{ "header": { "version": "2026-10", "pricesAsOf": "2026-10-09", "license": "CC BY 4.0 (proposed, pending approval)", "source": "Prest0n ROI report, October 2026 (Prest0 Inc.): the task data, one row per task, as published in prest0n-roi-task-data-2026-10.csv", "columns": [ { "name": "industry", "type": "string" }, { "name": "role_key", "type": "string" }, { "name": "role_title", "type": "string" }, { "name": "task_key", "type": "string" }, { "name": "task_name", "type": "string" }, { "name": "task_type", "type": "string" }, { "name": "per_fte_month", "type": "number" }, { "name": "hours_low", "type": "number" }, { "name": "hours_base", "type": "number" }, { "name": "hours_high", "type": "number" }, { "name": "elapsed_by_hand", "type": "string" }, { "name": "brief_min", "type": "number" }, { "name": "review_min", "type": "number" }, { "name": "review_by", "type": "string" }, { "name": "existing_review_min", "type": "number" }, { "name": "existing_review_by", "type": "string" }, { "name": "redo_chance", "type": "number" }, { "name": "recipe", "type": "string" }, { "name": "pr0_per_task", "type": "number" }, { "name": "units_cost_usd", "type": "number" }, { "name": "doer_cost_per_hour_usd", "type": "number" }, { "name": "cost_by_hand_usd", "type": "number" }, { "name": "cost_with_prest0n_usd", "type": "number" }, { "name": "net_value_each_usd", "type": "number" }, { "name": "hours_returned_each", "type": "number" }, { "name": "kept_by_hand", "type": "string" }, { "name": "turnaround_tier", "type": "string" }, { "name": "evidence_grade", "type": "string" }, { "name": "source_ids", "type": "string" }, { "name": "assumption_note", "type": "string" }, { "name": "stays_with_professional", "type": "string" } ] }, "tasks": [ { "industry": "law", "role_key": "law_partner", "role_title": "Partner / shareholder", "task_key": "law_partner_engagement_letter", "task_name": "Engagement letter or fee agreement for a new matter", "task_type": "draft_from_template", "per_fte_month": 7, "hours_low": 0.3, "hours_base": 0.5, "hours_high": 1, "elapsed_by_hand": "same day", "brief_min": 3, "review_min": 8, "review_by": "doer", "existing_review_min": 0, "existing_review_by": "", "redo_chance": 0.05, "recipe": "1 document intake (one file) + 1 drafted document + 2 task turns", "pr0_per_task": 7, "units_cost_usd": 10.18, "doer_cost_per_hour_usd": 246.9, "cost_by_hand_usd": 123.45, "cost_with_prest0n_usd": 61.62, "net_value_each_usd": 61.83, "hours_returned_each": 0.292, "kept_by_hand": "no", "turnaround_tier": "minutes", "evidence_grade": "C", "source_ids": "L-ABA-512-2024 L-TRI-512-2025 L-VSB-LEO1901-2025", "assumption_note": "Tailoring the template (scope, fee terms, AI-use paragraph) takes a partner about 20-40 minutes today; reading Prest0n's draft against the intake facts takes about 8.", "stays_with_professional": "The partner sets scope and fee, edits and signs the letter, and talks the client through AI use where consent is needed (ABA Formal Opinion 512 says boilerplate engagement-letter language alone is not informed consent)." }, { "industry": "law", "role_key": "law_partner", "role_title": "Partner / shareholder", "task_key": "law_partner_client_strategy_letter", "task_name": "Client strategy or case-assessment letter", "task_type": "correspondence", "per_fte_month": 6, "hours_low": 0.5, "hours_base": 0.85, "hours_high": 1.5, "elapsed_by_hand": "1-2 days", "brief_min": 5, "review_min": 15, "review_by": "doer", "existing_review_min": 0, "existing_review_by": "", "redo_chance": 0.1, "recipe": "2 task turns", "pr0_per_task": 2, "units_cost_usd": 2.91, "doer_cost_per_hour_usd": 246.9, "cost_by_hand_usd": 209.87, "cost_with_prest0n_usd": 106.2, "net_value_each_usd": 103.67, "hours_returned_each": 0.432, "kept_by_hand": "no", "turnaround_tier": "minutes", "evidence_grade": "B", "source_ids": "L-SCHWARCZ-2025-T9", "assumption_note": "In a randomized trial, participants without AI took 50 minutes on average to draft a ~700-word client email explaining a legal issue with authority (Schwarcz et al. 2025, Table 9); we use 51 minutes. Participants were upper-level law students.", "stays_with_professional": "The partner decides the advice, edits the letter and approves the send." }, { "industry": "law", "role_key": "law_partner", "role_title": "Partner / shareholder", "task_key": "law_partner_prebill_review", "task_name": "Pre-bill review packet with flagged entries", "task_type": "invoice_prebill", "per_fte_month": 15, "hours_low": 0.2, "hours_base": 0.3, "hours_high": 0.6, "elapsed_by_hand": "3-5 days", "brief_min": 1, "review_min": 8, "review_by": "doer", "existing_review_min": 0, "existing_review_by": "", "redo_chance": 0.05, "recipe": "1 document intake (one file) + 2 task turns", "pr0_per_task": 4, "units_cost_usd": 5.82, "doer_cost_per_hour_usd": 246.9, "cost_by_hand_usd": 74.07, "cost_with_prest0n_usd": 46.56, "net_value_each_usd": 27.51, "hours_returned_each": 0.135, "kept_by_hand": "no", "turnaround_tier": "minutes", "evidence_grade": "C", "source_ids": "L-EDNA-PREBILL-2026", "assumption_note": "We assume about 18 minutes of line-by-line partner review per monthly pre-bill; a vendor estimate puts partner invoice review at 8-12 hours a month. The partner still reads the bill with the flags (8 minutes).", "stays_with_professional": "The partner decides every write-down and approves the bill; billing staff finalize it in the billing system." }, { "industry": "law", "role_key": "law_partner", "role_title": "Partner / shareholder", "task_key": "law_partner_bd_proposal", "task_name": "Business-development proposal or pitch letter", "task_type": "draft_from_template", "per_fte_month": 1, "hours_low": 1.5, "hours_base": 2.5, "hours_high": 5, "elapsed_by_hand": "3-5 days", "brief_min": 15, "review_min": 30, "review_by": "doer", "existing_review_min": 0, "existing_review_by": "", "redo_chance": 0.1, "recipe": "1 document intake (one file) + 1 drafted document + 2 task turns", "pr0_per_task": 7, "units_cost_usd": 10.18, "doer_cost_per_hour_usd": 246.9, "cost_by_hand_usd": 617.26, "cost_with_prest0n_usd": 257.09, "net_value_each_usd": 360.18, "hours_returned_each": 1.5, "kept_by_hand": "no", "turnaround_tier": "minutes", "evidence_grade": "C", "source_ids": "", "assumption_note": "A tailored pitch built from precedent typically takes a partner 2-3 hours; review is a 30-minute edit for strategy, price and tone.", "stays_with_professional": "The partner sets strategy and price, edits and sends the proposal, and owns the relationship." }, { "industry": "law", "role_key": "law_partner", "role_title": "Partner / shareholder", "task_key": "law_partner_rule_monitoring", "task_name": "Monitor court-rule, bar and agency updates for the practice", "task_type": "monitoring_month", "per_fte_month": 1, "hours_low": 2, "hours_base": 4, "hours_high": 8, "elapsed_by_hand": "3-5 days", "brief_min": 10, "review_min": 60, "review_by": "doer", "existing_review_min": 0, "existing_review_by": "", "redo_chance": 0.05, "recipe": "22 Routine runs", "pr0_per_task": 22, "units_cost_usd": 32, "doer_cost_per_hour_usd": 246.9, "cost_by_hand_usd": 987.62, "cost_with_prest0n_usd": 369.44, "net_value_each_usd": 618.18, "hours_returned_each": 2.633, "kept_by_hand": "no", "turnaround_tier": "scheduled", "evidence_grade": "C", "source_ids": "", "assumption_note": "Keeping up with rule amendments, ethics opinions and agency policy changes takes a partner about an hour a week today; reading the digest takes about an hour a month.", "stays_with_professional": "The partner decides what each change means for the firm's matters and procedures; case-law alerts from licensed databases stay with the firm's research service." }, { "industry": "law", "role_key": "law_partner", "role_title": "Partner / shareholder", "task_key": "law_partner_mediation_statement", "task_name": "Mediation statement or settlement memorandum first draft", "task_type": "draft_complex", "per_fte_month": 0.75, "hours_low": 2, "hours_base": 3.5, "hours_high": 6, "elapsed_by_hand": "1-2 weeks", "brief_min": 15, "review_min": 60, "review_by": "doer", "existing_review_min": 0, "existing_review_by": "", "redo_chance": 0.15, "recipe": "3 document intakes (one per file) + 1 drafted document + 3 task turns", "pr0_per_task": 12, "units_cost_usd": 17.45, "doer_cost_per_hour_usd": 246.9, "cost_by_hand_usd": 864.17, "cost_with_prest0n_usd": 455.71, "net_value_each_usd": 408.46, "hours_returned_each": 1.725, "kept_by_hand": "no", "turnaround_tier": "under_an_hour", "evidence_grade": "C", "source_ids": "L-SCHWARCZ-2025-T9", "assumption_note": "We assume 3.5 hours for a 2,500-3,500-word persuasive statement; a trial measured 111 minutes for a 1,250-word persuasive letter alone. Review is a one-hour substantive edit.", "stays_with_professional": "The partner decides positions and numbers, finalizes the statement and represents the client at mediation." }, { "industry": "law", "role_key": "law_partner", "role_title": "Partner / shareholder", "task_key": "law_partner_meeting_brief", "task_name": "Pre-meeting brief for a client or opposing-counsel meeting", "task_type": "meeting_brief", "per_fte_month": 4, "hours_low": 0.5, "hours_base": 1, "hours_high": 2, "elapsed_by_hand": "same day", "brief_min": 3, "review_min": 10, "review_by": "doer", "existing_review_min": 0, "existing_review_by": "", "redo_chance": 0.05, "recipe": "3 task turns + 1 drafted document", "pr0_per_task": 6, "units_cost_usd": 8.73, "doer_cost_per_hour_usd": 246.9, "cost_by_hand_usd": 246.9, "cost_with_prest0n_usd": 74.57, "net_value_each_usd": 172.34, "hours_returned_each": 0.733, "kept_by_hand": "no", "turnaround_tier": "minutes", "evidence_grade": "C", "source_ids": "", "assumption_note": "Reassembling history from email and the file before a meeting typically takes 30-60 minutes; skimming the brief takes about 10.", "stays_with_professional": "The partner runs the meeting and decides what to say." }, { "industry": "law", "role_key": "law_associate", "role_title": "Associate attorney", "task_key": "law_assoc_research_memo", "task_name": "First-pass research memo on a discrete legal question", "task_type": "research_memo", "per_fte_month": 4, "hours_low": 2, "hours_base": 3, "hours_high": 6, "elapsed_by_hand": "1-2 days", "brief_min": 15, "review_min": 60, "review_by": "doer", "existing_review_min": 30, "existing_review_by": "law_partner", "redo_chance": 0.1, "recipe": "1 deep-research memo + 2 task turns", "pr0_per_task": 10, "units_cost_usd": 14.55, "doer_cost_per_hour_usd": 110.86, "cost_by_hand_usd": 332.58, "cost_with_prest0n_usd": 186.38, "net_value_each_usd": 146.2, "hours_returned_each": 1.45, "kept_by_hand": "no", "turnaround_tier": "under_an_hour", "evidence_grade": "A", "source_ids": "L-SCHWARCZ-2025-T9 S-SCHWARCZ-2025", "assumption_note": "Participants without AI took 184 minutes on average to write a 1,500-word research memo in a randomized trial (Schwarcz et al. 2025, Table 9; law students under a 4-hour cap); we use 3 hours. Review is a citation check of about 10 authorities (30 + 3 x 10 minutes).", "stays_with_professional": "The attorney verifies every citation (in a licensed database where needed), decides the analysis and gives the advice." }, { "industry": "law", "role_key": "law_associate", "role_title": "Associate attorney", "task_key": "law_assoc_motion_draft", "task_name": "First draft of a short motion and supporting brief", "task_type": "draft_complex", "per_fte_month": 4, "hours_low": 1.5, "hours_base": 2, "hours_high": 4, "elapsed_by_hand": "3-5 days", "brief_min": 15, "review_min": 45, "review_by": "doer", "existing_review_min": 30, "existing_review_by": "law_partner", "redo_chance": 0.15, "recipe": "3 document intakes (one per file) + 1 drafted document + 3 task turns", "pr0_per_task": 12, "units_cost_usd": 17.45, "doer_cost_per_hour_usd": 110.86, "cost_by_hand_usd": 221.72, "cost_with_prest0n_usd": 161.57, "net_value_each_usd": 60.15, "hours_returned_each": 0.7, "kept_by_hand": "no", "turnaround_tier": "under_an_hour", "evidence_grade": "B", "source_ids": "L-SCHWARCZ-2025-T9", "assumption_note": "A randomized trial measured 96 minutes on average to draft a 1,000-word motion brief without AI (Schwarcz et al. 2025, Table 9); we use 2 hours for 1,000-1,500 words. Review covers substance plus a citation check.", "stays_with_professional": "The attorney decides the arguments, verifies citations, signs and files." }, { "industry": "law", "role_key": "law_associate", "role_title": "Associate attorney", "task_key": "law_assoc_contract_draft", "task_name": "Draft a standard agreement from the firm's template", "task_type": "draft_from_template", "per_fte_month": 3, "hours_low": 1, "hours_base": 1.5, "hours_high": 3, "elapsed_by_hand": "1-2 days", "brief_min": 10, "review_min": 20, "review_by": "doer", "existing_review_min": 15, "existing_review_by": "law_partner", "redo_chance": 0.05, "recipe": "1 document intake (one file) + 1 drafted document + 2 task turns", "pr0_per_task": 7, "units_cost_usd": 10.18, "doer_cost_per_hour_usd": 110.86, "cost_by_hand_usd": 166.29, "cost_with_prest0n_usd": 73.93, "net_value_each_usd": 92.37, "hours_returned_each": 0.925, "kept_by_hand": "no", "turnaround_tier": "minutes", "evidence_grade": "A", "source_ids": "L-SCHWARCZ-2025-T9", "assumption_note": "Participants took 96 minutes on average to draft a three-page NDA from a sample in a randomized trial (Schwarcz et al. 2025, Table 9); we use 1.5 hours. Review is a read-through against the template and the deal terms.", "stays_with_professional": "The attorney negotiates, decides the final terms and sends the draft to the other side." }, { "industry": "law", "role_key": "law_associate", "role_title": "Associate attorney", "task_key": "law_assoc_contract_issues", "task_name": "Contract review: issues list with suggested clause language", "task_type": "contract_issues_list", "per_fte_month": 2, "hours_low": 1, "hours_base": 2, "hours_high": 4, "elapsed_by_hand": "1-2 days", "brief_min": 10, "review_min": 30, "review_by": "doer", "existing_review_min": 15, "existing_review_by": "law_partner", "redo_chance": 0.1, "recipe": "1 document intake (one file) + 1 drafted document + 1 task turn", "pr0_per_task": 6, "units_cost_usd": 8.73, "doer_cost_per_hour_usd": 110.86, "cost_by_hand_usd": 221.72, "cost_with_prest0n_usd": 104.81, "net_value_each_usd": 116.92, "hours_returned_each": 1.133, "kept_by_hand": "no", "turnaround_tier": "minutes", "evidence_grade": "C", "source_ids": "L-LAWGEEX-2018", "assumption_note": "Experienced lawyers averaged 92 minutes to issue-spot five short NDAs (about 18 minutes each) in the LawGeex study; we assume about 2 hours for a 10-20-page agreement with written fallback language. Review checks each flagged issue against the contract.", "stays_with_professional": "The attorney decides which issues to raise, marks up the agreement and negotiates." }, { "industry": "law", "role_key": "law_associate", "role_title": "Associate attorney", "task_key": "law_assoc_discovery_responses", "task_name": "First draft of responses and objections to written discovery", "task_type": "draft_complex", "per_fte_month": 3, "hours_low": 2, "hours_base": 3.5, "hours_high": 6, "elapsed_by_hand": "1-2 weeks", "brief_min": 15, "review_min": 60, "review_by": "doer", "existing_review_min": 20, "existing_review_by": "law_partner", "redo_chance": 0.15, "recipe": "3 document intakes (one per file) + 1 drafted document + 3 task turns", "pr0_per_task": 12, "units_cost_usd": 17.45, "doer_cost_per_hour_usd": 110.86, "cost_by_hand_usd": 388.02, "cost_with_prest0n_usd": 214.23, "net_value_each_usd": 173.78, "hours_returned_each": 1.725, "kept_by_hand": "no", "turnaround_tier": "under_an_hour", "evidence_grade": "C", "source_ids": "", "assumption_note": "We assume 3.5 hours for a first draft of one set of 25-35 requests (our estimate; published time studies are lacking). Review is a one-hour substantive pass.", "stays_with_professional": "The attorney decides objections, confirms facts with the client, obtains the verification and serves the responses." }, { "industry": "law", "role_key": "law_associate", "role_title": "Associate attorney", "task_key": "law_assoc_doc_review", "task_name": "First-pass review of a 25-document production batch", "task_type": "batch_doc_review", "per_fte_month": 3, "hours_low": 1, "hours_base": 2, "hours_high": 3.5, "elapsed_by_hand": "1-2 days", "brief_min": 10, "review_min": 30, "review_by": "doer", "existing_review_min": 0, "existing_review_by": "", "redo_chance": 0.1, "recipe": "25 document intakes (one per file) + 1 drafted document + 2 task turns", "pr0_per_task": 55, "units_cost_usd": 80, "doer_cost_per_hour_usd": 110.86, "cost_by_hand_usd": 221.72, "cost_with_prest0n_usd": 176.08, "net_value_each_usd": 45.64, "hours_returned_each": 1.133, "kept_by_hand": "no", "turnaround_tier": "under_an_hour", "evidence_grade": "B", "source_ids": "L-RAND-MG1208-2012", "assumption_note": "RAND reports traditional review rates of 31-100 documents an hour, with about 50 an hour the commonly cited standard for coding alone; adding a written digest entry per document brings 25 documents to about 2 hours. Review covers flagged items and a sample of the rest.", "stays_with_professional": "The attorney makes relevance, privilege and production decisions." }, { "industry": "law", "role_key": "law_associate", "role_title": "Associate attorney", "task_key": "law_assoc_demand_letter", "task_name": "Personal-injury demand letter first draft", "task_type": "draft_complex", "per_fte_month": 5, "hours_low": 2.5, "hours_base": 3.5, "hours_high": 6, "elapsed_by_hand": "1-2 weeks", "brief_min": 15, "review_min": 60, "review_by": "doer", "existing_review_min": 20, "existing_review_by": "law_partner", "redo_chance": 0.15, "recipe": "3 document intakes (one per file) + 1 drafted document + 3 task turns", "pr0_per_task": 12, "units_cost_usd": 17.45, "doer_cost_per_hour_usd": 110.86, "cost_by_hand_usd": 388.02, "cost_with_prest0n_usd": 214.23, "net_value_each_usd": 173.78, "hours_returned_each": 1.725, "kept_by_hand": "no", "turnaround_tier": "under_an_hour", "evidence_grade": "C", "source_ids": "L-TAVRN-DEMAND-2025 L-CASEMARK-DEMAND L-SCHWARCZ-2025-T9", "assumption_note": "Vendor guides put manual demand drafting at 3.5+ hours and at 4-6 hours per letter; a trial measured 111 minutes for a 1,250-word persuasive letter alone. We use 3.5 hours; review is a one-hour check of facts, totals and tone. The hourly scenario has no injury practice, so its driver is set to zero.", "stays_with_professional": "The attorney sets the demand amount and strategy, approves the letter and negotiates." }, { "industry": "law", "role_key": "law_associate", "role_title": "Associate attorney", "task_key": "law_assoc_client_advice_email", "task_name": "Client advice email on a legal question", "task_type": "correspondence", "per_fte_month": 6, "hours_low": 0.5, "hours_base": 0.85, "hours_high": 1.5, "elapsed_by_hand": "same day", "brief_min": 5, "review_min": 15, "review_by": "doer", "existing_review_min": 10, "existing_review_by": "law_partner", "redo_chance": 0.1, "recipe": "2 task turns", "pr0_per_task": 2, "units_cost_usd": 2.91, "doer_cost_per_hour_usd": 110.86, "cost_by_hand_usd": 94.23, "cost_with_prest0n_usd": 49.29, "net_value_each_usd": 44.95, "hours_returned_each": 0.432, "kept_by_hand": "no", "turnaround_tier": "minutes", "evidence_grade": "B", "source_ids": "L-SCHWARCZ-2025-T9", "assumption_note": "Participants took 50 minutes on average to draft a ~700-word client email with authority without AI (Schwarcz et al. 2025, Table 9). Review is a read, an edit and a source check.", "stays_with_professional": "The attorney decides the advice and approves the send." }, { "industry": "law", "role_key": "law_paralegal", "role_title": "Paralegal (incl. English-Spanish translation work)", "task_key": "law_para_translation", "task_name": "Translate a client document English-Spanish", "task_type": "translation_doc", "per_fte_month": 3.5, "hours_low": 1.5, "hours_base": 2.5, "hours_high": 5, "elapsed_by_hand": "1-2 days", "brief_min": 3, "review_min": 45, "review_by": "doer", "existing_review_min": 0, "existing_review_by": "", "redo_chance": 0.1, "recipe": "1 certified-style translation + 1 task turn", "pr0_per_task": 4, "units_cost_usd": 5.82, "doer_cost_per_hour_usd": 43.38, "cost_by_hand_usd": 108.44, "cost_with_prest0n_usd": 51.36, "net_value_each_usd": 57.08, "hours_returned_each": 1.45, "kept_by_hand": "no", "turnaround_tier": "under_an_hour", "evidence_grade": "B", "source_ids": "L-ATA-THROUGHPUT", "assumption_note": "Translators average about 400-600 finished words an hour (agencies expect 2,000-3,000 words a day), so ~1,500 words is 2.5-3.75 hours; we use 2.5. Review is a side-by-side bilingual read with corrections (our allowance: 45 minutes).", "stays_with_professional": "A qualified translator reviews and certifies where a court or agency requires it; the attorney decides what is filed." }, { "industry": "law", "role_key": "law_paralegal", "role_title": "Paralegal (incl. English-Spanish translation work)", "task_key": "law_para_med_chronology", "task_name": "Medical-records chronology with page cites", "task_type": "records_chronology", "per_fte_month": 2, "hours_low": 4, "hours_base": 6, "hours_high": 12, "elapsed_by_hand": "3-5 days", "brief_min": 5, "review_min": 60, "review_by": "doer", "existing_review_min": 15, "existing_review_by": "law_associate", "redo_chance": 0.1, "recipe": "6 document intakes (one per file) + 1 drafted document + 1 task turn", "pr0_per_task": 16, "units_cost_usd": 23.27, "doer_cost_per_hour_usd": 43.38, "cost_by_hand_usd": 260.26, "cost_with_prest0n_usd": 96.29, "net_value_each_usd": 163.97, "hours_returned_each": 4.317, "kept_by_hand": "no", "turnaround_tier": "under_an_hour", "evidence_grade": "B", "source_ids": "L-LEZDO-MEDREC", "assumption_note": "Record-review providers cite about 50 pages an hour for clear records and 20 an hour for handwritten notes; 300 pages at 50 an hour is 6 hours. Review spot-checks entries against source pages.", "stays_with_professional": "The paralegal and attorney confirm key entries; medical opinions come from the client's providers or retained experts." }, { "industry": "law", "role_key": "law_paralegal", "role_title": "Paralegal (incl. English-Spanish translation work)", "task_key": "law_para_depo_summary", "task_name": "Page-line deposition summary", "task_type": "long_doc_summary", "per_fte_month": 1.6, "hours_low": 4, "hours_base": 6, "hours_high": 8, "elapsed_by_hand": "3-5 days", "brief_min": 5, "review_min": 45, "review_by": "doer", "existing_review_min": 15, "existing_review_by": "law_associate", "redo_chance": 0.1, "recipe": "3 document intakes (one per file) + 1 drafted document", "pr0_per_task": 9, "units_cost_usd": 13.09, "doer_cost_per_hour_usd": 43.38, "cost_by_hand_usd": 260.26, "cost_with_prest0n_usd": 75.26, "net_value_each_usd": 185, "hours_returned_each": 4.567, "kept_by_hand": "no", "turnaround_tier": "under_an_hour", "evidence_grade": "B", "source_ids": "L-LEZDO-DEPO", "assumption_note": "An experienced reviewer summarizes about 25 transcript pages an hour, so 150 pages is about 6 hours. Review spot-checks page cites and key admissions.", "stays_with_professional": "The attorney decides how the testimony is used." }, { "industry": "law", "role_key": "law_paralegal", "role_title": "Paralegal (incl. English-Spanish translation work)", "task_key": "law_para_docketing", "task_name": "Compute and calendar deadlines from a court or agency document", "task_type": "deadline_docketing", "per_fte_month": 18, "hours_low": 0.2, "hours_base": 0.33, "hours_high": 0.75, "elapsed_by_hand": "same day", "brief_min": 1, "review_min": 6, "review_by": "doer", "existing_review_min": 5, "existing_review_by": "law_associate", "redo_chance": 0.05, "recipe": "2 task turns", "pr0_per_task": 2, "units_cost_usd": 2.91, "doer_cost_per_hour_usd": 43.38, "cost_by_hand_usd": 14.31, "cost_with_prest0n_usd": 8.69, "net_value_each_usd": 5.63, "hours_returned_each": 0.197, "kept_by_hand": "no", "turnaround_tier": "minutes", "evidence_grade": "B", "source_ids": "L-EDNA-DOCKET-2026", "assumption_note": "An industry guide puts manual calendaring at 10-45 minutes per filing; we use 20 minutes. Review is the paralegal re-checking each computed date against the rule (about 6 minutes), and the attorney still confirms them.", "stays_with_professional": "The responsible attorney or docketing lead verifies every computed date; the firm's docket stays the system of record." }, { "industry": "law", "role_key": "law_paralegal", "role_title": "Paralegal (incl. English-Spanish translation work)", "task_key": "law_para_portal_status", "task_name": "Check a court or agency docket and file new entries", "task_type": "portal_task", "per_fte_month": 15, "hours_low": 0.15, "hours_base": 0.25, "hours_high": 0.5, "elapsed_by_hand": "same day", "brief_min": 1, "review_min": 3, "review_by": "doer", "existing_review_min": 0, "existing_review_by": "", "redo_chance": 0.1, "recipe": "1 portal task (3 task turns, by convention)", "pr0_per_task": 3, "units_cost_usd": 4.36, "doer_cost_per_hour_usd": 43.38, "cost_by_hand_usd": 10.84, "cost_with_prest0n_usd": 8.34, "net_value_each_usd": 2.5, "hours_returned_each": 0.158, "kept_by_hand": "no", "turnaround_tier": "minutes", "evidence_grade": "C", "source_ids": "", "assumption_note": "Logging in, searching, reading new entries, downloading and filing new documents and noting changes takes 10-30 minutes per check (agency status lookups are quicker); we assume each active matter is checked about every four months on average.", "stays_with_professional": "The paralegal acts on any change; Prest0n never files or submits anything on a portal." }, { "industry": "law", "role_key": "law_paralegal", "role_title": "Paralegal (incl. English-Spanish translation work)", "task_key": "law_para_filing_package", "task_name": "Prepare a filing package for attorney review", "task_type": "form_worksheet", "per_fte_month": 5, "hours_low": 0.75, "hours_base": 1.25, "hours_high": 2.5, "elapsed_by_hand": "1-2 days", "brief_min": 5, "review_min": 15, "review_by": "doer", "existing_review_min": 10, "existing_review_by": "law_associate", "redo_chance": 0.1, "recipe": "2 document intakes (one per file) + 1 drafted document + 1 task turn", "pr0_per_task": 8, "units_cost_usd": 11.64, "doer_cost_per_hour_usd": 43.38, "cost_by_hand_usd": 54.22, "cost_with_prest0n_usd": 31.52, "net_value_each_usd": 22.7, "hours_returned_each": 0.792, "kept_by_hand": "no", "turnaround_tier": "minutes", "evidence_grade": "C", "source_ids": "", "assumption_note": "Pre-filling forms, building the exhibit index and assembling PDFs typically takes 1-1.5 hours per filing; review is a field-by-field check.", "stays_with_professional": "The attorney reviews, signs and files; Prest0n never presses submit on an e-filing portal." }, { "industry": "law", "role_key": "law_paralegal", "role_title": "Paralegal (incl. English-Spanish translation work)", "task_key": "law_para_form_worksheet", "task_name": "Pre-fill a government form worksheet from intake data", "task_type": "form_worksheet", "per_fte_month": 5, "hours_low": 1, "hours_base": 1.5, "hours_high": 2.7, "elapsed_by_hand": "3-5 days", "brief_min": 5, "review_min": 20, "review_by": "doer", "existing_review_min": 15, "existing_review_by": "law_associate", "redo_chance": 0.1, "recipe": "2 document intakes (one per file) + 1 drafted document + 1 task turn", "pr0_per_task": 8, "units_cost_usd": 11.64, "doer_cost_per_hour_usd": 43.38, "cost_by_hand_usd": 65.07, "cost_with_prest0n_usd": 36.22, "net_value_each_usd": 28.85, "hours_returned_each": 0.933, "kept_by_hand": "no", "turnaround_tier": "minutes", "evidence_grade": "B", "source_ids": "L-USCIS-I130-2026", "assumption_note": "USCIS estimates 2.3 hours per I-130 response plus 0.4 hours for the I-130A; an experienced paralegal working from a complete questionnaire