How law firms, accountants and agencies use AI, and the duties that come with it.

The best free resources

• How to implement AI at your law firm
  Eight-step rollout for small law firms: try tools, write a policy, train, start small.
  Nicole Black, ABA Journal · May 2025

• Real-life ways small firms use AI
  Four CPA firms under 10 staff: what they automated and how they protect data.
  Anita Dennis, Journal of Accountancy · Aug 2026

• In first ethics ruling on gen AI, ABA says lawyers must understand the technology (Formal Opinion 512)
  Plain summary of the ABA's AI ethics rules: competence, confidentiality, disclosure, fees.
  Bob Ambrogi, LawSites · Jul 2024

• The COMPLETE AI Checklist for Accounting Firms (ep. 657)
  A CPA firm coach covers nine AI safety steps: engagement letters, security plan, training.
  Jason Staats, CPA, Accounting Firm Coach podcast · Nov 2026

• Beyond email: Using AI and automation to enhance capacity
  A small firm's chatbot and intake forms cut client email. Map your workflow first.
  Stephanie Otero, CPA, AICPA & CIMA · Feb 2026

• By the numbers: what surveys show about law firm AI adoption
  Compares three law-firm surveys: high use, few policies, little ROI tracking.
  Catherine Sanders Reach, NC Bar Association · May 2026

• AI adoption among legal professionals has more than doubled in a year (8am report)
  Solo and small-firm data: 69% use AI, but few firms train staff or set rules.
  Bob Ambrogi, LawSites · Mar 2026

• Building AI automations to streamline your agency operations (ep. 553)
  An agency owner with 500+ automations shows small agencies where to start.
  Drew McLellan, Build a Better Agency podcast · May 2026

• Progression or extinction: AI's accounting reckoning (Earmark ep. 113)
  How AI changes accounting firm hiring, training and billing. Free CPE credit.
  Blake Oliver, CPA, Earmark CPE · May 2026

Curated by effectiveAI. Every link checked November 2026. Know a better free resource? Tell us.