Where AI may help
01
Draft meeting summaries and routine correspondence
Pilot with staff review, clear goals, and appropriate data permissions.
02
Organize knowledge bases and recurring client tasks
Pilot with staff review, clear goals, and appropriate data permissions.
03
Build human-reviewed proposal and document workflows
Pilot with staff review, clear goals, and appropriate data permissions.
Before implementation
- Choose one workflow and define success before buying tools.
- Protect confidential data and identify where human review is required.
- Test accuracy and accessibility using realistic examples.
- Document costs, time saved, quality changes, and any unintended effects.