Practical notes on AI and automation
What to automate first, how to do it safely, and what to leave alone.
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A one-page AI use policy for a small firm
What your staff can and cannot put into AI tools, in one page. A starting point you can adapt.
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Microsoft 365 or Google Workspace for a small firm?
A plain comparison for small professional-services firms, and why the answer often matters less than how well you set it up.
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Quote to invoice in one flow
How a small firm can go from an accepted quote to a sent invoice with far less retyping, and where a person should still check.
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Stop chasing clients for documents: one intake workflow
A simple, safe workflow that asks for missing documents, files what arrives, and tells your team when a file is complete.
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What an AI and automation assessment finds in a small firm
How I look for the work worth automating in a small professional-services firm, what the written plan contains, and what usually comes first.
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What to automate first, and what to leave alone
A simple way to decide which tasks in a small firm are worth automating, and which are better left to people or fixed first.