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Clio Work's agentic AI and the Vincent app automate intake, scheduling, and matter tasks for small law firms. What each does, what it costs, and small-firm fit.
Read issue →McKinsey moved 25% of global fees to outcome-based in 2026. Small consulting firms using AI report a 43% fee advantage. Here's the 4-step transition.
Read issue →NH SB 640 requires AI disclosure in engagement letters. What professional services firms need to add — and how to do it without alarming clients.
Read issue →How AI FP&A automation enables accounting firms to offer CFO advisory services. Tools, client ROI, service design, and pricing the advisory engagement.
Read issue →GC AI deployed at 1,400+ companies. Two-thirds of GCs plan to reduce outside counsel spend. What law firms should do to maintain corporate clients.
Read issue →Harvey AI hit an $11B valuation with 18,000 workflows. What the library means for small law firms, BigLaw vs. small firm access, and practical implications.
Read issue →Harvey Agent Builder lets law firms create custom AI workflows without a tech team. What it does, small-firm use cases, cost, and build-vs-buy analysis.
Read issue →Supreme Court struck IEEPA tariffs. Over $166B in eligible refunds via CBP CAPE system launching April 20, 2026. Missing the deadline means claims are rejected.
Read issue →GAO found the IRS runs 126 AI use cases including AI audit selection. What CPA firms need to know about AI audit triggers and return preparation.
Read issue →Josef Rapid Ingestion Engine automates legal document intake and client matter creation for law firms, cutting intake time from days to hours.
Read issue →Lawmatics QualifyAI went GA in March 2026. AI intake automation for small law firms — what it does, who it's for, and how it compares to alternatives.
Read issue →Compare AI models available in March 2026 for professional services workflows. GPT-4o, Claude 3.5/3.7, Gemini 2.0 — which model fits which task and why.
Read issue →Microsoft Agent 365 goes live May 1, 2026 — the autonomous AI layer for M365. Three workflows to build before launch for professional services firms.
Read issue →Microsoft 365 Copilot for law, accounting, and consulting firms — what it does in Word, Excel, Outlook, Teams, deployment requirements, and firm-type use cases.
Read issue →Corporate clients have added AI clauses to OCGs. Four requirements now standard — and why firms without written AI policies are screened out of RFPs.
Read issue →How to integrate Claude AI with QuickBooks for accounting firms in 2026 — which workflows to build first and the step-by-step setup for each.
Read issue →State AI chatbot disclosure laws affecting professional services firms in 2026 — NH SB 640, Oregon HB 4154, and others. What they require and compliance steps.
Read issue →75% of CFOs shifted strategy due to tariffs. AI scenario modeling compresses the workflow from 45 to 15 minutes per client for accounting firms.
Read issue →Does your professional liability policy cover AI errors? For most small firms: no. What your E&O says, what riders exist, what to document before renewal.
Read issue →What professional services firms actually need to do about AI regulation in 2026. ABA ethics, state chatbot laws, IRS AI enforcement, and EU AI Act basics.
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Deep analysis, cross-sector patterns, and the frameworks that help professional services firms make the crossing.