Welcome
This is where you show the firm where your work actually gets stuck. You know your work better than any tool does. That is why this starts with you.
The promise
- Your entries stay with you. Everything you type is saved in this browser, on this computer. Nothing goes anywhere until you save your file and send it to the pilot coordinator.
- This measures the work, not the people. It is not used to evaluate anyone.
- The firm decides what, if anything, gets built. AI does tasks. People make the decisions.
- The tool is yours. The Aubrey Group keeps it when the pilot is over.
First, who are you?
This puts your name on your file, so the pilot coordinator can fit it together with everyone else's.
How it works
- Fill in the stage that is due. It saves by itself as you type.
- When the stage is due, press Save my file to send at the bottom of the screen.
- Email that file to the pilot coordinator. Send the file itself, so everyone's entries fit together in one record.
The four stages
The pilot coordinator sets the due dates. Type them in here once you have them.
| Stage | What happens | Who does it | When in the pilot | Due |
|---|---|---|---|---|
| 1 | List your tasks The work you do again and again, step by step, with the steps that break flagged. | Everyone | Days 1–30 | |
| 2 | Time the real thing Each time you do a top task, log how long it really took. | Whoever does the task. Keep logging through the test window. | Days 1–60 | |
| 3 | Decide what to do about each task Five possible answers. Automating is only one of them. | Pilot coordinator and leadership | Days 31–60 | |
| 4 | See what it does to pricing What the changes mean for each service the firm sells. | Leadership | Days 61–90 |
Closing workshop: week of December 14. The task list, the time log and the pricing picture should be in hand a week before it.
Your tasks
List the work you do again and again. Break each task into its steps and flag any step where the work breaks. You know where it breaks; that is the point. The numbers are a quick guess to go with it; Stage 2 times the real thing.
Where your work breaks
Every step you flagged, counted by kind of problem. This is what gets reviewed for duplicate work, waiting, and waste.
Where your time goes
Worked out from your guesses, biggest time cost first. Redo time is counted in: a task that has to be redone one time in four costs a quarter more than it looks.
Time log
Now the real thing. Each time you do one of your tasks, add one entry: say what happened, then split the minutes into five parts. Your account of what happened is what explains the numbers.
Your guess against the real time
What you estimated in Stage 1, next to what you actually logged, with and without an AI tool. Learning time is left out of the averages and counted separately. The difference is the finding.
Decide what to do about each task
One decision for each task, biggest time cost first. There are five possible answers: eliminate it, standardize it, template it, automate it, or leave it as it is. Automating is one of the five, and “leave as-is” is a perfectly good answer.
Tools the firm is considering
Before anyone uses a tool on client material, it needs five things written down: who owns the account, the most sensitive material it may touch, what the vendor keeps, who checks its output, and how far it is allowed to go.
What this does to pricing
For each service the firm sells: the hours an engagement takes today, and the hours you expect once the Stage 3 decisions are in place. Prices stay as they are today, so you can see what the change does to revenue.
What happens to revenue
Work billed by the hour loses revenue when it takes fewer hours. Flat-fee work keeps its revenue and gains margin. The mix is what matters.
Insights
Everything in this file on one page: where the work breaks, where the time goes, and what people said, in their own words. The tool only counts and sorts. Nothing here was written by AI.
What came back
Paste the AI's review here. It is saved with this file and travels with it.
Where things stand
What is in this file so far.
Version history
| Version | Date | What changed |
|---|---|---|
| Base 1.0.0 | 2026-09-14 | First release. Four stages, one shared file format, save and combine. |
| Aubrey 1.0.0 | 2026-09-18 | Built for The Aubrey Group on the 90-day pilot clock. Area of work, client label, AI-assisted and learning flags, named reviewer and authority limit, the firm's service tiers, editable due dates, names kept when files are combined, whole-firm view. |
| Aubrey 1.1.0 | 2026-10-04 | Rebuilt for ease of use. Welcome page with the promise and the Dumb on Purpose stamp, each task broken into steps that staff flag where the work breaks (duplicate work, waiting, redoing, extra handoffs, retyping), a Where the work breaks view that counts those flags, an Insights page that gathers everything in one printable place, a Copy for AI review button that carries the method and the rules with the entries, room to explain each task and each time it is done in their own words, plain wording throughout, an optional one-question-at-a-time guide, only the stages each person fills in, due dates left open for the pilot coordinator. Every 1.0.0 field kept and the same file format, so earlier files still open and combine. |
The whole firm
Everything the staff sent in, put together. This page only reads; nothing on it can be edited.
Who has sent what
Where the work breaks
Every step the staff flagged, across the firm, counted by kind of problem. Read this for duplicate work, waiting, and waste.