is faster, so we use 1.5 hours. Review is a field-by-field check against source documents. The hourly scenario has no immigration practice, so its driver is set to zero.", "stays_with_professional": "The attorney reviews the forms, the client signs, and the firm files." }, { "industry": "law", "role_key": "law_paralegal", "role_title": "Paralegal (incl. English-Spanish translation work)", "task_key": "law_para_status_letter", "task_name": "Routine client status update", "task_type": "correspondence", "per_fte_month": 14, "hours_low": 0.2, "hours_base": 0.3, "hours_high": 0.5, "elapsed_by_hand": "1-2 days", "brief_min": 1, "review_min": 4, "review_by": "doer", "existing_review_min": 0, "existing_review_by": "", "redo_chance": 0.05, "recipe": "2 task turns", "pr0_per_task": 2, "units_cost_usd": 2.91, "doer_cost_per_hour_usd": 43.38, "cost_by_hand_usd": 13.01, "cost_with_prest0n_usd": 7.17, "net_value_each_usd": 5.84, "hours_returned_each": 0.202, "kept_by_hand": "no", "turnaround_tier": "minutes", "evidence_grade": "C", "source_ids": "", "assumption_note": "Gathering recent activity and writing a short update takes 10-30 minutes; we assume each active matter gets one about every four months.", "stays_with_professional": "The paralegal approves the send; the attorney handles any advice." }, { "industry": "law", "role_key": "law_assistant", "role_title": "Legal assistant / intake specialist", "task_key": "law_asst_intake_summary", "task_name": "New-inquiry intake summary", "task_type": "intake_summary", "per_fte_month": 14, "hours_low": 0.25, "hours_base": 0.5, "hours_high": 0.75, "elapsed_by_hand": "same day", "brief_min": 1, "review_min": 6, "review_by": "doer", "existing_review_min": 5, "existing_review_by": "law_partner", "redo_chance": 0.05, "recipe": "2 document intakes (one per file) + 1 drafted document", "pr0_per_task": 7, "units_cost_usd": 10.18, "doer_cost_per_hour_usd": 38.55, "cost_by_hand_usd": 19.28, "cost_with_prest0n_usd": 15.64, "net_value_each_usd": 3.63, "hours_returned_each": 0.358, "kept_by_hand": "no", "turnaround_tier": "minutes", "evidence_grade": "C", "source_ids": "L-FILEVINE-INTAKE-2025", "assumption_note": "Reading the inquiry and attachments and writing the summary takes 15-45 minutes by hand; a ready summary also supports fast follow-up, which intake guides tie to conversion.", "stays_with_professional": "The intake specialist confirms details with the prospect; an attorney decides whether the firm takes the matter." }, { "industry": "law", "role_key": "law_assistant", "role_title": "Legal assistant / intake specialist", "task_key": "law_asst_scheduling", "task_name": "Schedule a consultation, deposition prep session or hearing prep", "task_type": "scheduling", "per_fte_month": 45, "hours_low": 0.15, "hours_base": 0.25, "hours_high": 0.5, "elapsed_by_hand": "same day", "brief_min": 1, "review_min": 2, "review_by": "doer", "existing_review_min": 0, "existing_review_by": "", "redo_chance": 0.05, "recipe": "2 task turns", "pr0_per_task": 2, "units_cost_usd": 2.91, "doer_cost_per_hour_usd": 38.55, "cost_by_hand_usd": 9.64, "cost_with_prest0n_usd": 5.32, "net_value_each_usd": 4.32, "hours_returned_each": 0.188, "kept_by_hand": "no", "turnaround_tier": "minutes", "evidence_grade": "C", "source_ids": "", "assumption_note": "Back-and-forth scheduling typically takes 10-30 minutes of hands-on time per meeting.", "stays_with_professional": "The assistant approves the email to the client; the attorney owns the calendar." }, { "industry": "law", "role_key": "law_assistant", "role_title": "Legal assistant / intake specialist", "task_key": "law_asst_conflict_prep", "task_name": "Conflict-check report from the firm's own records", "task_type": "report_from_data", "per_fte_month": 10, "hours_low": 0.4, "hours_base": 0.75, "hours_high": 2, "elapsed_by_hand": "same day", "brief_min": 2, "review_min": 10, "review_by": "doer", "existing_review_min": 10, "existing_review_by": "law_partner", "redo_chance": 0.1, "recipe": "2 document intakes (one per file) + 1 drafted document + 1 task turn", "pr0_per_task": 8, "units_cost_usd": 11.64, "doer_cost_per_hour_usd": 38.55, "cost_by_hand_usd": 28.91, "cost_with_prest0n_usd": 22.24, "net_value_each_usd": 6.68, "hours_returned_each": 0.475, "kept_by_hand": "no", "turnaround_tier": "minutes", "evidence_grade": "C", "source_ids": "L-INTAPP-CONFLICTS-2019", "assumption_note": "We assume 45 minutes to search names and related entities across the firm's records and write up the hits; Intapp's research put total conflict work, including resolving hits, at 8.2 person-hours per matter at commercial firms.", "stays_with_professional": "The attorney reviews every possible match, clears the conflict and decides on waivers." }, { "industry": "law", "role_key": "law_assistant", "role_title": "Legal assistant / intake specialist", "task_key": "law_asst_client_checklist", "task_name": "Welcome letter and document checklist for a new client", "task_type": "correspondence", "per_fte_month": 10, "hours_low": 0.2, "hours_base": 0.3, "hours_high": 0.5, "elapsed_by_hand": "same day", "brief_min": 1, "review_min": 4, "review_by": "doer", "existing_review_min": 0, "existing_review_by": "", "redo_chance": 0.05, "recipe": "2 task turns", "pr0_per_task": 2, "units_cost_usd": 2.91, "doer_cost_per_hour_usd": 38.55, "cost_by_hand_usd": 11.57, "cost_with_prest0n_usd": 6.7, "net_value_each_usd": 4.87, "hours_returned_each": 0.202, "kept_by_hand": "no", "turnaround_tier": "minutes", "evidence_grade": "C", "source_ids": "", "assumption_note": "Tailoring the welcome letter and checklist to the matter typically takes 15-30 minutes.", "stays_with_professional": "The assistant approves the send; the attorney handles any advice." }, { "industry": "law", "role_key": "law_assistant", "role_title": "Legal assistant / intake specialist", "task_key": "law_asst_records_request", "task_name": "Records request letter to a provider, employer or agency", "task_type": "correspondence", "per_fte_month": 12, "hours_low": 0.2, "hours_base": 0.3, "hours_high": 0.5, "elapsed_by_hand": "same day", "brief_min": 1, "review_min": 3, "review_by": "doer", "existing_review_min": 0, "existing_review_by": "", "redo_chance": 0.05, "recipe": "2 task turns", "pr0_per_task": 2, "units_cost_usd": 2.91, "doer_cost_per_hour_usd": 38.55, "cost_by_hand_usd": 11.57, "cost_with_prest0n_usd": 6.06, "net_value_each_usd": 5.51, "hours_returned_each": 0.218, "kept_by_hand": "no", "turnaround_tier": "minutes", "evidence_grade": "C", "source_ids": "", "assumption_note": "Each request takes 10-30 minutes to prepare (recipient details, authorization, fees, delivery); we assume about three requests per record set.", "stays_with_professional": "A person approves and sends each request (email, fax or mail) and follows up with the provider." }, { "industry": "law", "role_key": "law_assistant", "role_title": "Legal assistant / intake specialist", "task_key": "law_asst_inbox_triage", "task_name": "Daily triage of an attorney or intake inbox", "task_type": "inbox_triage", "per_fte_month": 20, "hours_low": 0.5, "hours_base": 0.75, "hours_high": 1.25, "elapsed_by_hand": "same day", "brief_min": 2, "review_min": 15, "review_by": "doer", "existing_review_min": 0, "existing_review_by": "", "redo_chance": 0.05, "recipe": "6 task turns", "pr0_per_task": 6, "units_cost_usd": 8.73, "doer_cost_per_hour_usd": 38.55, "cost_by_hand_usd": 28.91, "cost_with_prest0n_usd": 21.1, "net_value_each_usd": 7.82, "hours_returned_each": 0.429, "kept_by_hand": "no", "turnaround_tier": "minutes", "evidence_grade": "C", "source_ids": "", "assumption_note": "We assume 30-75 minutes a day of sorting and routine replies (45 typical); approving the drafted replies takes about 15 minutes.", "stays_with_professional": "The assistant approves every reply; attorneys answer anything substantive." }, { "industry": "law", "role_key": "law_assistant", "role_title": "Legal assistant / intake specialist", "task_key": "law_asst_doc_package", "task_name": "Format, convert and file a document package", "task_type": "draft_from_template", "per_fte_month": 8, "hours_low": 0.4, "hours_base": 0.75, "hours_high": 1.5, "elapsed_by_hand": "same day", "brief_min": 2, "review_min": 6, "review_by": "doer", "existing_review_min": 0, "existing_review_by": "", "redo_chance": 0.05, "recipe": "1 document intake (one file) + 1 drafted document + 2 task turns", "pr0_per_task": 7, "units_cost_usd": 10.18, "doer_cost_per_hour_usd": 38.55, "cost_by_hand_usd": 28.91, "cost_with_prest0n_usd": 16.77, "net_value_each_usd": 12.15, "hours_returned_each": 0.579, "kept_by_hand": "no", "turnaround_tier": "minutes", "evidence_grade": "C", "source_ids": "", "assumption_note": "Reformatting, converting and filing a multi-document package takes 30-60 minutes by hand.", "stays_with_professional": "The assistant checks the package; an attorney approves anything that leaves the firm." }, { "industry": "law", "role_key": "law_billing", "role_title": "Billing and trust-accounting coordinator", "task_key": "law_bill_invoice_batch", "task_name": "Month-end pre-bills for 10 matters from the time and expense export", "task_type": "invoice_prebill", "per_fte_month": 10.5, "hours_low": 1, "hours_base": 2, "hours_high": 4, "elapsed_by_hand": "3-5 days", "brief_min": 5, "review_min": 20, "review_by": "doer", "existing_review_min": 0, "existing_review_by": "", "redo_chance": 0.05, "recipe": "1 document intake (one file) + 5 task turns", "pr0_per_task": 7, "units_cost_usd": 10.18, "doer_cost_per_hour_usd": 40.49, "cost_by_hand_usd": 80.98, "cost_with_prest0n_usd": 31.1, "net_value_each_usd": 49.88, "hours_returned_each": 1.483, "kept_by_hand": "no", "turnaround_tier": "minutes", "evidence_grade": "C", "source_ids": "", "assumption_note": "We assume about 12 minutes per matter by hand (2 hours for 10); review is a tie-out of totals to the export.", "stays_with_professional": "The responsible attorney approves each bill; billing staff finalize and send invoices from the billing system." }, { "industry": "law", "role_key": "law_billing", "role_title": "Billing and trust-accounting coordinator", "task_key": "law_bill_ebilling_check", "task_name": "E-billing check for 10 invoices: task codes and client guidelines", "task_type": "invoice_prebill", "per_fte_month": 4, "hours_low": 1.25, "hours_base": 2.5, "hours_high": 5, "elapsed_by_hand": "1-2 days", "brief_min": 5, "review_min": 25, "review_by": "doer", "existing_review_min": 0, "existing_review_by": "", "redo_chance": 0.05, "recipe": "2 document intakes (one per file) + 5 task turns", "pr0_per_task": 9, "units_cost_usd": 13.09, "doer_cost_per_hour_usd": 40.49, "cost_by_hand_usd": 101.23, "cost_with_prest0n_usd": 38.4, "net_value_each_usd": 62.83, "hours_returned_each": 1.875, "kept_by_hand": "no", "turnaround_tier": "minutes", "evidence_grade": "C", "source_ids": "", "assumption_note": "We assume about 15 minutes per invoice (2.5 hours for 10) to code entries and check them against the guidelines; review is a pass over the proposed fixes. The small firm bills individuals, not e-billing clients, so its driver is set to zero.", "stays_with_professional": "The billing coordinator resolves fixes with the attorney and submits through the client's e-billing portal; Prest0n never submits." }, { "industry": "law", "role_key": "law_billing", "role_title": "Billing and trust-accounting coordinator", "task_key": "law_bill_collections", "task_name": "Collections reminder for a past-due account", "task_type": "correspondence", "per_fte_month": 16, "hours_low": 0.15, "hours_base": 0.25, "hours_high": 0.5, "elapsed_by_hand": "1-2 days", "brief_min": 1, "review_min": 3, "review_by": "doer", "existing_review_min": 0, "existing_review_by": "", "redo_chance": 0.05, "recipe": "2 task turns", "pr0_per_task": 2, "units_cost_usd": 2.91, "doer_cost_per_hour_usd": 40.49, "cost_by_hand_usd": 10.12, "cost_with_prest0n_usd": 6.11, "net_value_each_usd": 4.01, "hours_returned_each": 0.171, "kept_by_hand": "no", "turnaround_tier": "minutes", "evidence_grade": "C", "source_ids": "", "assumption_note": "Checking the account history and writing a tailored reminder takes 10-30 minutes; we assume 15% of invoices need one.", "stays_with_professional": "The billing coordinator approves each send; the responsible attorney handles payment plans and disputes." }, { "industry": "law", "role_key": "law_billing", "role_title": "Billing and trust-accounting coordinator", "task_key": "law_bill_trust_recon", "task_name": "Trust (IOLTA) three-way reconciliation prep", "task_type": "reconciliation", "per_fte_month": 1.5, "hours_low": 2, "hours_base": 4, "hours_high": 8, "elapsed_by_hand": "3-5 days", "brief_min": 5, "review_min": 45, "review_by": "doer", "existing_review_min": 15, "existing_review_by": "law_partner", "redo_chance": 0.1, "recipe": "2 document intakes (one per file) + 3 task turns", "pr0_per_task": 7, "units_cost_usd": 10.18, "doer_cost_per_hour_usd": 40.49, "cost_by_hand_usd": 161.96, "cost_with_prest0n_usd": 60.12, "net_value_each_usd": 101.84, "hours_returned_each": 2.767, "kept_by_hand": "no", "turnaround_tier": "minutes", "evidence_grade": "C", "source_ids": "L-ABA-TRUST-RECORDS", "assumption_note": "We assume 4 hours a month per trust account by hand; the ABA model trust-records rule treats quarterly reconciliation as a minimum and monthly as preferred. Review covers the exceptions and the tie-out.", "stays_with_professional": "The bookkeeper resolves exceptions and the responsible attorney signs off; Prest0n never moves money or posts to the ledger." }, { "industry": "law", "role_key": "law_billing", "role_title": "Billing and trust-accounting coordinator", "task_key": "law_bill_settlement_statement", "task_name": "Settlement disbursement statement prep", "task_type": "spreadsheet_model", "per_fte_month": 8, "hours_low": 0.75, "hours_base": 1.25, "hours_high": 2, "elapsed_by_hand": "1-2 days", "brief_min": 3, "review_min": 20, "review_by": "doer", "existing_review_min": 15, "existing_review_by": "law_partner", "redo_chance": 0.1, "recipe": "2 document intakes (one per file) + 1 drafted document + 4 task turns", "pr0_per_task": 11, "units_cost_usd": 16, "doer_cost_per_hour_usd": 40.49, "cost_by_hand_usd": 50.61, "cost_with_prest0n_usd": 36.58, "net_value_each_usd": 14.03, "hours_returned_each": 0.742, "kept_by_hand": "no", "turnaround_tier": "under_an_hour", "evidence_grade": "C", "source_ids": "", "assumption_note": "Assembling fees, costs and lien amounts into the statement and checking the math takes about 1-1.5 hours by hand. The hourly scenario has no contingency practice, so its driver is set to zero.", "stays_with_professional": "The attorney approves the statement and the client signs; the bookkeeper disburses from trust." }, { "industry": "law", "role_key": "law_billing", "role_title": "Billing and trust-accounting coordinator", "task_key": "law_bill_ar_report", "task_name": "Monthly receivables and unbilled-time report", "task_type": "report_from_data", "per_fte_month": 1, "hours_low": 1.5, "hours_base": 2.5, "hours_high": 4, "elapsed_by_hand": "1-2 days", "brief_min": 5, "review_min": 20, "review_by": "doer", "existing_review_min": 0, "existing_review_by": "", "redo_chance": 0.1, "recipe": "2 document intakes (one per file) + 1 drafted document + 1 task turn", "pr0_per_task": 8, "units_cost_usd": 11.64, "doer_cost_per_hour_usd": 40.49, "cost_by_hand_usd": 101.23, "cost_with_prest0n_usd": 38.63, "net_value_each_usd": 62.6, "hours_returned_each": 1.833, "kept_by_hand": "no", "turnaround_tier": "minutes", "evidence_grade": "C", "source_ids": "", "assumption_note": "Assembling the monthly aging and unbilled-time summary takes 2-3 hours by hand.", "stays_with_professional": "Partners decide follow-ups, write-offs and collection steps." }, { "industry": "law", "role_key": "law_bd", "role_title": "Marketing / business-development coordinator", "task_key": "law_bd_article", "task_name": "Article, blog post or client alert draft", "task_type": "content_article", "per_fte_month": 6, "hours_low": 2.5, "hours_base": 3.3, "hours_high": 6, "elapsed_by_hand": "1-2 weeks", "brief_min": 10, "review_min": 45, "review_by": "doer", "existing_review_min": 20, "existing_review_by": "law_partner", "redo_chance": 0.1, "recipe": "3 task turns + 1 drafted document", "pr0_per_task": 6, "units_cost_usd": 8.73, "doer_cost_per_hour_usd": 54.77, "cost_by_hand_usd": 180.73, "cost_with_prest0n_usd": 77, "net_value_each_usd": 103.73, "hours_returned_each": 2.053, "kept_by_hand": "no", "turnaround_tier": "minutes", "evidence_grade": "B", "source_ids": "L-ORBIT-2026", "assumption_note": "Content marketers report 3 hours 20 minutes on average to write a post of about 1,300 words (Orbit Media 2026, 1,042 respondents); we use 3.3 hours. Review is an edit for voice, accuracy and claims.", "stays_with_professional": "The attorney author approves accuracy and claims under the advertising rules; a person publishes." }, { "industry": "law", "role_key": "law_bd", "role_title": "Marketing / business-development coordinator", "task_key": "law_bd_rfp_sections", "task_name": "RFP or formal proposal: first draft of the standard sections", "task_type": "draft_complex", "per_fte_month": 2, "hours_low": 4, "hours_base": 8, "hours_high": 16, "elapsed_by_hand": "1-2 weeks", "brief_min": 20, "review_min": 90, "review_by": "doer", "existing_review_min": 45, "existing_review_by": "law_partner", "redo_chance": 0.15, "recipe": "3 document intakes (one per file) + 1 drafted document + 3 task turns", "pr0_per_task": 12, "units_cost_usd": 17.45, "doer_cost_per_hour_usd": 54.77, "cost_by_hand_usd": 438.14, "cost_with_prest0n_usd": 183.58, "net_value_each_usd": 254.56, "hours_returned_each": 4.967, "kept_by_hand": "no", "turnaround_tier": "under_an_hour", "evidence_grade": "B", "source_ids": "L-LOOPIO-2025", "assumption_note": "Proposal teams report 25 hours of writing per RFP on average (20 at small and midsize companies; Loopio 2025); we assume the standard sections are about 8 hours of that. Review is a 90-minute edit.", "stays_with_professional": "Partners decide pricing, staffing and strategy and approve the response; a person submits it." }, { "industry": "law", "role_key": "law_bd", "role_title": "Marketing / business-development coordinator", "task_key": "law_bd_social_posts", "task_name": "Batch of social posts for a person to publish", "task_type": "copy_variants", "per_fte_month": 4, "hours_low": 0.75, "hours_base": 1.25, "hours_high": 2, "elapsed_by_hand": "1-2 days", "brief_min": 5, "review_min": 15, "review_by": "doer", "existing_review_min": 10, "existing_review_by": "law_partner", "redo_chance": 0.05, "recipe": "2 task turns", "pr0_per_task": 2, "units_cost_usd": 2.91, "doer_cost_per_hour_usd": 54.77, "cost_by_hand_usd": 68.46, "cost_with_prest0n_usd": 24.59, "net_value_each_usd": 43.87, "hours_returned_each": 0.854, "kept_by_hand": "no", "turnaround_tier": "minutes", "evidence_grade": "C", "source_ids": "", "assumption_note": "Writing and tailoring 10 short posts typically takes about an hour.", "stays_with_professional": "The coordinator edits and publishes the posts and an attorney approves claims; Prest0n does not post to social media." }, { "industry": "law", "role_key": "law_bd", "role_title": "Marketing / business-development coordinator", "task_key": "law_bd_attorney_bio", "task_name": "Attorney bio or practice-page update", "task_type": "draft_from_template", "per_fte_month": 3, "hours_low": 0.5, "hours_base": 1, "hours_high": 2, "elapsed_by_hand": "3-5 days", "brief_min": 5, "review_min": 15, "review_by": "doer", "existing_review_min": 10, "existing_review_by": "law_partner", "redo_chance": 0.05, "recipe": "1 document intake (one file) + 1 drafted document + 2 task turns", "pr0_per_task": 7, "units_cost_usd": 10.18, "doer_cost_per_hour_usd": 54.77, "cost_by_hand_usd": 54.77, "cost_with_prest0n_usd": 31.18, "net_value_each_usd": 23.59, "hours_returned_each": 0.617, "kept_by_hand": "no", "turnaround_tier": "minutes", "evidence_grade": "C", "source_ids": "", "assumption_note": "Turning a CV and notes into a polished bio typically takes about an hour.", "stays_with_professional": "The attorney approves the content; a person updates the website." }, { "industry": "law", "role_key": "law_bd", "role_title": "Marketing / business-development coordinator", "task_key": "law_bd_prospect_brief", "task_name": "Prospect research brief before a pitch", "task_type": "prospect_brief", "per_fte_month": 3, "hours_low": 0.75, "hours_base": 1.5, "hours_high": 3, "elapsed_by_hand": "1-2 days", "brief_min": 3, "review_min": 15, "review_by": "doer", "existing_review_min": 0, "existing_review_by": "", "redo_chance": 0.05, "recipe": "3 task turns + 1 drafted document", "pr0_per_task": 6, "units_cost_usd": 8.73, "doer_cost_per_hour_usd": 54.77, "cost_by_hand_usd": 82.15, "cost_with_prest0n_usd": 29.26, "net_value_each_usd": 52.89, "hours_returned_each": 1.125, "kept_by_hand": "no", "turnaround_tier": "minutes", "evidence_grade": "C", "source_ids": "", "assumption_note": "Gathering public information and writing a one-to-two-page brief typically takes 1-2 hours.", "stays_with_professional": "The partner decides the pitch and owns the relationship." }, { "industry": "law", "role_key": "law_bd", "role_title": "Marketing / business-development coordinator", "task_key": "law_bd_directory_submission", "task_name": "Legal directory or award submission draft", "task_type": "draft_complex", "per_fte_month": 0.5, "hours_low": 4, "hours_base": 6, "hours_high": 12, "elapsed_by_hand": "1-2 weeks", "brief_min": 15, "review_min": 75, "review_by": "doer", "existing_review_min": 30, "existing_review_by": "law_partner", "redo_chance": 0.15, "recipe": "3 document intakes (one per file) + 1 drafted document + 3 task turns", "pr0_per_task": 12, "units_cost_usd": 17.45, "doer_cost_per_hour_usd": 54.77, "cost_by_hand_usd": 328.6, "cost_with_prest0n_usd": 148.9, "net_value_each_usd": 179.71, "hours_returned_each": 3.6, "kept_by_hand": "no", "turnaround_tier": "under_an_hour", "evidence_grade": "C", "source_ids": "", "assumption_note": "A full submission typically takes most of a day of drafting and chasing details; we assume 6 hours and one submission every two months.", "stays_with_professional": "Partners confirm matter descriptions and client permissions and approve; a person submits it." }, { "industry": "law", "role_key": "law_bd", "role_title": "Marketing / business-development coordinator", "task_key": "law_bd_event_followup", "task_name": "Personal follow-up email after an event or webinar", "task_type": "correspondence", "per_fte_month": 15, "hours_low": 0.15, "hours_base": 0.2, "hours_high": 0.4, "elapsed_by_hand": "1-2 days", "brief_min": 1, "review_min": 3, "review_by": "doer", "existing_review_min": 0, "existing_review_by": "", "redo_chance": 0.05, "recipe": "2 task turns", "pr0_per_task": 2, "units_cost_usd": 2.91, "doer_cost_per_hour_usd": 54.77, "cost_by_hand_usd": 10.95, "cost_with_prest0n_usd": 7.11, "net_value_each_usd": 3.85, "hours_returned_each": 0.123, "kept_by_hand": "no", "turnaround_tier": "minutes", "evidence_grade": "C", "source_ids": "", "assumption_note": "A personalized follow-up takes 10-20 minutes; each one is drafted individually, never as a mass email.", "stays_with_professional": "The coordinator or attorney approves each send and owns the relationship." }, { "industry": "law", "role_key": "law_bd", "role_title": "Marketing / business-development coordinator", "task_key": "law_bd_event_graphic", "task_name": "Event or social graphic", "task_type": "image_creative", "per_fte_month": 4, "hours_low": 0.5, "hours_base": 1, "hours_high": 2, "elapsed_by_hand": "1-2 days", "brief_min": 5, "review_min": 10, "review_by": "doer", "existing_review_min": 0, "existing_review_by": "", "redo_chance": 0.15, "recipe": "2 images (1 task turn each, by convention)", "pr0_per_task": 2, "units_cost_usd": 2.91, "doer_cost_per_hour_usd": 54.77, "cost_by_hand_usd": 54.77, "cost_with_prest0n_usd": 24.82, "net_value_each_usd": 29.95, "hours_returned_each": 0.6, "kept_by_hand": "no", "turnaround_tier": "minutes", "evidence_grade": "C", "source_ids": "", "assumption_note": "A simple branded graphic typically takes about an hour in a design tool.", "stays_with_professional": "The coordinator checks brand and image rights and publishes." }, { "industry": "finance", "role_key": "fin_cpa_partner", "role_title": "Partner / principal (CPA firm)", "task_key": "fin_partner_advisory_letter", "task_name": "Client advisory letter on a tax-law or planning change", "task_type": "draft_complex", "per_fte_month": 4, "hours_low": 1, "hours_base": 2, "hours_high": 4, "elapsed_by_hand": "1-2 days", "brief_min": 10, "review_min": 30, "review_by": "doer", "existing_review_min": 0, "existing_review_by": "", "redo_chance": 0.15, "recipe": "3 document intakes (one per file) + 1 drafted document + 3 task turns", "pr0_per_task": 12, "units_cost_usd": 17.45, "doer_cost_per_hour_usd": 101.18, "cost_by_hand_usd": 202.37, "cost_with_prest0n_usd": 115.27, "net_value_each_usd": 87.1, "hours_returned_each": 1.033, "kept_by_hand": "no", "turnaround_tier": "under_an_hour", "evidence_grade": "C", "source_ids": "", "assumption_note": "About two hours for a partner to research and write a two-to-three-page client letter; review at 25% covers every figure and position against the return and current law.", "stays_with_professional": "The partner decides the advice, signs and sends the letter. Offering products or services outside the firm's accounting and tax work on the strength of return information needs the client's written section 7216 consent." }, { "industry": "finance", "role_key": "fin_cpa_partner", "role_title": "Partner / principal (CPA firm)", "task_key": "fin_partner_engagement_letter", "task_name": "Engagement letter for a new client or changed scope", "task_type": "draft_from_template", "per_fte_month": 4, "hours_low": 0.5, "hours_base": 1, "hours_high": 2, "elapsed_by_hand": "same day", "brief_min": 5, "review_min": 15, "review_by": "doer", "existing_review_min": 0, "existing_review_by": "", "redo_chance": 0.05, "recipe": "1 document intake (one file) + 1 drafted document + 2 task turns", "pr0_per_task": 7, "units_cost_usd": 10.18, "doer_cost_per_hour_usd": 101.18, "cost_by_hand_usd": 101.18, "cost_with_prest0n_usd": 48.97, "net_value_each_usd": 52.22, "hours_returned_each": 0.617, "kept_by_hand": "no", "turnaround_tier": "minutes", "evidence_grade": "C", "source_ids": "F-7216-3-REG", "assumption_note": "About an hour to tailor the firm's engagement-letter template for scope, responsibilities and fees; review is a read-through against the agreed terms.", "stays_with_professional": "The partner sets scope and fees and signs; a person sends the letter for the client's e-signature. Where return information will be used beyond preparing the return, the section 7216 consent form goes with it." }, { "industry": "finance", "role_key": "fin_cpa_partner", "role_title": "Partner / principal (CPA firm)", "task_key": "fin_partner_proposal", "task_name": "Proposal for a prospective client", "task_type": "draft_from_template", "per_fte_month": 2, "hours_low": 1, "hours_base": 2, "hours_high": 4, "elapsed_by_hand": "1-2 days", "brief_min": 15, "review_min": 25, "review_by": "doer", "existing_review_min": 0, "existing_review_by": "", "redo_chance": 0.1, "recipe": "1 document intake (one file) + 1 drafted document + 2 task turns", "pr0_per_task": 7, "units_cost_usd": 10.18, "doer_cost_per_hour_usd": 101.18, "cost_by_hand_usd": 202.37, "cost_with_prest0n_usd": 97.88, "net_value_each_usd": 104.49, "hours_returned_each": 1.133, "kept_by_hand": "no", "turnaround_tier": "minutes", "evidence_grade": "C", "source_ids": "", "assumption_note": "Two hours is a typical partner-written proposal from a template plus prospect research; review checks scope, fees and every statement about the