Course 12 · Firm Operating System
Dark Lion, Data Pipes, and AI Agent Workflows
Connect firm data, document intake, extraction, and AI-assisted work preparation across systems.
Coming soon
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This course is in the planned curriculum. Available courses are open now.
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What this course covers
The plumbing course: how client data, document intake, extraction, and AI-assisted work preparation connect across systems so agents can prepare work humans can trust and review.
You will map where data lives, how documents flow through Dark Lion, and where handoffs need review gates — leaving with a workflow map for reviewable, AI-assisted firm operations.
What you leave with
A data and workflow map that supports reviewable AI-assisted firm operations.
Included with the course
- Full video lessons taught from real firm workflows
- Module resources, worksheets, and implementation notes
- A concrete next step for your firm after every module
- Lifetime access after you open the course — no subscription required
Syllabus
7 modules
Preview the full module list here. Lessons, implementation notes, and downloads open inside the Academy after you get started.
- 01
The Data Map of the Firm
Map client data across returns, bookkeeping, planning, notes, documents, communications, and tasks, then name the source of truth for each data type.
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- 02
The Dark Lion Mental Model
Understand Dark Lion as the data and workflow layer around the firm and place it beside LedgerHQ, Tax Planner Pro, and the rest of the operating system.
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- 03
Document Intake and Extraction
Build document collection, naming, review, extraction, and exception handling so AI can prepare information without bypassing human validation.
Coming Soon
- 04
Agent-Assisted Work Preparation
Use agents to prepare bookkeeping review packets, tax planning prep, client summaries, meeting notes, and follow-up lists while keeping approval human-owned.
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- 05
Agent-Assisted Client Communication
Draft client questions, status updates, meeting summaries, renewal notes, and reminders with confidentiality, tone, and human review built in.
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- 06
Permissions, Audit Trails, and Risk Management
Set tool permissions, write approvals, audit logs, data sensitivity, and escalation rules so agents never operate invisibly.
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- 07
Building the Firm Operating System
Connect LedgerHQ, Tax Planner Pro, Dark Lion, AI agents, and human review into an implementation roadmap that starts with a clear manual workflow.
Coming Soon
More of the operating system is on the way.
Browse the courses that are available now while this one is Coming Soon.