder, and the Monday dashboard (margin, client retention, key-person retention, human minutes per job, corrections per job); a runbook at day 100, then monthly agent operations.

TURNAROUND

100 days, then monthly

How we find buyers

• Acquisition Automation Map clients whose deals close
• Buyers who just closed, through their brokers, deal lawyers and lenders
• Case studies with the Monday numbers, published with the owner's consent