prospect.", "stays_with_professional": "The partner prices the work, decides what to offer and presents the proposal." }, { "industry": "finance", "role_key": "fin_cpa_partner", "role_title": "Partner / principal (CPA firm)", "task_key": "fin_partner_update_watch", "task_name": "Daily watch on tax and accounting updates with a weekly digest", "task_type": "monitoring_month", "per_fte_month": 1, "hours_low": 3, "hours_base": 5, "hours_high": 8, "elapsed_by_hand": "hours", "brief_min": 15, "review_min": 60, "review_by": "doer", "existing_review_min": 0, "existing_review_by": "", "redo_chance": 0.05, "recipe": "22 Routine runs", "pr0_per_task": 22, "units_cost_usd": 32, "doer_cost_per_hour_usd": 101.18, "cost_by_hand_usd": 505.92, "cost_with_prest0n_usd": 183.78, "net_value_each_usd": 322.15, "hours_returned_each": 3.5, "kept_by_hand": "no", "turnaround_tier": "scheduled", "evidence_grade": "C", "source_ids": "", "assumption_note": "Partners commonly spend an hour or more a week scanning agency releases and newsletters; 22 runs a month; review is reading the flagged items, about an hour a month.", "stays_with_professional": "The partner decides what a change means for clients and what to tell them." }, { "industry": "finance", "role_key": "fin_cpa_partner", "role_title": "Partner / principal (CPA firm)", "task_key": "fin_partner_review_prep", "task_name": "Pre-review summary of a business return", "task_type": "report_from_data", "per_fte_month": 10, "hours_low": 0.25, "hours_base": 0.5, "hours_high": 1, "elapsed_by_hand": "hours", "brief_min": 2, "review_min": 8, "review_by": "doer", "existing_review_min": 0, "existing_review_by": "", "redo_chance": 0.1, "recipe": "2 document intakes (one per file) + 1 drafted document + 1 task turn", "pr0_per_task": 8, "units_cost_usd": 11.64, "doer_cost_per_hour_usd": 101.18, "cost_by_hand_usd": 50.59, "cost_with_prest0n_usd": 33.56, "net_value_each_usd": 17.03, "hours_returned_each": 0.283, "kept_by_hand": "no", "turnaround_tier": "minutes", "evidence_grade": "C", "source_ids": "", "assumption_note": "Building a prior-year comparison and open-item list takes about 30 minutes of a reviewer's time; the summary shortens the review, and the review itself stays with the partner.", "stays_with_professional": "The partner reviews and signs off the return; the signing preparer signs it." }, { "industry": "finance", "role_key": "fin_cpa_partner", "role_title": "Partner / principal (CPA firm)", "task_key": "fin_partner_meeting_brief", "task_name": "Client planning-meeting brief", "task_type": "meeting_brief", "per_fte_month": 8, "hours_low": 0.25, "hours_base": 0.5, "hours_high": 1, "elapsed_by_hand": "hours", "brief_min": 2, "review_min": 5, "review_by": "doer", "existing_review_min": 0, "existing_review_by": "", "redo_chance": 0.05, "recipe": "3 task turns + 1 drafted document", "pr0_per_task": 6, "units_cost_usd": 8.73, "doer_cost_per_hour_usd": 101.18, "cost_by_hand_usd": 50.59, "cost_with_prest0n_usd": 23.06, "net_value_each_usd": 27.53, "hours_returned_each": 0.358, "kept_by_hand": "no", "turnaround_tier": "minutes", "evidence_grade": "C", "source_ids": "", "assumption_note": "About 30 minutes to pull emails, files and last year's notes into a brief by hand; review is a skim before the meeting. Used for about a quarter of client meetings.", "stays_with_professional": "The partner leads the meeting and gives the advice." }, { "industry": "finance", "role_key": "fin_senior_accountant", "role_title": "Senior accountant / CPA", "task_key": "fin_senior_fs_draft", "task_name": "Financial statements and footnotes, first draft", "task_type": "draft_complex", "per_fte_month": 3, "hours_low": 3, "hours_base": 5, "hours_high": 8, "elapsed_by_hand": "3-5 days", "brief_min": 15, "review_min": 75, "review_by": "doer", "existing_review_min": 45, "existing_review_by": "fin_cpa_partner", "redo_chance": 0.15, "recipe": "3 document intakes (one per file) + 1 drafted document + 3 task turns", "pr0_per_task": 12, "units_cost_usd": 17.45, "doer_cost_per_hour_usd": 57.22, "cost_by_hand_usd": 286.12, "cost_with_prest0n_usd": 146.21, "net_value_each_usd": 139.91, "hours_returned_each": 2.75, "kept_by_hand": "no", "turnaround_tier": "under_an_hour", "evidence_grade": "C", "source_ids": "", "assumption_note": "Five hours is typical for rolling forward a compiled or reviewed statement set with 8-12 notes; review at 25% is the CPA's tie-out and edit. The partner's existing read continues.", "stays_with_professional": "The CPA applies the accounting standards and completes the engagement procedures; the partner signs the report." }, { "industry": "finance", "role_key": "fin_senior_accountant", "role_title": "Senior accountant / CPA", "task_key": "fin_senior_research_memo", "task_name": "Technical accounting research memo", "task_type": "research_memo", "per_fte_month": 2, "hours_low": 3, "hours_base": 5, "hours_high": 8, "elapsed_by_hand": "1-2 days", "brief_min": 15, "review_min": 55, "review_by": "doer", "existing_review_min": 30, "existing_review_by": "fin_cpa_partner", "redo_chance": 0.1, "recipe": "1 deep-research memo + 2 task turns", "pr0_per_task": 10, "units_cost_usd": 14.55, "doer_cost_per_hour_usd": 57.22, "cost_by_hand_usd": 286.12, "cost_with_prest0n_usd": 109.92, "net_value_each_usd": 176.2, "hours_returned_each": 3.333, "kept_by_hand": "no", "turnaround_tier": "under_an_hour", "evidence_grade": "C", "source_ids": "", "assumption_note": "Five hours for a first-pass memo on a narrow question; review is a citation check of about 8 authorities (30 + 3 x 8 minutes).", "stays_with_professional": "The CPA verifies conclusions against the FASB Accounting Standards Codification, which Prest0n does not search, and decides the accounting; the partner approves." }, { "industry": "finance", "role_key": "fin_senior_accountant", "role_title": "Senior accountant / CPA", "task_key": "fin_senior_bs_recs", "task_name": "Balance-sheet reconciliation package with exceptions flagged", "task_type": "reconciliation", "per_fte_month": 6, "hours_low": 1, "hours_base": 2, "hours_high": 4, "elapsed_by_hand": "same day", "brief_min": 5, "review_min": 25, "review_by": "doer", "existing_review_min": 0, "existing_review_by": "", "redo_chance": 0.1, "recipe": "2 document intakes (one per file) + 3 task turns", "pr0_per_task": 7, "units_cost_usd": 10.18, "doer_cost_per_hour_usd": 57.22, "cost_by_hand_usd": 114.45, "cost_with_prest0n_usd": 50.24, "net_value_each_usd": 64.21, "hours_returned_each": 1.3, "kept_by_hand": "no", "turnaround_tier": "minutes", "evidence_grade": "C", "source_ids": "", "assumption_note": "About two hours to reconcile five to eight balance-sheet accounts for a small client; review covers each exception and the tie-out.", "stays_with_professional": "The senior decides adjusting entries and a person posts them in the client's ledger; Prest0n does not post to QuickBooks or Xero." }, { "industry": "finance", "role_key": "fin_senior_accountant", "role_title": "Senior accountant / CPA", "task_key": "fin_senior_pbc_tracking", "task_name": "PBC request-list tracking and follow-up drafts", "task_type": "report_from_data", "per_fte_month": 6, "hours_low": 0.5, "hours_base": 1, "hours_high": 2, "elapsed_by_hand": "hours", "brief_min": 3, "review_min": 10, "review_by": "doer", "existing_review_min": 0, "existing_review_by": "", "redo_chance": 0.1, "recipe": "2 document intakes (one per file) + 1 drafted document + 1 task turn", "pr0_per_task": 8, "units_cost_usd": 11.64, "doer_cost_per_hour_usd": 57.22, "cost_by_hand_usd": 57.22, "cost_with_prest0n_usd": 29.76, "net_value_each_usd": 27.47, "hours_returned_each": 0.683, "kept_by_hand": "no", "turnaround_tier": "minutes", "evidence_grade": "C", "source_ids": "", "assumption_note": "About an hour per update to check folders against the list, update the tracker and write follow-ups; two updates per engagement a month.", "stays_with_professional": "The senior approves each email to the client and decides when missing items hold up the engagement." }, { "industry": "finance", "role_key": "fin_senior_accountant", "role_title": "Senior accountant / CPA", "task_key": "fin_senior_deliverable_letter", "task_name": "Deliverable cover letter or management-letter comments", "task_type": "draft_from_template", "per_fte_month": 3, "hours_low": 0.5, "hours_base": 1, "hours_high": 2, "elapsed_by_hand": "same day", "brief_min": 5, "review_min": 15, "review_by": "doer", "existing_review_min": 10, "existing_review_by": "fin_cpa_partner", "redo_chance": 0.05, "recipe": "1 document intake (one file) + 1 drafted document + 2 task turns", "pr0_per_task": 7, "units_cost_usd": 10.18, "doer_cost_per_hour_usd": 57.22, "cost_by_hand_usd": 57.22, "cost_with_prest0n_usd": 32.12, "net_value_each_usd": 25.11, "hours_returned_each": 0.617, "kept_by_hand": "no", "turnaround_tier": "minutes", "evidence_grade": "C", "source_ids": "", "assumption_note": "About an hour to draft a transmittal letter and comments from the findings list; review is a read-through against the findings.", "stays_with_professional": "The partner signs and sends the letter." }, { "industry": "finance", "role_key": "fin_senior_accountant", "role_title": "Senior accountant / CPA", "task_key": "fin_senior_workpaper_summary", "task_name": "Workpaper summary memo for partner review", "task_type": "long_doc_summary", "per_fte_month": 3, "hours_low": 1, "hours_base": 1.5, "hours_high": 3, "elapsed_by_hand": "same day", "brief_min": 5, "review_min": 20, "review_by": "doer", "existing_review_min": 10, "existing_review_by": "fin_cpa_partner", "redo_chance": 0.1, "recipe": "3 document intakes (one per file) + 1 drafted document", "pr0_per_task": 9, "units_cost_usd": 13.09, "doer_cost_per_hour_usd": 57.22, "cost_by_hand_usd": 85.84, "cost_with_prest0n_usd": 45.52, "net_value_each_usd": 40.32, "hours_returned_each": 0.933, "kept_by_hand": "no", "turnaround_tier": "under_an_hour", "evidence_grade": "C", "source_ids": "", "assumption_note": "About 90 minutes to write a summary memo from a 150-page binder; review spot-checks references and key points.", "stays_with_professional": "The senior and partner decide whether the work supports the report." }, { "industry": "finance", "role_key": "fin_senior_accountant", "role_title": "Senior accountant / CPA", "task_key": "fin_senior_flux", "task_name": "Flux analysis with draft explanations", "task_type": "report_from_data", "per_fte_month": 5, "hours_low": 0.75, "hours_base": 1.5, "hours_high": 3, "elapsed_by_hand": "same day", "brief_min": 5, "review_min": 20, "review_by": "doer", "existing_review_min": 0, "existing_review_by": "", "redo_chance": 0.1, "recipe": "2 document intakes (one per file) + 1 drafted document + 1 task turn", "pr0_per_task": 8, "units_cost_usd": 11.64, "doer_cost_per_hour_usd": 57.22, "cost_by_hand_usd": 85.84, "cost_with_prest0n_usd": 44.06, "net_value_each_usd": 41.77, "hours_returned_each": 0.933, "kept_by_hand": "no", "turnaround_tier": "minutes", "evidence_grade": "C", "source_ids": "", "assumption_note": "About 90 minutes to build the comparison and write explanations for a small client; review checks figures against the export.", "stays_with_professional": "The senior confirms explanations with the client and decides what goes to the client." }, { "industry": "finance", "role_key": "fin_senior_accountant", "role_title": "Senior accountant / CPA", "task_key": "fin_senior_fixed_assets", "task_name": "Fixed-asset and depreciation roll-forward", "task_type": "spreadsheet_model", "per_fte_month": 1.5, "hours_low": 1, "hours_base": 2, "hours_high": 4, "elapsed_by_hand": "same day", "brief_min": 5, "review_min": 20, "review_by": "doer", "existing_review_min": 0, "existing_review_by": "", "redo_chance": 0.1, "recipe": "2 document intakes (one per file) + 1 drafted document + 4 task turns", "pr0_per_task": 11, "units_cost_usd": 16, "doer_cost_per_hour_usd": 57.22, "cost_by_hand_usd": 114.45, "cost_with_prest0n_usd": 51.29, "net_value_each_usd": 63.16, "hours_returned_each": 1.383, "kept_by_hand": "no", "turnaround_tier": "under_an_hour", "evidence_grade": "C", "source_ids": "", "assumption_note": "About two hours to roll a small client's schedule forward; review ties totals to the ledger and last year's schedule.", "stays_with_professional": "The CPA decides capitalization and depreciation methods; tax depreciation is computed in the tax software by a person." }, { "industry": "finance", "role_key": "fin_bookkeeper", "role_title": "Staff accountant / bookkeeper", "task_key": "fin_bk_bank_rec", "task_name": "Bank or credit-card reconciliation from exported statements", "task_type": "reconciliation", "per_fte_month": 18, "hours_low": 0.5, "hours_base": 1, "hours_high": 3, "elapsed_by_hand": "same day", "brief_min": 2, "review_min": 10, "review_by": "doer", "existing_review_min": 5, "existing_review_by": "fin_senior_accountant", "redo_chance": 0.1, "recipe": "2 document intakes (one per file) + 3 task turns", "pr0_per_task": 7, "units_cost_usd": 10.18, "doer_cost_per_hour_usd": 34.56, "cost_by_hand_usd": 34.56, "cost_with_prest0n_usd": 20.55, "net_value_each_usd": 14.01, "hours_returned_each": 0.7, "kept_by_hand": "no", "turnaround_tier": "minutes", "evidence_grade": "B", "source_ids": "F-APQC-BANKREC-2026 F-XERO-BANKREC-2026", "assumption_note": "APQC puts one bank reconciliation at 2.6 hours for top performers and 4 hours at the median (larger organizations); Xero says 15-30 minutes with bank feeds. One hour is used, for small-business accounts still reconciled from statements.", "stays_with_professional": "The bookkeeper resolves exceptions and records adjustments in QuickBooks or Xero; Prest0n does not post entries to the ledger. The senior's existing review continues." }, { "industry": "finance", "role_key": "fin_bookkeeper", "role_title": "Staff accountant / bookkeeper", "task_key": "fin_bk_categorize_import", "task_name": "Transaction categorization into an import-ready file", "task_type": "spreadsheet_model", "per_fte_month": 12, "hours_low": 0.5, "hours_base": 1, "hours_high": 2.5, "elapsed_by_hand": "same day", "brief_min": 3, "review_min": 10, "review_by": "doer", "existing_review_min": 0, "existing_review_by": "", "redo_chance": 0.1, "recipe": "2 document intakes (one per file) + 1 drafted document + 4 task turns", "pr0_per_task": 11, "units_cost_usd": 16, "doer_cost_per_hour_usd": 34.56, "cost_by_hand_usd": 34.56, "cost_with_prest0n_usd": 26.95, "net_value_each_usd": 7.62, "hours_returned_each": 0.683, "kept_by_hand": "no", "turnaround_tier": "under_an_hour", "evidence_grade": "C", "source_ids": "", "assumption_note": "About an hour a client a month to code the 100-200 transactions that bank rules miss; review samples entries and checks every flagged item.", "stays_with_professional": "The bookkeeper imports the file and posts it in QuickBooks or Xero after checking flagged items; Prest0n does not post to the ledger." }, { "industry": "finance", "role_key": "fin_bookkeeper", "role_title": "Staff accountant / bookkeeper", "task_key": "fin_bk_ap_extraction", "task_name": "Vendor-invoice extraction into an import-ready bill file (batch of 10)", "task_type": "data_extraction_batch", "per_fte_month": 6, "hours_low": 0.5, "hours_base": 1, "hours_high": 2, "elapsed_by_hand": "hours", "brief_min": 2, "review_min": 8, "review_by": "doer", "existing_review_min": 0, "existing_review_by": "", "redo_chance": 0.05, "recipe": "10 document intakes (one per file) + 1 task turn", "pr0_per_task": 21, "units_cost_usd": 30.55, "doer_cost_per_hour_usd": 34.56, "cost_by_hand_usd": 34.56, "cost_with_prest0n_usd": 38.03, "net_value_each_usd": -3.47, "hours_returned_each": 0.783, "kept_by_hand": "yes", "turnaround_tier": "minutes", "evidence_grade": "B", "source_ids": "F-APQC-AP-STAMPLI", "assumption_note": "APQC data reported by Stampli shows about 6,082 invoices a year per AP employee in nearly manual shops, roughly 18 minutes an invoice end to end; data capture and coding is taken as 6 minutes. At 2 pr0 per invoice file this roughly breaks even on cost; the gain is returned time.", "stays_with_professional": "The bookkeeper approves and imports the bills; payments and ledger posting stay with people." }, { "industry": "finance", "role_key": "fin_bookkeeper", "role_title": "Staff accountant / bookkeeper", "task_key": "fin_bk_vendor_statement_rec", "task_name": "Vendor statement reconciliation against the AP ledger", "task_type": "reconciliation", "per_fte_month": 6, "hours_low": 0.25, "hours_base": 0.75, "hours_high": 1.5, "elapsed_by_hand": "hours", "brief_min": 2, "review_min": 8, "review_by": "doer", "existing_review_min": 0, "existing_review_by": "", "redo_chance": 0.1, "recipe": "2 document intakes (one per file) + 3 task turns", "pr0_per_task": 7, "units_cost_usd": 10.18, "doer_cost_per_hour_usd": 34.56, "cost_by_hand_usd": 25.92, "cost_with_prest0n_usd": 18.53, "net_value_each_usd": 7.39, "hours_returned_each": 0.508, "kept_by_hand": "no", "turnaround_tier": "minutes", "evidence_grade": "C", "source_ids": "", "assumption_note": "About 45 minutes for a statement with 20-40 open items; review checks each listed difference.", "stays_with_professional": "The bookkeeper contacts the vendor and records corrections in the ledger." }, { "industry": "finance", "role_key": "fin_bookkeeper", "role_title": "Staff accountant / bookkeeper", "task_key": "fin_bk_ar_reminders", "task_name": "AR reminder emails for overdue invoices (held for approval)", "task_type": "correspondence", "per_fte_month": 6, "hours_low": 0.25, "hours_base": 0.5, "hours_high": 1, "elapsed_by_hand": "hours", "brief_min": 2, "review_min": 8, "review_by": "doer", "existing_review_min": 0, "existing_review_by": "", "redo_chance": 0.05, "recipe": "2 task turns", "pr0_per_task": 2, "units_cost_usd": 2.91, "doer_cost_per_hour_usd": 34.56, "cost_by_hand_usd": 17.28, "cost_with_prest0n_usd": 9.53, "net_value_each_usd": 7.75, "hours_returned_each": 0.308, "kept_by_hand": "no", "turnaround_tier": "minutes", "evidence_grade": "C", "source_ids": "", "assumption_note": "About 30 minutes to work through an aging report and write five to ten polite reminders; review is approving each draft.", "stays_with_professional": "A person approves every email; collection decisions and customer relationships stay with the client." }, { "industry": "finance", "role_key": "fin_bookkeeper", "role_title": "Staff accountant / bookkeeper", "task_key": "fin_bk_close_checklist", "task_name": "Month-end close checklist status for a client", "task_type": "report_from_data", "per_fte_month": 12, "hours_low": 0.25, "hours_base": 0.5, "hours_high": 1, "elapsed_by_hand": "hours", "brief_min": 2, "review_min": 5, "review_by": "doer", "existing_review_min": 0, "existing_review_by": "", "redo_chance": 0.1, "recipe": "2 document intakes (one per file) + 1 drafted document + 1 task turn", "pr0_per_task": 8, "units_cost_usd": 11.64, "doer_cost_per_hour_usd": 34.56, "cost_by_hand_usd": 17.28, "cost_with_prest0n_usd": 17.4, "net_value_each_usd": -0.12, "hours_returned_each": 0.333, "kept_by_hand": "yes", "turnaround_tier": "minutes", "evidence_grade": "C", "source_ids": "F-APQC-CLOSE-2018", "assumption_note": "About 30 minutes a client a month to update the checklist and write the status note. At 8 pr0 this roughly breaks even on cost, so its value is a faster, consistent close (APQC's median monthly close is 6.4 calendar days in larger organizations).", "stays_with_professional": "The bookkeeper decides when the books are closed; the senior reviews." }, { "industry": "finance", "role_key": "fin_bookkeeper", "role_title": "Staff accountant / bookkeeper", "task_key": "fin_bk_client_summary", "task_name": "Monthly client financial summary from the closed books", "task_type": "report_from_data", "per_fte_month": 6, "hours_low": 0.5, "hours_base": 1, "hours_high": 2, "elapsed_by_hand": "same day", "brief_min": 3, "review_min": 12, "review_by": "doer", "existing_review_min": 0, "existing_review_by": "", "redo_chance": 0.1, "recipe": "2 document intakes (one per file) + 1 drafted document + 1 task turn", "pr0_per_task": 8, "units_cost_usd": 11.64, "doer_cost_per_hour_usd": 34.56, "cost_by_hand_usd": 34.56, "cost_with_prest0n_usd": 23.73, "net_value_each_usd": 10.83, "hours_returned_each": 0.65, "kept_by_hand": "no", "turnaround_tier": "minutes", "evidence_grade": "C", "source_ids": "", "assumption_note": "About an hour to turn closed-month reports into a short client summary; review checks every figure against the exports.", "stays_with_professional": "The bookkeeper or senior sends it and answers the client's questions." }, { "industry": "finance", "role_key": "fin_tax_preparer", "role_title": "Tax preparer", "task_key": "fin_tax_doc_intake", "task_name": "Tax-document intake, indexing and prior-year comparison", "task_type": "intake_summary", "per_fte_month": 25, "hours_low": 0.33, "hours_base": 0.6, "hours_high": 1.25, "elapsed_by_hand": "same day", "brief_min": 2, "review_min": 8, "review_by": "doer", "existing_review_min": 0, "existing_review_by": "", "redo_chance": 0.05, "recipe": "15 document intakes (one per file) + 1 drafted document", "pr0_per_task": 33, "units_cost_usd": 48, "doer_cost_per_hour_usd": 36.52, "cost_by_hand_usd": 21.91, "cost_with_prest0n_usd": 55.18, "net_value_each_usd": -33.27, "hours_returned_each": 0.403, "kept_by_hand": "yes", "turnaround_tier": "minutes", "evidence_grade": "C", "source_ids": "F-IRS-I1040-2025 F-7216-2-REG", "assumption_note": "About 35 minutes to open, name and index a typical client's 15-30 documents and compare them with last year's. For scale, the IRS estimates taxpayers themselves spend 3 hours (nonbusiness) to 10 hours (business) a year on recordkeeping.", "stays_with_professional": "A person enters or imports the data into the tax software and prepares the return; the signing preparer signs it. Return information is used only for preparing the return unless the client has given section 7216 consent." }, { "industry": "finance", "role_key": "fin_tax_preparer", "role_title": "Tax preparer", "task_key": "fin_tax_missing_docs", "task_name": "Missing-document request to a client (held for approval)", "task_type": "correspondence", "per_fte_month": 15, "hours_low": 0.15, "hours_base": 0.25, "hours_high": 0.5, "elapsed_by_hand": "hours", "brief_min": 1, "review_min": 3, "review_by": "doer", "existing_review_min": 0, "existing_review_by": "", "redo_chance": 0.05, "recipe": "2 task turns", "pr0_per_task": 2, "units_cost_usd": 2.91, "doer_cost_per_hour_usd": 36.52, "cost_by_hand_usd": 9.13, "cost_with_prest0n_usd": 5.8, "net_value_each_usd": 3.33, "hours_returned_each": 0.171, "kept_by_hand": "no", "turnaround_tier": "minutes", "evidence_grade": "C", "source_ids": "", "assumption_note": "About 15 minutes to work out what is missing and write a clear request; review is approving the draft. About 60% of returns need one.", "stays_with_professional": "The preparer approves the email and follows up by phone where needed." }, { "industry": "finance", "role_key": "fin_tax_preparer", "role_title": "Tax preparer", "task_key": "fin_tax_notice_response", "task_name": "IRS or state notice response letter", "task_type": "draft_complex", "per_fte_month": 4, "hours_low": 1, "hours_base": 2, "hours_high": 4, "elapsed_by_hand": "1-2 days", "brief_min": 10, "review_min": 30, "review_by": "doer", "existing_review_min": 15, "existing_review_by": "fin_cpa_partner", "redo_chance": 0.15, "recipe": "3 document intakes (one per file) + 1 drafted document + 3 task turns", "pr0_per_task": 12, "units_cost_usd": 17.45, "doer_cost_per_hour_usd": 36.52, "cost_by_hand_usd": 73.03, "cost_with_prest0n_usd": 52.75, "net_value_each_usd": 20.28, "hours_returned_each": 1.033, "kept_by_hand": "no", "turnaround_tier": "under_an_hour", "evidence_grade": "C", "source_ids": "", "assumption_note": "About two hours to compare the notice with the return, gather support and write the letter; review at 25% checks the figures and the position taken.", "stays_with_professional": "The CPA, enrolled agent or attorney decides the position, signs as the client's authorized representative and sends the response; Prest0n does not submit anything on IRS or state portals." }, { "industry": "finance", "role_key": "fin_tax_preparer", "role_title": "Tax preparer", "task_key": "fin_tax_research_lookup", "task_name": "Quick tax research answer with citations", "task_type": "regulatory_lookup", "per_fte_month": 6, "hours_low": 0.5, "hours_base": 1, "hours_high": 2, "elapsed_by_hand": "same day", "brief_min": 5, "review_min": 15, "review_by": "doer", "existing_review_min": 0, "existing_review_by": "", "redo_chance": 0.1, "recipe": "2 task turns", "pr0_per_task": 2, "units_cost_usd": 2.91, "doer_cost_per_hour_usd": 36.52, "cost_by_hand_usd": 36.52, "cost_with_prest0n_usd": 18.73, "net_value_each_usd": 17.78, "hours_returned_each": 0.567, "kept_by_hand": "no", "turnaround_tier": "minutes", "evidence_grade": "C", "source_ids": "", "assumption_note": "About an hour to research and write up a narrow question; review verifies the three to five cited sections.", "stays_with_professional": "The preparer or reviewer decides how the rule applies to the client." }, { "industry": "finance", "role_key": "fin_tax_preparer", "role_title": "Tax preparer", "task_key": "fin_tax_review_summary", "task_name": "Return review summary for the reviewer", "task_type": "report_from_data", "per_fte_month": 10, "hours_low": 0.33, "hours_base": 0.75, "hours_high": 1.5, "elapsed_by_hand": "hours", "brief_min": 2, "review_min": 6, "review_by": "doer", "existing_review_min": 0, "existing_review_by": "", "redo_chance": 0.1, "recipe": "2 document intakes (one per file) + 1 drafted document + 1 task turn", "pr0_per_task": 8, "units_cost_usd": 11.64, "doer_cost_per_hour_usd": 36.52, "cost_by_hand_usd": 27.39, "cost_with_prest0n_usd": 19.24, "net_value_each_usd": 8.14, "hours_returned_each": 0.542, "kept_by_hand": "no", "turnaround_tier": "minutes", "evidence_grade": "C", "source_ids": "", "assumption_note": "About 45 minutes to write a review summary for a complex return; used on about 40% of individual returns.", "stays_with_professional": "The reviewer reviews the return in the tax software; the signing preparer signs." }, { "industry": "finance", "role_key": "fin_tax_preparer", "role_title": "Tax preparer", "task_key": "fin_tax_k1_extraction", "task_name": "K-1 and brokerage-form data into an input worksheet (batch of 10)", "task_type": "data_extraction_batch", "per_fte_month": 4, "hours_low": 0.75, "hours_base": 1.5, "hours_high": 3, "elapsed_by_hand": "hours", "brief_min": 2, "review_min": 15, "review_by": "doer", "existing_review_min": 0, "existing_review_by": "", "redo_chance": 0.05, "recipe": "10 document intakes (one per file) + 1 task turn", "pr0_per_task": 21, "units_cost_usd": 30.55, "doer_cost_per_hour_usd": 36.52, "cost_by_hand_usd": 54.77, "cost_with_prest0n_usd": 43.63, "net_value_each_usd": 11.14, "hours_returned_each": 1.142, "kept_by_hand": "no", "turnaround_tier": "minutes", "evidence_grade": "C", "source_ids": "", "assumption_note": "About 9 minutes a form, including footnote statements, to key K-1 and broker data; a batch is needed for about 15% of individual returns.", "stays_with_professional": "A person enters or imports the data into the tax software and ties it out; the signing preparer signs." }, { "industry": "finance", "role_key": "fin_tax_preparer", "role_title": "Tax preparer", "task_key": "fin_tax_business_tb", "task_name": "Business-return trial balance and book-to-tax schedule", "task_type": "spreadsheet_model", "per_fte_month": 6, "hours_low": 1, "hours_base": 2, "hours_high": 4, "elapsed_by_hand": "same day", "brief_min": 5, "review_min": 25, "review_by": "doer", "existing_review_min": 15, "existing_review_by": "fin_senior_accountant", "redo_chance": 0.1, "recipe": "2 document intakes (one per file) + 1 drafted document + 4 task turns", "pr0_per_task": 11, "units_cost_usd": 