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Articles

Running AI safely in an independent firm.

The problems we solve for firms of ten to a hundred people, written down: security, privacy, keeping an eye on what the assistant does, and what the standard lists mean for a firm with no one whose job is AI.

· 5 min read

Your firm's knowledge needs a librarian

The hard part of putting AI to work in a firm isn't the AI. It's keeping the firm's knowledge organized, current and in the right hands, which is what librarians have done for a century and a half.

· 4 min read

Your contractors can't ask for what they don't know exists

Locking everything down until a contractor asks keeps your client records safe, and leaves new people guessing how your firm works. Give every contractor your firm's process on day one, keep client records locked, and new people ramp up faster.

· 4 min read

Before you connect your data, write down how your firm works

You'll hear that data is the key to AI, and that the first step is connecting every system you have. For most firms the faster win is writing down how the work runs and who decides, so people stop interrupting each other to find out.

Is one of these keeping you up at night?

Tell us what you're weighing. We'll say whether it's a problem we solve, and if it isn't, we'll say that too.