A working partnership to turn CAT's compliance operations into a calm,
automated system — LINE-first document intake, client visibility,
deadline tracking and AI-assisted, human-validated workflows, built on
top of the tools your team already trusts.
// Not custom software. Not a replacement for FlowAccount, PEAK, Xero or QuickBooks.
The shift
Keep LINE. Add control.
Nothing changes for your clients. Everything changes behind the scenes.
Today · scattered
Clients send documents through LINE, email and folders
Staff manually sort, rename and route files
Missing documents tracked from memory and spreadsheets
Deadlines live in calendars, files and staff heads
Clients ask for status repeatedly
Management sees risk only when something nearly slips
With the OS · governed
Clients keep using LINE as their front door
Documents route into the secure client vault
Missing items become continuously visible
Thai compliance deadlines live on one dashboard
Staff work from clear queues, not chat threads
AI proposes, humans validate, everything is logged
Preview · the product
This is what CAT looks like once it ships.
From the public front door to the firm's control room — the real
surfaces of the system, configured for CAT. Names and numbers shown are
illustrative.
01 Public contact page · chat or book in seconds
02 Conversation AI · one assistant, LINE + WhatsApp
03 AI-boosted intake · from first hello to a booked call
04 Client portal · clients self-serve, bilingual
05 Firm operations dashboard · the whole firm at a glance
// These screens are illustrative examples only — a small glimpse of the system, not the full scope of the work.
The method
Three steps, one logical order. Diagnosis always opens the way.
A modular approach — we move one building block at a time, and nothing
is deployed before the ground has been mapped.
01
The diagnosis
Workflow audit & mapping
We follow how documents, deadlines and client requests actually
move through CAT today — where time leaks, where information gets
lost, what the team re-does by hand every week. The output is a
clear picture of your operations and a prioritised blueprint of
what to automate first.
Interviews and observation of the real, day-to-day workflow
Mapping of document flows, deadlines and friction points
Prioritised implementation blueprint, pilot scope defined
02
The build
Implementation & deployment
We configure the CAT workspace and roll out the modules from the
blueprint, in priority order, integrated with the tools CAT already
uses. Every module is tested with your staff before it goes live —
nothing is imposed, everything is adopted.
AI classification, client portal, audit trail — configured for Thai compliance
Staff onboarding and hands-on training
03
The long game
Pilot, optimise & scale
We run the system live with a controlled set of clients, then widen
the scope on evidence — not promises. We monitor performance, refine,
and extend across service lines as the pilot proves its value on
CAT's real data.
Controlled pilot with 20–30 selected clients
Continuous monitoring, optimisation as volume grows
Progressive rollout across staff, clients and service lines
How we work together
A clear, fair structure — built to keep the partner spirit we started with.
As discussed from our first meeting, here is how I'd frame the
collaboration. Every point is open to adjustment.
Monthly participation
50,000 THB / month
Covers a minimum of 68 hours of my work each month. If
the project needs more of my time, I cover those hours myself.
Infrastructure
Covered by CAT
Direct digital infrastructure — AI tools, software,
databases, hosting, APIs — billed to the project itself.
Revenue share to CAT
20–30%
On opportunities from your team or network: ~20% for
referrals, up to 30% when CAT is actively involved in sales, client
management and coordination.
Point of contact
Just me
I remain your only contact, working directly with you
and the CAT team — keeping the family and partner spirit we had from
the start.
Why this shape. The monthly participation is mainly
there to give me the stability to focus properly on CAT. The bigger,
long-term value comes from what we build together — and the
opportunities we can open through your network.
I've already started working on the project and I'm keeping my
availability light on other clients, so CAT stays the priority.
Next step
Let's keep moving forward — together.
If any point in this structure isn't quite right for you, I'm completely
open to reworking it. The only thing that matters is a structure that's
clear and fair for everyone, so we can build with confidence. A quick
message is the easiest way to pick this up.
