A practice that holds client or patient material cannot start with the tool. It has to start with where the information goes, who can see it, what is kept, and who signed off. Until those are written down, nothing should be built on top of them.
So that is where an assessment in Garden City starts. One recurring workflow gets mapped end to end: where the information comes from, who touches it, where it waits, who has final say, and which steps must stay under a person's review. The output is a map and a named next step, and it is yours whether or not the work continues.
Only then is it worth asking what comes off your staff's plate. The answer is almost always the assembly: the intake retyping, the billing descriptions, the standard letter rebuilt from the last one, the statement reconciled by hand. The judgment stays where it belongs, with the person whose name is on the work.