Built for leadership teams in professional firms using AI-assisted drafting and analysis.
Define Review Structure Before AI Expands Work
AI Drafts Faster. Leadership Still Approves What Leaves the Firm.
The Concierge Instruction Set™
A three-volume leadership instruction product for
AI-assisted work.
Delivered sequentially to define review structure
before expansion.
AI Drafts Work.
When AI begins drafting analysis, reports, and explanations
firms must decide how those outputs are reviewed.
AI can now draft in seconds:
• client explanations
• report narratives
• internal documentation
• regulatory summaries
The drafts often appear polished and complete.
But without a defined review structure:
• requests may reach the wrong reviewer
• documentation may require revision after release
• teams may correct work that should have been reviewed earlier
AI increases drafting speed.
Review determines what leaves the firm.
The Concierge Instruction Set™
A three-volume process for defining how AI-assisted
work is reviewed, structured, and instructed.
AI adoption usually begins with tools.
The Concierge Instruction Set™ begins with how work is reviewed.
🟤 Volume I — Observation Pattern & Prep™ Baseline
A written review of how work in the selected department appears to be reviewed and approved today.
Based on publicly visible structure such as:
• client communication
• internal documentation
• operational reporting
• regulatory summaries
Highlights where increased drafting speed from AI tools may place pressure on that structure.
🟫 Volume II — Structure
Governance Translation
Leadership provides internal context describing how work in the department actually occurs.
Those insights are translated into:
• review expectations
• decision pathways
• escalation points
This creates a clear review structure for AI-assisted work.
△ Volume III — Instruction
Technology Addendum
Instruction written specifically for the department being addressed.
Supports recurring tasks performed with generative AI tools.
Examples may include:
• onboarding documentation
• internal reporting workflows
• standard operating procedures
Each Concierge Instruction Set™ applies to one department.
Before AI Expands Work,
Define Review.
It does not assume responsibility.
Leadership defines:
• what requires review
• who approves final work
• where decisions escalate
• what remains human judgment
These decisions form the instruction AI tools will follow.
Acceleration magnifies whatever review structure already exists.
Begin with Volume I.
AI accelerates drafting.
Review determines what leaves the firm.
Volume I documents how review and approval currently appear across the selected department.
Prepared for leadership review.
• no system access
• no operational intervention
• authority remains with your leadership