Tell us about your project

Less starting from scratch. More work ready to review.

We look at specific tasks your team handles and leave you a configured AI workspace: instructions, prompts ready to copy and a guide to using it.

Fictional example. No live AI and no data sent.

What you bring

Client's emailClient CLI-014 · fictional

Where can I send you this quarter's invoices? And can I deduct the new car?

The team's requestReply to this client using our information.

What you receive for review

Draft to reviewTo: client CLI-014

You can send us the invoices through our Document Portal. As for the new car, one of our professionals will look into it.

A person reviews it before it is sent.

See the full exampleThe full email and draft, what a person checks and how it is prepared
Client's emailClient CLI-014 · fictional

Subject: this quarter's invoices

Hi, where can I send you this quarter's invoices? And while I'm at it: can I deduct the new car? Thanks.

Draft to reviewTo: client CLI-014

Hi,

You can send us this quarter's invoices through our Document Portal. If you don't have access yet, just tell us and our administration team will set it up for you.

As for the new car, one of our professionals will look into it, as they're the right person to answer.

Thanks,
The office team

What a person checks before sending it
  • That the channel is the current one, the Document Portal, not the old one.
  • That there is no invented link, date or deadline.
  • That no opinion is given on the tax question.

The example. Prepared by ELEVA with the fictional data of a sample accounting office.

The task. An everyday enquiry: one administrative question and another that needs a professional's judgement.

The preparation. The workspace already knows how to work and with which information. The team only writes the request.

The result. It answers the administrative part with approved information and passes the tax question to the professional. A person sends it.

Instructions for this type of task
  • Separate administrative questions from those that need professional judgement.
  • Reply only with the office's approved information.
  • Never invent dates, deadlines, amounts or links.
  • A tax question goes to the professional, with no opinion and no date.
  • Prepare a draft. Do not send it.

Channel for receiving documentsThe channel is the office's Document Portal; the old Document Mailbox is no longer used. Administration gives access to anyone who needs it.The office's approved information

Tone and format of repliesFriendly and informal, short sentences and no more than 120 words. Signed by the office team.The office's style

Talk to us about an audit

How it works

  1. You bring

    A specific task from your team and the information it needs.

  2. ELEVA prepares it

    A configured AI workspace, with instructions and prompts to reuse.

  3. You receive

    A draft or a comparison that a person reviews before it is used.

More examples, from the task to the result

The same sample accounting office, with fictional data.

What you bring

Proposal A2-page excerpt
Page 1
Cost. Annual premium: 420 EUR, taxes included.
Cover. Limit: 100,000 EUR per claim. Excess: 500 EUR per claim.
Term. 12 months. Renews automatically each year.
Page 2
Exclusions. Water damage from installations over 20 years old. Flood damage.
Annexes. General terms: not included in this excerpt.
Proposal B2-page excerpt
Page 1
Cost. Annual premium: 480 EUR, taxes included.
Cover. Limit: 150,000 EUR per claim. Excess: 750 EUR per claim.
Term. 12 months.
Page 2
Exclusions. Water damage from installations over 20 years old.
Assistance. 24-hour assistance service included.

The team's requestCompare these two policies.

What you receive for review

Draft to review · comparison of proposals A and B
FieldProposal AProposal BDifference
Annual premium420 EURA · p. 1 · Cost480 EURB · p. 1 · CostLower in A
Limit per claim100,000 EURA · p. 1 · Cover150,000 EURB · p. 1 · CoverHigher in B
Excess500 EURA · p. 1 · Cover750 EURB · p. 1 · CoverLower in A
Term12 monthsA · p. 1 · Term12 monthsB · p. 1 · TermSame
RenewalAutomatic, yearlyA · p. 1 · TermNot stated in the material providedOnly stated in A
Water damage (installations over 20 years old)ExcludedA · p. 2 · ExclusionsExcludedB · p. 2 · ExclusionsSame
Flood damageExcludedA · p. 2 · ExclusionsNot stated in the material providedOnly stated in A. It doesn't mean B covers it.
24-hour assistanceNot stated in the material providedIncludedB · p. 2 · AssistanceOnly stated in B
General termsNot includedA · p. 2 · AnnexesNot stated in the material providedMissing from both
What the professional reviews
  • The recommendation is theirs: no proposal is chosen here.
  • Ask for the general terms of both.
  • Confirm the renewal and flood cover with B, as its excerpt doesn't mention them.
How the AI workspace prepares itThe office's criteria, every time

The task. Two insurance proposal excerpts for a shop. Comparing them by hand takes time, and it's easy to miss an exclusion.

