1. Prepare together
Choose the team or function and complete a short questionnaire. We agree the systems, sample material, secure sharing method and report timing before paid work starts. Redacted or representative examples can be used.
Workflow and systems assessment
See what could work better.
Know what to build first.
A two-hour walkthrough of one team's work and systems, followed by a comprehensive practical report. See what could save time, what to improve first and what each workflow would cost to build.
Start with a free conversation about fit. The paid assessment is optional; a defined build can be discussed directly.
When it fits
A recurring problem.
A decision worth making.
Your team keeps assembling the same report, chasing missing information or preparing routine replies. You want to know whether AI would make the work easier, and what it would take to use it responsibly.
We review one team or business function across its relevant systems, spreadsheets, emails and handovers. Recommendations may include AI, ordinary automation or a process improvement with no new software.
Already know what needs building? Discuss a workflow build without paying for an assessment first.
How it works
Walk through the work.
Leave with a plan.
2. Walk through your systems
Use the two-hour working session to follow recurring tasks through your tools and handovers. We establish frequency, time spent, problems, checks and who owns each process.
3. Receive your report
We analyse the agreed material and set out the improvements worth considering. The report explains priorities, dependencies, estimated time savings and a build price for each proposed workflow.
4. Choose your next step
A short follow-up call explains the recommendations and answers your questions. Decide what to handle internally, what to build and what to leave as it is.
For the initial enquiry, send only a brief description. Do not send confidential records, customer details or financial figures through the public form.
What you receive
A comprehensive report.
A prioritised build plan.
1. Your current setup
A map of the systems and workflows reviewed, with their inputs, outputs, handovers, checks and owners.
2. Problems worth solving
The repeated copying, waiting, chasing and checking, grounded in your walkthrough and sample material. We identify missing information and simple process improvements too.
3. AI and automation fit
Which tasks suit AI interpretation or drafting, which suit fixed rules, and which require human judgement. Includes the important risks and review points.
4. Prioritised opportunities
We aim to identify the strongest three to five suitable opportunities, or fewer if the evidence supports fewer. Each has an intended output and estimated time saving based on your information, with assumptions and anything still to measure clearly labelled.
5. A price for each workflow
Each proposed build has a scope, exclusions, dependencies, delivery timing, build price and expected ongoing costs. Prices are fixed where inputs and dependencies are confirmed; otherwise the report labels the estimate and explains what is needed to firm it up. Any build is agreed separately.
Use the report to decide with your team, brief an implementation partner or commission selected workflows from Clerq. You do not have to buy further work, and estimated time freed is not a guaranteed cash saving.
Clear boundaries
Assess first.
Commission separately.
The £499 assessment covers one agreed team or business function across its relevant systems. A whole-business review is scoped separately. The assessment does not include a working prototype, software configuration, detailed build design or implementation.
Builds are priced per workflow: £995 for a simple workflow, £1,500-£3,000 for a connected workflow, and an individual quote for bespoke work. Combined proposals charge shared setup once. See build pricing and ongoing care.
The assessment is a standalone service with no automatic full credit against a build. Reusable discovery work is reflected in the build estimate so you do not pay twice for the same work. Software costs and ongoing support are identified and agreed separately.
Discuss your team's workDiscuss an assessmentWhich team's work should
Which team's work should
we look at together?
Tell us about the team, its systems and the recurring work you want to improve. We will arrange a free introductory call to discuss whether the £499 assessment fits. Paid work is agreed separately.
Prefer email? Write to stephen@aiclerq.com.