Guardrails insights
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.
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.