16, "doer_cost_per_hour_usd": 36.52, "cost_by_hand_usd": 73.03, "cost_with_prest0n_usd": 41.56, "net_value_each_usd": 31.47, "hours_returned_each": 1.3, "kept_by_hand": "no", "turnaround_tier": "under_an_hour", "evidence_grade": "C", "source_ids": "", "assumption_note": "About two hours to map a small business's trial balance to return lines and schedule the common book-to-tax differences; review ties totals to the export.", "stays_with_professional": "A person enters the return in the tax software and decides tax positions; the partner reviews and the signing preparer signs." }, { "industry": "finance", "role_key": "fin_client_admin", "role_title": "Client service / office administrator", "task_key": "fin_admin_scheduling", "task_name": "Schedule client meetings and tax appointments", "task_type": "scheduling", "per_fte_month": 40, "hours_low": 0.15, "hours_base": 0.25, "hours_high": 0.5, "elapsed_by_hand": "same day", "brief_min": 1, "review_min": 2, "review_by": "doer", "existing_review_min": 0, "existing_review_by": "", "redo_chance": 0.05, "recipe": "2 task turns", "pr0_per_task": 2, "units_cost_usd": 2.91, "doer_cost_per_hour_usd": 33.94, "cost_by_hand_usd": 8.48, "cost_with_prest0n_usd": 5.03, "net_value_each_usd": 3.45, "hours_returned_each": 0.188, "kept_by_hand": "no", "turnaround_tier": "minutes", "evidence_grade": "C", "source_ids": "", "assumption_note": "Back-and-forth scheduling typically takes 10-30 minutes of hands-on time per meeting.", "stays_with_professional": "The administrator approves each email; the professionals own their calendars." }, { "industry": "finance", "role_key": "fin_client_admin", "role_title": "Client service / office administrator", "task_key": "fin_admin_doc_routine", "task_name": "Document-collection Routine with reminder drafts", "task_type": "monitoring_month", "per_fte_month": 1, "hours_low": 3, "hours_base": 5, "hours_high": 10, "elapsed_by_hand": "hours", "brief_min": 20, "review_min": 60, "review_by": "doer", "existing_review_min": 0, "existing_review_by": "", "redo_chance": 0.05, "recipe": "22 Routine runs", "pr0_per_task": 22, "units_cost_usd": 32, "doer_cost_per_hour_usd": 33.94, "cost_by_hand_usd": 169.69, "cost_with_prest0n_usd": 85.74, "net_value_each_usd": 83.96, "hours_returned_each": 3.417, "kept_by_hand": "no", "turnaround_tier": "scheduled", "evidence_grade": "C", "source_ids": "", "assumption_note": "About five hours a month, averaged over the year, of checking folders and writing reminders, concentrated in January to April and September; review is approving the drafts.", "stays_with_professional": "The administrator approves each reminder; preparers decide when to escalate." }, { "industry": "finance", "role_key": "fin_client_admin", "role_title": "Client service / office administrator", "task_key": "fin_admin_engagement_packets", "task_name": "Annual engagement-letter packets for 10 returning clients", "task_type": "draft_from_template", "per_fte_month": 3, "hours_low": 1.5, "hours_base": 2.5, "hours_high": 4, "elapsed_by_hand": "same day", "brief_min": 5, "review_min": 20, "review_by": "doer", "existing_review_min": 0, "existing_review_by": "", "redo_chance": 0.05, "recipe": "1 document intake (one file) + 10 drafted documents + 2 task turns", "pr0_per_task": 34, "units_cost_usd": 49.45, "doer_cost_per_hour_usd": 33.94, "cost_by_hand_usd": 84.85, "cost_with_prest0n_usd": 67.84, "net_value_each_usd": 17.01, "hours_returned_each": 1.958, "kept_by_hand": "no", "turnaround_tier": "minutes", "evidence_grade": "C", "source_ids": "F-7216-3-REG F-IRS-7216-CENTER", "assumption_note": "About 15 minutes a packet to update names, fees and dates and assemble the attachments; review checks merge fields and fees on each.", "stays_with_professional": "The partner approves scope and fees; a person sends the packets for e-signature and clients sign. Section 7216 consents follow Rev. Proc. 2013-14 wording and are signed before return information is used beyond preparing the return." }, { "industry": "finance", "role_key": "fin_client_admin", "role_title": "Client service / office administrator", "task_key": "fin_admin_inbox", "task_name": "Shared-inbox triage with drafted replies", "task_type": "inbox_triage", "per_fte_month": 18, "hours_low": 0.5, "hours_base": 1, "hours_high": 2, "elapsed_by_hand": "same day", "brief_min": 3, "review_min": 12, "review_by": "doer", "existing_review_min": 0, "existing_review_by": "", "redo_chance": 0.05, "recipe": "6 task turns", "pr0_per_task": 6, "units_cost_usd": 8.73, "doer_cost_per_hour_usd": 33.94, "cost_by_hand_usd": 33.94, "cost_with_prest0n_usd": 18.91, "net_value_each_usd": 15.03, "hours_returned_each": 0.7, "kept_by_hand": "no", "turnaround_tier": "minutes", "evidence_grade": "C", "source_ids": "", "assumption_note": "About an hour a day of reading, routing and answering routine client email on 18 of about 21 working days; review is approving drafted replies.", "stays_with_professional": "The administrator approves every reply and routes technical questions to the professionals." }, { "industry": "finance", "role_key": "fin_client_admin", "role_title": "Client service / office administrator", "task_key": "fin_admin_onboarding_packet", "task_name": "New-client onboarding packet", "task_type": "draft_from_template", "per_fte_month": 5, "hours_low": 0.5, "hours_base": 0.75, "hours_high": 1.5, "elapsed_by_hand": "same day", "brief_min": 3, "review_min": 8, "review_by": "doer", "existing_review_min": 0, "existing_review_by": "", "redo_chance": 0.05, "recipe": "1 document intake (one file) + 1 drafted document + 2 task turns", "pr0_per_task": 7, "units_cost_usd": 10.18, "doer_cost_per_hour_usd": 33.94, "cost_by_hand_usd": 25.45, "cost_with_prest0n_usd": 17.68, "net_value_each_usd": 7.78, "hours_returned_each": 0.529, "kept_by_hand": "no", "turnaround_tier": "minutes", "evidence_grade": "C", "source_ids": "", "assumption_note": "About 45 minutes to tailor and assemble the packet; review is a read-through.", "stays_with_professional": "A person sends the packet and sets up the client's portal access." }, { "industry": "finance", "role_key": "fin_client_admin", "role_title": "Client service / office administrator", "task_key": "fin_admin_intake_summary", "task_name": "New-client intake summary", "task_type": "intake_summary", "per_fte_month": 5, "hours_low": 0.25, "hours_base": 0.5, "hours_high": 1, "elapsed_by_hand": "hours", "brief_min": 2, "review_min": 5, "review_by": "doer", "existing_review_min": 0, "existing_review_by": "", "redo_chance": 0.05, "recipe": "2 document intakes (one per file) + 1 drafted document", "pr0_per_task": 7, "units_cost_usd": 10.18, "doer_cost_per_hour_usd": 33.94, "cost_by_hand_usd": 16.97, "cost_with_prest0n_usd": 14.99, "net_value_each_usd": 1.98, "hours_returned_each": 0.358, "kept_by_hand": "no", "turnaround_tier": "minutes", "evidence_grade": "C", "source_ids": "", "assumption_note": "About 30 minutes to read the inquiry and attachments and write a summary for the partner.", "stays_with_professional": "The partner decides whether to take the client." }, { "industry": "finance", "role_key": "fin_client_admin", "role_title": "Client service / office administrator", "task_key": "fin_admin_prebill", "task_name": "Monthly pre-bill for one partner's clients", "task_type": "invoice_prebill", "per_fte_month": 2, "hours_low": 1, "hours_base": 2, "hours_high": 4, "elapsed_by_hand": "same day", "brief_min": 5, "review_min": 20, "review_by": "doer", "existing_review_min": 15, "existing_review_by": "fin_cpa_partner", "redo_chance": 0.05, "recipe": "1 document intake (one file) + 2 task turns", "pr0_per_task": 4, "units_cost_usd": 5.82, "doer_cost_per_hour_usd": 33.94, "cost_by_hand_usd": 67.88, "cost_with_prest0n_usd": 23.35, "net_value_each_usd": 44.52, "hours_returned_each": 1.483, "kept_by_hand": "no", "turnaround_tier": "minutes", "evidence_grade": "C", "source_ids": "", "assumption_note": "About two hours a month per partner's client list to assemble and check pre-bills; review is the billing owner's check.", "stays_with_professional": "The partner approves write-downs and final invoices; a person sends them." }, { "industry": "finance", "role_key": "fin_client_admin", "role_title": "Client service / office administrator", "task_key": "fin_admin_client_faq", "task_name": "Client FAQ or tax-season instructions page", "task_type": "knowledge_article", "per_fte_month": 0.5, "hours_low": 1, "hours_base": 2, "hours_high": 3, "elapsed_by_hand": "1-2 days", "brief_min": 5, "review_min": 15, "review_by": "doer", "existing_review_min": 0, "existing_review_by": "", "redo_chance": 0.05, "recipe": "1 drafted document + 1 task turn", "pr0_per_task": 4, "units_cost_usd": 5.82, "doer_cost_per_hour_usd": 33.94, "cost_by_hand_usd": 67.88, "cost_with_prest0n_usd": 20.53, "net_value_each_usd": 47.35, "hours_returned_each": 1.567, "kept_by_hand": "no", "turnaround_tier": "minutes", "evidence_grade": "C", "source_ids": "", "assumption_note": "About two hours to write a short FAQ; review by the partner who owns the content.", "stays_with_professional": "A partner approves the content; a person posts it." }, { "industry": "finance", "role_key": "fin_advisor", "role_title": "Financial advisor / wealth manager", "task_key": "fin_adv_meeting_prep", "task_name": "Client review-meeting prep packet", "task_type": "meeting_brief", "per_fte_month": 20, "hours_low": 0.25, "hours_base": 0.5, "hours_high": 1, "elapsed_by_hand": "hours", "brief_min": 2, "review_min": 8, "review_by": "doer", "existing_review_min": 0, "existing_review_by": "", "redo_chance": 0.05, "recipe": "3 task turns + 1 drafted document", "pr0_per_task": 6, "units_cost_usd": 8.73, "doer_cost_per_hour_usd": 84.88, "cost_by_hand_usd": 42.44, "cost_with_prest0n_usd": 25, "net_value_each_usd": 17.44, "hours_returned_each": 0.308, "kept_by_hand": "no", "turnaround_tier": "minutes", "evidence_grade": "A", "source_ids": "F-KITCES-TIME-2019 F-KITCES-AINOTES-2025", "assumption_note": "Kitces Research found lead advisors spend 5.3 hours a week preparing for 8.8 hours of client meetings, about 45 minutes for a typical 1-1.5 hour meeting; the prep packet is taken as 30 minutes of that and the portfolio summary (used for half of meetings) as the rest.", "stays_with_professional": "The advisor runs the meeting and makes every recommendation." }, { "industry": "finance", "role_key": "fin_advisor", "role_title": "Financial advisor / wealth manager", "task_key": "fin_adv_meeting_notes", "task_name": "Meeting notes, action items and follow-up email draft", "task_type": "meeting_notes", "per_fte_month": 20, "hours_low": 0.25, "hours_base": 0.5, "hours_high": 1, "elapsed_by_hand": "same day", "brief_min": 2, "review_min": 8, "review_by": "doer", "existing_review_min": 0, "existing_review_by": "", "redo_chance": 0.1, "recipe": "1 document intake (one file) + 1 drafted document", "pr0_per_task": 5, "units_cost_usd": 7.27, "doer_cost_per_hour_usd": 84.88, "cost_by_hand_usd": 42.44, "cost_with_prest0n_usd": 25.66, "net_value_each_usd": 16.78, "hours_returned_each": 0.283, "kept_by_hand": "no", "turnaround_tier": "minutes", "evidence_grade": "B", "source_ids": "F-KITCES-TIME-2019", "assumption_note": "Kitces Research found 6 hours a week of follow-through client servicing for 8.8 meeting hours; about 30 minutes of that per meeting is writing notes and the follow-up email.", "stays_with_professional": "The advisor confirms the notes, approves the email and keeps records under the firm's books-and-records policy." }, { "industry": "finance", "role_key": "fin_advisor", "role_title": "Financial advisor / wealth manager", "task_key": "fin_adv_plan_narrative", "task_name": "Financial plan narrative draft from planning-software exports", "task_type": "draft_complex", "per_fte_month": 3, "hours_low": 1.5, "hours_base": 3, "hours_high": 5, "elapsed_by_hand": "3-5 days", "brief_min": 10, "review_min": 45, "review_by": "doer", "existing_review_min": 0, "existing_review_by": "", "redo_chance": 0.15, "recipe": "3 document intakes (one per file) + 1 drafted document + 3 task turns", "pr0_per_task": 12, "units_cost_usd": 17.45, "doer_cost_per_hour_usd": 84.88, "cost_by_hand_usd": 254.64, "cost_with_prest0n_usd": 133.46, "net_value_each_usd": 121.18, "hours_returned_each": 1.633, "kept_by_hand": "no", "turnaround_tier": "under_an_hour", "evidence_grade": "B", "source_ids": "F-KITCES-PLAN-2023", "assumption_note": "Kitces Research (2022 study) found a median of 10 hours to prepare a new plan covering 13 or more planning areas (8-9 hours for narrower plans); writing the narrative is taken as about 3 of those hours. Review at 25% checks figures and wording.", "stays_with_professional": "The advisor decides every recommendation and presents the plan; Prest0n makes no investment recommendations." }, { "industry": "finance", "role_key": "fin_advisor", "role_title": "Financial advisor / wealth manager", "task_key": "fin_adv_portfolio_summary", "task_name": "Portfolio review summary from statements", "task_type": "report_from_data", "per_fte_month": 10, "hours_low": 0.33, "hours_base": 0.5, "hours_high": 1, "elapsed_by_hand": "hours", "brief_min": 2, "review_min": 8, "review_by": "doer", "existing_review_min": 0, "existing_review_by": "", "redo_chance": 0.1, "recipe": "2 document intakes (one per file) + 1 drafted document + 1 task turn", "pr0_per_task": 8, "units_cost_usd": 11.64, "doer_cost_per_hour_usd": 84.88, "cost_by_hand_usd": 42.44, "cost_with_prest0n_usd": 30.03, "net_value_each_usd": 12.41, "hours_returned_each": 0.283, "kept_by_hand": "no", "turnaround_tier": "minutes", "evidence_grade": "B", "source_ids": "F-KITCES-TIME-2019", "assumption_note": "Part of the same Kitces Research prep time: 30 minutes to turn performance reports into a one-page summary, used for about half of review meetings, so packet plus summary average about 45 minutes a meeting.", "stays_with_professional": "The advisor interprets performance and decides any change to the portfolio." }, { "industry": "finance", "role_key": "fin_advisor", "role_title": "Financial advisor / wealth manager", "task_key": "fin_adv_commentary", "task_name": "Market commentary draft for compliance review", "task_type": "content_article", "per_fte_month": 1, "hours_low": 2, "hours_base": 3.33, "hours_high": 5, "elapsed_by_hand": "1-2 days", "brief_min": 10, "review_min": 45, "review_by": "doer", "existing_review_min": 0, "existing_review_by": "", "redo_chance": 0.15, "recipe": "3 task turns + 1 drafted document", "pr0_per_task": 6, "units_cost_usd": 8.73, "doer_cost_per_hour_usd": 84.88, "cost_by_hand_usd": 282.65, "cost_with_prest0n_usd": 128.93, "net_value_each_usd": 153.72, "hours_returned_each": 1.914, "kept_by_hand": "no", "turnaround_tier": "minutes", "evidence_grade": "B", "source_ids": "F-ORBIT-2026", "assumption_note": "Orbit Media's 2026 survey of 1,042 content marketers puts the average blog post at 3 hours 20 minutes; review is an edit for the advisor's views, accuracy and claims.", "stays_with_professional": "The advisor owns the views; the compliance review and archiving are counted in the compliance officer's tasks." }, { "industry": "finance", "role_key": "fin_advisor", "role_title": "Financial advisor / wealth manager", "task_key": "fin_adv_inbox", "task_name": "Client email triage with drafted replies", "task_type": "inbox_triage", "per_fte_month": 15, "hours_low": 0.5, "hours_base": 0.75, "hours_high": 1.5, "elapsed_by_hand": "same day", "brief_min": 2, "review_min": 10, "review_by": "doer", "existing_review_min": 0, "existing_review_by": "", "redo_chance": 0.05, "recipe": "6 task turns", "pr0_per_task": 6, "units_cost_usd": 8.73, "doer_cost_per_hour_usd": 84.88, "cost_by_hand_usd": 63.66, "cost_with_prest0n_usd": 28.89, "net_value_each_usd": 34.77, "hours_returned_each": 0.512, "kept_by_hand": "no", "turnaround_tier": "minutes", "evidence_grade": "B", "source_ids": "F-KITCES-TIME-2019", "assumption_note": "About 45 minutes a day on routine client email; with meeting follow-ups this stays within the 6 hours a week of follow-through client servicing Kitces Research measured. Trade instructions and requests for advice are left for the advisor.", "stays_with_professional": "The advisor approves every reply; trade instructions and advice are handled by people." }, { "industry": "finance", "role_key": "fin_paraplanner", "role_title": "Paraplanner / client service associate", "task_key": "fin_para_household_packet", "task_name": "New-household onboarding paperwork packet", "task_type": "form_worksheet", "per_fte_month": 1, "hours_low": 1, "hours_base": 2, "hours_high": 4, "elapsed_by_hand": "same day", "brief_min": 5, "review_min": 20, "review_by": "doer", "existing_review_min": 0, "existing_review_by": "", "redo_chance": 0.1, "recipe": "2 document intakes (one per file) + 3 drafted documents + 1 task turn", "pr0_per_task": 14, "units_cost_usd": 20.36, "doer_cost_per_hour_usd": 49.21, "cost_by_hand_usd": 98.41, "cost_with_prest0n_usd": 50.71, "net_value_each_usd": 47.7, "hours_returned_each": 1.383, "kept_by_hand": "no", "turnaround_tier": "minutes", "evidence_grade": "C", "source_ids": "", "assumption_note": "About 40 minutes an account to fill custodian forms from the data sheet and statements; review is a field-by-field check.", "stays_with_professional": "The paraplanner enters the paperwork on the custodian's platform and the client signs; Prest0n does not submit on custodian portals or send for signature." }, { "industry": "finance", "role_key": "fin_paraplanner", "role_title": "Paraplanner / client service associate", "task_key": "fin_para_followups", "task_name": "Paperwork follow-up email to a client (held for approval)", "task_type": "correspondence", "per_fte_month": 12, "hours_low": 0.15, "hours_base": 0.25, "hours_high": 0.5, "elapsed_by_hand": "hours", "brief_min": 1, "review_min": 3, "review_by": "doer", "existing_review_min": 0, "existing_review_by": "", "redo_chance": 0.05, "recipe": "2 task turns", "pr0_per_task": 2, "units_cost_usd": 2.91, "doer_cost_per_hour_usd": 49.21, "cost_by_hand_usd": 12.3, "cost_with_prest0n_usd": 6.8, "net_value_each_usd": 5.5, "hours_returned_each": 0.171, "kept_by_hand": "no", "turnaround_tier": "minutes", "evidence_grade": "C", "source_ids": "", "assumption_note": "About 15 minutes to check what is outstanding and write a clear follow-up.", "stays_with_professional": "The paraplanner approves each email and calls where needed." }, { "industry": "finance", "role_key": "fin_paraplanner", "role_title": "Paraplanner / client service associate", "task_key": "fin_para_data_gathering", "task_name": "Statement data gathered into the planning spreadsheet", "task_type": "data_extraction_batch", "per_fte_month": 3, "hours_low": 1, "hours_base": 2, "hours_high": 4, "elapsed_by_hand": "1-2 days", "brief_min": 5, "review_min": 15, "review_by": "doer", "existing_review_min": 0, "existing_review_by": "", "redo_chance": 0.05, "recipe": "10 document intakes (one per file) + 1 task turn", "pr0_per_task": 21, "units_cost_usd": 30.55, "doer_cost_per_hour_usd": 49.21, "cost_by_hand_usd": 98.41, "cost_with_prest0n_usd": 51.87, "net_value_each_usd": 46.54, "hours_returned_each": 1.567, "kept_by_hand": "no", "turnaround_tier": "minutes", "evidence_grade": "B", "source_ids": "F-KITCES-PLAN-2023 F-KITCES-OUTSOURCE-2023", "assumption_note": "Kitces Research puts new-plan preparation at a median of 8-10 hours, and outsourcing providers price data entry separately (for example $60 an hour); two hours for about ten statements is used.", "stays_with_professional": "The paraplanner checks gaps with the client; the advisor uses the data for planning decisions." }, { "industry": "finance", "role_key": "fin_paraplanner", "role_title": "Paraplanner / client service associate", "task_key": "fin_para_crm_updates", "task_name": "CRM updates for a batch of client changes", "task_type": "data_extraction_batch", "per_fte_month": 8, "hours_low": 0.5, "hours_base": 0.75, "hours_high": 1.5, "elapsed_by_hand": "hours", "brief_min": 2, "review_min": 8, "review_by": "doer", "existing_review_min": 0, "existing_review_by": "", "redo_chance": 0.1, "recipe": "2 document intakes (one per file) + 3 task turns", "pr0_per_task": 7, "units_cost_usd": 10.18, "doer_cost_per_hour_usd": 49.21, "cost_by_hand_usd": 36.9, "cost_with_prest0n_usd": 22.07, "net_value_each_usd": 14.83, "hours_returned_each": 0.508, "kept_by_hand": "no", "turnaround_tier": "minutes", "evidence_grade": "C", "source_ids": "", "assumption_note": "About 4-5 minutes per CRM entry typed by hand; review spot-checks the entries.", "stays_with_professional": "The paraplanner checks the entries; account and beneficiary changes are made on the custodian's forms by people." }, { "industry": "finance", "role_key": "fin_paraplanner", "role_title": "Paraplanner / client service associate", "task_key": "fin_para_service_tracking", "task_name": "Weekly service-request status report", "task_type": "report_from_data", "per_fte_month": 4, "hours_low": 0.5, "hours_base": 1, "hours_high": 2, "elapsed_by_hand": "hours", "brief_min": 3, "review_min": 10, "review_by": "doer", "existing_review_min": 0, "existing_review_by": "", "redo_chance": 0.1, "recipe": "2 document intakes (one per file) + 1 drafted document + 1 task turn", "pr0_per_task": 8, "units_cost_usd": 11.64, "doer_cost_per_hour_usd": 49.21, "cost_by_hand_usd": 49.21, "cost_with_prest0n_usd": 27.22, "net_value_each_usd": 21.99, "hours_returned_each": 0.683, "kept_by_hand": "no", "turnaround_tier": "minutes", "evidence_grade": "C", "source_ids": "", "assumption_note": "About an hour a week to compile the open-request list from two systems.", "stays_with_professional": "The paraplanner works the requests and tells clients about delays." }, { "industry": "finance", "role_key": "fin_paraplanner", "role_title": "Paraplanner / client service associate", "task_key": "fin_para_portal_lookup", "task_name": "Custodian or carrier portal lookup or download", "task_type": "portal_task", "per_fte_month": 15, "hours_low": 0.15, "hours_base": 0.3, "hours_high": 0.6, "elapsed_by_hand": "hours", "brief_min": 1, "review_min": 3, "review_by": "doer", "existing_review_min": 0, "existing_review_by": "", "redo_chance": 0.1, "recipe": "1 portal task (3 task turns, by convention)", "pr0_per_task": 3, "units_cost_usd": 4.36, "doer_cost_per_hour_usd": 49.21, "cost_by_hand_usd": 14.76, "cost_with_prest0n_usd": 9.12, "net_value_each_usd": 5.64, "hours_returned_each": 0.203, "kept_by_hand": "no", "turnaround_tier": "minutes", "evidence_grade": "C", "source_ids": "", "assumption_note": "About 15-20 minutes to sign in, find and download one item.", "stays_with_professional": "A person completes sign-in and any one-time code; Prest0n never submits transactions or forms on the portal." }, { "industry": "finance", "role_key": "fin_paraplanner", "role_title": "Paraplanner / client service associate", "task_key": "fin_para_rmd_list", "task_name": "RMD and cash-need tracking list", "task_type": "spreadsheet_model", "per_fte_month": 1, "hours_low": 1, "hours_base": 2, "hours_high": 3, "elapsed_by_hand": "same day", "brief_min": 5, "review_min": 15, "review_by": "doer", "existing_review_min": 0, "existing_review_by": "", "redo_chance": 0.1, "recipe": "2 document intakes (one per file) + 1 drafted document + 4 task turns", "pr0_per_task": 11, "units_cost_usd": 16, "doer_cost_per_hour_usd": 49.21, "cost_by_hand_usd": 98.41, "cost_with_prest0n_usd": 42.24, "net_value_each_usd": 56.17, "hours_returned_each": 1.467, "kept_by_hand": "no", "turnaround_tier": "under_an_hour", "evidence_grade": "C", "source_ids": "", "assumption_note": "About two hours a month to refresh the list, more in the fourth quarter.", "stays_with_professional": "The paraplanner and advisor arrange each distribution with the client." }, { "industry": "finance", "role_key": "fin_paraplanner", "role_title": "Paraplanner / client service associate", "task_key": "fin_para_service_forms", "task_name": "Service-request form pre-fill", "task_type": "form_worksheet", "per_fte_month": 15, "hours_low": 0.25, "hours_base": 0.5, "hours_high": 0.75, "elapsed_by_hand": "hours", "brief_min": 2, "review_min": 5, "review_by": "doer", "existing_review_min": 0, "existing_review_by": "", "redo_chance": 0.1, "recipe": "2 document intakes (one per file) + 1 drafted document + 1 task turn", "pr0_per_task": 8, "units_cost_usd": 11.64, "doer_cost_per_hour_usd": 49.21, "cost_by_hand_usd": 24.6, "cost_with_prest0n_usd": 19.84, "net_value_each_usd": 4.77, "hours_returned_each": 0.333, "kept_by_hand": "no", "turnaround_tier": "minutes", "evidence_grade": "C", "source_ids": "", "assumption_note": "About 30 minutes to fill a form with account numbers, amounts, withholding and bank instructions; review is a field-by-field check.", "stays_with_professional": "The client signs and the paraplanner submits on the custodian's platform." }, { "industry": "finance", "role_key": "fin_analyst", "role_title": "Financial analyst (incl. FP&A)", "task_key": "fin_an_model_refresh", "task_name": "Model refresh from new exports", "task_type": "spreadsheet_model", "per_fte_month": 5, "hours_low": 1.5, "hours_base": 3, "hours_high": 6, "elapsed_by_hand": "same day", "brief_min": 10, "review_min": 30, "review_by": "doer", "existing_review_min": 0, "existing_review_by": "", "redo_chance": 0.1, "recipe": "2 document intakes (one per file) + 1 drafted document + 4 task turns", "pr0_per_task": 11, "units_cost_usd": 16, "doer_cost_per_hour_usd": 87.34, "cost_by_hand_usd": 262.01, "cost_with_prest0n_usd": 100.43, "net_value_each_usd": 161.58, "hours_returned_each": 2.033, "kept_by_hand": "no", "turnaround_tier": "under_an_hour", "evidence_grade": "B", "source_ids": "F-FPAT-2025", "assumption_note": "The FP&A Trends Survey 2025 (459 respondents) finds 46% of FP&A time goes to collecting and validating data, 50% in spreadsheet-reliant teams; three hours of a refresh is that kind of work.", "stays_with_professional": "The analyst checks the model's logic and conclusions." }, { "industry": "finance", "role_key": "fin_analyst", "role_title": "Financial analyst (incl. FP&A)", "task_key": "fin_an_variance_memo", "task_name": "Variance analysis memo", "task_type": "report_from_data", "per_fte_month": 3, "hours_low": 1, "hours_base": 2, "hours_high": 4, "elapsed_by_hand": "same day", "brief_min": 10, "review_min": 25, "review_by": "doer", "existing_review_min": 0, "existing_review_by": "", "redo_chance": 0.1, "recipe": "2 document intakes (one per file) + 1 drafted document + 1 task turn", "pr0_per_task": 8, "units_cost_usd": 11.64, "doer_cost_per_hour_usd": 87.34, "cost_by_hand_usd": 174.67, "cost_with_prest0n_usd": 80.05, "net_value_each_usd": 94.62, "hours_returned_each": 1.217, "kept_by_hand": "no", "turnaround_tier": "minutes", "evidence_grade": "C", "source_ids": "F-FPAT-2025", "assumption_note": "About two hours to compute variances and write first-draft explanations; review checks figures against the export.", "stays_with_professional": "The analyst confirms the causes with the people involved." }, { "industry": "finance", "role_key": "fin_analyst", "role_title": "Financial analyst (incl. FP&A)", "task_key": "fin_an_research_memo", "task_name": "Company or industry research memo (first pass)", "task_type": "research_memo", "per_fte_month": 2, "hours_low": 3, "hours_base": 5, "hours_high": 8, "elapsed_by_hand": "1-2 days", "brief_min": 15, "review_min": 60, "review_by": "doer", "existing_review_min": 20, "existing_review_by": "fin_advisor", "redo_chance": 0.1, "recipe": "1 deep-research memo + 2 task turns", "pr0_per_task": 10, "units_cost_usd": 14.55, "doer_cost_per_hour_usd": 87.34, "cost_by_hand_usd": 436.68, "cost_with_prest0n_usd": 167.38, "net_value_each_usd": 269.3, "hours_returned_each": 3.25, "kept_by_hand": "no", "turnaround_tier": "under_an_hour", "evidence_grade": "C", "source_ids": "", "assumption_note": "Five hours for a first-pass memo; review