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Practice mgmt

How can a firm keep its team up to date on AI tools and usage internally?

43:01From the June 11 call · Scrubbing Tax Returns, Penalty Playbooks, and Claude Skills

One member set up a recurring weekly open-office session (Tuesday mornings, one hour) in their conference room where staff come together to discuss AI, what they're doing with it, and what needs to happen next. Another participant agreed this kind of regular meeting is important for teams of any size, both for communication and to identify which tedious tasks staff are doing that could potentially be handled by AI.

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