What is an AI employee?
An AI employee is a trained workflow that reads your business context, drafts the next useful step, and keeps a human approval point before anything leaves the company.
FAQ
Practical answers for accountants, contractors, industrial sellers, and local business owners considering a Leif build.
An AI employee is a trained workflow that reads your business context, drafts the next useful step, and keeps a human approval point before anything leaves the company.
A chatbot waits for prompts. Leif is built around a real queue: client emails, leads, estimates, notices, CRM tasks, calendar items, and drafts that need approval.
The default is approval first. You can review, edit, reject, or approve each outbound message. Permissions can widen only after the workflow is proven.
Yes. The accounting build is designed for 1040, 1120-S, 1065, Sch-C, IRS notices, quarterly estimates, organizer gaps, and client follow-up.
Yes. Trade workflows include lead replies, estimate follow-up, job recaps, COI chasing, invoice nudges, CRM updates, and service-area copy.
The first week starts with one workflow, connects the needed examples and accounts, ships real drafts, and uses your edits to improve the queue.
Usually email examples, CRM access if you use one, templates, pricing history, prior estimates, calendar context, and the approval rules you already follow.
Kaim Consulting designs the build around business privacy and uses vendor settings intended to avoid public model training. The exact stack can be reviewed before setup.
You reject or edit it. The correction becomes training material for the workflow, and the draft does not go out unless you approve it.
No. Leif is built to remove routine drafting and follow-up from people who already have more valuable work to do.
No. Kaim Consulting builds the workflow. The client uses an approval queue and plain corrections, not a prompt engineering process.
Pricing depends on scope, setup work, and the number of workflows. The first call is used to decide whether there is a narrow enough queue to justify a build.
Yes. Kaim Consulting serves Greater Boston, including Boston, Cambridge, Somerville, Quincy, and nearby Massachusetts cities.
Yes. Kaim Consulting works with businesses around Lawrence, Andover, North Andover, Haverhill, Dracut, Lowell, and nearby Southern NH towns.
Leif is not a fit when there is no repeatable workflow, no owner available to review early drafts, or no real cost to missed follow-up.