New noteWhat changes on January 1, 2027
Solidare AI — Technology built on solidarity

Industries · Managing partners and administrators of law, accounting and engineering firms.

Opinion 512 in one page: what you must know, tell and bill before an associate opens ChatGPT.

The malpractice renewal asks about AI this year. Outside-counsel guidelines have AI clauses. Fabricated citations get lawyers sanctioned. The seal is still the engineer's. The review step takes four minutes.

WHAT YOU NEED TO HAVE READY

  • The malpractice or E&O renewal answer on AI
  • A chart of confidential, privileged and public: which client information can go into which tool
  • Engagement-letter and informed-consent language
  • A four-minute citation and number review step
  • A QA/QC checklist for AI-assisted work under the seal

WHO WILL ASK FOR IT

  • The malpractice carrier
  • The bar, the board of accountancy or the board of engineers
  • Clients' outside-counsel guidelines
  • The partners

HERE IT IS IN 3–4 WEEKS

Privacy & Security Review

3–4 weeks

The confidentiality chart, the vendor contract checked — “does not train on your data” verified in the contract, not the brochure — and a policy the partners adopt before busy season.

Start with the Privacy & Security Review

What you hold

  • Client files
  • Privileged and confidential communications
  • Billing, WIP and financial records
  • Templates, precedents and protocols
  • Employee records

What keeps you up at night

  • Privileged material in tools with training on
  • AI drafts sent without a professional's review
  • Employment decisions informed by AI under new state rules
  • Vendor terms that conflict with professional obligations
  • Succession: the firm's knowledge in a retiring partner's head

Where AI helps first

  • Private assistant over precedents, protocols and templates
  • Intake, summarization and drafting with sign-off built in
  • Document checks against checklists and engagement letters
  • A policy and vendor review a licensing board or carrier can read
  • Agents for scheduling, follow-up and billing exceptions

How we usually start

Three ways in for professional firms.

033–4 weeks

Privacy & Security Review

Find where data is already flowing into AI tools, review who handles it, and fix the biggest exposures first.

  • Data map and shadow-AI inventory
  • Vendor data-handling review with scorecards
  • Private-versus-public decision by class of data
What you get →
023 weeks

AI Use Policy Sprint

A policy written for the people who will follow it, with the structure behind it to satisfy a regulator, an auditor or a trustee.

  • AI use policy and one-page do's-and-don'ts card
  • Approval path and intake form for new tools
  • Human-review rule for consequential decisions
What you get →
056–8 weeks

Agent Pilot

One agent, one workflow, in production, with the autonomy level you chose, approval gates, logs and an off switch.

  • Scoped workflow and autonomy level agreed in writing
  • Working agent in production with approval gates and logging
  • Activity report your team can read
What you get →

Reading for professional firms

Privacy · August 18, 2026

Five ways member data leaks into public chatbots

It is rarely a hack. It is a helpful person with a deadline and a free tool. Here are the five routes we find in almost every organization, and the fix for each.

Read the note · 3 min

Procurement · June 30, 2026

Ten questions to ask any AI vendor before you sign

The demo will be good. The contract is where the risk lives. Send these ten questions in writing and read the answers before the second call.

Read the note · 3 min

The standard we work to

  • Data that names a person stays inside your environment
  • A person approves anything that touches a person, a record or a dollar
  • Every AI use disclosed in plain language to the people it affects
  • Aligned to NIST AI RMF and designed to ISO/IEC 42001 structure; threat-modeled to OWASP and MITRE ATLAS
  • You own what we build and can leave with it
The seven commitments in full →

Next step

Tell us what you hold and who you serve.

We'll tell you what AI should and shouldn't touch, and what to do first — in one conversation.

NO SALES DECK · NO OBLIGATION · ASK@SOLIDARE.AI