The preparation. The workspace always compares the same fields and says where each value comes from. If an excerpt doesn't say something, it doesn't assume it.

The result. The differences are in plain sight and anything not stated is flagged, with nothing assumed. The decision belongs to the professional.

Instructions for this type of task
  • Every value with its source: proposal, page and section.
  • If an excerpt doesn't say it: “not stated in the material provided”. Never assume it is there, or that it isn't.
  • Keep what the text says apart from what a professional needs to review.
  • Don't choose a proposal or recommend taking one out.

Criteria for comparing proposalsAlways check the annual premium, the limit per claim, the excess, the exclusions, the term and the renewal. The final recommendation is made by one of the office's professionals.The office's approved information

The full sample auditThe assessment, the setup, the guide and every prompt for this sample office. Open the sample audit

What you receive

Four pieces in a tidy folder, with a page that explains where to start. Each piece also says what a person still does. Here's a preview, from the same sample office.

AI assessment · sample officeExcerpt

What we prepare and why

Replies to client enquiriesMany repeated questions and a simple review
Chosen
Comparing documentsSaves reading; the decision stays with the professional
Chosen
Invoices against the accountsCan be checked row by row
On trial
Document remindersA reliable to-do list is still missing
Later
The assessmentWhich tasks are worth preparing with AI, which aren't yet, and why.You decide which tasks we start with.
The configured workspaceThe instructions, the approved information and the tasks, set up in your account. Simplified illustration.We set it up with you, under your own login. We will never ask for your password.
Reply to a client

Reply to this client using our information.

Compare documents

Compare these two policies.

Reconcile two spreadsheets

Find what's missing between these two spreadsheets.

The prompts to copyEach prompt has its own button. The team writes them as they would ask a colleague. Try them.Every result is a draft: a person reviews it before it is used.
Setup and user guideStep 3 of 6

Paste the instructions

Open the project settings and paste the whole text of the instructions into the “Instructions” field. Then save.

How to know it worked: the whole text fits; don't shorten any of it.

The visual guideEach step says what to do, where to click and how to know it worked. It also explains how to use it every day.Your team can follow it on their own, every day.

Who decides and which data goes in

AI prepares; people decide. When information is missing or something conflicts, the workspace stops and says so.

Safe

  • Synthetic or anonymised data
  • Public information
  • Approved internal information
  • The smallest excerpts the task needs

Trim first

  • Invoices, contracts, policies and emails with names, tax IDs or addresses: only the fields needed
  • Spreadsheets and CSVs with unneeded columns or rows

Never upload

  • Passwords and credentials
  • Digital certificates
  • Bank details and credentials
  • Full payslips
  • Bulk client lists

Never: send, file, pay, sign or change anything. A person always does that.

How we run an audit, step by step

Common questions

If you have another question, write to us or call.

Do I need technical knowledge?

No. The guide explains every step with pictures, and in the guided session we set it up with you. Using it only takes short requests, written as you would ask a colleague.

Which tool do you use?

We set up a ChatGPT project dedicated to your business. In the first conversation we check that your account lets you use projects.

What data can we put in?

We leave you three clear lists: what is safe, what to trim first and what must never be uploaded, such as passwords, digital certificates or bank details.

Can the AI send anything on our behalf?

No. The workspace is set up to prepare drafts and analyses. Sending, filing, paying or signing is always done by a person.

How much does it cost?

It depends on the number of tasks and the setup work. We set it out in the proposal, after the first conversation.