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Who We Help
Whether you sell advice or move product, the problem is the same: skilled people buried in repetitive work — and My2IC knows where AI pays off in each of these industries, and where it doesn’t.
Chasing clients for documents and re-typing them eats hours your team should spend advising — and the new anti-money-laundering rules now make client checks a legal duty. We take that work away without weakening quality or control.
First pilot: Compliant Client Intake
Draft bills sit on partners’ desks for weeks while cash waits. We get bills out faster — without touching professional judgement or trust money.
First pilot: Prebill Autopilot
Annual client reviews swallow hours of preparation before the adviser even sits down — and the file has to prove the service was delivered. We prepare the pack; the advice stays yours.
First pilot: Review-Pack Autopilot
Customer orders typed into your system by hand; quotes built line by line against changing supplier prices. We automate the paperwork between the sale and the floor.
First pilot: Zero-Key Order Desk
Progress claims checked by hand against tight legal deadlines; paperwork chased before anyone’s allowed on site. We do the grind, your team signs off.
First pilot: Progress Claim Autopilot
Referrals arrive by fax and email, get typed in by hand — and some never become bookings. We track every referral from arrival to booked. Clinical decisions always stay with your clinicians.
First pilot: Referral Safety Net
Quotes priced by hand against out-of-date supplier prices — slow quotes lose jobs, and stale prices quietly eat your margin. We help you quote faster, at the right price.
First pilot: Quote-to-Order Autopilot
The method works anywhere: find the task eating the most skilled hours, prove the fix on your own systems, then decide.
Start the conversation →Where We Start
In every industry there’s one piece of admin that eats more skilled hours than anything else. That’s where we start: a fixed-price pilot on the systems you already use. Nothing changes without a person approving it, we measure where you’re starting from in Week 1, and you see exactly what improved — on your own work — before committing to anything ongoing.
Accounting
Client documents requested, chased up, read and entered into Xero / MYOB / Karbon — including the identity and ownership checks the new anti-money-laundering rules require on every client. Your staff only see the ones that need a human.
Measured: hours per client onboarded + files complete to an evidentiary standard
Legal
Draft bills built from your practice system, sent to the right partner, and edits chased automatically.
Measured: days from work finished to bill sent
AML-regulated firms
For law and accounting firms covered by the new anti-money-laundering laws: every new client’s identity, ownership and source-of-funds documents collected, chased, checked and filed with a full audit trail — inside the practice systems you already run.
Measured: days from new client to fully verified
Financial advisory
Every annual client review prepared before the adviser walks in — records refreshed, portfolio figures pulled from your platform, the file note started and fee paperwork ready on time.
Measured: hours to prepare each review
Construction
Subcontractor claims assessed against the contract, variations and retention — and the payment schedule drafted for your commercial manager to approve and serve, with days to spare inside the statutory window and every withholding reason stated up front, as Victoria’s rules now demand. Site-compliance and cost-report pilots follow the same pattern.
Measured: days to a complete, defensible schedule
Manufacturing
Customer orders — even messy PDFs and scans — read, checked against your price lists and stock, and entered into your system as draft sales orders. Anything unusual goes to a person.
Measured: minutes per order + mistakes per order
Healthcare
Incoming referrals read, checked for completeness and entered into the practice system you already use — not another portal — with incomplete referrals and unbooked patients followed up, and every referral tracked from arrival to booked.
Measured: your tracked-to-booked rate — days to booking + how many never book
Wholesale
Quote requests priced against your current supplier prices and margin rules; the quote and order drafted for your approval.
Measured: hours from request to quote + pricing accuracy
Every pilot has a fixed price, runs on one small part of your business, and ends with a one-page report showing exactly what changed — so you decide whether to keep going based on results, not promises.
Discuss a sector pilotNext Step
Tell us your industry and the decisions in front of you, and we’ll suggest the right starting point — a briefing, a readiness snapshot or a fixed-price sector pilot.
Request a Briefing