Blog
Practical insights on AI strategy, automation, and training.
AI for Professional Services: Build It, Don't Rent It
AI for professional services isn't another chat window or software seat. It's a custom intelligence layer built around your own work that keeps improving.
AI for lawyers: what to buy, what to build, what to skip
AI for lawyers, from an operator who ships builds: the honest capability map, the buy-vs-build decision, the ethics rules, and a 90-day way in.
AI for Financial Reporting: Build the Layer, Not a Tool
AI for financial reporting pays off when you build a custom intelligence layer around your own numbers, not when you buy another reporting tool seat.
ChatGPT for lawyers: where it ships, where it sinks
ChatGPT can ship real value in a law firm. It can also get you sanctioned. The cost math, what fits which firm, and what to build instead of the chat window.
Inside LPL Financial's Anthropic Partnership: 3 AI Tools Advisors Are Using Now
Most advisors saw the LPL Financial and Anthropic partnership headline. Here are the 3 AI tools 30,000+ advisors can actually use now, and where to start.
AI Strategy for Growing Companies: Where to Start
A practical framework for $5M–$50M companies to audit operations, find where AI creates leverage, and build a 90-day roadmap that gets implemented.