FAQ

AI employee FAQ

Practical answers for accountants, contractors, industrial sellers, and local business owners considering a Leif build.

What is an AI employee?

An AI employee is a trained workflow that reads your business context, drafts the next useful step, and keeps a human approval point before anything leaves the company.

How is Leif different from a chatbot?

A chatbot waits for prompts. Leif is built around a real queue: client emails, leads, estimates, notices, CRM tasks, calendar items, and drafts that need approval.

Does Leif send emails without approval?

The default is approval first. You can review, edit, reject, or approve each outbound message. Permissions can widen only after the workflow is proven.

Can Leif work for accountants and CPAs?

Yes. The accounting build is designed for 1040, 1120-S, 1065, Sch-C, IRS notices, quarterly estimates, organizer gaps, and client follow-up.

Can Leif help a contractor or trade business?

Yes. Trade workflows include lead replies, estimate follow-up, job recaps, COI chasing, invoice nudges, CRM updates, and service-area copy.

What does the first week look like?

The first week starts with one workflow, connects the needed examples and accounts, ships real drafts, and uses your edits to improve the queue.

What do you need from my business?

Usually email examples, CRM access if you use one, templates, pricing history, prior estimates, calendar context, and the approval rules you already follow.

Is my business data used to train public AI models?

Kaim Consulting designs the build around business privacy and uses vendor settings intended to avoid public model training. The exact stack can be reviewed before setup.

What happens if Leif makes a bad draft?

You reject or edit it. The correction becomes training material for the workflow, and the draft does not go out unless you approve it.

Will this replace my staff?

No. Leif is built to remove routine drafting and follow-up from people who already have more valuable work to do.

Do I need to learn prompts?

No. Kaim Consulting builds the workflow. The client uses an approval queue and plain corrections, not a prompt engineering process.

How much does Leif cost?

Pricing depends on scope, setup work, and the number of workflows. The first call is used to decide whether there is a narrow enough queue to justify a build.

Do you serve Greater Boston?

Yes. Kaim Consulting serves Greater Boston, including Boston, Cambridge, Somerville, Quincy, and nearby Massachusetts cities.

Do you serve Merrimack Valley and Southern New Hampshire?

Yes. Kaim Consulting works with businesses around Lawrence, Andover, North Andover, Haverhill, Dracut, Lowell, and nearby Southern NH towns.

What kind of business is not a fit?

Leif is not a fit when there is no repeatable workflow, no owner available to review early drafts, or no real cost to missed follow-up.