is a citation check of about 10 sources (30 + 3 x 10 minutes).", "stays_with_professional": "The analyst verifies every figure; investment decisions stay with the advisor or investment committee, and Prest0n makes no recommendations." }, { "industry": "finance", "role_key": "fin_analyst", "role_title": "Financial analyst (incl. FP&A)", "task_key": "fin_an_deck", "task_name": "Client or investment-committee slide deck", "task_type": "slide_deck", "per_fte_month": 2, "hours_low": 2, "hours_base": 4, "hours_high": 8, "elapsed_by_hand": "1-2 days", "brief_min": 15, "review_min": 45, "review_by": "doer", "existing_review_min": 0, "existing_review_by": "", "redo_chance": 0.15, "recipe": "2 document intakes (one per file) + 1 drafted document + 3 task turns", "pr0_per_task": 10, "units_cost_usd": 14.55, "doer_cost_per_hour_usd": 87.34, "cost_by_hand_usd": 349.35, "cost_with_prest0n_usd": 154.28, "net_value_each_usd": 195.06, "hours_returned_each": 2.4, "kept_by_hand": "no", "turnaround_tier": "under_an_hour", "evidence_grade": "C", "source_ids": "", "assumption_note": "About four hours for a 10-15 slide deck from existing material; review is a content and design pass.", "stays_with_professional": "The analyst and advisor decide the message; compliance approves client-facing material." }, { "industry": "finance", "role_key": "fin_analyst", "role_title": "Financial analyst (incl. FP&A)", "task_key": "fin_an_filing_summary", "task_name": "10-K or 10-Q summary", "task_type": "long_doc_summary", "per_fte_month": 4, "hours_low": 1.5, "hours_base": 2.5, "hours_high": 5, "elapsed_by_hand": "same day", "brief_min": 5, "review_min": 30, "review_by": "doer", "existing_review_min": 0, "existing_review_by": "", "redo_chance": 0.1, "recipe": "3 document intakes (one per file) + 1 drafted document", "pr0_per_task": 9, "units_cost_usd": 13.09, "doer_cost_per_hour_usd": 87.34, "cost_by_hand_usd": 218.34, "cost_with_prest0n_usd": 85.87, "net_value_each_usd": 132.47, "hours_returned_each": 1.667, "kept_by_hand": "no", "turnaround_tier": "under_an_hour", "evidence_grade": "B", "source_ids": "F-DYER-10K-2016", "assumption_note": "The median 10-K grew to over 49,000 words by 2013 (Dyer, Lang and Stice-Lawrence), roughly 3-4 hours of reading at professional pace before any writing; 10-Qs are shorter, so 2.5 hours is used as a blend.", "stays_with_professional": "The analyst verifies figures against the filing and decides what matters." }, { "industry": "finance", "role_key": "fin_analyst", "role_title": "Financial analyst (incl. FP&A)", "task_key": "fin_an_comps", "task_name": "Comparable-company or peer table", "task_type": "spreadsheet_model", "per_fte_month": 2, "hours_low": 1.5, "hours_base": 3, "hours_high": 5, "elapsed_by_hand": "1-2 days", "brief_min": 10, "review_min": 30, "review_by": "doer", "existing_review_min": 0, "existing_review_by": "", "redo_chance": 0.1, "recipe": "2 document intakes (one per file) + 1 drafted document + 4 task turns", "pr0_per_task": 11, "units_cost_usd": 16, "doer_cost_per_hour_usd": 87.34, "cost_by_hand_usd": 262.01, "cost_with_prest0n_usd": 100.43, "net_value_each_usd": 161.58, "hours_returned_each": 2.033, "kept_by_hand": "no", "turnaround_tier": "under_an_hour", "evidence_grade": "C", "source_ids": "", "assumption_note": "About three hours to gather and normalize figures for 8-12 peers; review ties a sample of figures to sources.", "stays_with_professional": "The analyst chooses the peer set and draws conclusions." }, { "industry": "finance", "role_key": "fin_compliance", "role_title": "Compliance officer", "task_key": "fin_cco_marketing_review", "task_name": "Marketing-piece review: issues list against the SEC Marketing Rule", "task_type": "contract_issues_list", "per_fte_month": 15, "hours_low": 0.5, "hours_base": 1, "hours_high": 3, "elapsed_by_hand": "3-5 days", "brief_min": 3, "review_min": 15, "review_by": "doer", "existing_review_min": 0, "existing_review_by": "", "redo_chance": 0.15, "recipe": "1 document intake (one file) + 1 drafted document + 1 task turn", "pr0_per_task": 6, "units_cost_usd": 8.73, "doer_cost_per_hour_usd": 70.34, "cost_by_hand_usd": 70.34, "cost_with_prest0n_usd": 40.38, "net_value_each_usd": 29.96, "hours_returned_each": 0.55, "kept_by_hand": "no", "turnaround_tier": "minutes", "evidence_grade": "B", "source_ids": "F-PERSADO-2025 F-SAIFR-2023 F-FINRA-2210 F-SEC-204-2", "assumption_note": "Persado estimates about half an hour of reviewer time per exchange and about six exchanges (3 hours) per piece at banks; Saifr's survey found compliance teams take about six days per piece. One hour is used for a first round at an RIA.", "stays_with_professional": "The compliance officer decides; a registered principal approves retail communications where FINRA Rule 2210 applies, and the firm keeps a copy of each advertisement for five years (Rule 204-2)." }, { "industry": "finance", "role_key": "fin_compliance", "role_title": "Compliance officer", "task_key": "fin_cco_reg_watch", "task_name": "Regulatory change watch Routine with weekly digest", "task_type": "monitoring_month", "per_fte_month": 1, "hours_low": 3, "hours_base": 6, "hours_high": 10, "elapsed_by_hand": "hours", "brief_min": 20, "review_min": 60, "review_by": "doer", "existing_review_min": 0, "existing_review_by": "", "redo_chance": 0.05, "recipe": "22 Routine runs", "pr0_per_task": 22, "units_cost_usd": 32, "doer_cost_per_hour_usd": 70.34, "cost_by_hand_usd": 422.01, "cost_with_prest0n_usd": 146.88, "net_value_each_usd": 275.13, "hours_returned_each": 4.367, "kept_by_hand": "no", "turnaround_tier": "scheduled", "evidence_grade": "C", "source_ids": "", "assumption_note": "About an hour and a half a week reading releases and newsletters; review is reading the flagged items.", "stays_with_professional": "The compliance officer decides what a change requires of the firm." }, { "industry": "finance", "role_key": "fin_compliance", "role_title": "Compliance officer", "task_key": "fin_cco_policy_draft", "task_name": "Policy and procedure section draft", "task_type": "policy_sop", "per_fte_month": 1.5, "hours_low": 2, "hours_base": 4, "hours_high": 8, "elapsed_by_hand": "1-2 weeks", "brief_min": 15, "review_min": 60, "review_by": "doer", "existing_review_min": 0, "existing_review_by": "", "redo_chance": 0.15, "recipe": "2 document intakes (one per file) + 1 drafted document + 2 task turns", "pr0_per_task": 9, "units_cost_usd": 13.09, "doer_cost_per_hour_usd": 70.34, "cost_by_hand_usd": 281.34, "cost_with_prest0n_usd": 143.21, "net_value_each_usd": 138.13, "hours_returned_each": 2.15, "kept_by_hand": "no", "turnaround_tier": "minutes", "evidence_grade": "C", "source_ids": "F-SEC-2064-7-2022 F-STB-REGSP-2024 F-SEC-REGSP-2024", "assumption_note": "About four hours to draft a manual section from the rule and current procedures; for scale, the SEC estimates about 90 hours a year per adviser for its compliance-program rule as a whole.", "stays_with_professional": "The compliance officer tailors and adopts the policy; firm leadership approves." }, { "industry": "finance", "role_key": "fin_compliance", "role_title": "Compliance officer", "task_key": "fin_cco_annual_review", "task_name": "Annual compliance review evidence for one policy area", "task_type": "batch_doc_review", "per_fte_month": 1, "hours_low": 2, "hours_base": 4, "hours_high": 8, "elapsed_by_hand": "1-2 weeks", "brief_min": 15, "review_min": 50, "review_by": "doer", "existing_review_min": 0, "existing_review_by": "", "redo_chance": 0.1, "recipe": "25 document intakes (one per file) + 1 drafted document + 2 task turns", "pr0_per_task": 55, "units_cost_usd": 80, "doer_cost_per_hour_usd": 70.34, "cost_by_hand_usd": 281.34, "cost_with_prest0n_usd": 184.33, "net_value_each_usd": 97.01, "hours_returned_each": 2.517, "kept_by_hand": "no", "turnaround_tier": "under_an_hour", "evidence_grade": "B", "source_ids": "F-SEC-2064-7-2022", "assumption_note": "The SEC estimates about 90 hours a year per adviser for rule 206(4)-7; about half is taken as the annual review, or 4 hours for each of 12 policy areas.", "stays_with_professional": "The compliance officer conducts the review, reaches conclusions and reports to leadership." }, { "industry": "finance", "role_key": "fin_compliance", "role_title": "Compliance officer", "task_key": "fin_cco_coe_tracking", "task_name": "Code-of-ethics reports and attestation tracking", "task_type": "report_from_data", "per_fte_month": 1, "hours_low": 1, "hours_base": 2, "hours_high": 4, "elapsed_by_hand": "3-5 days", "brief_min": 5, "review_min": 15, "review_by": "doer", "existing_review_min": 0, "existing_review_by": "", "redo_chance": 0.1, "recipe": "2 document intakes (one per file) + 1 drafted document + 1 task turn", "pr0_per_task": 8, "units_cost_usd": 11.64, "doer_cost_per_hour_usd": 70.34, "cost_by_hand_usd": 140.67, "cost_with_prest0n_usd": 49.15, "net_value_each_usd": 91.52, "hours_returned_each": 1.467, "kept_by_hand": "no", "turnaround_tier": "minutes", "evidence_grade": "B", "source_ids": "F-SEC-204A1-2025", "assumption_note": "The SEC estimates about 91 hours a year per adviser for its code-of-ethics rule across reporting and review; two hours a month of tracking and reminders is used.", "stays_with_professional": "The compliance officer reviews each report for violations and decides on follow-up." }, { "industry": "finance", "role_key": "fin_compliance", "role_title": "Compliance officer", "task_key": "fin_cco_vendor_dd", "task_name": "Service-provider due-diligence summary", "task_type": "long_doc_summary", "per_fte_month": 1, "hours_low": 1.5, "hours_base": 2.5, "hours_high": 4, "elapsed_by_hand": "3-5 days", "brief_min": 5, "review_min": 30, "review_by": "doer", "existing_review_min": 0, "existing_review_by": "", "redo_chance": 0.1, "recipe": "3 document intakes (one per file) + 1 drafted document", "pr0_per_task": 9, "units_cost_usd": 13.09, "doer_cost_per_hour_usd": 70.34, "cost_by_hand_usd": 175.84, "cost_with_prest0n_usd": 71.7, "net_value_each_usd": 104.14, "hours_returned_each": 1.667, "kept_by_hand": "no", "turnaround_tier": "under_an_hour", "evidence_grade": "C", "source_ids": "F-STB-REGSP-2024 F-SIDLEY-REGSP-2026 F-SEC-REGSP-2024", "assumption_note": "About two and a half hours to read a provider's package and write the summary. Amended Regulation S-P requires oversight of service providers, including due diligence and monitoring, with provider notice within 72 hours of a breach.", "stays_with_professional": "The compliance officer decides whether the provider's safeguards and contract terms are acceptable." }, { "industry": "finance", "role_key": "fin_compliance", "role_title": "Compliance officer", "task_key": "fin_cco_ecomm_review", "task_name": "Periodic e-communications sample review", "task_type": "batch_doc_review", "per_fte_month": 2, "hours_low": 1, "hours_base": 2, "hours_high": 3, "elapsed_by_hand": "1-2 days", "brief_min": 5, "review_min": 30, "review_by": "doer", "existing_review_min": 0, "existing_review_by": "", "redo_chance": 0.1, "recipe": "2 document intakes (one per file) + 1 drafted document + 2 task turns", "pr0_per_task": 9, "units_cost_usd": 13.09, "doer_cost_per_hour_usd": 70.34, "cost_by_hand_usd": 140.67, "cost_with_prest0n_usd": 68.19, "net_value_each_usd": 72.48, "hours_returned_each": 1.217, "kept_by_hand": "no", "turnaround_tier": "under_an_hour", "evidence_grade": "C", "source_ids": "", "assumption_note": "About two hours to read and log a 25-message sample; review covers every flagged item and a few unflagged ones.", "stays_with_professional": "The compliance officer decides what needs follow-up." }, { "industry": "finance", "role_key": "fin_compliance", "role_title": "Compliance officer", "task_key": "fin_cco_adv_update", "task_name": "Form ADV Part 2A brochure annual-update draft", "task_type": "draft_complex", "per_fte_month": 0.1, "hours_low": 4, "hours_base": 8, "hours_high": 16, "elapsed_by_hand": "1-2 weeks", "brief_min": 15, "review_min": 120, "review_by": "doer", "existing_review_min": 0, "existing_review_by": "", "redo_chance": 0.15, "recipe": "3 document intakes (one per file) + 1 drafted document + 3 task turns", "pr0_per_task": 12, "units_cost_usd": 17.45, "doer_cost_per_hour_usd": 70.34, "cost_by_hand_usd": 562.68, "cost_with_prest0n_usd": 260.11, "net_value_each_usd": 302.57, "hours_returned_each": 4.55, "kept_by_hand": "no", "turnaround_tier": "under_an_hour", "evidence_grade": "C", "source_ids": "", "assumption_note": "About a day to update the brochure each year (frequency 0.1 a month covers the annual update and an occasional interim amendment); review is a full read by the compliance officer.", "stays_with_professional": "The compliance officer finalizes the brochure and files it through IARD; Prest0n does not file." }, { "industry": "marketing", "role_key": "mkt_account", "role_title": "Account / project manager", "task_key": "mkt_acct_status_email", "task_name": "Weekly client status email", "task_type": "correspondence", "per_fte_month": 24, "hours_low": 0.33, "hours_base": 0.5, "hours_high": 1, "elapsed_by_hand": "hours", "brief_min": 3, "review_min": 7, "review_by": "doer", "existing_review_min": 0, "existing_review_by": "", "redo_chance": 0.05, "recipe": "2 task turns", "pr0_per_task": 2, "units_cost_usd": 2.91, "doer_cost_per_hour_usd": 54.58, "cost_by_hand_usd": 27.29, "cost_with_prest0n_usd": 13.37, "net_value_each_usd": 13.92, "hours_returned_each": 0.308, "kept_by_hand": "no", "turnaround_tier": "minutes", "evidence_grade": "C", "source_ids": "", "assumption_note": "About five to six retainer clients per account manager, one status email each a week (24 a month); 30 minutes to gather updates and write each is a typical hands-on time. Review is a read-through against the project app.", "stays_with_professional": "The account manager confirms status and dates, adds context only they know, and approves the send." }, { "industry": "marketing", "role_key": "mkt_account", "role_title": "Account / project manager", "task_key": "mkt_acct_meeting_recap", "task_name": "Client meeting recap with action items", "task_type": "meeting_notes", "per_fte_month": 16, "hours_low": 0.25, "hours_base": 0.5, "hours_high": 0.75, "elapsed_by_hand": "same day", "brief_min": 2, "review_min": 5, "review_by": "doer", "existing_review_min": 0, "existing_review_by": "", "redo_chance": 0.1, "recipe": "1 document intake (one file) + 1 drafted document", "pr0_per_task": 5, "units_cost_usd": 7.27, "doer_cost_per_hour_usd": 54.58, "cost_by_hand_usd": 27.29, "cost_with_prest0n_usd": 16.37, "net_value_each_usd": 10.92, "hours_returned_each": 0.333, "kept_by_hand": "no", "turnaround_tier": "minutes", "evidence_grade": "C", "source_ids": "", "assumption_note": "About four client meetings a week per account manager; a clean recap with owners and dates typically takes 20-40 minutes after a one-hour call.", "stays_with_professional": "The account manager checks the action items against what was agreed and sends the recap." }, { "industry": "marketing", "role_key": "mkt_account", "role_title": "Account / project manager", "task_key": "mkt_acct_proposal_sow", "task_name": "New-business proposal or statement of work, first draft", "task_type": "draft_complex", "per_fte_month": 1.5, "hours_low": 3, "hours_base": 6, "hours_high": 12, "elapsed_by_hand": "3-5 days", "brief_min": 15, "review_min": 75, "review_by": "doer", "existing_review_min": 0, "existing_review_by": "", "redo_chance": 0.15, "recipe": "3 document intakes (one per file) + 1 drafted document + 3 task turns", "pr0_per_task": 12, "units_cost_usd": 17.45, "doer_cost_per_hour_usd": 54.58, "cost_by_hand_usd": 327.51, "cost_with_prest0n_usd": 148.46, "net_value_each_usd": 179.05, "hours_returned_each": 3.6, "kept_by_hand": "no", "turnaround_tier": "under_an_hour", "evidence_grade": "B", "source_ids": "M-LOOPIO-2025", "assumption_note": "Loopio's 2025 survey of 1,544 RFP responders found 25 hours of writing per RFP (20 at small and midsize companies), with 23% taking 10 hours or less; a scoped agency proposal or SOW sits at the short end, so 6 hours is used. Review is a substantive edit (about 20%).", "stays_with_professional": "The account lead sets price, scope and terms, edits the draft, and owns the client conversation and signature." }, { "industry": "marketing", "role_key": "mkt_account", "role_title": "Account / project manager", "task_key": "mkt_acct_qbr_deck", "task_name": "Quarterly business review (QBR) deck", "task_type": "slide_deck", "per_fte_month": 2, "hours_low": 3, "hours_base": 5, "hours_high": 8, "elapsed_by_hand": "1-2 days", "brief_min": 10, "review_min": 60, "review_by": "doer", "existing_review_min": 0, "existing_review_by": "", "redo_chance": 0.15, "recipe": "2 document intakes (one per file) + 1 drafted document + 3 task turns", "pr0_per_task": 10, "units_cost_usd": 14.55, "doer_cost_per_hour_usd": 54.58, "cost_by_hand_usd": 272.92, "cost_with_prest0n_usd": 119.17, "net_value_each_usd": 153.76, "hours_returned_each": 3.083, "kept_by_hand": "no", "turnaround_tier": "under_an_hour", "evidence_grade": "B", "source_ids": "M-VENNGAGE-DECKS", "assumption_note": "Venngage's presenter survey found 47% of people who designed their own deck spent more than 8 hours on design alone, while template users finished in 45 minutes to 2 hours; a templated QBR with content and data is set at 5 hours. One QBR per client per quarter.", "stays_with_professional": "The account manager checks every figure, sets the recommendations and presents the QBR to the client." }, { "industry": "marketing", "role_key": "mkt_account", "role_title": "Account / project manager", "task_key": "mkt_acct_client_email", "task_name": "Client update and follow-up emails", "task_type": "correspondence", "per_fte_month": 20, "hours_low": 0.15, "hours_base": 0.25, "hours_high": 0.5, "elapsed_by_hand": "hours", "brief_min": 1, "review_min": 3, "review_by": "doer", "existing_review_min": 0, "existing_review_by": "", "redo_chance": 0.05, "recipe": "2 task turns", "pr0_per_task": 2, "units_cost_usd": 2.91, "doer_cost_per_hour_usd": 54.58, "cost_by_hand_usd": 13.65, "cost_with_prest0n_usd": 7.23, "net_value_each_usd": 6.42, "hours_returned_each": 0.171, "kept_by_hand": "no", "turnaround_tier": "minutes", "evidence_grade": "C", "source_ids": "", "assumption_note": "About one routine client email per working day needs a considered draft (15 minutes each); quick replies are left out.", "stays_with_professional": "The account manager reads, edits and approves every email before it is sent." }, { "industry": "marketing", "role_key": "mkt_account", "role_title": "Account / project manager", "task_key": "mkt_acct_timeline", "task_name": "Project timeline and milestone update", "task_type": "spreadsheet_model", "per_fte_month": 6, "hours_low": 0.5, "hours_base": 1, "hours_high": 2, "elapsed_by_hand": "hours", "brief_min": 5, "review_min": 10, "review_by": "doer", "existing_review_min": 0, "existing_review_by": "", "redo_chance": 0.1, "recipe": "2 document intakes (one per file) + 1 drafted document + 4 task turns", "pr0_per_task": 11, "units_cost_usd": 16, "doer_cost_per_hour_usd": 54.58, "cost_by_hand_usd": 54.58, "cost_with_prest0n_usd": 35.1, "net_value_each_usd": 19.48, "hours_returned_each": 0.65, "kept_by_hand": "no", "turnaround_tier": "under_an_hour", "evidence_grade": "C", "source_ids": "", "assumption_note": "About six timeline refreshes a month across active projects; an hour each to reconcile dates, dependencies and owners by hand.", "stays_with_professional": "The account manager agrees changed dates with the team and the client." }, { "industry": "marketing", "role_key": "mkt_account", "role_title": "Account / project manager", "task_key": "mkt_acct_meeting_brief", "task_name": "Pre-meeting brief for a client call", "task_type": "meeting_brief", "per_fte_month": 8, "hours_low": 0.25, "hours_base": 0.5, "hours_high": 1, "elapsed_by_hand": "hours", "brief_min": 2, "review_min": 5, "review_by": "doer", "existing_review_min": 0, "existing_review_by": "", "redo_chance": 0.05, "recipe": "3 task turns + 1 drafted document", "pr0_per_task": 6, "units_cost_usd": 8.73, "doer_cost_per_hour_usd": 54.58, "cost_by_hand_usd": 27.29, "cost_with_prest0n_usd": 16.46, "net_value_each_usd": 10.83, "hours_returned_each": 0.358, "kept_by_hand": "no", "turnaround_tier": "minutes", "evidence_grade": "C", "source_ids": "", "assumption_note": "Two prepared client calls a week; about 30 minutes of searching email, files and news for each.", "stays_with_professional": "The account manager decides the agenda and what to raise with the client." }, { "industry": "marketing", "role_key": "mkt_account", "role_title": "Account / project manager", "task_key": "mkt_acct_scheduling", "task_name": "Schedule client reviews and meetings", "task_type": "scheduling", "per_fte_month": 12, "hours_low": 0.15, "hours_base": 0.25, "hours_high": 0.5, "elapsed_by_hand": "same day", "brief_min": 1, "review_min": 2, "review_by": "doer", "existing_review_min": 0, "existing_review_by": "", "redo_chance": 0.05, "recipe": "2 task turns", "pr0_per_task": 2, "units_cost_usd": 2.91, "doer_cost_per_hour_usd": 54.58, "cost_by_hand_usd": 13.65, "cost_with_prest0n_usd": 6.32, "net_value_each_usd": 7.33, "hours_returned_each": 0.188, "kept_by_hand": "no", "turnaround_tier": "minutes", "evidence_grade": "C", "source_ids": "", "assumption_note": "About three meetings a week need back-and-forth scheduling; 10-30 minutes of hands-on time each.", "stays_with_professional": "The account manager approves the email to the client and owns the calendar." }, { "industry": "marketing", "role_key": "mkt_strategist", "role_title": "Strategist / researcher", "task_key": "mkt_strat_research_memo", "task_name": "Market or competitor research memo with citations", "task_type": "research_memo", "per_fte_month": 2, "hours_low": 4, "hours_base": 6, "hours_high": 10, "elapsed_by_hand": "3-5 days", "brief_min": 15, "review_min": 75, "review_by": "doer", "existing_review_min": 0, "existing_review_by": "", "redo_chance": 0.1, "recipe": "1 deep-research memo + 2 task turns", "pr0_per_task": 10, "units_cost_usd": 14.55, "doer_cost_per_hour_usd": 53.83, "cost_by_hand_usd": 323, "cost_with_prest0n_usd": 127.6, "net_value_each_usd": 195.4, "hours_returned_each": 3.9, "kept_by_hand": "no", "turnaround_tier": "under_an_hour", "evidence_grade": "C", "source_ids": "", "assumption_note": "Six hours is a typical first pass on a defined competitor set; review is a source check of about 15 citations (30 + 3 x 15 minutes).", "stays_with_professional": "The strategist verifies the sources, adds paid or proprietary data the agency holds, and draws the strategic conclusions." }, { "industry": "marketing", "role_key": "mkt_strategist", "role_title": "Strategist / researcher", "task_key": "mkt_strat_personas", "task_name": "Audience persona set from research inputs", "task_type": "draft_complex", "per_fte_month": 0.5, "hours_low": 4, "hours_base": 6, "hours_high": 10, "elapsed_by_hand": "1-2 weeks", "brief_min": 15, "review_min": 75, "review_by": "doer", "existing_review_min": 0, "existing_review_by": "", "redo_chance": 0.15, "recipe": "3 document intakes (one per file) + 1 drafted document + 3 task turns", "pr0_per_task": 12, "units_cost_usd": 17.45, "doer_cost_per_hour_usd": 53.83, "cost_by_hand_usd": 323, "cost_with_prest0n_usd": 146.65, "net_value_each_usd": 176.34, "hours_returned_each": 3.6, "kept_by_hand": "no", "turnaround_tier": "under_an_hour", "evidence_grade": "C", "source_ids": "", "assumption_note": "About one research project in four includes a persona set; six hours to synthesize inputs into three personas is typical. Review is a substantive edit (about 20%).", "stays_with_professional": "The strategist validates the personas against real customer evidence and the client signs off." }, { "industry": "marketing", "role_key": "mkt_strategist", "role_title": "Strategist / researcher", "task_key": "mkt_strat_creative_brief", "task_name": "Creative or campaign brief", "task_type": "draft_from_template", "per_fte_month": 4, "hours_low": 1.5, "hours_base": 2.5, "hours_high": 4, "elapsed_by_hand": "1-2 days", "brief_min": 10, "review_min": 30, "review_by": "doer", "existing_review_min": 0, "existing_review_by": "", "redo_chance": 0.1, "recipe": "1 document intake (one file) + 1 drafted document + 2 task turns", "pr0_per_task": 7, "units_cost_usd": 10.18, "doer_cost_per_hour_usd": 53.83, "cost_by_hand_usd": 134.58, "cost_with_prest0n_usd": 59.53, "net_value_each_usd": 75.05, "hours_returned_each": 1.583, "kept_by_hand": "no", "turnaround_tier": "minutes", "evidence_grade": "C", "source_ids": "", "assumption_note": "One brief per campaign launched; 2.5 hours to gather inputs and write a tight brief is typical. Review is a judgment edit (20%).", "stays_with_professional": "The strategist sharpens the proposition and the client approves the brief." }, { "industry": "marketing", "role_key": "mkt_strategist", "role_title": "Strategist / researcher", "task_key": "mkt_strat_survey_analysis", "task_name": "Survey results analysis from an export", "task_type": "spreadsheet_model", "per_fte_month": 1, "hours_low": 3, "hours_base": 5, "hours_high": 8, "elapsed_by_hand": "3-5 days", "brief_min": 15, "review_min": 60, "review_by": "doer", "existing_review_min": 0, "existing_review_by": "", "redo_chance": 0.1, "recipe": "2 document intakes (one per file) + 1 drafted document + 4 task turns", "pr0_per_task": 11, "units_cost_usd": 16, "doer_cost_per_hour_usd": 53.83, "cost_by_hand_usd": 269.17, "cost_with_prest0n_usd": 110.21, "net_value_each_usd": 158.96, "hours_returned_each": 3.25, "kept_by_hand": "no", "turnaround_tier": "under_an_hour", "evidence_grade": "C", "source_ids": "", "assumption_note": "About one survey a month across clients; five hours to clean, cross-tab and summarize a few hundred responses. Review ties key percentages back to the export.", "stays_with_professional": "The strategist checks the method and sample limits and decides what the findings mean for the client." }, { "industry": "marketing", "role_key": "mkt_strategist", "role_title": "Strategist / researcher", "task_key": "mkt_strat_trend_watch", "task_name": "Daily trend and competitor watch for a client (one month)", "task_type": "monitoring_month", "per_fte_month": 2, "hours_low": 3, "hours_base": 4, "hours_high": 6, "elapsed_by_hand": "same day", "brief_min": 10, "review_min": 45, "review_by": "doer", "existing_review_min": 0, "existing_review_by": "", "redo_chance": 0.05, "recipe": "22 Routine runs", "pr0_per_task": 22, "units_cost_usd": 32, "doer_cost_per_hour_usd": 53.83, "cost_by_hand_usd": 215.33, "cost_with_prest0n_usd": 92.11, "net_value_each_usd": 123.22, "hours_returned_each": 2.883, "kept_by_hand": "no", "turnaround_tier": "scheduled", "evidence_grade": "C", "source_ids": "", "assumption_note": "Two client watchlists per strategist; scanning sources by hand takes about 10-15 minutes per business day each (about 4 hours a month). Review is reading the digests that matter, about 2 minutes a day.", "stays_with_professional": "The strategist decides which signals matter and what to tell the client." }, { "industry": "marketing", "role_key": "mkt_strategist", "role_title": "Strategist / researcher", "task_key": "mkt_strat_seo_brief", "task_name": "SEO content brief from a keyword-tool export and web research", "task_type": "draft_from_template", "per_fte_month": 8, "hours_low": 0.75, "hours_base": 1.5, "hours_high": 3, "elapsed_by_hand": "same day", "brief_min": 10, "review_min": 15, "review_by": "doer", "existing_review_min": 0, "existing_review_by": "", "redo_chance": 0.1, "recipe": "1 document intake (one file) + 1 drafted document + 2 task turns", "pr0_per_task": 7, "units_cost_usd": 10.18, "doer_cost_per_hour_usd": 53.83, "cost_by_hand_usd": 80.75, "cost_with_prest0n_usd": 40.69, "net_value_each_usd": 40.06, "hours_returned_each": 