Using AI inside the rules your profession already has.
Your staff is already using AI, usually with no rules at all. I train them on what to use and what must never go into it, then write the policy that makes it stick.
Book a free consult ↗A half-day workshop for your whole staff
Which tools to use, what must never be put into them, and how to check the answers they give you. Over video, with your own documents as the examples.
A written policy
Approved tools, what data can go where, what to tell clients, and who reviews what. I also take an honest look at what your staff is already using without telling anyone, and put together a 90-day plan.
Then the two or three jobs that pay for themselves
Usually intake, follow-up and chasing documents. The same automation work I set up for any business, done inside the policy your firm just adopted.
How it stays safe
You are not locked to one vendor. Results are measured from the first day. Nothing goes out without someone at the firm reviewing it, and the policy says in writing who that person is.
I’m Zachary Wolfe, in Lakeland, Florida. Physics degree, and I read about twenty patents a day for a living, so dense documents, and the rules about what can and can’t be said from them, are my normal day. I’m finishing my Master’s in AI Strategy & Innovation at Wake Forest.
Workshops are not approved for CLE, CPE, or CE credit.