AI agents insights
Own Your Agent: Why Renting AI From a Vendor Is a Trap
A rented AI seat is fine for a task you could drop tomorrow. It is a poor home for the job your firm depends on every night. The first agent should run on your tools, follow your written rules, and belong to you.
Your First AI Agent Shouldn't Cost Six Figures
Most owners assume an AI agent means a six-figure custom build and a committee to approve it. A first agent is one job, on the tools the firm already pays for, for a fixed fee. If the price is unclear before the work starts, the scope is too big.
Your Office Closes at 6. The Inquiry Does Not.
Why the after-hours first reply decides which firm wins the consult, and how a workflow agent answers new inquiries for owner-led firms on the tools they already use.
What the Agent Is Allowed to Touch, and What It Must Never Do
How an owner playbook sets what an AI workflow agent can read, what it can send, what needs approval, and what it must never touch, written for CPA and law firms.
