THE SMALL FIRM AI PLAYBOOK

AI for small law firms, CPA firms, and consultancies — practical AI tools, automation workflows, and prompts to help small professional firms save time and cut costs.

Most Recent

Jun 2, 2026

The AI Stack I Actually Use for Client Marketing

And Why Most People Are Doing This Wrong

Bob Gonsalves

May 26, 2026

The First AI Workflow a Small Firm Should Automate

The boring AI workflow that pays back first, and the five moves that keep it running.

Bob Gonsalves

Workflows

May 19, 2026

Before You Buy Another AI Tool, Map This Workflow First

AI does not repair a broken process. It accelerates whatever process you point it at.

Bob Gonsalves

Privilege & Confidentiality

May 12, 2026

Even the Expensive Tools Get It Wrong: Sorting AI Tasks by Layer

How to decide which research, drafting, and intake tasks belong in general-purpose AI and which ones need a domain-specific legal platform

Bob Gonsalves

May 11, 2026

The Small Legal Firm AI Policy Template

(That Won't Get You Sanctioned)

Bob Gonsalves

May 7, 2026

Where Small Law and CPA Firms Are Actually Using AI in 2026

The 2026 Thomson Reuters report names the top GenAI use cases by sector. Here is the legal list, the tax and accounting list, and what to do with both.

Bob Gonsalves

May 6, 2026

Is Perplexity Computer for Professional Finance Right for Your Small Firm?

What Perplexity launched on May 5, what it costs, who it's actually built for, and the honest answer for a 1-15 person accounting firm

Bob Gonsalves

Issue 01

May 5, 2026

Public AI Is Not a Safe Container for Client Work

A federal ruling, ABA Opinion 512, and the two-layer AI stack that keeps client work privileged

Bob Gonsalves

The AI Playbook for Small Professional Firms — Free Every Week.

THE SMALL FIRM AI PLAYBOOK

Most Recent

The AI Stack I Actually Use for Client Marketing

The First AI Workflow a Small Firm Should Automate

Before You Buy Another AI Tool, Map This Workflow First

Even the Expensive Tools Get It Wrong: Sorting AI Tasks by Layer

The Small Legal Firm AI Policy Template

Where Small Law and CPA Firms Are Actually Using AI in 2026

Is Perplexity Computer for Professional Finance Right for Your Small Firm?

Public AI Is Not a Safe Container for Client Work

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