The Small Firm AI Playbook

The Small Firm AI Playbook

The Small Firm AI Playbook is the weekly podcast for small legal, CPA, and consulting firms who want to use AI without the hype, the hallucinations, or the compliance headaches. Each episode takes one real problem from a real firm—an overflowing intake inbox, a stack of discovery documents, a proposal that keeps getting pushed to Friday night—and turns it into a step-by-step AI workflow you can run Monday morning. You'll get the exact prompts, the tools worth paying for (and the ones that aren't), the guardrails that keep you on the right side of client confidentiality and bar/board rules, and...

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Autor

The Small Firm AI Playbook

Categoria

Technology

Site do podcast

www.smallfirmaiplaybook.com

Último episódio

5 de mai de 2026

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Episódios

AI, Privilege, and Small Firms: The Federal Ruling Every Lawyer, CPA, and Advisor Needs to Know (Issue 1) 05.05.2026

A federal judge in the Southern District of New York just ruled that when a defendant typed his case into a consumer AI chatbot and handed the outputs to his lawyers, none of it was protected — not attorney-client privilege, not work product, nothing. ...

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