Custom AI Tools for Your Firm

Why Custom AI Matters

Every firm feels the pressure to “use AI,” but not every implementation makes sense. At Ping, our goal is to help you use AI in ways that actually move the needle—automating the work your team hates doing and freeing up time for higher-value client service.

How It Works

Our AI implementation team sits down with your firm to map out your current workflows, pinpoint repetitive or manual tasks, and then design a custom AI Tool that handles them for you. These tools are built specifically around your processes and data—not generic templates.

A Real Example

Here’s how Ping saved one firm over 90 hours this tax prep season—the equivalent of $45,000 in recovered value.

The Problem

After every tax strategy meeting, a partner spent 15–20 minutes typing handwritten notes into a tracking spreadsheet. With around 450 meetings in a season, that added up to over 110 hours of manual work—nearly two weeks lost to data entry.

The Solution

Ping’s AI team built a custom workflow tool that used the meeting summary and client context to automatically:

• Fill out the firm’s internal spreadsheet

• Generate a client-facing summary letter breaking down the tax strategy
  Now, the partner only reviews and approves—no typing required.
  
  

The Result

The process became 80% faster, saving 90+ hours across the team. At $500 per billable hour, that’s $45,000 of value reclaimed—and one less bottleneck in the firm’s operations.

Let’s Build Yours

Whether it’s automating data entry, drafting follow-ups, or summarizing client reports, Ping can build an AI tool tailored to your firm. Our team handles the setup, testing, and deployment—you just tell us what problem you want to eliminate. AI doesn’t have to be abstract. With Ping, it becomes tangible, measurable, and built just for you.