Industries
Professional services
Professional services firms need to connect clients, matters or engagements, people and financial performance. Information is often spread across practice systems, local reporting and spreadsheets.
Some of the
data questions
- Agree a view of clients, engagements and performance
- Improve access to useful management information
- Protect client information when introducing AI tools
The SRA updates its warning on misuse of AI
The warning highlights risks when AI is used in legal work, including confidentiality and unreliable output. Its regulatory scope is legal services.
Read the sourceThe data implication
The wider data question for a professional services firm is what information staff may put into an AI service, what they may rely on and where human checking is required.
A starting point
A review of your information needs, definitions and current systems can establish where the immediate problems are and what a wider programme should cover.
Explore AI & data strategyWhat is your information challenge?
Whether you have a specific problem or are looking at a wider strategy, we would be interested in talking.
Talk to Kellerton