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Insights

Plain English on what AI actually changes.

Short pieces on where AI earns its keep, what should stay firmly with a person, and the rules worth knowing about before they land. No hype, and nothing that needs a technical background to follow.

Getting started

Where to begin, and what to ask.

The audit

What actually happens in an AI audit

The day itself, who gets spoken to, what you need to prepare (nothing), what is in the report, and what happens if the honest answer is that AI would not help you much.

6 min read

Getting time back

Where the hours actually go

The jobs that quietly eat a working week are rarely the ones anybody would name. How to find yours in an afternoon, and which of them are worth handing over.

6 min read

Getting started

What to automate first

Pick something frequent, low-stakes and visible, so people see it work. The real hours come from the third and fourth jobs, once everyone believes the first one.

5 min read

Getting started

Which AI tool should we use?

The wrong question, asked first. Why setup matters more than the choice, what actually decides it, and why we do not name a vendor.

5 min read

Before you buy anything

You are probably already paying for it

The cheapest win is usually a switch you already own. How to check what your existing subscriptions now include, and what tends to be sitting there unused.

6 min read

Choosing help

Choosing an AI consultant in Scotland: what to ask

Seven questions worth asking anyone you are considering, what a good answer to each sounds like next to a comfortable one, and our own answers to all seven.

6 min read

Doing it safely

What stays with a person, and why.

Doing it safely

Is it safe to put client information into AI?

It depends entirely on which AI and which settings. What separates a free consumer tool from a paid business tier, and the three questions to put to any provider.

6 min read

Doing it safely

The one AI rule worth having before any others

If you write down a single rule, make it which tools work may go into. Why that beats a long policy, and how to make it the easy thing to do.

6 min read

Doing it safely

Do we need to tell people we use AI?

Three different questions get muddled here: what your regulator requires, what you already signed, and what is simply the right thing. A plain position you can state openly.

5 min read

Doing it safely

The AI worth having assists the person who signs

The useful question is not whether AI can do a job, but which half of it. Where the line sits, why it belongs there, and how to build so it holds.

7 min read

If you are regulated

Four questions your AI policy needs to answer

Most AI policies are three pages of principles nobody could act on. Four straight answers are worth more, and you can write them in an afternoon.

5 min read

Worked examples

One job, worked through end to end.

Worked example

Residual client balances, without the spreadsheet marathon

Leftover balances on closed matters are mostly retrieval work. How the picture for each one can be read, listed and drafted, while a person makes every decision.

6 min read

Regulated firms

For law firms, accountancy practices and anyone with a rulebook.

Regulated work

Three things AI should never do in a cashroom

It can prepare, flag, assemble and draft. Three things belong on the never list, and naming them plainly is what makes everything else straightforward to approve.

6 min read

For law firms

Rule B6.24: the central trusts record, and the calm way to get ready

From 1 November 2026, Scottish practice units need one central record of every trust where the firm or its people act as trustee, going back over all of them, not just new ones, and produceable within 21 days. What it has to contain, and how to build it without a scramble.

9 min read

The short version is always free on the phone.

If one of these is close to something you are wrestling with, twenty minutes will get you further than any article will. Tell us the situation and we will tell you what we would do about it.

In person or online · Anywhere in Scotland · No obligation