Case study
From Manual to Modern: Lanphier LLP's Journey to Scalable, AI-Driven Advisory Services with Ready to Advise
Lanphier LLP supercharged their advisory services by adopting Ready to Advise, an AI-powered solution that empowers every team member to deliver smarter strategies and consistent client value. See how this transformation unlocked new levels of efficiency, confidence, and growth—setting a bold blueprint for the future of advisory firms.
Introduction: Manual processes limit advisory growth and staff development
Brittany Lanphier, CPA, is the owner and managing partner of Lanphier LLP, a progressive accounting firm passionate about leveraging technology and process improvements to empower teams and deliver transformative advisory services to clients. Despite decades of experience and a strong reputation for strategic tax planning, the firm faced a critical challenge as it grew: advisory work remained rooted in manual processes and heavily dependent on senior staff's expertise.
"We have been in such a manual phase of this where so much of it has to just come from us and our experience," Brittany noted. This reliance on institutional knowledge created bottlenecks that prevented the firm from scaling its impact. Advisory delivery lived "in the heads" of senior practitioners, making it difficult to delegate, replicate, or expand services to meet growing client demand.
Brittany recognized the need for a solution that could modernize service delivery, empower junior staff, and scale the firm's advisory impact without compromising quality or consistency.
Challenge: Experience-dependent model creates scaling barriers
Lanphier LLP had no shortage of advisory expertise, but that expertise came with a hidden cost. The firm's advisory delivery model was deeply manual and heavily reliant on intuition and experience, creating several persistent challenges:
Manual, experience-driven processes: Identifying and implementing advisory strategies relied heavily on senior staff's knowledge and intuition, making it difficult for less experienced advisors to contribute meaningfully.
Inconsistent strategy execution: The lack of a standardized, tech-driven process led to variability in how advisory services were delivered and which strategies were considered for each client.
Limited scaling capacity: Junior staff — while eager to contribute — often lacked the tools and confidence to participate in advisory work, constraining the firm's ability to grow and serve more clients efficiently.
Missed opportunities: The firm needed a way to uncover and evaluate a broader set of tax strategies for each client, beyond what could be managed manually by senior advisors.
As the firm continued to expand, this experience-dependent model became increasingly unsustainable, threatening both growth potential and staff development.
“There's only so much we can prioritize and manually analyze. The potential with AI in Ready to Advise to expand the volume of potential strategies with our clients is what we're looking forward to.”
Brittany Lanphier
Managing Partner, Lanphier LLP
Solution: AI-powered platform democratizes tax advisory expertise
Excited by the promise to modernize the advisory process and address their long-standing challenges, Lanphier LLP adopted Ready to Advise — an AI-powered solution from Thomson Reuters designed to streamline and scale advisory services.
The implementation strategy focused on four key areas:
Guided implementation: Ready to Advise delivers step-by-step instructions for executing tax strategies, enabling junior staff to contribute confidently and ensuring consistency across all client engagements.
AI-driven strategy identification: The platform expands the range of strategies considered for each client by surfacing options that staff might not identify on their own, maximizing opportunities for tax savings and strategic planning.
Enhanced delegation: Senior advisors can now delegate more execution work to junior team members, freeing up their time for strategic planning, client engagement, and high-value advisory activities.
Trustworthy foundation: Ready to Advise provides confidence that strategies are backed by trusted tax technical knowledge and deliver accurate results for clients.
"Thomson Reuters is a partner that I trust, so I know that Ready to Advise is going to be backed with the trusted tax technical knowledge that's going to give me the right answers for my client," Brittany explained. This trust factor was critical, as the firm had previously experienced inconsistent results with other advisory tools.
Outcomes: Scalable model transforms firm capacity and client value
The impact of Ready to Advise at Lanphier LLP has been transformative. What was once a manual, experience-dependent advisory process has evolved into a scalable, AI-supported model that empowers staff and enhances client value.
Since implementing Ready to Advise, Lanphier LLP has experienced measurable improvements across key areas:
Staff empowerment: Junior and mid-level staff are now energized and enabled to participate meaningfully in advisory services, accelerating their professional development and significantly increasing the firm's overall advisory capacity.
Process efficiency: The time and mental effort required for strategy development and execution has been significantly reduced, with AI streamlining formerly manual workflows and eliminating repetitive research tasks.
Enhanced client value: Clients benefit from more comprehensive reviews of their tax planning options and a more consistent, process-driven approach to advisory services that identifies opportunities previously overlooked.
Senior staff productivity: Senior advisors are freed from manual strategy development and implementation tasks, allowing them to dedicate more time to client engagement, relationship building, and high-value strategic advisory work.
Ready to Advise helped Lanphier LLP move beyond the limitations of a manual advisory model. By embedding AI into their workflows, the firm unlocked new levels of efficiency, consistency, and strategic depth. Advisory services are no longer confined to the expertise of a few senior practitioners — they're now accessible, teachable, and scalable across the entire team.
"I'm thrilled for Ready to Advise to allow less experienced staff or advisors build that confidence of figuring out what strategies are going to be most beneficial for our clients," Brittany shared.
Lanphier LLP is now equipped to grow with purpose, serve clients with precision, and empower every advisor to contribute meaningfully. The firm's journey from manual to modern is not just a success story — it's a blueprint for the future of advisory services.
At a glance
Industry
Accounting & Tax Services
HQ region
Denver, CO
Solutions
Ready to Advise
Thomson Reuters Checkpoint
Year founded
2009