01
List the information needed from the client for a specific job.
Forge for accountants and bookkeepers
Build a practical request list with your chosen AI and keep professional review with your team.
One example to explore. You would shape and check it for your own work; Forge does not ship a finished sector package.
01 / A process to try
Three steps, checked by your team.
01
List the information needed from the client for a specific job.
02
Track each request, response and owner in Forge.
03
Draft a reminder from the open items; review it before sending.
Your team decides what belongs in the record, what your AI may do and what a person checks before anything goes out.
02 / Launch list
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