AI for professional-services firms · Nashville, Franklin, Brentwood
AI for law, accounting, wealth and insurance firms, with the guardrails in place.
Your people are already trying AI. I help your firm decide what's allowed, what's worth doing, and how to train everyone, without putting client confidentiality at risk.
The gap: in a 2026 survey of more than 1,300 legal professionals, 43% said their firm had no formal AI policy and no plans for one, only 9% had a written policy that is enforced, and 54% said no responsible-AI training was offered (NC Bar summary of the 8am report).
So the tools are in use, the rules aren't written, and the training isn't happening. That is the opening.
What I do for a firm.
Policy. A one-page AI-use policy your partners can sign off on: approved tools, what never goes in, who reviews what. Start with the free template, or read the law firm policy guide.
Audit. A two-week review of where your staff spend time on drafting, intake, research and reporting, ranked by payback and risk. Details.
Training. Hands-on sessions built around your own documents and tasks. Details.
First tool. One working automation, such as intake summaries or document drafting, built and tested with your team.
Fields
Firms I work with
Law firms
Intake, document review support, research memos, client communication, and a policy that fits your professional-conduct duties.
Accounting and tax
Client email, workpaper summaries, document extraction, and review rules your staff will actually follow.
Wealth and insurance
Meeting notes, proposal drafting, client follow-up and compliance-friendly records.
I'm not a lawyer or a compliance officer. I work alongside your counsel and flag where their review is needed.
Questions
Frequently asked
Can our firm use AI without breaking client confidentiality?
Yes, if you control which tools are used, what goes into them, and who reviews the output.
That means approved tools on business-grade plans, a rule against pasting confidential client material into unapproved tools, and a human check on anything client-facing. Your professional-conduct rules and your counsel have the final say.
What do lawyers need to know about using generative AI?
Competence, confidentiality, supervision and billing all apply.
The American Bar Association addressed this in Formal Opinion 512 (2024). I'm not a lawyer, so confirm the details with your own ethics counsel or state bar guidance. I help turn those obligations into a workable firm policy and training.
Where does AI actually save time in an accounting or wealth-management firm?
Meeting notes, client-email drafts, document summaries, data extraction and first-pass research are the usual early wins.
The audit measures which of these your staff really spend time on, so you start with the one that pays back fastest.
Is it worth it for a firm of 15 to 30 people?
Often yes, because small firms can change habits quickly.
A lunch-and-learn from $1,500 plus a one-page policy is a low-cost start. The $3,500 audit makes sense once you want a ranked plan and a first tool.
Next step
Start with a 30-minute call.
Free, no deck, no pitch. Tell me what your business does and where the busywork is. I'll tell you whether AI can help, what it would cost, and if I'm not the right person, who is.
Email to book a callPrefer to talk? Call (615) 605-4528. I reply to every email within two business days.