For law firms, accounting firms and advisory practices
Your clients trust you with everything. So does ChatGPT, apparently.
Professional firms carry the strictest information duties in the economy: privilege, confidentiality, conduct rules, engagement terms. A fee earner pasting client material into a public AI tool puts all four at risk in one keystroke, and the duty is the firm's regardless of who pasted. Meanwhile your clients are asking you the AI governance questions you have not yet asked yourself.
Privilege does not survive carelessness
Client material in an ungoverned AI tool risks waiving legal professional privilege and breaching confidentiality duties, with professional discipline and PI insurance consequences attached. One approved-tools policy closes most of the gap.
Your clients' AI questions are billable
Every mid-market client you serve is facing the same obligation map. Run the check on your own firm first, then use it as the structured opening of an advisory conversation you currently start from a blank page.
Firmwide Copilot is a governance event
Rolling AI across hundreds of fee earners multiplies productivity and exposure together. The register, the training record and the incident pathway are what a professional body asks for first.
“We advise on risk, we hardly need a quiz”
Agreed, you do not need it. Your fifteen minutes with it tells you whether to put it in front of clients, and the report format shows you what they will see. Most advisors who run it once start sending it.
Find out in 15 minutes