AI ASSISTANTS · SOCIAL AI

Show up where prospects check you out — consistently.

Social AI supports planning, drafting, approval, scheduling, and publishing on the supported channels connected for your firm.

Book a Free Strategy Call →Meet the full AI team
Social AI drafts and schedules marketing posts for your approval — never client-specific content or account advice. A human signs off before anything publishes.
SOCIAL SYSTEM ILLUSTRATIVE · CONFIGURABLE ROLE
AI ROLE30 DAYS
01PLAN
02DRAFT
03APPROVE
04PUBLISH
SOURCEGrowth CRM recordSTATUSConfigured per firm
THE VISIBILITY GAP

A dormant profile makes a thriving firm look inactive.

This is the top-of-funnel side of the Credibility Leak — the visibility gap. Word-of-mouth referrals and prospective clients routinely check your firm's LinkedIn, Google Business Profile, and social presence before scheduling a consultation. A company page that hasn't posted since last tax season signals a practice that may be stagnant, understaffed, or behind the curve. Yet keeping a polished, professional cadence across professional channels is an ongoing job that inevitably gets sidelined by billable client deadlines.

Social AI maintains an active, authoritative presence so every referred prospect encounters a thriving, modern firm—without consuming billable partner hours.

HOW IT WORKS

Drafted, reviewed, and scheduled for supported channels.

Social AI can draft on-brand marketing posts for the topics, audience, and voice your firm approves. It can arrange drafts on a content calendar and, after human approval, publish through channels that are connected and verified for that practice. Supported inbound messages can enter a configured inbox; channel availability, engagement data, and publishing permissions are confirmed during implementation.

Sample social calendar (planning view):

See a balanced month before anything publishes. Week 1: seasonal reminder → Week 2: client-question explainer → Week 3: firm perspective → Week 4: service education. Each card shows channel, audience, source, draft, reviewer, approval status, publish date, and response owner. → See a Sample Social Calendar → (#sample-social-calendar)

INBOUND SIGNALCONNECTED CRM FLOW
01Understand contextCRM READ
02Take the approved actionWORKFLOW
03Log the outcomeCRM WRITE
04Escalate when judgment is neededHUMAN
WHAT POWERS IT

A social planner with AI-assisted content for supported channels.

Social AI combines a social planner, AI-assisted drafting, human approval, and scheduling for supported channels connected during implementation. Inbound messages may flow into the unified inbox where the channel supports it. Your firm approves the channel, audience, content, publish timing, and response owner before automation runs.

01APPROVED KNOWLEDGE
02CHANNEL & CONSENT RULES
03CRM CONTEXT
04HUMAN APPROVALS
05ESCALATION & STOP CONDITIONS
WHAT IT DOES, CONCRETELY

Configured capabilities for SOCIAL AI.

When enabled and tested for the approved audience, channels, permissions, and stop rules, this role can perform the actions below.

01
Generates on-brand posts tuned to your firm and audience
02
Promotes the blogs and newsletters Content AI writes
03
Arranges posts on a content calendar
04
Holds configured posts for your approval before publishing
05
Schedules approved posts on supported, connected channels
06
Publishes at the times your firm approves
07
Routes supported inbound social messages to the unified inbox
08
Records available engagement data in the configured system
09
Keeps a reviewable calendar across the channels you choose
HUMAN CONTROL

Automation where it helps. A clean handoff where judgment begins.

The workflow is configured around eligible audiences, consent and suppression rules, approved knowledge, allowed actions, escalation conditions, and explicit stop conditions.

AI OWNSSpeed, consistency, logging, and approved follow-up.
HUMAN OWNSSensitive, professional, account-specific, and exception decisions.
PRACTICE READINESS DIAGNOSTIC

Benchmark Your Firm's Intake & Follow-Up Leaks

Before configuring SOCIAL AI, see how your practice currently scores on lead response speed, front-desk capture, and proposal follow-through.

Take the 60-Second Scorecard →Run 360° Digital Audit
BETTER TOGETHER

Social AI gets you seen. These convert the attention.

HANDOFF 01
Content AI — drafts blogs and newsletters that can be adapted for approved social channels. Meet Content AI →
HANDOFF 02
Reception AI — answers the prospects your visible presence sends to your line or chat. Meet Reception AI →
HANDOFF 03
Review AI — the reviews it collects become social proof worth posting. Meet Review AI →
QUESTIONS PRACTICES ASK

Questions practices ask before putting this role to work.

Clear answers on operational boundaries, CRM integration, and firm-controlled workflows.

See all questions →
What can AI social media management support for an accounting firm?

Social AI can draft and schedule approved marketing posts, then publish through channels that are connected, permissioned, and verified for the practice. Channel support is confirmed during implementation. Your team reviews the content and controls what is approved for publication.

How does the firm control brand voice?

Social AI is configured using approved voice, topic, and audience guidance. Drafts can be held for human review, editing, rejection, or approval before publication, according to the workflow your firm selects.

Does it give financial advice on social media?

No. Social AI posts general, educational, and promotional marketing content only — reviewed by a human before publishing. It never gives client-specific or account advice, and anything requiring professional judgment stays with you.

Which platforms does it support?

Channel support is confirmed during implementation based on the accounts and integrations your firm approves. The calendar can plan for LinkedIn, Facebook, Instagram, and Google Business Profile, but publishing and inbox connections are claimed only after each channel is connected and verified.

Do I approve posts before they go live?

Yes under the workflow described here: drafts are held for human review and require approval before publication. The enabled channels, users, permissions, and fallback process are verified during implementation.

START WITH ONE USEFUL ROLE

Look as active and credible as your firm actually is.

Book a 20-minute strategy call and we'll map the approved channels, review workflow, cadence, and publishing permissions for Social AI — whether or not we work together.

Book a Free Strategy Call →Test Reception AI
No pressure. No obligation. A plan you can use either way.