Target Markets

Primary Target Market

Small to mid-sized professional services firms that are:

Document Processing Dealing with 5-10 hours per week of manual data entry tasks

Document Types Processing structured documents like invoices, schedules, transmittals, reports, and registers

Infrastructure Using Microsoft 365 or Google Workspace cloud infrastructure

Approach Looking to improve efficiency without massive IT transformation projects

Decision-Makers

Two key personas drive the decision-making process:

CTOs / IT Directors

Concerned about:

Security and compliance
System ownership and control
Maintenance and support
Technical risk and integration

Partners / Managing Directors

Need:

Board-ready business cases
ROI justification and metrics
Strategic planning and roadmaps
Risk mitigation strategies

Firm Characteristics

Ideal customers typically have:

Size 10-100 employees (small enough to feel the pain of manual work, large enough to afford $10k-50k projects)

Infrastructure Existing cloud infrastructure (Azure, AWS, or M365)

Volume Process significant volumes of standard professional documents

Compliance PI insurance and ISO 27001 compliance requirements

Systems Currently using systems like Xero, MYOB, or QuickBooks for accounting

Mindset Skeptical of AI but open to proof-of-concept approach

Pain Points They're Experiencing

Common challenges that drive firms to seek automation:

Wasted Billable Hours Junior staff spending hours on data entry instead of billable work

Manual Compilation Time-consuming manual compilation of registers and reports

Processing Bottlenecks Invoice and document processing creating workflow delays

Data Extraction Manual extraction of data from PDFs for reporting and analysis

Human Error Risk Risk of costly mistakes in data transcription

Modernization Pressure Pressure to modernize but fear of failed AI implementations

Specific Industries We Serve

While our engineering example demonstrates the service, the Protocol works for any document-heavy professional services firm:

Accounting & Bookkeeping

Client invoice processing
Receipt and bank statement extraction
Data entry for Xero/MYOB/QuickBooks
Time billing and expense reports

Legal Firms

Contract extraction and clause identification
Matter management and document registers
Billing and timesheet processing
Compliance document tracking

Architecture Firms

Drawing registers and RFIs
Transmittal coordination
Consultant coordination documents
Project cost tracking

Construction & Project Management

Site reports and safety inspections
Quality assurance forms
Supplier invoices and purchase orders
Defect lists and punch lists

Real Estate & Property Management

Lease agreements and tenant applications
Inspection reports and maintenance requests
Invoice processing for multiple properties
Compliance documentation

Medical/Healthcare Administration

Patient forms and referrals
Pathology reports and test results
Medical billing and insurance claims
Regulatory compliance documents

Government & Compliance

Permit applications and approvals
Inspection reports
Grant applications and reporting
Regulatory submissions

Engineering Firms

Beam schedules and structural drawings
Concrete test reports
Drawing registers and transmittals
Invoice processing and project tracking

Why These Industries?

They all share common characteristics that make them ideal candidates for document automation:

High Document Volumes Structured data in repetitive document formats

Expensive Staff Time High-cost staff time spent on low-value data entry

Compliance Requirements Need for audit trails, accuracy, and regulatory compliance

Existing Infrastructure Cloud/on-premise infrastructure already in place

Sweet Spot Customer Profile

The ideal customer has:

50+ hours/month spent on manual document processing
$80k+/year salary cost for admin/junior staff doing data entry
Existing cloud tools but manually bridging gaps between systems
Privacy/security sensitive (your private cloud positioning wins here)
Risk-averse (your phased approach with exits is perfect)

The engineering angle is just your proof of concept—the Protocol works for ANY document-heavy business.