AIOS preview — a fictional, branded product demo showing how the workflows in the proposal could operate after audit and build scope.
Today
Here is the Stratford CPA concept cockpit at a glance. All counts are illustrative and use fictional client files.
Mid-week pulse — Illustrative mid-week pulse: 6 fictional files awaiting partner review, 14 client requests drafted for approval, and 2 CRA items flagged for human review.
Active engagements
Illustrative pipeline
WIP in motion
Mock amount, not firm actuals
Partner review
2 due today
AI-prepared drafts
All awaiting approval
| Client / File | Type | Due | Risk | Age |
|---|---|---|---|---|
| Maple River Developments Inc. | T2 | May 30 | High | 3d |
| Summit Retail Group Ltd. | Compilation | May 27 | Medium | 1d |
| Westview Properties Inc. | T2 | Jun 2 | Low | Today |