At a healthtech SaaS company, every client engagement opened with the same three documents: a project plan, a requirements specification, and a risk assessment. Project management owned them. It took roughly six weeks, and the engagement did not move until they were done.
Everything those documents needed already existed. It was in the proposal, and it was in the intake form the client filled out with us at kickoff. The six weeks were not spent finding information. They were spent transcribing it, formatting it, and routing it.
We built agents to draft all three from the proposal and the intake form. The draft came back in a day and a half.
That is where most companies stop, and it is why their cost per unit never moves. A fast draft that still gets read end to end by the same person who used to write it has not removed any work. It has moved it.
So I set the review threshold. What a human still had to read, what they could sign without reading, and what nobody needed to look at again. I made that call, and I owned it if it went wrong.
It did not go wrong. At six months we cut review further and put monitoring behind it. At twelve months we cut it again. The reduction was scheduled, not requested.
Project managers stopped producing documents and started running more engagements. The same team carried more projects.
The threshold is the decision your organization is avoiding. It is uncomfortable because it has a name attached to it, and if it goes wrong that name is on the incident report. That discomfort is what is sitting between you and the margin.