Questions and answers
How can a law or accounting office use AI?
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The short answer
Start with the work around professional judgement, not the judgement itself: finding the right document, preparing a first draft, collecting missing information from clients and keeping track of deadlines. A professional reviews everything before it reaches a client, and client information stays under the office’s control.
Where AI helps first
- Finding a document, a clause or an earlier decision across the office’s files, with a link to the source.
- Preparing a first draft of a routine letter, a summary or a meeting brief for a professional to review.
- Collecting missing documents from clients and sending polite reminders.
- Tracking deadlines and reminding the person responsible.
- Answering routine client questions about the status of their file, under rules the office sets.
Keep the professional in the loop
AI can prepare and organize, but it can also be confidently wrong. In professional work, anything that reaches a client or a court, or that affects a filing, should be checked by a qualified person. We build the system so that this check is a fixed step, not an extra effort.
Client confidentiality
Law and accounting offices hold exactly the kind of information that should not be pasted into a personal AI account. Depending on the task, the right setup may be a business plan of an online service with suitable terms, or AI that runs on the office’s own computers.
Private AI or ChatGPT: what should a business do with client data?
A good first project
Pick the task the office complains about most, such as chasing clients for documents or preparing meeting briefs. It should repeat often, be easy to check and have one person who owns it. Build it, see how much time it saves, then decide on the next one.
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