Case study
From a handful of AI users to nearly 80% of staff
A regional tax and risk advisory firm: firm-wide AI enablement and a usage policy, from the partners down.
The situation
- Partners were worried about privileged and confidential client information going into AI tools.
- There was no AI policy and no governed use of AI, and only a few people in the firm were using it at all.
What was delivered
- Baseline AI session for all partners
- Team-specific workshops for the insurance and tax teams, and for using AI with Salesforce
- Training on current prompting frameworks
- AI usage policy, drafted as part of the engagement, covering confidential and privileged material
- Worked with the firm’s managed IT provider to put the policy in place, so the team could use AI securely and responsibly
The result
- Nearly 80% of staff using AI, up from a handful of people
- A usage policy covering privileged and confidential material, in place across the firm
Is your firm in the same spot?
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