FirmhandThe back office for your firm
Andrei WeihmannPartner

Andrei Weihmann

Partner · Team B · Tuesday, 3 November 2026
8Open items
3Approvals
0Urgent emails
10:30Next appointment

Today (8)

CheckCheck suspicious email M0297: hidden instruction, lookalike sender domain, bank detail change, forwarding request · Autowerkstatt Schenk GmbH
ApprovalRe: Termin für Jahresabschluss · Physiotherapie Fliegner
ApprovalRe: Steuererklärung 2025 – Frist? · Bäckerei Kranz GmbH
ApprovalRe: Post vom Finanzamt · Café Tschentscher UG (haftungsbeschränkt)
2 days overdueReview and sign annual accounts Zahnarztpraxis Mielcarek · Zahnarztpraxis Mielcarek
2 days overdueQuarterly call Online-Shop Segebahn GmbH · Online-Shop Segebahn GmbH
04.11.Approve fee proposal Restaurant Seifert GmbH · Restaurant Seifert GmbH
04.11.Quarterly call Online-Shop Drewes GmbH · Online-Shop Drewes GmbH

Calendar today

TimeWhat
10:30Client call: Softwareentwicklung Weitzel GmbH annual accounts
13:30Team B weekly stand-up
16:30Partners: monthly firm review

Quarterly report · Q4 2026

34 / 34Filed on time
0Overdue filings
54Deadlines in 30 days
154Tasks completed

Filings due so far

34 on time0 late0 overdue

Open the full report

Waiting for your approval (3)

Client AI draft from Jennifer Dobes · To: erna@fliegner-physiotherapie.example · Open original
Re: Termin für Jahresabschluss
Client AI draft from Gülay Weihmann · To: dietlinde@kranz-baeckerei.example · Open original
Re: Steuererklärung 2025 – Frist?
Tax office from Gülay Weihmann · To: post@finanzamt-musterstadt.example · Open original
Re: Post vom Finanzamt

Approved email only goes to the log. Nothing is really sent.

Team workload · Team B

Clients30
Deadlines in 7 days22
Overdue tasks6
Missing documents8
Open approvals7

Team figures only, no rating of individuals.

Clients at risk (6)

Client
Autowerkstatt Schenk GmbHSuspicious email Deadline soon
Online-Shop Hahn GmbHDocuments missing Deadline soon
IT-Beratung ZorbachDocuments missing Deadline soon
Physiotherapie MetzDocuments missing Deadline soon
Café Tschentscher UG (haftungsbeschränkt)Documents missing Deadline soon
Elektrotechnik Wiek GmbH & Co. KGDocuments missing Deadline soon

AI budget, 30 days

TeamSpentShare
Team B$2.27 / $2.5689%

At 90 % the team uses the small model only.

Weekly review W44

# Weekly assistant review 2026-W44

Rheinblick Steuerberatung (fictional) · week starting 26 Oct 2026 · prepared by the head model for the partners

Team-level figures only. No individual is ranked or rated.

## At a glance

- 3,105 assistant actions, total model cost $1.03
- Drafts: 480 written, 61% sent unchanged, 32% edited, 7% discarded
- Cost by team: Firm services $0.06, Team A $0.36, Team B $0.61

## Working

- Missing-document reminders: 126 sent (5-day rule), 70% answered within 3 days.
- Learned preferences pay off: across the 7 people with an accepted profile update, drafts needing edits fell from 64% to 22% on average.
- Triage corrected by staff in 6% of emails.

## Not useful

- Newsletter summaries: 94 produced, 5 opened (5%). Recommendation: turn them off.
- Meeting summaries for trainees: 6 produced, 83% discarded. Recommendation: only on request.

## Could be better

- Payroll drafts edited 68% of the time (56 drafts), almost always the salary wording (gross or net, effective date). Template accepted in W43, build pending.
- Team B spends $0.24 on internal meeting summaries with the strong model. Team A moved to the small model in W42 with no drop in summaries shared.

## Bottleneck

- Senior advisers' drafts wait a median 26 h for partner approval (157 drafts); clerks' drafts wait 3.7 h for adviser review.
  Proposal: senior advisers approve routine replies t

Team figures only, no rating of individuals.

Email by priority (5)

SubjectFromTime
NormalUrlaubsantrag 22.–24.12.Heinz-Jürgen Heintze14:47
NormalFehlende Unterlagen Spedition Säuberlich GmbHGülay Weihmann15:09
LaterSteuer-News KW 45: Änderungen bei der E-Rechnungnewsletter16:17
Later50% auf Toner!!!offers17:03
LaterSteuer-News KW 45: Änderungen bei der E-Rechnungnewsletter17:11

Sorted by Haiku, otherwise by keywords.

My access, how I work and activity

My access

Clientsall clients of the own team (30)
Client payslipsyes
Approvesemails to clients, emails to the tax office
Firm figures and budgetsyes
Delete, money, permissionsblocked for all assistants

Test: open the C030 payslip

How I work

Hours08:30-17:30
Years at the firm11
StyleCalm, checks the figures before answering
Morning briefTeam and budget summary before 09:00
What helpsGetting tax office letters early, with attachments
What gets in the wayUrgency with no stated deadline
Draft toneFormal Sie with exact amounts and dates

Visible to me only. Work habits only.

Past weeks

WeekTasks finished
2026-W415
2026-W425
2026-W433
2026-W443

My activity log

ActionDecisionReason
read_emailallowedauto within client scope
read_emailallowedown mailbox
read_emailallowedown mailbox
list_inboxallowedown mailbox, 5 emails
list_tasksallowedown tasks only
list_inboxallowedown mailbox, 5 emails

The log can't be changed.