Jen Lorenzen
The Executive Summary & Entity & Structure Review are very wordy. It would be preferable to have section headers and bullet points.
The charts are very helpful in Compliance Gaps & Risks, Missed Planning Opportunities
It would be great to have links to the underlying documents that it reviewed in each of the sections.
The Roadmap is quite helpful in sifting through the next steps and stages of advisory.
The client brief was very vague.
  • It mentioned missed planning opportunities, but didn't identify any by name.
  • The structural improvements wasn't clear.
In the future, I would love to be able to ask questions to delve deeper into the analysis, make any corrections, and answer some of the questions. It would be great to be prompted with questions that we can answer before it completed the report similar to other AI platforms so that we can fill in some of the knowledge gaps in real time if we have answers that weren't provided on a document.
Note - this was an individual with several rental properties held under a single member LLC rather than a business entity. I'm not sure if that's what causing some of this vagueness as the AI may not have been designed to parse through this information as well as it has for business structures.
This is a great start. I'm thrilled to be playing with this in Beta stage.