● Every claim sourced
The fine print,in plain English.
Notes for law firms and financial practices on AI, privacy, and the rules that govern both. Every factual claim is tied to a numbered source you can check yourself, and we say so when a question belongs with your ethics counsel or compliance officer instead of us.
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- Law firms · Financial advisors & accountants
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- Ethics rules · Regulation · Data privacy · AI search
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§ 01All posts
3 posts
- 01What ABA Formal Opinion 512 Actually Means for Small Law FirmsThe ABA’s formal ethics opinion on generative AI doesn’t ban anything. It spells out what a lawyer is still responsible for. Here is what it actually says, in plain language, and what it means for a small firm deciding which tools to trust with client files.Law firms12 min read · 4 sources
- 02Why Your Practice Might Need to Worry About AI OverviewsMore of your future clients are asking an AI before they ever see a list of links. Whether that answer names your practice is turning into its own kind of visibility. Here is what the data actually shows, and what Google itself says to do about it.Law firms, advisors & accountants9 min read · 11 sources
- 03AI for Financial Advisors on Long Island: What SEC and FINRA Actually RequireThere is no SEC or FINRA rule written for AI. There are rules that already decide how an advisory firm can use it, and most of them come down to one question: where your clients’ information goes. Here is what they actually say, from the documents themselves.Financial advisors10 min read · 11 sources
These posts are general information from a technology firm, not legal, compliance, or investment advice. If one raises a question about your own practice, the straight answers on our homepage are a good next stop, or book a call.
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