EAG Sherwood
an EisnerAmper company
Joshua Pichinson, Managing Director
November 2026
AI is aimed at the right-hand column.
EAG Sherwood, an EisnerAmper company
An archivist worked on site and taught our team to index company records to archival standards.
One accounting system across estates, in place of a separate set of books for each.
Custodial records and inbound claims scanned and searchable. Less paper, less storage.
A wind-down’s email archive became a licensed research collection.
Each generation built around how we run a sale process and business development.
Claims administration on a platform we control.
AI is already in use here. The next entries are Workspace, Dispatch, On.Claims and Estate Intelligence. Together they make up SherwoodOS.
EAG Sherwood, an EisnerAmper company
Win
Business development, referrals, conferences and the sale process.
In daily use
Run
One place for each engagement: the checklist, the documents, the client and the vendors.
Being scoped
Administer
Claims intake, review, noticing and distributions.
Going live on Sherwood deals
Answer
The information and answers we need when an ABC goes live, drawn from the company’s own records.
Coming next
Gather
Gathers knowledge from the email and files we send and receive, and sends it to the system that needs it.
In build
Dispatch connects them. Together they are SherwoodOS.
EAG Sherwood, an EisnerAmper company
| Document | What it is |
|---|---|
| Business development report | What a prospect owns and whether it will sell, before we pitch |
| Situation assessment | A short internal read on a company and its options after the first call |
| Engagement letter | A first draft built from a letter we have already signed |
| Diligence request list | The documents we ask a company for once the NDA is signed |
| Precedents and credentials | Similar deals we have closed, with client names removed |
| Deal review report | What happened on a matter and when, rebuilt from its emails and documents |
| Offering memorandum | The sale document buyers receive, drafted from the company’s files |
| Deal website | The public sale page buyers visit, like sale.nomeatfactory.com |
| Client intake form | The EisnerAmper new-client form, filled in from the CRM (in testing) |
AI is one tool among several. We use whichever technology solves the problem most efficiently.
EAG Sherwood, an EisnerAmper company
In use today
Dispatch gathers knowledge from the email and files we send and receive, keeps the facts that matter, and sends each one to the system that needs it.
| An email or file like this | Is captured as | And lands in |
|---|---|---|
| Out: your note to a referral source after a conference | The contact and the touch, with the next step | Business development |
| In: a buyer replies during a sale process | Their interest, their questions and where they stand | CRM, on that deal |
| In: a client sends documents we asked for | Each document, matched to the item it answers | Workspace, on the checklist |
| In: a creditor asks about a claim | The question, tied to the claim | On.Claims |
| Out: an NDA or engagement letter goes to a prospect | The stage that opportunity has reached | CRM, on the pipeline |
EAG Sherwood, an EisnerAmper company
Coming next
Emails with contacts, buyers and referral sources reach the CRM without anyone entering them.
A document that arrives by email goes to the engagement it belongs to.
An answer that arrives by email checks its item, once one of us confirms it.
When several of us are in touch with the same firm, the overlap goes to the most senior person on the relationship.
It keeps the facts it needs and lets go of the mailbox.
It is built to route work. It is not for reading anyone’s conversations.
EAG Sherwood, an EisnerAmper company
Coming next
1
We take a full copy of the company’s email and files at the start, as the custodial record.
2
The copy is indexed on our own hardware, off the internet.
3
About 500 standing questions run against it. Each answer cites the document it came from.
4
The answers pre-fill the 1,449-task engagement blueprint. Staff confirm each one.
When an ABC goes live, we would start with the answers we need, each with its source beside it.
EAG Sherwood, an EisnerAmper company
Coming next
How strong each relationship is, from how often we are in contact and how substantive it is.
For any target, who at the firm is closest to it, and through whom.
Photograph a card or a badge, add a note, and the follow-up lands in the CRM.
The score measures the relationship. It is not for looking into anyone’s conversations.
EAG Sherwood, an EisnerAmper company
Coming next
–
still to go
Everyone is in.
AI drafts. One of us reviews it, edits it and puts a name on it.
Fiduciary decisions are made by the people who answer for them.
Firm-approved systems only. The plan for estate records is our own hardware, off the internet.
If it cannot point to the document, we do not rely on it.
EAG Sherwood, an EisnerAmper company
EAG Sherwood, an EisnerAmper company
Enter the presenter code to show the results
1
Every request is grouped with the others that ask for the same thing, and ranked by how many of us asked.
2
Each top theme gets an owner and a plain answer: building now, building later, or not building, with the reason.
3
We come back to this group with what shipped and what is next.
EAG Sherwood, an EisnerAmper company
The one you repeat most. Send it to [name] and we will try it with AI together.
If you are not sure a tool is approved, ask before you paste.
Of every AI answer, yours or anyone else’s: where did that come from?
EAG Sherwood, an EisnerAmper company
EAG Sherwood
an EisnerAmper company
Joshua Pichinson, Managing Director
Joshua.Pichinson@sherwoodea.com