0.933, "kept_by_hand": "no", "turnaround_tier": "minutes", "evidence_grade": "C", "source_ids": "M-CONTENTHARMONY-REVENUEZEN", "assumption_note": "A published agency case study puts a manual content brief at 1.5 hours. Prest0n has no SEO-tool integration, so search volumes come only from an export the agency supplies. About half of blog posts get a full brief.", "stays_with_professional": "The strategist chooses the target keyword and angle using the agency's own SEO tools and approves the brief." }, { "industry": "marketing", "role_key": "mkt_strategist", "role_title": "Strategist / researcher", "task_key": "mkt_strat_competitor_ads", "task_name": "Competitor ad scan in public ad libraries", "task_type": "portal_task", "per_fte_month": 2, "hours_low": 0.5, "hours_base": 1, "hours_high": 2, "elapsed_by_hand": "same day", "brief_min": 5, "review_min": 10, "review_by": "doer", "existing_review_min": 0, "existing_review_by": "", "redo_chance": 0.1, "recipe": "2 portal tasks (3 task turns each, by convention)", "pr0_per_task": 6, "units_cost_usd": 8.73, "doer_cost_per_hour_usd": 53.83, "cost_by_hand_usd": 53.83, "cost_with_prest0n_usd": 27.57, "net_value_each_usd": 26.26, "hours_returned_each": 0.65, "kept_by_hand": "no", "turnaround_tier": "minutes", "evidence_grade": "C", "source_ids": "", "assumption_note": "About one scan for every two campaigns; an hour to search two libraries and log what each competitor runs.", "stays_with_professional": "The strategist interprets the competitive picture; competitors' ads are recorded for analysis, never reused." }, { "industry": "marketing", "role_key": "mkt_strategist", "role_title": "Strategist / researcher", "task_key": "mkt_strat_prospect_brief", "task_name": "Prospect research brief before a pitch", "task_type": "prospect_brief", "per_fte_month": 3, "hours_low": 1, "hours_base": 1.5, "hours_high": 3, "elapsed_by_hand": "same day", "brief_min": 5, "review_min": 15, "review_by": "doer", "existing_review_min": 0, "existing_review_by": "", "redo_chance": 0.05, "recipe": "3 task turns + 1 drafted document", "pr0_per_task": 6, "units_cost_usd": 8.73, "doer_cost_per_hour_usd": 53.83, "cost_by_hand_usd": 80.75, "cost_with_prest0n_usd": 30.71, "net_value_each_usd": 50.04, "hours_returned_each": 1.092, "kept_by_hand": "no", "turnaround_tier": "minutes", "evidence_grade": "C", "source_ids": "", "assumption_note": "One brief per new-business proposal; 1.5 hours of web research and writing is typical for a one-page brief.", "stays_with_professional": "The strategist and account lead decide the pitch angle." }, { "industry": "marketing", "role_key": "mkt_copywriter", "role_title": "Copywriter / content writer", "task_key": "mkt_copy_blog_post", "task_name": "Blog post or article draft (~1,300 words)", "task_type": "content_article", "per_fte_month": 8, "hours_low": 2, "hours_base": 3.33, "hours_high": 6, "elapsed_by_hand": "1-2 days", "brief_min": 10, "review_min": 45, "review_by": "doer", "existing_review_min": 15, "existing_review_by": "mkt_account", "redo_chance": 0.1, "recipe": "3 task turns + 1 drafted document", "pr0_per_task": 6, "units_cost_usd": 8.73, "doer_cost_per_hour_usd": 55.79, "cost_by_hand_usd": 185.77, "cost_with_prest0n_usd": 78.44, "net_value_each_usd": 107.32, "hours_returned_each": 2.08, "kept_by_hand": "no", "turnaround_tier": "minutes", "evidence_grade": "B", "source_ids": "M-ORBIT-2026 S-ORBIT-2025", "assumption_note": "Orbit Media's 2026 survey of 1,042 content marketers puts the average post at 1,312 words and 3 hours 20 minutes to write (3 hours 25 minutes in the 2025 survey). Review is an edit for voice, accuracy and claims.", "stays_with_professional": "The writer edits for voice and accuracy and checks every fact and claim; the client approves before anything is published." }, { "industry": "marketing", "role_key": "mkt_copywriter", "role_title": "Copywriter / content writer", "task_key": "mkt_copy_email_sequence", "task_name": "Email nurture sequence (five emails)", "task_type": "content_article", "per_fte_month": 1, "hours_low": 2.5, "hours_base": 4, "hours_high": 6, "elapsed_by_hand": "1-2 days", "brief_min": 10, "review_min": 45, "review_by": "doer", "existing_review_min": 0, "existing_review_by": "", "redo_chance": 0.1, "recipe": "3 task turns + 1 drafted document", "pr0_per_task": 6, "units_cost_usd": 8.73, "doer_cost_per_hour_usd": 55.79, "cost_by_hand_usd": 223.14, "cost_with_prest0n_usd": 82.18, "net_value_each_usd": 140.96, "hours_returned_each": 2.683, "kept_by_hand": "no", "turnaround_tier": "minutes", "evidence_grade": "C", "source_ids": "", "assumption_note": "One sequence for every two campaigns; about 45 minutes per email, including subject-line options, is a typical hands-on time.", "stays_with_professional": "The writer finalizes the copy; the client's team loads and sends it from their email platform." }, { "industry": "marketing", "role_key": "mkt_copywriter", "role_title": "Copywriter / content writer", "task_key": "mkt_copy_ad_variants", "task_name": "Ad copy variant batch (~10 headlines and descriptions)", "task_type": "copy_variants", "per_fte_month": 4, "hours_low": 0.5, "hours_base": 1, "hours_high": 2, "elapsed_by_hand": "same day", "brief_min": 5, "review_min": 15, "review_by": "doer", "existing_review_min": 0, "existing_review_by": "", "redo_chance": 0.05, "recipe": "2 task turns", "pr0_per_task": 2, "units_cost_usd": 2.91, "doer_cost_per_hour_usd": 55.79, "cost_by_hand_usd": 55.79, "cost_with_prest0n_usd": 24.29, "net_value_each_usd": 31.49, "hours_returned_each": 0.617, "kept_by_hand": "no", "turnaround_tier": "minutes", "evidence_grade": "C", "source_ids": "", "assumption_note": "Two ad sets per campaign; an hour for a strong set of ten variants is typical. Review is pick and polish plus a claims check.", "stays_with_professional": "The writer chooses and polishes the variants and checks claims; the media team loads them into the ad platforms." }, { "industry": "marketing", "role_key": "mkt_copywriter", "role_title": "Copywriter / content writer", "task_key": "mkt_copy_landing_page", "task_name": "Landing-page copy (~700 words)", "task_type": "content_article", "per_fte_month": 1, "hours_low": 2.5, "hours_base": 4, "hours_high": 7, "elapsed_by_hand": "1-2 days", "brief_min": 10, "review_min": 45, "review_by": "doer", "existing_review_min": 0, "existing_review_by": "", "redo_chance": 0.1, "recipe": "3 task turns + 1 drafted document", "pr0_per_task": 6, "units_cost_usd": 8.73, "doer_cost_per_hour_usd": 55.79, "cost_by_hand_usd": 223.14, "cost_with_prest0n_usd": 82.18, "net_value_each_usd": 140.96, "hours_returned_each": 2.683, "kept_by_hand": "no", "turnaround_tier": "minutes", "evidence_grade": "C", "source_ids": "M-WAI-ESTIMATING", "assumption_note": "A writing-estimating guide puts original web content at 2-5 hours per 350-word page, so a 700-word page is 4-10 hours; the low end (4 hours) is used.", "stays_with_professional": "The writer owns the final copy and claims; the client approves before the page goes live." }, { "industry": "marketing", "role_key": "mkt_copywriter", "role_title": "Copywriter / content writer", "task_key": "mkt_copy_case_study", "task_name": "Customer case study draft from interview notes", "task_type": "draft_complex", "per_fte_month": 0.5, "hours_low": 3.5, "hours_base": 5, "hours_high": 8, "elapsed_by_hand": "3-5 days", "brief_min": 10, "review_min": 60, "review_by": "doer", "existing_review_min": 0, "existing_review_by": "", "redo_chance": 0.15, "recipe": "3 document intakes (one per file) + 1 drafted document + 3 task turns", "pr0_per_task": 12, "units_cost_usd": 17.45, "doer_cost_per_hour_usd": 55.79, "cost_by_hand_usd": 278.93, "cost_with_prest0n_usd": 124.38, "net_value_each_usd": 154.55, "hours_returned_each": 3.083, "kept_by_hand": "no", "turnaround_tier": "under_an_hour", "evidence_grade": "B", "source_ids": "M-AWAI-CASESTUDY", "assumption_note": "AWAI's guidance for professional case-study writers is five to eight hours per case study once proficient; five hours is used, excluding the interview itself.", "stays_with_professional": "The writer conducts the interview and checks every result and quote; the featured customer approves the final text." }, { "industry": "marketing", "role_key": "mkt_copywriter", "role_title": "Copywriter / content writer", "task_key": "mkt_copy_localization", "task_name": "English-Spanish localization of campaign copy", "task_type": "translation_doc", "per_fte_month": 0.5, "hours_low": 3, "hours_base": 4, "hours_high": 6, "elapsed_by_hand": "1-2 days", "brief_min": 3, "review_min": 45, "review_by": "doer", "existing_review_min": 0, "existing_review_by": "", "redo_chance": 0.1, "recipe": "2 certified-style translations + 1 task turn", "pr0_per_task": 7, "units_cost_usd": 10.18, "doer_cost_per_hour_usd": 55.79, "cost_by_hand_usd": 223.14, "cost_with_prest0n_usd": 77.12, "net_value_each_usd": 146.02, "hours_returned_each": 2.8, "kept_by_hand": "no", "turnaround_tier": "under_an_hour", "evidence_grade": "B", "source_ids": "M-EFA-2026", "assumption_note": "The EFA's 2026 rate survey puts translation from English at 1-2 pages (250 words) an hour, so 1,500 words is 3-6 hours. Marketing copy needs a bilingual review for idiom and cultural fit, so review is 45 minutes and redo risk 10%.", "stays_with_professional": "A bilingual reviewer adapts idioms, offers and legal lines for the market and approves the Spanish copy." }, { "industry": "marketing", "role_key": "mkt_copywriter", "role_title": "Copywriter / content writer", "task_key": "mkt_copy_social_batch", "task_name": "Social post copy batch (10 posts for one client)", "task_type": "copy_variants", "per_fte_month": 10, "hours_low": 0.75, "hours_base": 1.25, "hours_high": 2, "elapsed_by_hand": "same day", "brief_min": 5, "review_min": 20, "review_by": "doer", "existing_review_min": 0, "existing_review_by": "", "redo_chance": 0.1, "recipe": "2 task turns", "pr0_per_task": 2, "units_cost_usd": 2.91, "doer_cost_per_hour_usd": 55.79, "cost_by_hand_usd": 69.73, "cost_with_prest0n_usd": 33.13, "net_value_each_usd": 36.61, "hours_returned_each": 0.708, "kept_by_hand": "no", "turnaround_tier": "minutes", "evidence_grade": "C", "source_ids": "", "assumption_note": "About 100 posts a month per copywriter in batches of ten; 7-8 minutes per caption is a typical hands-on time. Review is about two minutes a post for voice and claims.", "stays_with_professional": "Prest0n does not publish: the writer approves the captions and a person schedules or posts them." }, { "industry": "marketing", "role_key": "mkt_copywriter", "role_title": "Copywriter / content writer", "task_key": "mkt_copy_newsletter", "task_name": "Client email newsletter draft", "task_type": "content_article", "per_fte_month": 2, "hours_low": 1.5, "hours_base": 2.5, "hours_high": 4, "elapsed_by_hand": "1-2 days", "brief_min": 10, "review_min": 30, "review_by": "doer", "existing_review_min": 0, "existing_review_by": "", "redo_chance": 0.1, "recipe": "3 task turns + 1 drafted document", "pr0_per_task": 6, "units_cost_usd": 8.73, "doer_cost_per_hour_usd": 55.79, "cost_by_hand_usd": 139.46, "cost_with_prest0n_usd": 59.86, "net_value_each_usd": 79.6, "hours_returned_each": 1.583, "kept_by_hand": "no", "turnaround_tier": "minutes", "evidence_grade": "C", "source_ids": "", "assumption_note": "About a third of retainer clients get a monthly newsletter; 2.5 hours to gather items and write it is typical.", "stays_with_professional": "The writer finalizes the copy; the client's team sends it from their email platform." }, { "industry": "marketing", "role_key": "mkt_designer", "role_title": "Graphic designer (image creative)", "task_key": "mkt_des_social_image", "task_name": "Social post image with one revision", "task_type": "image_creative", "per_fte_month": 24, "hours_low": 0.4, "hours_base": 0.75, "hours_high": 1.5, "elapsed_by_hand": "same day", "brief_min": 3, "review_min": 10, "review_by": "doer", "existing_review_min": 0, "existing_review_by": "", "redo_chance": 0.25, "recipe": "2 images (1 task turn each, by convention)", "pr0_per_task": 2, "units_cost_usd": 2.91, "doer_cost_per_hour_usd": 42.98, "cost_by_hand_usd": 32.23, "cost_with_prest0n_usd": 20.28, "net_value_each_usd": 11.95, "hours_returned_each": 0.346, "kept_by_hand": "no", "turnaround_tier": "minutes", "evidence_grade": "C", "source_ids": "", "assumption_note": "About one post in four gets a custom image (24 a month per designer); 45 minutes to source or make one with a revision is typical. Redo risk is set high (25%) because brand fit varies.", "stays_with_professional": "The designer art-directs, checks rights and brand fit, adds logos and type in the brand template, and labels AI-generated imagery where rules require." }, { "industry": "marketing", "role_key": "mkt_designer", "role_title": "Graphic designer (image creative)", "task_key": "mkt_des_ad_variants", "task_name": "Ad image variant set (three concepts, one revision each)", "task_type": "image_creative", "per_fte_month": 4, "hours_low": 1.5, "hours_base": 2.5, "hours_high": 4, "elapsed_by_hand": "1-2 days", "brief_min": 10, "review_min": 25, "review_by": "doer", "existing_review_min": 0, "existing_review_by": "", "redo_chance": 0.25, "recipe": "6 images (1 task turn each, by convention)", "pr0_per_task": 6, "units_cost_usd": 8.73, "doer_cost_per_hour_usd": 42.98, "cost_by_hand_usd": 107.44, "cost_with_prest0n_usd": 60.66, "net_value_each_usd": 46.78, "hours_returned_each": 1.292, "kept_by_hand": "no", "turnaround_tier": "minutes", "evidence_grade": "C", "source_ids": "", "assumption_note": "Two ad sets per campaign; 2.5 hours for three concepts with a revision is typical. Redo risk is 25% for brand fit.", "stays_with_professional": "The designer selects and finishes the concepts, adds final type and logos, and checks rights and brand rules; the client approves." }, { "industry": "marketing", "role_key": "mkt_designer", "role_title": "Graphic designer (image creative)", "task_key": "mkt_des_image_edits", "task_name": "Image edit and size variants", "task_type": "image_creative", "per_fte_month": 10, "hours_low": 0.33, "hours_base": 0.75, "hours_high": 1.5, "elapsed_by_hand": "hours", "brief_min": 3, "review_min": 8, "review_by": "doer", "existing_review_min": 0, "existing_review_by": "", "redo_chance": 0.15, "recipe": "5 images (1 task turn each, by convention)", "pr0_per_task": 5, "units_cost_usd": 7.27, "doer_cost_per_hour_usd": 42.98, "cost_by_hand_usd": 32.23, "cost_with_prest0n_usd": 19.99, "net_value_each_usd": 12.25, "hours_returned_each": 0.454, "kept_by_hand": "no", "turnaround_tier": "minutes", "evidence_grade": "C", "source_ids": "", "assumption_note": "About ten edit requests a month per designer; 45 minutes of retouching and exporting each is typical.", "stays_with_professional": "The designer checks the edit at full size, confirms usage rights and does fine retouching by hand." }, { "industry": "marketing", "role_key": "mkt_designer", "role_title": "Graphic designer (image creative)", "task_key": "mkt_des_deck_design", "task_name": "Presentation design pass on a pitch or campaign deck", "task_type": "slide_deck", "per_fte_month": 2, "hours_low": 1, "hours_base": 2, "hours_high": 3.5, "elapsed_by_hand": "same day", "brief_min": 10, "review_min": 30, "review_by": "doer", "existing_review_min": 0, "existing_review_by": "", "redo_chance": 0.2, "recipe": "2 document intakes (one per file) + 1 drafted document + 3 task turns", "pr0_per_task": 10, "units_cost_usd": 14.55, "doer_cost_per_hour_usd": 42.98, "cost_by_hand_usd": 85.95, "cost_with_prest0n_usd": 60.39, "net_value_each_usd": 25.57, "hours_returned_each": 0.933, "kept_by_hand": "no", "turnaround_tier": "under_an_hour", "evidence_grade": "B", "source_ids": "M-VENNGAGE-DECKS", "assumption_note": "Venngage reports template users finishing a deck's design in 45 minutes to 2 hours (8-12 hours from a blank canvas); 2 hours is used for a pass on a 15-20 slide deck. Review includes finishing key slides.", "stays_with_professional": "The designer finishes key layouts and signs off on visual quality before the pitch." }, { "industry": "marketing", "role_key": "mkt_designer", "role_title": "Graphic designer (image creative)", "task_key": "mkt_des_mood_board", "task_name": "Mood board concept images", "task_type": "image_creative", "per_fte_month": 1, "hours_low": 1.5, "hours_base": 2.5, "hours_high": 4, "elapsed_by_hand": "1-2 days", "brief_min": 10, "review_min": 20, "review_by": "doer", "existing_review_min": 0, "existing_review_by": "", "redo_chance": 0.2, "recipe": "8 images (1 task turn each, by convention)", "pr0_per_task": 8, "units_cost_usd": 11.64, "doer_cost_per_hour_usd": 42.98, "cost_by_hand_usd": 107.44, "cost_with_prest0n_usd": 54.61, "net_value_each_usd": 52.83, "hours_returned_each": 1.5, "kept_by_hand": "no", "turnaround_tier": "minutes", "evidence_grade": "C", "source_ids": "", "assumption_note": "One board for every two campaigns; 2.5 hours to gather and compose references is typical.", "stays_with_professional": "The designer curates and assembles the board and leads the creative direction." }, { "industry": "marketing", "role_key": "mkt_designer", "role_title": "Graphic designer (image creative)", "task_key": "mkt_des_blog_image", "task_name": "Blog featured image with one revision", "task_type": "image_creative", "per_fte_month": 8, "hours_low": 0.4, "hours_base": 0.75, "hours_high": 1.25, "elapsed_by_hand": "same day", "brief_min": 3, "review_min": 8, "review_by": "doer", "existing_review_min": 0, "existing_review_by": "", "redo_chance": 0.2, "recipe": "2 images (1 task turn each, by convention)", "pr0_per_task": 2, "units_cost_usd": 2.91, "doer_cost_per_hour_usd": 42.98, "cost_by_hand_usd": 32.23, "cost_with_prest0n_usd": 17.23, "net_value_each_usd": 15, "hours_returned_each": 0.417, "kept_by_hand": "no", "turnaround_tier": "minutes", "evidence_grade": "C", "source_ids": "", "assumption_note": "One featured image per blog post (8 a month per designer); 45 minutes to source, edit and export a suitable image is typical.", "stays_with_professional": "The designer checks brand fit and rights and approves the image." }, { "industry": "marketing", "role_key": "mkt_pr", "role_title": "Public relations specialist", "task_key": "mkt_pr_press_release", "task_name": "Press release draft (~500 words)", "task_type": "draft_from_template", "per_fte_month": 3, "hours_low": 2, "hours_base": 3.5, "hours_high": 6, "elapsed_by_hand": "1-2 days", "brief_min": 15, "review_min": 45, "review_by": "doer", "existing_review_min": 15, "existing_review_by": "mkt_pr", "redo_chance": 0.1, "recipe": "1 document intake (one file) + 1 drafted document + 2 task turns", "pr0_per_task": 7, "units_cost_usd": 10.18, "doer_cost_per_hour_usd": 54.41, "cost_by_hand_usd": 190.43, "cost_with_prest0n_usd": 83.63, "net_value_each_usd": 106.8, "hours_returned_each": 2.15, "kept_by_hand": "no", "turnaround_tier": "minutes", "evidence_grade": "C", "source_ids": "M-WAI-ESTIMATING", "assumption_note": "A writing-estimating guide puts a 500-word release at 4-6 hours with the client supplying the facts; 3.5 hours, below that range, is used to stay conservative. A senior PR colleague already reads every release today.", "stays_with_professional": "The PR lead checks every fact and quote, the client approves, and a person distributes the release." }, { "industry": "marketing", "role_key": "mkt_pr", "role_title": "Public relations specialist", "task_key": "mkt_pr_media_list", "task_name": "Targeted media list (~40 journalists) from web research", "task_type": "prospect_brief", "per_fte_month": 3, "hours_low": 2, "hours_base": 3, "hours_high": 6, "elapsed_by_hand": "1-2 days", "brief_min": 10, "review_min": 30, "review_by": "doer", "existing_review_min": 0, "existing_review_by": "", "redo_chance": 0.15, "recipe": "5 task turns + 1 drafted document", "pr0_per_task": 8, "units_cost_usd": 11.64, "doer_cost_per_hour_usd": 54.41, "cost_by_hand_usd": 163.23, "cost_with_prest0n_usd": 72.39, "net_value_each_usd": 90.83, "hours_returned_each": 1.883, "kept_by_hand": "no", "turnaround_tier": "minutes", "evidence_grade": "C", "source_ids": "M-PROPEL-2023", "assumption_note": "A media-database vendor notes that researched lists can take up to 6 hours to build; 3 hours is used for a 40-name list. Review checks beats and recent articles for the top targets.", "stays_with_professional": "The PR specialist decides who to pitch and verifies contact details; paid media databases stay the agency's own tools." }, { "industry": "marketing", "role_key": "mkt_pr", "role_title": "Public relations specialist", "task_key": "mkt_pr_pitch_emails", "task_name": "Personalized pitch email drafts (10 journalists)", "task_type": "correspondence", "per_fte_month": 6, "hours_low": 1, "hours_base": 2, "hours_high": 3, "elapsed_by_hand": "same day", "brief_min": 5, "review_min": 20, "review_by": "doer", "existing_review_min": 0, "existing_review_by": "", "redo_chance": 0.05, "recipe": "20 task turns", "pr0_per_task": 20, "units_cost_usd": 29.09, "doer_cost_per_hour_usd": 54.41, "cost_by_hand_usd": 108.82, "cost_with_prest0n_usd": 57.2, "net_value_each_usd": 51.62, "hours_returned_each": 1.483, "kept_by_hand": "no", "turnaround_tier": "minutes", "evidence_grade": "C", "source_ids": "", "assumption_note": "Two pitch rounds per release (launch and a follow-up angle); about 12 minutes to research and write each tailored pitch. Review is about two minutes per email.", "stays_with_professional": "The PR specialist approves each email before it is sent and owns the journalist relationships and follow-up." }, { "industry": "marketing", "role_key": "mkt_pr", "role_title": "Public relations specialist", "task_key": "mkt_pr_coverage_report", "task_name": "Monthly coverage report", "task_type": "report_from_data", "per_fte_month": 3, "hours_low": 1.5, "hours_base": 2.5, "hours_high": 4, "elapsed_by_hand": "1-2 days", "brief_min": 10, "review_min": 25, "review_by": "doer", "existing_review_min": 0, "existing_review_by": "", "redo_chance": 0.1, "recipe": "2 document intakes (one per file) + 1 drafted document + 1 task turn", "pr0_per_task": 8, "units_cost_usd": 11.64, "doer_cost_per_hour_usd": 54.41, "cost_by_hand_usd": 136.02, "cost_with_prest0n_usd": 56.98, "net_value_each_usd": 79.05, "hours_returned_each": 1.667, "kept_by_hand": "no", "turnaround_tier": "minutes", "evidence_grade": "C", "source_ids": "", "assumption_note": "About a quarter of retainer clients buy PR (three per PR specialist); 2.5 hours to compile and write the monthly report by hand is typical.", "stays_with_professional": "The PR specialist checks every placement and figure and writes the client-facing judgment on results." }, { "industry": "marketing", "role_key": "mkt_pr", "role_title": "Public relations specialist", "task_key": "mkt_pr_holding_statement", "task_name": "Crisis holding statement and Q&A draft", "task_type": "draft_from_template", "per_fte_month": 0.5, "hours_low": 1, "hours_base": 1.5, "hours_high": 3, "elapsed_by_hand": "hours", "brief_min": 10, "review_min": 30, "review_by": "doer", "existing_review_min": 0, "existing_review_by": "", "redo_chance": 0.15, "recipe": "1 document intake (one file) + 1 drafted document + 2 task turns", "pr0_per_task": 7, "units_cost_usd": 10.18, "doer_cost_per_hour_usd": 54.41, "cost_by_hand_usd": 81.61, "cost_with_prest0n_usd": 58.7, "net_value_each_usd": 22.92, "hours_returned_each": 0.608, "kept_by_hand": "no", "turnaround_tier": "minutes", "evidence_grade": "C", "source_ids": "", "assumption_note": "About one issue every two months per PR specialist; 1.5 hours for a first holding statement and Q&A is typical.", "stays_with_professional": "The PR lead and the client's counsel decide what is said, when and by whom." }, { "industry": "marketing", "role_key": "mkt_pr", "role_title": "Public relations specialist", "task_key": "mkt_pr_award_entry", "task_name": "Award entry draft", "task_type": "draft_complex", "per_fte_month": 0.5, "hours_low": 4, "hours_base": 6, "hours_high": 10, "elapsed_by_hand": "1-2 weeks", "brief_min": 15, "review_min": 60, "review_by": "doer", "existing_review_min": 0, "existing_review_by": "", "redo_chance": 0.15, "recipe": "3 document intakes (one per file) + 1 drafted document + 3 task turns", "pr0_per_task": 12, "units_cost_usd": 17.45, "doer_cost_per_hour_usd": 54.41, "cost_by_hand_usd": 326.45, "cost_with_prest0n_usd": 134.43, "net_value_each_usd": 192.02, "hours_returned_each": 3.85, "kept_by_hand": "no", "turnaround_tier": "under_an_hour", "evidence_grade": "B", "source_ids": "M-COVERAGEBOOK-2025", "assumption_note": "A PR awards judge quoted by CoverageBook puts an entry at around 4-5 days of investment across the team; only 6 hours of the writer's drafting time is counted here.", "stays_with_professional": "The PR lead checks every result, the client approves, and a person submits the entry." }, { "industry": "marketing", "role_key": "mkt_pr", "role_title": "Public relations specialist", "task_key": "mkt_pr_media_monitoring", "task_name": "Daily media monitoring for a client (one month)", "task_type": "monitoring_month", "per_fte_month": 3, "hours_low": 2.5, "hours_base": 3.5, "hours_high": 5, "elapsed_by_hand": "same day", "brief_min": 10, "review_min": 45, "review_by": "doer", "existing_review_min": 0, "existing_review_by": "", "redo_chance": 0.05, "recipe": "22 Routine runs", "pr0_per_task": 22, "units_cost_usd": 32, "doer_cost_per_hour_usd": 54.41, "cost_by_hand_usd": 190.43, "cost_with_prest0n_usd": 91.4, "net_value_each_usd": 99.03, "hours_returned_each": 2.408, "kept_by_hand": "no", "turnaround_tier": "scheduled", "evidence_grade": "C", "source_ids": "", "assumption_note": "One watch per PR client (three per specialist); about 10 minutes of manual searching per business day each. It complements, rather than stands in for, a paid monitoring service where the agency has one.", "stays_with_professional": "The PR specialist judges which items need a response and what to tell the client." }, { "industry": "marketing", "role_key": "mkt_pr", "role_title": "Public relations specialist", "task_key": "mkt_pr_byline", "task_name": "Thought-leadership byline draft (~800-1,000 words)", "task_type": "content_article", "per_fte_month": 1, "hours_low": 2.5, "hours_base": 3.33, "hours_high": 6, "elapsed_by_hand": "3-5 days", "brief_min": 15, "review_min": 50, "review_by": "doer", "existing_review_min": 0, "existing_review_by": "", "redo_chance": 0.15, "recipe": "3 task turns + 1 drafted document", "pr0_per_task": 6, "units_cost_usd": 8.73, "doer_cost_per_hour_usd": 54.41, "cost_by_hand_usd": 181.18, "cost_with_prest0n_usd": 94.85, "net_value_each_usd": 86.33, "hours_returned_each": 1.747, "kept_by_hand": "no", "turnaround_tier": "minutes", "evidence_grade": "B", "source_ids": "M-ORBIT-2026", "assumption_note": "Orbit Media's 2026 survey puts an average 1,312-word article at 3 hours 20 minutes; the same time is used for a shorter byline that has to match an executive's voice.", "stays_with_professional": "The executive approves the views expressed; the PR specialist places the piece with an outlet." }, { "industry": "marketing", "role_key": "mkt_analyst", "role_title": "Marketing analyst", "task_key": "mkt_an_monthly_report", "task_name": "Monthly client performance report from platform exports", "task_type": "report_from_data", "per_fte_month": 12, "hours_low": 2, "hours_base": 3, "hours_high": 5, "elapsed_by_hand": "1-2 days", "brief_min": 40, "review_min": 35, "review_by": "doer", "existing_review_min": 10, "existing_review_by": "mkt_account", "redo_chance": 0.1, "recipe": "4 document intakes (one per file) + 1 drafted document + 1 task turn", "pr0_per_task": 12, "units_cost_usd": 17.45, "doer_cost_per_hour_usd": 53.83, "cost_by_hand_usd": 161.5, "cost_with_prest0n_usd": 100.9, "net_value_each_usd": 60.6, "hours_returned_each": 1.45, "kept_by_hand": "no", "turnaround_tier": "minutes", "evidence_grade": "C", "source_ids": "M-AA-CASE-KITE