What Can a Small Firm Offer Its Clients Now That It Couldn't Two Years Ago?
Services that once needed a bigger firm are now within reach of ten or fifty people. Six examples, from simple to ambitious, and where to start.
Read more →Services that once needed a bigger firm are now within reach of ten or fifty people. Six examples, from simple to ambitious, and where to start.
Read more →Turn the ones that matter into shared skills with an owner and a version. Here's what skills can do, from simple to complex, and how to build them well.
Read more →Article 4 still applies to any firm using AI tools, but the omnibus removed the 'sufficient level' test. Here is what a proportionate programme looks like.
Read more →Usually yes, on a business account with the right agreement and access limits. The risk is a second client file nobody manages. Here is the structure to use.
Read more →Your firm owns it and signs it, but most of the facts come from the companies behind the system. Here's how to get it right without it taking over your team's time.
Read more →Usually yes, but a file carries more than the part you need. Three questions decide whether you can upload it, and one of them is in the document itself.
Read more →It depends on which tier of data you mean and which version of the tool you use. The tiered framework we use, and how to write your own in an afternoon.
Read more →The high-risk deadline moved to December 2027. What the EU AI Act asks of a small Irish firm now, and what it does not.
Read more →Automating the repetitive work first gives a growing team room to take on more clients. Five processes worth starting with, and why.
Read more →Transfer of agency is one of the most manual jobs in an advice firm. What automating it involves, and how to do it without creating compliance risk.
Read more →Yes, a regulated firm can use AI within GDPR. The real risk is ungoverned AI. Here is what compliance actually requires and what good looks like.
Read more →How to work out what a manual process actually costs your business, and the point at which paying to automate it pays for itself.
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