Learn about managed AI

Plain-English resources for small firm owners thinking about adopting AI. No jargon, no hype. Just the stuff we wish more firms knew before they signed up for ChatGPT Teams.

Start here

• The difference between AI chat and managed AI. Why "we use ChatGPT" and "we use Mammoth-dev" are answering different questions.
• What integrations actually mean. An AI that can SEND email is fundamentally different from one that can write email.
• The 7-vendor problem. Why you'll end up paying for OpenAI, Anthropic, Google, Perplexity, Microsoft, and 2-3 add-ons if you DIY.
• Compliance for AI in regulated firms. SOC 2, IRS Pub 4557, FINRA, state DOIs — what each one requires.

Common questions we answer on the intro call

• "What's the actual ROI for a 5-person firm?"
• "Can AI sign documents for us? (Short answer: no, and you don't want it to.)"
• "What if our data leaks?" (Spoiler: contractual no-training clauses.)
• "How do we explain AI to our clients?"
• "What happens when GPT-5 / Claude 5 ships?"

Book a 15-minute intro call — happy to talk through any of these, no slide deck.