M-AA-CASE-SOFTLINE", "assumption_note": "Two published agency case studies put manual reporting at 2.5 hours per report and 3-4 hours per client a month; 3 hours is used. Prest0n has no analytics or ad-platform integration, so briefing includes downloading the four exports (about 40 minutes). Agencies already using automated dashboards will gain less here.", "stays_with_professional": "The analyst checks every figure against the source platforms and writes the judgment on performance; the account manager sends the report." }, { "industry": "marketing", "role_key": "mkt_analyst", "role_title": "Marketing analyst", "task_key": "mkt_an_dashboard", "task_name": "Client KPI dashboard refresh in Google Sheets", "task_type": "spreadsheet_model", "per_fte_month": 6, "hours_low": 0.5, "hours_base": 1, "hours_high": 2, "elapsed_by_hand": "same day", "brief_min": 10, "review_min": 15, "review_by": "doer", "existing_review_min": 0, "existing_review_by": "", "redo_chance": 0.1, "recipe": "2 document intakes (one per file) + 1 drafted document + 4 task turns", "pr0_per_task": 11, "units_cost_usd": 16, "doer_cost_per_hour_usd": 53.83, "cost_by_hand_usd": 53.83, "cost_with_prest0n_usd": 43.81, "net_value_each_usd": 10.02, "hours_returned_each": 0.483, "kept_by_hand": "no", "turnaround_tier": "under_an_hour", "evidence_grade": "C", "source_ids": "", "assumption_note": "About half of clients keep a Sheets dashboard refreshed monthly; an hour to paste, clean and check the data by hand is typical.", "stays_with_professional": "The analyst owns the dashboard's logic and ties key totals back to the platforms." }, { "industry": "marketing", "role_key": "mkt_analyst", "role_title": "Marketing analyst", "task_key": "mkt_an_ab_writeup", "task_name": "A/B test write-up", "task_type": "report_from_data", "per_fte_month": 2, "hours_low": 1, "hours_base": 1.5, "hours_high": 3, "elapsed_by_hand": "same day", "brief_min": 10, "review_min": 20, "review_by": "doer", "existing_review_min": 0, "existing_review_by": "", "redo_chance": 0.1, "recipe": "2 document intakes (one per file) + 1 drafted document + 1 task turn", "pr0_per_task": 8, "units_cost_usd": 11.64, "doer_cost_per_hour_usd": 53.83, "cost_by_hand_usd": 80.75, "cost_with_prest0n_usd": 46.63, "net_value_each_usd": 34.12, "hours_returned_each": 0.85, "kept_by_hand": "no", "turnaround_tier": "minutes", "evidence_grade": "C", "source_ids": "", "assumption_note": "One test write-up for every two campaigns; 1.5 hours to compute and write it up is typical. Review checks the calculation and the figures.", "stays_with_professional": "The analyst confirms the test design and statistics and decides the recommendation." }, { "industry": "marketing", "role_key": "mkt_analyst", "role_title": "Marketing analyst", "task_key": "mkt_an_pacing", "task_name": "Budget pacing summary from ad-platform exports", "task_type": "report_from_data", "per_fte_month": 12, "hours_low": 0.33, "hours_base": 0.5, "hours_high": 1, "elapsed_by_hand": "hours", "brief_min": 5, "review_min": 8, "review_by": "doer", "existing_review_min": 0, "existing_review_by": "", "redo_chance": 0.05, "recipe": "2 document intakes (one per file) + 1 drafted document + 1 task turn", "pr0_per_task": 8, "units_cost_usd": 11.64, "doer_cost_per_hour_usd": 53.83, "cost_by_hand_usd": 26.92, "cost_with_prest0n_usd": 24.65, "net_value_each_usd": 2.27, "hours_returned_each": 0.258, "kept_by_hand": "no", "turnaround_tier": "minutes", "evidence_grade": "C", "source_ids": "", "assumption_note": "About one pacing check per retainer client a month on average (weekly for paid-heavy clients, none for others); 30 minutes each by hand.", "stays_with_professional": "The analyst or media buyer decides and makes any budget changes in the ad platforms; Prest0n does not change ad settings." }, { "industry": "marketing", "role_key": "mkt_analyst", "role_title": "Marketing analyst", "task_key": "mkt_an_attribution", "task_name": "Attribution and channel-mix note", "task_type": "report_from_data", "per_fte_month": 1, "hours_low": 1.5, "hours_base": 2.5, "hours_high": 4, "elapsed_by_hand": "1-2 days", "brief_min": 15, "review_min": 30, "review_by": "doer", "existing_review_min": 0, "existing_review_by": "", "redo_chance": 0.15, "recipe": "2 document intakes (one per file) + 1 drafted document + 1 task turn", "pr0_per_task": 8, "units_cost_usd": 11.64, "doer_cost_per_hour_usd": 53.83, "cost_by_hand_usd": 134.58, "cost_with_prest0n_usd": 72.2, "net_value_each_usd": 62.38, "hours_returned_each": 1.375, "kept_by_hand": "no", "turnaround_tier": "minutes", "evidence_grade": "C", "source_ids": "", "assumption_note": "About one attribution question a month per analyst; 2.5 hours to compare the exported views and write it up is typical.", "stays_with_professional": "The analyst owns the attribution judgment and the budget advice." }, { "industry": "marketing", "role_key": "mkt_analyst", "role_title": "Marketing analyst", "task_key": "mkt_an_campaign_wrap", "task_name": "Campaign wrap-up report deck", "task_type": "slide_deck", "per_fte_month": 3, "hours_low": 2, "hours_base": 3, "hours_high": 5, "elapsed_by_hand": "3-5 days", "brief_min": 10, "review_min": 40, "review_by": "doer", "existing_review_min": 0, "existing_review_by": "", "redo_chance": 0.15, "recipe": "2 document intakes (one per file) + 1 drafted document + 3 task turns", "pr0_per_task": 10, "units_cost_usd": 14.55, "doer_cost_per_hour_usd": 53.83, "cost_by_hand_usd": 161.5, "cost_with_prest0n_usd": 83.63, "net_value_each_usd": 77.87, "hours_returned_each": 1.717, "kept_by_hand": "no", "turnaround_tier": "under_an_hour", "evidence_grade": "C", "source_ids": "", "assumption_note": "Three of every four campaigns get a formal wrap-up; 3 hours to analyze and build it by hand is typical.", "stays_with_professional": "The analyst checks the numbers and the learnings; the account team presents them." }, { "industry": "general", "role_key": "gen_assistant", "role_title": "Executive / administrative assistant", "task_key": "gen_asst_inbox_triage", "task_name": "Inbox triage with drafted replies (one working day)", "task_type": "inbox_triage", "per_fte_month": 20, "hours_low": 0.5, "hours_base": 1, "hours_high": 2, "elapsed_by_hand": "same day", "brief_min": 3, "review_min": 12, "review_by": "doer", "existing_review_min": 0, "existing_review_by": "", "redo_chance": 0.05, "recipe": "6 task turns", "pr0_per_task": 6, "units_cost_usd": 8.73, "doer_cost_per_hour_usd": 53.78, "cost_by_hand_usd": 53.78, "cost_with_prest0n_usd": 24.86, "net_value_each_usd": 28.92, "hours_returned_each": 0.7, "kept_by_hand": "no", "turnaround_tier": "minutes", "evidence_grade": "B", "source_ids": "G-MGI-2012 G-ADOBE-2019", "assumption_note": "Managers and professionals spend about 28% of the workweek, roughly 13 hours, on email (McKinsey, 2012) and report 3.4 hours a day on work email (Adobe); we count one hour a day of triage and routine replies, with 12 minutes to approve the drafts.", "stays_with_professional": "The assistant approves every reply before it is sent; the executive decides anything that is not routine." }, { "industry": "general", "role_key": "gen_assistant", "role_title": "Executive / administrative assistant", "task_key": "gen_asst_scheduling", "task_name": "Schedule a meeting across calendars", "task_type": "scheduling", "per_fte_month": 40, "hours_low": 0.15, "hours_base": 0.25, "hours_high": 0.7, "elapsed_by_hand": "1-2 days", "brief_min": 1, "review_min": 2, "review_by": "doer", "existing_review_min": 0, "existing_review_by": "", "redo_chance": 0.05, "recipe": "2 task turns", "pr0_per_task": 2, "units_cost_usd": 2.91, "doer_cost_per_hour_usd": 53.78, "cost_by_hand_usd": 13.45, "cost_with_prest0n_usd": 6.27, "net_value_each_usd": 7.18, "hours_returned_each": 0.188, "kept_by_hand": "no", "turnaround_tier": "minutes", "evidence_grade": "B", "source_ids": "G-DOODLE-2009", "assumption_note": "A 2,500-person survey found staff spent 4.9 hours a week arranging 7.1 meetings, about 41 minutes each; we use 15 minutes of hands-on time.", "stays_with_professional": "The assistant approves the email to attendees; the executive owns the calendar and any trade-offs between meetings." }, { "industry": "general", "role_key": "gen_assistant", "role_title": "Executive / administrative assistant", "task_key": "gen_asst_meeting_brief", "task_name": "Pre-meeting brief for the executive", "task_type": "meeting_brief", "per_fte_month": 8, "hours_low": 0.5, "hours_base": 0.75, "hours_high": 1.5, "elapsed_by_hand": "same day", "brief_min": 3, "review_min": 8, "review_by": "doer", "existing_review_min": 0, "existing_review_by": "", "redo_chance": 0.05, "recipe": "3 task turns + 1 drafted document", "pr0_per_task": 6, "units_cost_usd": 8.73, "doer_cost_per_hour_usd": 53.78, "cost_by_hand_usd": 40.34, "cost_with_prest0n_usd": 20.6, "net_value_each_usd": 19.73, "hours_returned_each": 0.529, "kept_by_hand": "no", "turnaround_tier": "minutes", "evidence_grade": "B", "source_ids": "G-ESHARE-2016", "assumption_note": "Office workers report about 1 hour 9 minutes of preparation per meeting (eShare survey); we count 45 minutes for the assistant to assemble a brief.", "stays_with_professional": "The assistant skims and corrects the brief; the executive decides what to raise in the meeting." }, { "industry": "general", "role_key": "gen_assistant", "role_title": "Executive / administrative assistant", "task_key": "gen_asst_travel", "task_name": "Travel research and itinerary", "task_type": "vendor_comparison", "per_fte_month": 3, "hours_low": 0.5, "hours_base": 1, "hours_high": 2, "elapsed_by_hand": "1-2 days", "brief_min": 5, "review_min": 10, "review_by": "doer", "existing_review_min": 0, "existing_review_by": "", "redo_chance": 0.1, "recipe": "4 task turns + 1 drafted document", "pr0_per_task": 7, "units_cost_usd": 10.18, "doer_cost_per_hour_usd": 53.78, "cost_by_hand_usd": 53.78, "cost_with_prest0n_usd": 29.01, "net_value_each_usd": 24.78, "hours_returned_each": 0.65, "kept_by_hand": "no", "turnaround_tier": "minutes", "evidence_grade": "B", "source_ids": "G-ENGINE-2026", "assumption_note": "Respondents at small and midsize businesses report about 9 hours a month on travel admin (Morning Brew and Engine survey); we count one hour of research and itinerary work per trip.", "stays_with_professional": "A person confirms current prices, books and pays; the traveller approves the plan." }, { "industry": "general", "role_key": "gen_assistant", "role_title": "Executive / administrative assistant", "task_key": "gen_asst_expense_report", "task_name": "Monthly expense report from receipts", "task_type": "form_worksheet", "per_fte_month": 3, "hours_low": 0.5, "hours_base": 1, "hours_high": 2, "elapsed_by_hand": "1-2 days", "brief_min": 3, "review_min": 10, "review_by": "doer", "existing_review_min": 0, "existing_review_by": "", "redo_chance": 0.1, "recipe": "2 document intakes (one per file) + 1 drafted document + 1 task turn", "pr0_per_task": 8, "units_cost_usd": 11.64, "doer_cost_per_hour_usd": 53.78, "cost_by_hand_usd": 53.78, "cost_with_prest0n_usd": 28.67, "net_value_each_usd": 25.12, "hours_returned_each": 0.683, "kept_by_hand": "no", "turnaround_tier": "minutes", "evidence_grade": "B", "source_ids": "G-GBTA-2015", "assumption_note": "GBTA puts a single-night trip report at 20 minutes to complete; a month of an executive's receipts is several trips' worth, so we use one hour. The recipe assumes receipts are scanned into one PDF.", "stays_with_professional": "The assistant checks the report and submits it in the expense system; the executive and an approver sign off." }, { "industry": "general", "role_key": "gen_assistant", "role_title": "Executive / administrative assistant", "task_key": "gen_asst_minutes", "task_name": "Minutes and action items from a recorded meeting", "task_type": "meeting_notes", "per_fte_month": 6, "hours_low": 0.5, "hours_base": 1, "hours_high": 2, "elapsed_by_hand": "1-2 days", "brief_min": 2, "review_min": 10, "review_by": "doer", "existing_review_min": 0, "existing_review_by": "", "redo_chance": 0.1, "recipe": "1 document intake (one file) + 1 drafted document", "pr0_per_task": 5, "units_cost_usd": 7.27, "doer_cost_per_hour_usd": 53.78, "cost_by_hand_usd": 53.78, "cost_with_prest0n_usd": 23.41, "net_value_each_usd": 30.38, "hours_returned_each": 0.7, "kept_by_hand": "no", "turnaround_tier": "minutes", "evidence_grade": "B", "source_ids": "G-NHS-HDUHB-MINUTES", "assumption_note": "Public-sector minute-taking guidance says minutes take at least as long to draft as the meeting, often two or three times as long; we use one hour for a one-hour meeting.", "stays_with_professional": "The chair or an attendee confirms the minutes and action items before they are circulated." }, { "industry": "general", "role_key": "gen_assistant", "role_title": "Executive / administrative assistant", "task_key": "gen_asst_doc_formatting", "task_name": "Put a document or deck into the company template", "task_type": "draft_from_template", "per_fte_month": 8, "hours_low": 0.33, "hours_base": 0.75, "hours_high": 1.5, "elapsed_by_hand": "same day", "brief_min": 3, "review_min": 6, "review_by": "doer", "existing_review_min": 0, "existing_review_by": "", "redo_chance": 0.1, "recipe": "1 document intake (one file) + 1 drafted document + 2 task turns", "pr0_per_task": 7, "units_cost_usd": 10.18, "doer_cost_per_hour_usd": 53.78, "cost_by_hand_usd": 40.34, "cost_with_prest0n_usd": 22.28, "net_value_each_usd": 18.05, "hours_returned_each": 0.525, "kept_by_hand": "no", "turnaround_tier": "minutes", "evidence_grade": "B", "source_ids": "G-EMPOWER-2020", "assumption_note": "A survey of 1,030 US office workers found 34% of their time in Office software went to formatting, about 9 hours a week; we count 45 minutes per document.", "stays_with_professional": "The author checks the result and owns the content." }, { "industry": "general", "role_key": "gen_csr", "role_title": "Customer service representative", "task_key": "gen_csr_reply_batch", "task_name": "Draft replies to a batch of about 20 support emails and chats", "task_type": "inbox_triage", "per_fte_month": 20, "hours_low": 1.25, "hours_base": 2, "hours_high": 3.5, "elapsed_by_hand": "same day", "brief_min": 2, "review_min": 40, "review_by": "doer", "existing_review_min": 0, "existing_review_by": "", "redo_chance": 0.1, "recipe": "8 task turns", "pr0_per_task": 8, "units_cost_usd": 11.64, "doer_cost_per_hour_usd": 31.44, "cost_by_hand_usd": 62.88, "cost_with_prest0n_usd": 39.93, "net_value_each_usd": 22.95, "hours_returned_each": 1.1, "kept_by_hand": "no", "turnaround_tier": "minutes", "evidence_grade": "A", "source_ids": "G-METRICNET-2023 G-CCH-EMAILS-2023", "assumption_note": "MetricNet's 2023 benchmarks put web/email handle time at a median of 7.07 minutes; we use 6 minutes a message for the reply itself, and 2 minutes for the representative to read and approve each draft.", "stays_with_professional": "The representative reads and approves every reply; refunds, credits and account changes stay with staff." }, { "industry": "general", "role_key": "gen_csr", "role_title": "Customer service representative", "task_key": "gen_csr_portal_lookups", "task_name": "Look up order or shipment status in a portal (about 5 orders)", "task_type": "portal_task", "per_fte_month": 8, "hours_low": 0.25, "hours_base": 0.5, "hours_high": 1, "elapsed_by_hand": "hours", "brief_min": 1, "review_min": 3, "review_by": "doer", "existing_review_min": 0, "existing_review_by": "", "redo_chance": 0.1, "recipe": "2 portal tasks (3 task turns each, by convention)", "pr0_per_task": 6, "units_cost_usd": 8.73, "doer_cost_per_hour_usd": 31.44, "cost_by_hand_usd": 15.72, "cost_with_prest0n_usd": 12.4, "net_value_each_usd": 3.32, "hours_returned_each": 0.383, "kept_by_hand": "no", "turnaround_tier": "minutes", "evidence_grade": "C", "source_ids": "", "assumption_note": "About 6 minutes per manual lookup (sign in, search, read, copy into the ticket) is our estimate; a person signs in where the portal requires it.", "stays_with_professional": "The representative checks the retrieved records and decides what to tell the customer." }, { "industry": "general", "role_key": "gen_csr", "role_title": "Customer service representative", "task_key": "gen_csr_kb_article", "task_name": "Knowledge-base or FAQ article from resolved tickets", "task_type": "knowledge_article", "per_fte_month": 1.5, "hours_low": 1, "hours_base": 2, "hours_high": 4, "elapsed_by_hand": "3-5 days", "brief_min": 5, "review_min": 20, "review_by": "doer", "existing_review_min": 0, "existing_review_by": "", "redo_chance": 0.05, "recipe": "1 drafted document + 1 task turn", "pr0_per_task": 4, "units_cost_usd": 5.82, "doer_cost_per_hour_usd": 31.44, "cost_by_hand_usd": 62.88, "cost_with_prest0n_usd": 22.06, "net_value_each_usd": 40.82, "hours_returned_each": 1.483, "kept_by_hand": "no", "turnaround_tier": "minutes", "evidence_grade": "C", "source_ids": "G-ONES-KB-2026", "assumption_note": "A knowledge-base estimating guide puts a one-page FAQ article at 2 hours and a standard article at 3-4 hours with expert review; we use 2 hours.", "stays_with_professional": "A subject-matter owner approves the article before it is published." }, { "industry": "general", "role_key": "gen_csr", "role_title": "Customer service representative", "task_key": "gen_csr_complaint_summary", "task_name": "Escalated complaint summary", "task_type": "intake_summary", "per_fte_month": 4, "hours_low": 0.5, "hours_base": 0.75, "hours_high": 1.5, "elapsed_by_hand": "same day", "brief_min": 2, "review_min": 8, "review_by": "doer", "existing_review_min": 0, "existing_review_by": "", "redo_chance": 0.05, "recipe": "2 document intakes (one per file) + 1 drafted document", "pr0_per_task": 7, "units_cost_usd": 10.18, "doer_cost_per_hour_usd": 31.44, "cost_by_hand_usd": 23.58, "cost_with_prest0n_usd": 16.6, "net_value_each_usd": 6.98, "hours_returned_each": 0.546, "kept_by_hand": "no", "turnaround_tier": "minutes", "evidence_grade": "C", "source_ids": "", "assumption_note": "Reading a long thread and writing a one-page summary for a manager takes about 45 minutes; our estimate. About 1 in 100 support messages becomes an escalation.", "stays_with_professional": "The manager decides the remedy; the representative confirms the facts in the summary." }, { "industry": "general", "role_key": "gen_csr", "role_title": "Customer service representative", "task_key": "gen_csr_complaint_response", "task_name": "Response letter to an escalated complaint", "task_type": "correspondence", "per_fte_month": 4, "hours_low": 0.25, "hours_base": 0.5, "hours_high": 1, "elapsed_by_hand": "1-2 days", "brief_min": 2, "review_min": 8, "review_by": "doer", "existing_review_min": 0, "existing_review_by": "", "redo_chance": 0.1, "recipe": "2 task turns", "pr0_per_task": 2, "units_cost_usd": 2.91, "doer_cost_per_hour_usd": 31.44, "cost_by_hand_usd": 15.72, "cost_with_prest0n_usd": 9.72, "net_value_each_usd": 6, "hours_returned_each": 0.283, "kept_by_hand": "no", "turnaround_tier": "minutes", "evidence_grade": "C", "source_ids": "", "assumption_note": "A careful written response takes about 30 minutes; our estimate. Review is a full read because the letter goes to an unhappy customer.", "stays_with_professional": "The manager approves the wording and the remedy; a person sends it." }, { "industry": "general", "role_key": "gen_csr", "role_title": "Customer service representative", "task_key": "gen_csr_translation", "task_name": "Translate a customer letter or help article English-Spanish", "task_type": "translation_doc", "per_fte_month": 3, "hours_low": 1, "hours_base": 1.5, "hours_high": 2.5, "elapsed_by_hand": "1-2 days", "brief_min": 2, "review_min": 20, "review_by": "doer", "existing_review_min": 0, "existing_review_by": "", "redo_chance": 0.05, "recipe": "1 certified-style translation + 1 task turn", "pr0_per_task": 4, "units_cost_usd": 5.82, "doer_cost_per_hour_usd": 31.44, "cost_by_hand_usd": 47.16, "cost_with_prest0n_usd": 19.7, "net_value_each_usd": 27.45, "hours_returned_each": 1.058, "kept_by_hand": "no", "turnaround_tier": "under_an_hour", "evidence_grade": "B", "source_ids": "G-MCKAY-2011", "assumption_note": "Professional translators are commonly expected to produce 2,000-3,000 words a day, about 250-375 words an hour; 500 words is about 1.5 hours.", "stays_with_professional": "A bilingual reviewer checks the translation; a qualified translator certifies where required." }, { "industry": "general", "role_key": "gen_csr", "role_title": "Customer service representative", "task_key": "gen_csr_feedback_summary", "task_name": "Monthly customer-feedback summary", "task_type": "report_from_data", "per_fte_month": 0.5, "hours_low": 1, "hours_base": 2, "hours_high": 4, "elapsed_by_hand": "1-2 days", "brief_min": 5, "review_min": 20, "review_by": "doer", "existing_review_min": 0, "existing_review_by": "", "redo_chance": 0.1, "recipe": "2 document intakes (one per file) + 1 drafted document + 1 task turn", "pr0_per_task": 8, "units_cost_usd": 11.64, "doer_cost_per_hour_usd": 31.44, "cost_by_hand_usd": 62.88, "cost_with_prest0n_usd": 31.02, "net_value_each_usd": 31.85, "hours_returned_each": 1.383, "kept_by_hand": "no", "turnaround_tier": "minutes", "evidence_grade": "C", "source_ids": "", "assumption_note": "Two hours to tag a month of comments and write the summary is our estimate; it is a team-level report, so it is counted once per company.", "stays_with_professional": "The support lead checks the figures against the export and decides what to act on." }, { "industry": "general", "role_key": "gen_sales", "role_title": "Sales representative / SDR", "task_key": "gen_sales_prospect_brief", "task_name": "Account research brief before outreach", "task_type": "prospect_brief", "per_fte_month": 15, "hours_low": 0.33, "hours_base": 0.5, "hours_high": 1, "elapsed_by_hand": "same day", "brief_min": 2, "review_min": 5, "review_by": "doer", "existing_review_min": 0, "existing_review_by": "", "redo_chance": 0.05, "recipe": "3 task turns + 1 drafted document", "pr0_per_task": 6, "units_cost_usd": 8.73, "doer_cost_per_hour_usd": 49.15, "cost_by_hand_usd": 24.57, "cost_with_prest0n_usd": 15.69, "net_value_each_usd": 8.88, "hours_returned_each": 0.358, "kept_by_hand": "no", "turnaround_tier": "minutes", "evidence_grade": "B", "source_ids": "G-APOLLO-2026 G-DEMANDSCIENCE-2023", "assumption_note": "A prospecting-platform benchmark puts manual account research at 20-30 minutes per account, and reps report 13.4 hours a week researching prospects; we use 30 minutes.", "stays_with_professional": "The rep checks the brief and decides whom to contact and why." }, { "industry": "general", "role_key": "gen_sales", "role_title": "Sales representative / SDR", "task_key": "gen_sales_outreach_batch", "task_name": "Personalized first emails for 10 prospects", "task_type": "correspondence", "per_fte_month": 6, "hours_low": 0.83, "hours_base": 1.17, "hours_high": 2.5, "elapsed_by_hand": "same day", "brief_min": 3, "review_min": 15, "review_by": "doer", "existing_review_min": 0, "existing_review_by": "", "redo_chance": 0.1, "recipe": "5 task turns", "pr0_per_task": 5, "units_cost_usd": 7.27, "doer_cost_per_hour_usd": 49.15, "cost_by_hand_usd": 57.5, "cost_with_prest0n_usd": 27.77, "net_value_each_usd": 29.74, "hours_returned_each": 0.753, "kept_by_hand": "no", "turnaround_tier": "minutes", "evidence_grade": "B", "source_ids": "G-LEADIQ-2024", "assumption_note": "Sales trainers set 5 minutes as the target for an efficient rep to research and write a personalized email; we use 7 minutes each and 1.5 minutes to review each draft.", "stays_with_professional": "The rep approves and sends each email; the rep owns the relationship and any follow-up." }, { "industry": "general", "role_key": "gen_sales", "role_title": "Sales representative / SDR", "task_key": "gen_sales_call_prep", "task_name": "Call prep brief before a discovery call or demo", "task_type": "meeting_brief", "per_fte_month": 12, "hours_low": 0.25, "hours_base": 0.5, "hours_high": 1, "elapsed_by_hand": "same day", "brief_min": 1, "review_min": 5, "review_by": "doer", "existing_review_min": 0, "existing_review_by": "", "redo_chance": 0.05, "recipe": "3 task turns + 1 drafted document", "pr0_per_task": 6, "units_cost_usd": 8.73, "doer_cost_per_hour_usd": 49.15, "cost_by_hand_usd": 24.57, "cost_with_prest0n_usd": 14.87, "net_value_each_usd": 9.7, "hours_returned_each": 0.375, "kept_by_hand": "no", "turnaround_tier": "minutes", "evidence_grade": "B", "source_ids": "G-APOLLO-2026", "assumption_note": "Manual pre-call account research runs 20-30 minutes per account (prospecting-platform benchmark); we use 30 minutes including the history review.", "stays_with_professional": "The rep runs the call and decides the approach." }, { "industry": "general", "role_key": "gen_sales", "role_title": "Sales representative / SDR", "task_key": "gen_sales_followup", "task_name": "Follow-up email after a meeting", "task_type": "correspondence", "per_fte_month": 12, "hours_low": 0.15, "hours_base": 0.25, "hours_high": 0.5, "elapsed_by_hand": "same day", "brief_min": 2, "review_min": 3, "review_by": "doer", "existing_review_min": 0, "existing_review_by": "", "redo_chance": 0.05, "recipe": "2 task turns", "pr0_per_task": 2, "units_cost_usd": 2.91, "doer_cost_per_hour_usd": 49.15, "cost_by_hand_usd": 12.29, "cost_with_prest0n_usd": 7.62, "net_value_each_usd": 4.67, "hours_returned_each": 0.154, "kept_by_hand": "no", "turnaround_tier": "minutes", "evidence_grade": "C", "source_ids": "", "assumption_note": "About 15 minutes to write a recap with next steps is our estimate.", "stays_with_professional": "The rep approves and sends the email and owns the commitments in it." }, { "industry": "general", "role_key": "gen_sales", "role_title": "Sales representative / SDR", "task_key": "gen_sales_crm_update", "task_name": "End-of-day CRM update through the connected app", "task_type": "inbox_triage", "per_fte_month": 20, "hours_low": 0.25, "hours_base": 0.5, "hours_high": 1, "elapsed_by_hand": "same day", "brief_min": 2, "review_min": 5, "review_by": "doer", "existing_review_min": 0, "existing_review_by": "", "redo_chance": 0.1, "recipe": "6 task turns", "pr0_per_task": 6, "units_cost_usd": 8.73, "doer_cost_per_hour_usd": 49.15, "cost_by_hand_usd": 24.57, "cost_with_prest0n_usd": 16.92, "net_value_each_usd": 7.66, "hours_returned_each": 0.333, "kept_by_hand": "no", "turnaround_tier": "minutes", "evidence_grade": "C", "source_ids": "G-PIPEDRIVE-2026 G-SFDC-SOS-2026", "assumption_note": "In a 2026 survey 38% of sales professionals said they spend most of their time logging calls, emails and meetings; we count a conservative 30 minutes a day.", "stays_with_professional": "The rep confirms stage changes and owns the forecast." }, { "industry": "general", "role_key": "gen_sales", "role_title": "Sales representative / SDR", "task_key": "gen_sales_proposal", "task_name": "Proposal or quote from the company template", "task_type": "draft_from_template", "per_fte_month": 5, "hours_low": 0.5, "hours_base": 1, "hours_high": 2.5, "elapsed_by_hand": "1-2 days", "brief_min": 8, "review_min": 15, "review_by": "doer", "existing_review_min": 0, "existing_review_by": "", "redo_chance": 0.1, "recipe": "1 document intake (one file) + 1 drafted document + 2 task turns", "pr0_per_task": 7, "units_cost_usd": 10.18, "doer_cost_per_hour_usd": 49.15, "cost_by_hand_usd": 49.15, "cost_with_prest0n_usd": 33.94, "net_value_each_usd": 15.21, "hours_returned_each": 0.517, "kept_by_hand": "no", "turnaround_tier": "minutes", "evidence_grade": "C", "source_ids": "", "assumption_note": "One hour for a scoped proposal or quote built from a template is our estimate; complex proposals take longer.", "stays_with_professional": "The rep checks scope and price; a manager approves discounts; a person sends the proposal." }, { "industry": "general", "role_key": "gen_sales", "role_title": "Sales