M&N Valuation Workflow Support
Two engagement options for AI-augmented workflow support during your June filing window. You retain full control over your case substance and data; I provide methodology, tools, and structured coaching.
The deck I prepared — for your reference
From our 2026-05-29 discovery call. Included here so you can revisit anything we covered.
Discovery deck: maor-discovery.zeabur.app
What we discussed — and what I'm offering
A quick recap so we're on the same page before you look at the options.
What you're working on
You're preparing a valuation submission (Director's Response) to the financial queries on M&N Accommodation, targeting a mid-June filing window. You've spent the last two months trying to use AI to help — and ran into what you called the "AI got confused" problem: too many files dropped in without structure, prompts that didn't lock the model down, results you couldn't trust.
What I'm offering
An advisory engagement — methodology, tooling, and coaching for AI-augmented document workflows. Two formats below at different intensities. Pick the one that fits how you prefer to work.
Clear boundary up front
I don't take possession of, store, or analyse your raw materials between sessions. During live sessions you may walk me through redacted examples on screen-share, but I don't draft substantive Q&A responses on your behalf, and I don't provide legal, valuation, or expert witness opinions. Your case substance stays with you. What I provide is the workflow design and the AI-collaboration technique that lets you process those materials 10× faster than starting from scratch.
This division is intentional — it keeps my contribution focused on what I uniquely bring (workflow design and AI collaboration), the engagement efficient, and your authority over substantive work intact.
Two practical reasons I structure it this way
(a) Data sensitivity. Your case materials (legal correspondence, financial records, partner-dispute evidence, WhatsApp screenshots) carry both confidentiality risk and privilege concerns. Keeping them in your custody — rather than transferring them to my systems and AI tools — is cleaner for both of us. The fewer hands the data passes through, the smaller the surface for accidental disclosure.
(b) My capacity, honestly. After re-evaluating my schedule, I have another engagement kicking off on 1 June. My capacity is limited, and I won't be able to build the system end-to-end for you myself — which is why the two alternative options below are what I can offer.
Two ways to work together — you pick
Both follow the same session workflow (see below). A is flexible per-session, B is a 5-session package with extra pack savings on top.
High-touch, flexible. Book a session whenever you hit a wall.
What you get
- 1-hour Google Meet sessions on demand
- Pre-session preparation by me — I research, build example materials, and prepare a tailored response to your topics before we meet (deliverables can be PDF, Notion page, short walkthrough video — whatever best answers your questions)
- Summary email within 24 hours after our coaching session — recap, conclusions, next actions, open questions
- No cap on number of sessions within the validity window
How you pay
- USD 180 via Wise transfer before each session (after we confirm scope, see Step 2 below)
- Validity: through 30 June 2026
- No long-term commitment — pay only for what you use
Fixed budget, predictable cadence. Saves USD 100 vs paying hourly across 5 sessions.
What you get
- 5 × 1-hour Google Meet sessions — same workflow as Option A (48-hour heads-up, my pre-prep, live session, 24-hour summary)
- Pre-session preparation by me for each session — PDF / Notion / short video, whatever fits your topic
- Summary email within 24 hours of each session
- I'll help you plan the cadence at the first session (often: kickoff + 3 working sessions + final review)
How you pay
- One payment of USD 800 on signing, via Wise
- Validity: through 30 June 2026
- Full amount non-refundable once first session held
How each session works (applies to both A and B)
So you know exactly what to expect from each meeting:
Via WhatsApp or email, share what you want to discuss: topics, specific questions, sticking points, anything you're stuck on. The more concrete the better.
I review what you sent, confirm the questions are scoped for a 1-hour session (and flag anything that needs splitting). Once confirmed, you pay (per session for A, or one-time for B), and I start preparing. Scope confirmation and payment must complete ≥24 hours before the booked session — otherwise we reschedule.
I spend time researching, building examples, drafting cheatsheets, recording short walkthroughs — whatever format best answers your questions. You don't see this work, but it's the reason an hour with me ≠ an hour of generic consulting.
We meet at the booked time. I walk you through the materials, we dig into your questions, and you can ask follow-ups in real time.
I send you a summary email containing: the materials we covered, conclusions from our discussion, your concrete next steps, and any open questions for next time (if applicable).
Working terms — simple and explicit
Scope boundaries, payment, confidentiality, and timeline. Anything you want to discuss, just ask.
Scope boundaries
✓ What I provide
- AI workflow methodology and architecture
- Notion + Claude Project setup guidance
- Prompt engineering technique
- Coaching on how to organise and process your own materials
✗ What I don't provide
- Possession, storage, or between-session analysis of your raw legal/financial materials
- Drafting of substantive Q&A responses for your submission
- Legal advice, valuation opinions, expert witness services
- Endorsement or sign-off of your final filing
- In-person attendance at mediation, court, or tribunal
Payment & currency
- Currency: USD only
- Method: Wise transfer (personal account, beneficiary: Chieh Yu Chen)
- Wise transfer fees are on Client side
- Refund policy: All amounts non-refundable once work commences (first session held)
Confidentiality & data handling
- Mutual confidentiality — survives engagement end for 2 years
- I don't take possession of, store, or analyse client raw materials between sessions. During live sessions you may walk me through redacted examples on screen-share.
- Case study right: I may use fully anonymised, de-identified information (industry sector, methodology, scope only — no client name, entity, location, monetary figures, or recognisable detail) for marketing. You retain the right to request removal at any time.
- Sub-processors: Coaching sessions use Google Meet. I may use AI tools to prepare general teaching materials, but no client raw materials or identifying detail flows through any AI service on my end.
Timeline & my availability
Important — pre-disclosed travel
I'll be at the Mentawai Islands (Indonesia) from 4 June to 15 June 2026 — a pre-scheduled trip. During that window I'm:
- Fully available for async communication (email / WhatsApp) with 24-hour response time
- Available for up to 1 hour of Google Meet per day on the same time zone as you (WIB UTC+7)
How to move forward — three simple steps
No pressure on timing — but if you want to start by 1 June, ideal to confirm by 31 May.
- Pick an option — reply with A or B (or ask any clarifying questions first)
- I send a short agreement + Wise invoice for the relevant amount
- Once payment confirms, we book the first session
Reply with your choice
Either option works for me. Pick the one that fits how you'd rather work.