AI Insights for North Shore Firms
Practical guides on AI workflow automation for insurance agencies, law firms, and financial advisors.
What Anthropic's Mythos Disclosure Means for Evanston Law Firms and Their Clients
Anthropic is withholding a model that can autonomously exploit zero-days. For an Evanston firm holding M&A and IP files, the disclosure is a forcing function.
How a Glencoe Wealth Advisor Can Build an AI Playbook With Claude Skills
Anthropic's 2026 Skills system turned slash commands into reusable playbooks. A small RIA can finally write down its workflows as code.
How Highland Park Wealth Advisors Can Run Ten Claude Sub-Agents in Parallel Instead of One at a Time
Claude Code sub-agents spawn 10 workers per parallel batch. For an RIA on Green Bay Road, Monday-morning prep is the obvious first use case.
How Lake Forest Private Equity Firms Can Use the Claude Agent SDK to Build Their Own Deal Team
Anthropic's Agent SDK has matured into a production toolkit. For a two-partner Lake Forest shop, that changes who has to be on the org chart.
How a Wilmette Law Firm Could Use Claude Managed Agents for Discovery, Conflict Checks, and Deal Diligence
Anthropic's new cloud-hosted agent service finally lets the long-running work of a law office, discovery review, conflict checks, deal diligence, survive a disconnect.
How Winnetka ETA Operators Can Use Claude Opus 4.7 to Grow Revenue After Closing
Anthropic's flagship model shipped April 16. For entrepreneurs who just acquired a small business through ETA, it changes the math on the first 90 days.
How Wealth Advisors Can Use Claude to Do More Without Hiring
Your next hire doesn't need a Series 65. Here's how wealth advisors are using Claude to handle the work that's keeping them from growing.
How to Transfer Your Memory from ChatGPT to Claude
Your AI knows you. Switching shouldn't mean starting over. Here's how to move your memory from ChatGPT to Claude in under 5 minutes.
What I Told Lake Forest College Students About AI — And Why It Matters for Your Firm
The same AI shift reshaping hiring is coming for professional services. Here's what I told Lake Forest College students — and why it matters for your firm.
5 Hiring Lessons That Changed How I Think About Business Efficiency
What hiring taught me about screening, filtering, and automation — and how the same principles apply to running a more efficient firm.
What Healthcare Fraud Detection Taught Me About Building AI That Actually Works
Lessons from building AI fraud detection in healthcare — and why the same principles matter when automating professional services firms.
No Hype, Just Building: What LA Tech Week Taught Me About Real AI
After attending a16z's LA Tech Week, here's what separates real AI from the hype — and what North Shore business owners should know.
Inside the Fight Against Healthcare Fraud — And What It Means for Your Industry
From the NHCAA conference in Nashville: how AI-powered fraud detection is transforming healthcare — and why the same principles apply to your industry.
Let's figure out where AI fits in your firm.
Book a free AI audit. I'll walk through your operations, identify what's worth automating, and give you a practical plan — whether you work with me or not.
Book a Free AI Audit30 minutes. In-person or video. No obligation.