Partner sync

Technology objectives

Firmwide meeting, July 6

Scheduling

"The Future is Now" deck plus a live Claude Cowork demo for the whole firm.

Training for that week

Finalizing

Locking the sessions staff will run the week of the rollout.

Drake prep automation

In progress

Automating the return preparation process in Drake using Claude.

Getting Claude Code to talk to Drake

Drake has no real API. The open question is the integration path: how Claude Code reads from and writes to Drake without a clean interface. This is the blocker on the prep automation.

Add issues here as they surface in the room.

To-do

  • Schedule the July 6 firmwide meeting
  • Finalize the week's training sessions
  • Build the Drake prep automation

To-done

    Log what closed since last time.

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    Next up after this wave

    Claude for accounting month-end close

    Once the firmwide rollout, training, and Drake prep automation land, point the accounting team at month-end close.

    Before we leave the room

    Confirm owners and dates on the to-do list, and agree the Drake integration path so the prep automation can move.

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