representative / SDR", "task_key": "gen_sales_rfp_draft", "task_name": "First draft of an RFP or security-questionnaire response", "task_type": "draft_complex", "per_fte_month": 0.5, "hours_low": 6, "hours_base": 10, "hours_high": 20, "elapsed_by_hand": "1-2 weeks", "brief_min": 30, "review_min": 150, "review_by": "doer", "existing_review_min": 0, "existing_review_by": "", "redo_chance": 0.15, "recipe": "5 document intakes (one per file) + 1 drafted document + 6 task turns", "pr0_per_task": 19, "units_cost_usd": 27.64, "doer_cost_per_hour_usd": 49.15, "cost_by_hand_usd": 491.49, "cost_with_prest0n_usd": 248.81, "net_value_each_usd": 242.68, "hours_returned_each": 5.5, "kept_by_hand": "no", "turnaround_tier": "under_an_hour", "evidence_grade": "B", "source_ids": "G-LOOPIO-2025", "assumption_note": "Loopio's 2025 survey of 1,544 people found small and midsize businesses spend 20 hours writing an RFP response; we count half of that as the first draft, and 25% of it as review.", "stays_with_professional": "Experts answer the flagged questions, a manager approves pricing and commitments, and a person submits the response." }, { "industry": "general", "role_key": "gen_sales", "role_title": "Sales representative / SDR", "task_key": "gen_sales_pipeline_summary", "task_name": "Weekly pipeline summary from a CRM export", "task_type": "report_from_data", "per_fte_month": 4, "hours_low": 0.5, "hours_base": 1, "hours_high": 2, "elapsed_by_hand": "same day", "brief_min": 3, "review_min": 10, "review_by": "doer", "existing_review_min": 0, "existing_review_by": "", "redo_chance": 0.1, "recipe": "2 document intakes (one per file) + 1 drafted document + 1 task turn", "pr0_per_task": 8, "units_cost_usd": 11.64, "doer_cost_per_hour_usd": 49.15, "cost_by_hand_usd": 49.15, "cost_with_prest0n_usd": 27.2, "net_value_each_usd": 21.95, "hours_returned_each": 0.683, "kept_by_hand": "no", "turnaround_tier": "minutes", "evidence_grade": "C", "source_ids": "", "assumption_note": "One hour a week to pull the export and write the summary is our estimate.", "stays_with_professional": "The rep checks the figures and owns the forecast." }, { "industry": "general", "role_key": "gen_hr", "role_title": "Human resources specialist", "task_key": "gen_hr_job_description", "task_name": "Job description from the hiring manager's notes", "task_type": "draft_from_template", "per_fte_month": 1.5, "hours_low": 0.75, "hours_base": 1.25, "hours_high": 2.5, "elapsed_by_hand": "1-2 days", "brief_min": 5, "review_min": 15, "review_by": "doer", "existing_review_min": 0, "existing_review_by": "", "redo_chance": 0.05, "recipe": "1 document intake (one file) + 1 drafted document + 2 task turns", "pr0_per_task": 7, "units_cost_usd": 10.18, "doer_cost_per_hour_usd": 53.33, "cost_by_hand_usd": 66.66, "cost_with_prest0n_usd": 31.29, "net_value_each_usd": 35.37, "hours_returned_each": 0.854, "kept_by_hand": "no", "turnaround_tier": "minutes", "evidence_grade": "B", "source_ids": "G-HRSG-2019", "assumption_note": "In an HR survey 61% said a job description takes over an hour to write; we use 1.25 hours with a template.", "stays_with_professional": "HR and the hiring manager edit and approve the description, including pay-transparency details." }, { "industry": "general", "role_key": "gen_hr", "role_title": "Human resources specialist", "task_key": "gen_hr_interview_scheduling", "task_name": "Schedule an interview with the candidate and panel", "task_type": "scheduling", "per_fte_month": 9, "hours_low": 0.25, "hours_base": 0.5, "hours_high": 1, "elapsed_by_hand": "1-2 days", "brief_min": 2, "review_min": 3, "review_by": "doer", "existing_review_min": 0, "existing_review_by": "", "redo_chance": 0.05, "recipe": "2 task turns", "pr0_per_task": 2, "units_cost_usd": 2.91, "doer_cost_per_hour_usd": 53.33, "cost_by_hand_usd": 26.66, "cost_with_prest0n_usd": 8.69, "net_value_each_usd": 17.98, "hours_returned_each": 0.392, "kept_by_hand": "no", "turnaround_tier": "minutes", "evidence_grade": "B", "source_ids": "G-YELLO-2019", "assumption_note": "In a survey of 200 recruiting professionals, 67% said scheduling a single interview takes 30 minutes to 2 hours; we use 30 minutes. About 6 interviews per opening.", "stays_with_professional": "HR approves each candidate email. Prest0n does not screen, rank or score candidates; people decide who is interviewed and hired." }, { "industry": "general", "role_key": "gen_hr", "role_title": "Human resources specialist", "task_key": "gen_hr_offer_letter", "task_name": "Offer letter from approved terms", "task_type": "draft_from_template", "per_fte_month": 1.5, "hours_low": 0.25, "hours_base": 0.5, "hours_high": 1, "elapsed_by_hand": "same day", "brief_min": 3, "review_min": 8, "review_by": "doer", "existing_review_min": 0, "existing_review_by": "", "redo_chance": 0.05, "recipe": "1 document intake (one file) + 1 drafted document + 2 task turns", "pr0_per_task": 7, "units_cost_usd": 10.18, "doer_cost_per_hour_usd": 53.33, "cost_by_hand_usd": 26.66, "cost_with_prest0n_usd": 21.29, "net_value_each_usd": 5.37, "hours_returned_each": 0.292, "kept_by_hand": "no", "turnaround_tier": "minutes", "evidence_grade": "C", "source_ids": "", "assumption_note": "About 30 minutes to fill and check a template letter is our estimate; about 1.2 offers per hire.", "stays_with_professional": "HR checks every term against the approval; an authorized manager signs; a person sends the offer." }, { "industry": "general", "role_key": "gen_hr", "role_title": "Human resources specialist", "task_key": "gen_hr_onboarding_packet", "task_name": "New-hire onboarding packet", "task_type": "draft_complex", "per_fte_month": 1.5, "hours_low": 1, "hours_base": 2, "hours_high": 4, "elapsed_by_hand": "1-2 days", "brief_min": 5, "review_min": 20, "review_by": "doer", "existing_review_min": 0, "existing_review_by": "", "redo_chance": 0.1, "recipe": "3 document intakes (one per file) + 1 drafted document + 3 task turns", "pr0_per_task": 12, "units_cost_usd": 17.45, "doer_cost_per_hour_usd": 53.33, "cost_by_hand_usd": 106.66, "cost_with_prest0n_usd": 50.34, "net_value_each_usd": 56.32, "hours_returned_each": 1.383, "kept_by_hand": "no", "turnaround_tier": "under_an_hour", "evidence_grade": "C", "source_ids": "G-DOCUSIGN-ONBOARD", "assumption_note": "Two hours to assemble a packet is our estimate; in a Docusign survey 76% of HR leaders said new hires review and sign six or more documents.", "stays_with_professional": "HR checks the packet, collects signed forms and completes I-9 verification in person or through its provider." }, { "industry": "general", "role_key": "gen_hr", "role_title": "Human resources specialist", "task_key": "gen_hr_policy_section", "task_name": "Handbook or policy section draft", "task_type": "policy_sop", "per_fte_month": 1.5, "hours_low": 2, "hours_base": 3, "hours_high": 6, "elapsed_by_hand": "3-5 days", "brief_min": 10, "review_min": 45, "review_by": "doer", "existing_review_min": 0, "existing_review_by": "", "redo_chance": 0.1, "recipe": "2 document intakes (one per file) + 1 drafted document + 2 task turns", "pr0_per_task": 9, "units_cost_usd": 13.09, "doer_cost_per_hour_usd": 53.33, "cost_by_hand_usd": 159.98, "cost_with_prest0n_usd": 77.97, "net_value_each_usd": 82.01, "hours_returned_each": 1.783, "kept_by_hand": "no", "turnaround_tier": "minutes", "evidence_grade": "B", "source_ids": "G-CLICKUP-SOP-2026", "assumption_note": "A how-to guide puts a straightforward procedure at 2-4 hours to draft; we use 3 hours for a policy section.", "stays_with_professional": "HR edits the draft, employment counsel reviews where needed, and management approves." }, { "industry": "general", "role_key": "gen_hr", "role_title": "Human resources specialist", "task_key": "gen_hr_employee_faq", "task_name": "Answers to about 5 employee questions", "task_type": "correspondence", "per_fte_month": 5, "hours_low": 0.33, "hours_base": 0.5, "hours_high": 1, "elapsed_by_hand": "same day", "brief_min": 1, "review_min": 8, "review_by": "doer", "existing_review_min": 0, "existing_review_by": "", "redo_chance": 0.05, "recipe": "3 task turns", "pr0_per_task": 3, "units_cost_usd": 4.36, "doer_cost_per_hour_usd": 53.33, "cost_by_hand_usd": 26.66, "cost_with_prest0n_usd": 13.7, "net_value_each_usd": 12.97, "hours_returned_each": 0.325, "kept_by_hand": "no", "turnaround_tier": "minutes", "evidence_grade": "B", "source_ids": "G-JELLYVISION-2025", "assumption_note": "A benefits-software vendor estimates 5-6.5 minutes to answer each benefits question; we use 6 minutes, so 30 minutes for five.", "stays_with_professional": "HR approves each answer and handles anything personal, medical or disciplinary itself." }, { "industry": "general", "role_key": "gen_hr", "role_title": "Human resources specialist", "task_key": "gen_hr_law_lookup", "task_name": "Quick employment-law lookup with citations", "task_type": "regulatory_lookup", "per_fte_month": 3, "hours_low": 0.5, "hours_base": 0.75, "hours_high": 1.5, "elapsed_by_hand": "same day", "brief_min": 3, "review_min": 12, "review_by": "doer", "existing_review_min": 0, "existing_review_by": "", "redo_chance": 0.1, "recipe": "2 task turns", "pr0_per_task": 2, "units_cost_usd": 2.91, "doer_cost_per_hour_usd": 53.33, "cost_by_hand_usd": 40, "cost_with_prest0n_usd": 20.24, "net_value_each_usd": 19.76, "hours_returned_each": 0.425, "kept_by_hand": "no", "turnaround_tier": "minutes", "evidence_grade": "C", "source_ids": "", "assumption_note": "About 45 minutes to find and read the controlling rule is our estimate.", "stays_with_professional": "HR verifies the cited sections; employment counsel advises on anything uncertain." }, { "industry": "general", "role_key": "gen_hr", "role_title": "Human resources specialist", "task_key": "gen_hr_metrics_report", "task_name": "Monthly HR metrics report", "task_type": "report_from_data", "per_fte_month": 1, "hours_low": 1, "hours_base": 2, "hours_high": 4, "elapsed_by_hand": "1-2 days", "brief_min": 5, "review_min": 15, "review_by": "doer", "existing_review_min": 0, "existing_review_by": "", "redo_chance": 0.1, "recipe": "2 document intakes (one per file) + 1 drafted document + 1 task turn", "pr0_per_task": 8, "units_cost_usd": 11.64, "doer_cost_per_hour_usd": 53.33, "cost_by_hand_usd": 106.66, "cost_with_prest0n_usd": 40.08, "net_value_each_usd": 66.58, "hours_returned_each": 1.467, "kept_by_hand": "no", "turnaround_tier": "minutes", "evidence_grade": "C", "source_ids": "", "assumption_note": "Two hours a month to pull exports and build the report is our estimate.", "stays_with_professional": "HR checks the figures against the HRIS and explains them to leadership." }, { "industry": "general", "role_key": "gen_hr", "role_title": "Human resources specialist", "task_key": "gen_hr_compliance_routine", "task_name": "HR compliance calendar Routine (one month)", "task_type": "monitoring_month", "per_fte_month": 1, "hours_low": 1, "hours_base": 1.5, "hours_high": 3, "elapsed_by_hand": "1-2 weeks", "brief_min": 5, "review_min": 15, "review_by": "doer", "existing_review_min": 0, "existing_review_by": "", "redo_chance": 0.05, "recipe": "22 Routine runs", "pr0_per_task": 22, "units_cost_usd": 32, "doer_cost_per_hour_usd": 53.33, "cost_by_hand_usd": 79.99, "cost_with_prest0n_usd": 53.78, "net_value_each_usd": 26.22, "hours_returned_each": 1.092, "kept_by_hand": "no", "turnaround_tier": "scheduled", "evidence_grade": "C", "source_ids": "", "assumption_note": "About 1.5 hours a month of manual calendar checks and reminders is our estimate; the Routine runs daily on business days.", "stays_with_professional": "HR decides and files; counsel advises on new requirements." }, { "industry": "general", "role_key": "gen_ops", "role_title": "Operations / project manager", "task_key": "gen_ops_status_report", "task_name": "Weekly status report", "task_type": "report_from_data", "per_fte_month": 4, "hours_low": 0.75, "hours_base": 1.25, "hours_high": 2.5, "elapsed_by_hand": "same day", "brief_min": 5, "review_min": 12, "review_by": "doer", "existing_review_min": 0, "existing_review_by": "", "redo_chance": 0.1, "recipe": "2 document intakes (one per file) + 1 drafted document + 1 task turn", "pr0_per_task": 8, "units_cost_usd": 11.64, "doer_cost_per_hour_usd": 71.85, "cost_by_hand_usd": 89.82, "cost_with_prest0n_usd": 40.98, "net_value_each_usd": 48.84, "hours_returned_each": 0.842, "kept_by_hand": "no", "turnaround_tier": "minutes", "evidence_grade": "B", "source_ids": "G-WELLINGTONE-2026", "assumption_note": "Wellingtone's 2026 survey found 72% of project professionals spend half a day or more each month collating reports; we count 1.25 hours per weekly report.", "stays_with_professional": "The manager checks the status calls and owns what is reported upward." }, { "industry": "general", "role_key": "gen_ops", "role_title": "Operations / project manager", "task_key": "gen_ops_sop", "task_name": "SOP or process document", "task_type": "policy_sop", "per_fte_month": 1.5, "hours_low": 2, "hours_base": 3, "hours_high": 6, "elapsed_by_hand": "3-5 days", "brief_min": 10, "review_min": 40, "review_by": "doer", "existing_review_min": 0, "existing_review_by": "", "redo_chance": 0.1, "recipe": "2 document intakes (one per file) + 1 drafted document + 2 task turns", "pr0_per_task": 9, "units_cost_usd": 13.09, "doer_cost_per_hour_usd": 71.85, "cost_by_hand_usd": 215.56, "cost_with_prest0n_usd": 94.52, "net_value_each_usd": 121.03, "hours_returned_each": 1.867, "kept_by_hand": "no", "turnaround_tier": "minutes", "evidence_grade": "B", "source_ids": "G-CLICKUP-SOP-2026", "assumption_note": "A how-to guide puts a straightforward SOP for a known process at 2-4 hours to draft, including observation; we use 3 hours.", "stays_with_professional": "The process owner tests the steps and approves the SOP." }, { "industry": "general", "role_key": "gen_ops", "role_title": "Operations / project manager", "task_key": "gen_ops_meeting_notes", "task_name": "Meeting notes and action items", "task_type": "meeting_notes", "per_fte_month": 8, "hours_low": 0.33, "hours_base": 0.75, "hours_high": 1.5, "elapsed_by_hand": "1-2 days", "brief_min": 1, "review_min": 8, "review_by": "doer", "existing_review_min": 0, "existing_review_by": "", "redo_chance": 0.1, "recipe": "1 document intake (one file) + 1 drafted document", "pr0_per_task": 5, "units_cost_usd": 7.27, "doer_cost_per_hour_usd": 71.85, "cost_by_hand_usd": 53.89, "cost_with_prest0n_usd": 23.44, "net_value_each_usd": 30.45, "hours_returned_each": 0.525, "kept_by_hand": "no", "turnaround_tier": "minutes", "evidence_grade": "B", "source_ids": "G-NHS-HDUHB-MINUTES", "assumption_note": "Minute-taking guidance says minutes take at least as long to draft as the meeting; we use 45 minutes for action-focused notes.", "stays_with_professional": "An attendee confirms the action items and owners." }, { "industry": "general", "role_key": "gen_ops", "role_title": "Operations / project manager", "task_key": "gen_ops_vendor_comparison", "task_name": "Vendor comparison matrix", "task_type": "vendor_comparison", "per_fte_month": 1.5, "hours_low": 1.5, "hours_base": 3, "hours_high": 6, "elapsed_by_hand": "3-5 days", "brief_min": 10, "review_min": 30, "review_by": "doer", "existing_review_min": 0, "existing_review_by": "", "redo_chance": 0.1, "recipe": "4 task turns + 1 drafted document", "pr0_per_task": 7, "units_cost_usd": 10.18, "doer_cost_per_hour_usd": 71.85, "cost_by_hand_usd": 215.56, "cost_with_prest0n_usd": 79.64, "net_value_each_usd": 135.92, "hours_returned_each": 2.033, "kept_by_hand": "no", "turnaround_tier": "minutes", "evidence_grade": "C", "source_ids": "", "assumption_note": "Three hours to research and tabulate several vendors is our estimate.", "stays_with_professional": "The manager verifies prices and terms with the vendors, negotiates and decides." }, { "industry": "general", "role_key": "gen_ops", "role_title": "Operations / project manager", "task_key": "gen_ops_kpi_dashboard", "task_name": "Refresh a KPI dashboard in Sheets from exports", "task_type": "spreadsheet_model", "per_fte_month": 2, "hours_low": 1.5, "hours_base": 2.5, "hours_high": 5, "elapsed_by_hand": "1-2 days", "brief_min": 5, "review_min": 20, "review_by": "doer", "existing_review_min": 0, "existing_review_by": "", "redo_chance": 0.1, "recipe": "2 document intakes (one per file) + 1 drafted document + 4 task turns", "pr0_per_task": 11, "units_cost_usd": 16, "doer_cost_per_hour_usd": 71.85, "cost_by_hand_usd": 179.63, "cost_with_prest0n_usd": 63.9, "net_value_each_usd": 115.73, "hours_returned_each": 1.833, "kept_by_hand": "no", "turnaround_tier": "under_an_hour", "evidence_grade": "C", "source_ids": "", "assumption_note": "About 2.5 hours to pull, clean and chart the month's exports is our estimate.", "stays_with_professional": "The manager ties key totals to the source systems and interprets the results." }, { "industry": "general", "role_key": "gen_ops", "role_title": "Operations / project manager", "task_key": "gen_ops_rfq", "task_name": "Purchase request or RFQ draft", "task_type": "draft_from_template", "per_fte_month": 6, "hours_low": 0.5, "hours_base": 0.75, "hours_high": 1.5, "elapsed_by_hand": "1-2 days", "brief_min": 5, "review_min": 8, "review_by": "doer", "existing_review_min": 0, "existing_review_by": "", "redo_chance": 0.05, "recipe": "1 document intake (one file) + 1 drafted document + 2 task turns", "pr0_per_task": 7, "units_cost_usd": 10.18, "doer_cost_per_hour_usd": 71.85, "cost_by_hand_usd": 53.89, "cost_with_prest0n_usd": 28.44, "net_value_each_usd": 25.45, "hours_returned_each": 0.496, "kept_by_hand": "no", "turnaround_tier": "minutes", "evidence_grade": "C", "source_ids": "", "assumption_note": "About 45 minutes per request is our estimate.", "stays_with_professional": "The requester confirms the specs; an approver signs off; a person sends the RFQ." }, { "industry": "general", "role_key": "gen_ops", "role_title": "Operations / project manager", "task_key": "gen_ops_contract_renewals", "task_name": "Contract renewal monitoring Routine (one month)", "task_type": "monitoring_month", "per_fte_month": 1, "hours_low": 1, "hours_base": 2, "hours_high": 4, "elapsed_by_hand": "1-2 weeks", "brief_min": 5, "review_min": 20, "review_by": "doer", "existing_review_min": 0, "existing_review_by": "", "redo_chance": 0.05, "recipe": "22 Routine runs", "pr0_per_task": 22, "units_cost_usd": 32, "doer_cost_per_hour_usd": 71.85, "cost_by_hand_usd": 143.7, "cost_with_prest0n_usd": 69.12, "net_value_each_usd": 74.58, "hours_returned_each": 1.483, "kept_by_hand": "no", "turnaround_tier": "scheduled", "evidence_grade": "C", "source_ids": "", "assumption_note": "About 2 hours a month of manual tracker checks is our estimate; the value of an avoided auto-renewal is not counted.", "stays_with_professional": "The manager decides whether to renew, renegotiate or cancel, and sends any notice." }, { "industry": "general", "role_key": "gen_ops", "role_title": "Operations / project manager", "task_key": "gen_ops_review_deck", "task_name": "Monthly operations review deck", "task_type": "slide_deck", "per_fte_month": 1, "hours_low": 2.5, "hours_base": 4, "hours_high": 8, "elapsed_by_hand": "1-2 days", "brief_min": 10, "review_min": 45, "review_by": "doer", "existing_review_min": 0, "existing_review_by": "", "redo_chance": 0.15, "recipe": "2 document intakes (one per file) + 1 drafted document + 3 task turns", "pr0_per_task": 10, "units_cost_usd": 14.55, "doer_cost_per_hour_usd": 71.85, "cost_by_hand_usd": 287.41, "cost_with_prest0n_usd": 123.52, "net_value_each_usd": 163.89, "hours_returned_each": 2.483, "kept_by_hand": "no", "turnaround_tier": "under_an_hour", "evidence_grade": "C", "source_ids": "", "assumption_note": "Four hours for a monthly review deck is our estimate.", "stays_with_professional": "The manager edits the story and presents it." }, { "industry": "general", "role_key": "gen_ap_ar", "role_title": "Accounts payable / receivable clerk (incl. data entry)", "task_key": "gen_apar_invoice_extraction", "task_name": "Extract 10 vendor invoices into an import file", "task_type": "data_extraction_batch", "per_fte_month": 16, "hours_low": 0.75, "hours_base": 1.25, "hours_high": 2, "elapsed_by_hand": "1-2 days", "brief_min": 2, "review_min": 10, "review_by": "doer", "existing_review_min": 0, "existing_review_by": "", "redo_chance": 0.05, "recipe": "10 document intakes (one per file) + 1 task turn", "pr0_per_task": 21, "units_cost_usd": 30.55, "doer_cost_per_hour_usd": 35.58, "cost_by_hand_usd": 44.48, "cost_with_prest0n_usd": 39.89, "net_value_each_usd": 4.59, "hours_returned_each": 0.988, "kept_by_hand": "no", "turnaround_tier": "minutes", "evidence_grade": "B", "source_ids": "G-IDE-2026 G-APQC-STAMPLI G-ARDENT-2024 G-ARDENT-2025", "assumption_note": "Manual extraction runs 6-12 minutes an invoice (vendor benchmark), and manual AP shops process about 6,488 invoices per FTE a year (APQC); we use 7.5 minutes for keying, coding and staging.", "stays_with_professional": "The clerk checks totals and a sample of rows, imports the file, and approvers release payment. Prest0n never makes payments or posts to the ledger." }, { "industry": "general", "role_key": "gen_ap_ar", "role_title": "Accounts payable / receivable clerk (incl. data entry)", "task_key": "gen_apar_statement_recon", "task_name": "Reconcile 5 vendor statements", "task_type": "reconciliation", "per_fte_month": 4, "hours_low": 0.75, "hours_base": 1.25, "hours_high": 2.5, "elapsed_by_hand": "1-2 days", "brief_min": 3, "review_min": 15, "review_by": "doer", "existing_review_min": 0, "existing_review_by": "", "redo_chance": 0.1, "recipe": "6 document intakes (one per file) + 3 task turns", "pr0_per_task": 15, "units_cost_usd": 21.82, "doer_cost_per_hour_usd": 35.58, "cost_by_hand_usd": 44.48, "cost_with_prest0n_usd": 36.94, "net_value_each_usd": 7.54, "hours_returned_each": 0.825, "kept_by_hand": "no", "turnaround_tier": "minutes", "evidence_grade": "C", "source_ids": "G-BEANCOUNT-VSR-2026", "assumption_note": "A practitioner guide puts a monthly statement check at about 15 minutes per key vendor; five statements is 1.25 hours.", "stays_with_professional": "The clerk reviews each exception and contacts the vendor; the controller approves adjustments." }, { "industry": "general", "role_key": "gen_ap_ar", "role_title": "Accounts payable / receivable clerk (incl. data entry)", "task_key": "gen_apar_ar_reminders", "task_name": "Past-due reminders for 10 customers", "task_type": "correspondence", "per_fte_month": 5, "hours_low": 0.83, "hours_base": 1.33, "hours_high": 2.5, "elapsed_by_hand": "1-2 days", "brief_min": 3, "review_min": 15, "review_by": "doer", "existing_review_min": 0, "existing_review_by": "", "redo_chance": 0.05, "recipe": "4 task turns", "pr0_per_task": 4, "units_cost_usd": 5.82, "doer_cost_per_hour_usd": 35.58, "cost_by_hand_usd": 47.32, "cost_with_prest0n_usd": 18.86, "net_value_each_usd": 28.47, "hours_returned_each": 0.964, "kept_by_hand": "no", "turnaround_tier": "minutes", "evidence_grade": "C", "source_ids": "", "assumption_note": "About 8 minutes per reminder (check the account, attach the invoice, write the note) is our estimate. Grade-C volume is capped by the model if this role's returned hours pass 25% of the month.", "stays_with_professional": "The clerk approves each reminder; collections decisions and payment plans stay with staff." }, { "industry": "general", "role_key": "gen_ap_ar", "role_title": "Accounts payable / receivable clerk (incl. data entry)", "task_key": "gen_apar_cash_application", "task_name": "Payment application prep from 10 remittances", "task_type": "data_extraction_batch", "per_fte_month": 10, "hours_low": 0.75, "hours_base": 1.5, "hours_high": 3, "elapsed_by_hand": "1-2 days", "brief_min": 2, "review_min": 15, "review_by": "doer", "existing_review_min": 0, "existing_review_by": "", "redo_chance": 0.1, "recipe": "10 document intakes (one per file) + 1 task turn", "pr0_per_task": 21, "units_cost_usd": 30.55, "doer_cost_per_hour_usd": 35.58, "cost_by_hand_usd": 53.37, "cost_with_prest0n_usd": 45.96, "net_value_each_usd": 7.41, "hours_returned_each": 1.067, "kept_by_hand": "no", "turnaround_tier": "minutes", "evidence_grade": "B", "source_ids": "G-PEAKFLO-CASHAPP", "assumption_note": "An AR-software vendor's example has an analyst spending 40 hours on 100 remittances a month (24 minutes each); we use 9 minutes each.", "stays_with_professional": "The clerk reviews the matches and posts them in the accounting system; deductions and disputes stay with staff." }, { "industry": "general", "role_key": "gen_ap_ar", "role_title": "Accounts payable / receivable clerk (incl. data entry)", "task_key": "gen_apar_forms_entry", "task_name": "Key 10 vendor setup or credit forms", "task_type": "data_extraction_batch", "per_fte_month": 1, "hours_low": 0.75, "hours_base": 1.25, "hours_high": 2, "elapsed_by_hand": "1-2 days", "brief_min": 2, "review_min": 8, "review_by": "doer", "existing_review_min": 0, "existing_review_by": "", "redo_chance": 0.05, "recipe": "10 document intakes (one per file) + 1 task turn", "pr0_per_task": 21, "units_cost_usd": 30.55, "doer_cost_per_hour_usd": 35.58, "cost_by_hand_usd": 44.48, "cost_with_prest0n_usd": 38.7, "net_value_each_usd": 5.78, "hours_returned_each": 1.021, "kept_by_hand": "no", "turnaround_tier": "minutes", "evidence_grade": "B", "source_ids": "G-TYPEQUICKER-KPH", "assumption_note": "Entry-level data entry is expected at 8,000-13,500 keystrokes an hour; a 40-field form is about 4 minutes of typing plus 3 minutes to read and verify.", "stays_with_professional": "The clerk verifies bank and tax details with the vendor before activation (fraud control stays human)." }, { "industry": "general", "role_key": "gen_ap_ar", "role_title": "Accounts payable / receivable clerk (incl. data entry)", "task_key": "gen_apar_vendor_inquiries", "task_name": "Replies to about 5 supplier payment-status inquiries", "task_type": "correspondence", "per_fte_month": 3, "hours_low": 0.42, "hours_base": 0.67, "hours_high": 1.25, "elapsed_by_hand": "same day", "brief_min": 2, "review_min": 8, "review_by": "doer", "existing_review_min": 0, "existing_review_by": "", "redo_chance": 0.05, "recipe": "3 task turns", "pr0_per_task": 3, "units_cost_usd": 4.36, "doer_cost_per_hour_usd": 35.58, "cost_by_hand_usd": 23.84, "cost_with_prest0n_usd": 11.49, "net_value_each_usd": 12.35, "hours_returned_each": 0.47, "kept_by_hand": "no", "turnaround_tier": "minutes", "evidence_grade": "C", "source_ids": "G-ARDENT-2024", "assumption_note": "About 8 minutes per inquiry to look up status and reply is our estimate; Ardent Partners reports AP teams spend 26.9% of staff time on supplier inquiries. The model caps grade-C volume for this role (see the reminder row).", "stays_with_professional": "The clerk approves each reply; payment timing decisions stay with staff." }, { "industry": "general", "role_key": "gen_ap_ar", "role_title": "Accounts payable / receivable clerk (incl. data entry)", "task_key": "gen_apar_aging_summary", "task_name": "Weekly AP and AR aging summary", "task_type": "report_from_data", "per_fte_month": 4, "hours_low": 0.5, "hours_base": 1, "hours_high": 2, "elapsed_by_hand": "same day", "brief_min": 3, "review_min": 10, "review_by": "doer", "existing_review_min": 0, "existing_review_by": "", "redo_chance": 0.1, "recipe": "2 document intakes (one per file) + 1 drafted document + 1 task turn", "pr0_per_task": 8, "units_cost_usd": 11.64, "doer_cost_per_hour_usd": 35.58, "cost_by_hand_usd": 35.58, "cost_with_prest0n_usd": 22.9, "net_value_each_usd": 12.68, "hours_returned_each": 0.683, "kept_by_hand": "no", "turnaround_tier": "minutes", "evidence_grade": "C", "source_ids": "", "assumption_note": "One hour a week to pull the exports and write the summary is our estimate. The model caps grade-C volume for this role (see the reminder row).", "stays_with_professional": "The controller reviews the figures and decides priorities." } ] }