What governance policies should professional services firms implement when using AI?
→ Define who can use AI, for what tasks, with [...]
What’s the best way to evaluate and select an AI vendor for a law firm or consulting business?
Consider domain expertise, compliance features, transparency, support, integrations, and customization. [...]
How can consultants use AI for content marketing without losing credibility?
→ Use AI for outlines, ideation, and research, but review [...]
How can legal and accounting teams ensure AI-generated content is accurate and trustworthy?
Always layer human review, use source-checking plugins, apply RAG (retrieval [...]
How can professional services maintain client confidentiality when using generative AI tools?
→ Avoid entering private data into public models. Use enterprise [...]
What are the most impactful use cases of AI in consulting today?
→ Client proposal generation, market research summaries, call note automation, [...]
How can small accounting firms train their staff to use AI effectively?
Run hands-on workshops using ChatGPT, build simple SOPs, introduce prompt [...]
How can professional services firms use AI to build a scalable internal knowledge base?
Use Notion AI, Guru, or Slite AI to turn SOPs, [...]
How can consultants use LLMs to summarize client meetings and strategy sessions efficiently?
Use Fireflies.ai, Otter.ai, or Grain to transcribe and summarize meetings. [...]
How can consultants use AI to predict which clients are likely to churn or expand their engagement?
Use CRM-integrated AI to analyze email sentiment, activity patterns, and [...]