A short study · 2026
How do professionals handle confidential matters now that AI is everywhere?
I'm talking with lawyers, accountants and bookkeepers at small firms about what goes into AI tools, what stays out, and what clients are starting to ask. If that's you, I'd value 20 minutes of your experience.
20 minutesA video call at a time that suits you.
Not a sales callQuestions about how you work today.
You get the findingsA short summary of what firms like yours are doing.
Who I'd like to hear from
- Lawyers at firms of up to about 20 people, in any practice area.
- Accountants and bookkeepers at small practices.
- Whether you use AI tools every day or avoid them entirely. Both answers matter.
What we'll talk about
- Which AI tools you use for work, if any, and how you decide what goes into them.
- Times you chose to keep work out of those tools, and what you did instead.
- Whether clients, regulators or insurers have asked how you protect their data.
Your confidentiality
Please don't share client names or details; the kind of matter is all I need. Notes are kept without your name attached, calls are recorded only if you agree, and findings are shared only in aggregate.
Get the findings
If you'd rather not talk but want the summary when it's ready, email [email protected] with "findings" in the subject.