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Professionals
AI integrations — smart help that stays in bounds.
Add AI where it saves time: summaries, drafts, and searchable notes. We pick simple, secure tools that respect your clients and workflow.
Who it’s for
- Professionals who want faster summaries and drafts without risking client data.
- Solo practices needing quick research or template creation inside existing tools.
- Anyone curious about AI but wanting boundaries and documentation first.
What’s included
- Use cases mapped to your work: summaries, drafts, knowledge lookups, or intake.
- Setup inside your current apps with permissions, policies, and clear guardrails.
- Quick training and scripts you can reuse with clients and assistants.
What it solves
You get the speed of AI without new risk. Every prompt and policy is written down so you can keep delivering confidently.