A pilot readout a finance lead can challenge.

# Mike.ai monthly ROI and control report

Boundary: Fictional metadata-only ROI report. No private client documents, real-firm approval, billing action, or external legal advice.
Period: Sample month

## Executive Readout

The sample Scottish completion portfolio shows 2 export lock(s), 24 open item(s), 80.1 estimated monthly saved hour(s), and a conservative monthly value of GBP 7,609.

## Commercial Decision

Sample economics support continuing the founding workflow pilot, subject to reviewer quality and private-data gates.

## Metrics

- Active completion matters: 42. Portfolio volume is high enough for a weekly manager readout to matter.
- Blocked matter rate: 17%. 7 matter(s) remain blocked by at least one high-risk or time-critical completion issue.
- External export locks: 2. The report proves restraint: unresolved high-risk issues stop external release.
- Estimated monthly hours saved: 80.1h. Conservative monthly estimate from reduced manual chasing, pack review, and status collation.
- Estimated monthly value: GBP 7,609. Assumes GBP 95/hour blended operational cost against GBP 750/month support.
- Readiness score: 42/100. Score is intentionally penalised for blocked lanes, watch lanes, and export locks.

## Control Actions

- Risk partner: Request donor statement trail and keep external completion pack locked. Evidence: AML metadata pack, item 4. Control: External export locked.
- Title reviewer: Confirm advance notice position before partner signs completion note. Evidence: Title readiness metadata, item 2. Control: External export locked.
- Completion operator: Send ADS confirmation request and flag completion statement as provisional. Evidence: Tax metadata pack, item 1. Control: Internal flag retained.
- Conveyancing partner: Request policy confirmation and keep lender condition flagged. Evidence: Lender checklist metadata, item 6. Control: Internal flag retained.

## Export Register

- Internal matter readiness note: internal-ready. Available for internal review in the fictional metadata-only pack.
- Missing-evidence list: internal-ready. Available for internal review in the fictional metadata-only pack.
- Partner review pack: locked. Reviewer clearance is required before external use.
- ROI and control report: internal-ready. Available for internal review in the fictional metadata-only pack.