Practical playbooks and field-tested frameworks for accounting, law, consulting, staffing, and agency firm owners navigating AI in 2026.
Showing 45 posts tagged AI Disclosure Policy Professional Services Firms 2026
→ Read the full guide: Do Professional Services Firms Need to Disclose AI Use? (2026)
NY's Algorithmic Pricing Disclosure Act is in effect. Here's how to know if your professional services firm is in scope and what to do.
July 14, 2026
6 min readRead →AI-drafted contracts carry hidden metadata that can expose client strategy. Here's the CA Bar Rule 1.6 risk and how to fix it before June 30.
June 18, 2026
7 min readRead →EU AI Act Article 50 takes effect August 2. US firms delivering AI-assisted work to EU clients may need to label it. Six-week action guide.
June 17, 2026
6 min readRead →SEC Reg S-P AI vendor rules are live for RIAs. Written oversight provisions and a breach response plan are now required. Here is what to fix this week.
June 11, 2026
7 min readRead →Trump signed an AI executive order June 2. For professional services firms: voluntary, no federal mandates. State-level AI compliance deadlines still apply.
June 5, 2026
5 min readRead →85% of clients want AI disclosure. 39% of firms say nothing. The TR Institute 2026 data shows the cost of the gap — and who closes it first.
June 1, 2026
7 min readRead →New York AI ad disclosure law takes effect June 9, 2026. Marketing agencies must label AI-generated human figures in advertising. 30-minute checklist inside.
June 1, 2026
6 min readRead →85% of clients say firms should disclose AI use — but half haven't had that conversation. The 2026 data and a 3-step communication framework for firm owners.
May 29, 2026
11 min readRead →80% of clients now send AI-generated documents. Here's the intake and review workflow small law firms need to handle them safely in 2026.
May 22, 2026
9 min readRead →85% of law firms face client AI pressure. Here's a practical script for small firm owners: the three questions clients ask and a one-paragraph answer template.
May 22, 2026
8 min readRead →California's ADMT regulations took effect January 2026. Most small professional services firms are not in full scope — but 3 obligations may still apply.
May 20, 2026
15 min readRead →California's State Bar proposed six enforceable AI ethics rule amendments in 2026. Here's what California law firms must do now to avoid disciplinary exposure.
May 18, 2026
8 min readRead →Most professional services firms using AI say nothing. That silence is now costing you clients. Here's the three-placement framework with exact language.
May 13, 2026
8 min readRead →Free, copyable AI policy template for CPA and accounting firms. Covers GLBA Safeguards compliance, three-tier tool classification, and 20-minute rollout.
May 12, 2026
12 min readRead →AICPA FVS AI guidelines establish the liability standard for valuation CPAs. The 4-question checklist every accounting firm with FVS practice areas needs now.
May 9, 2026
11 min readRead →Free, copyable AI policy template for small law and accounting firms. Covers ABA Opinion 512, three-tier tool classification, and a 30-minute rollout checklist.
May 5, 2026
11 min readRead →Colorado SB26-189 introduced May 1. ADMT bill delays AI enforcement to Jan 2027. What professional services firms must do before session ends May 13.
May 2, 2026
9 min readRead →Big Law now trains every attorney on AI ethics. Here's the 30-minute protocol that prevents AI sanctions for small professional services firms.
April 30, 2026
10 min readRead →What does AI governance cost a small professional services firm? The 7-piece compliance stack with real pricing for law, accounting, and consulting firms.
April 30, 2026
12 min readRead →Agent washing is calling your AI 'agentic' when it isn't — and enforcement is coming in Q3-Q4 2026. Here's what professional services firms need to audit now.
April 29, 2026
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