What Belongs in an AI Acceptable Use Policy? A Checklist
An AI acceptable use policy checklist built on data tiers, not tool brands, so your rules still hold after the next software change.
How to Train Your Entire Team to Use Generative AI Safely: A Practical Framework
Generative AI can absolutely improve how a business runs. It can speed up writing, reduce repetitive admin work, support research, draft customer replies, and help teams move faster with less blank-page friction. But here is the part a lot of businesses learn the hard way: buying AI tools is not the same as building AI…
AI Governance Framework: Does Your Business Need One?
An AI governance framework sets the rules for how your team uses AI. Get the six pillars, the one-page policy, and who owns each call.
AI in Medicare, Meta’s Mac Assistant, and New FDA Thinking on AI
Dear Friend, In our AI Smart Lab session last week, we cleaned up our own ClickUp agents. We had a pile of separate helpers pulling action items out of client emails and meetings, so we merged them into one agent that reads the work, sorts it, and sets each task with an owner, a due…
What Should Agencies Tell Clients About Using AI?
AI disclosure for agencies: when clients expect it, what goes in the contract, and how to answer “did AI make this?” before you get asked.
Twitch AI Training, Colorado’s AI Therapy Law, and the Pixel 11
Dear Friend, In our AI Smart Lab session last week, we built out our ClickUp agents. Instead of running one general assistant, we started grouping agents by the services a client actually buys, so each account has its own small set of agents that knows that client’s work. What made it click was handing the…
AI for Independent Law Firms: A Practical Guide for Solo Practitioners in 2026
In 2026, AI for independent law firms is no longer a nice-to-have experiment. It is quickly becoming part of the operating system of a modern practice. If you are a solo attorney or you run a small firm, you are already feeling the pressure from every direction at once: client expectations are higher, response times…
Microsoft Copilot for Business Without the Learning Curve
How to use Microsoft Copilot for business: what it does, how to pilot it in 30 days, and how to train your team fast.
AI Lawsuits, Big Tech Earnings, and AI Music Rules
Dear Friend, In our AI Smart Lab session last week, we put one of our own tools on the spot in front of the whole team. It is a proposal builder. You hand it a client name, it reads that client’s meeting notes and files, asks a couple of questions, and writes a first draft…
The Owner-Operator’s Guide to AI Vendor Security and SOC 2 Compliance
AI can absolutely create real ROI. It can save time, tighten operations, improve decision-making, and help teams move faster. But here’s the part a lot of owner-operators learn too late: if you wire AI into your business insecurely, the downside is not theoretical. It can mean exposed customer data, leaked intellectual property, compliance headaches, and…
