What we have learned building AI inside working firms
King & Company builds AI workflows and skills alongside brokerage teams, accounting and advisory firms, and private equity portfolio companies. These are our working notes on what holds up in practice.
Commercial real estate
Underwriting, lease abstraction, BOVs, prospecting, and market reports for brokerage teams.
AI commercial real estate market report: a weekly setup
How a brokerage team sets up a weekly market report with AI: what to pull automatically, how to keep numbers traceable, and what a broker approves.
Claude skills for commercial real estate teams
What a Claude skill is, which ones a brokerage team should build first, and how prospecting and call prep skills are put together in practice.
AI for commercial real estate brokers: where to start
Which brokerage workflows are worth building properly with AI, why most pilots stall, and a sensible order for a leasing, sales, or management team.
Underwrite commercial real estate faster with AI
Which parts of a first-pass underwrite AI can take off an analyst's plate, which parts stay with the analyst, and how to do it in your own Excel model.
AI broker opinion of value: a first-pass BOV workflow
How a brokerage team has AI assemble the first pass of a BOV in its own format, and which calls on comps, cap rate, and price stay with the broker.
AI to extract commercial real estate documents to Excel
A working design for one upload of flyers and landlord proposals that fills your team's survey workbook and queues the same facts for your CRM.
How to abstract a commercial lease with AI you can trust
A working method for AI lease abstraction: the full document stack, your own template, a page citation on every field, and a review step that holds up.
Accounting and professional services
How CPA, advisory, and insurance firms put AI to work on the documents they run on.
Where AI fits in tax, audit, and client advisory work
A step-by-step map of each service line: what AI can draft today, what stays with a licensed person, and one first workflow to build in each.
AI for independent insurance agencies: what to build
Where AI fits in policy checking, renewals, and submissions at an independent agency, what the NAIC bulletin covers, and who signs off.
AI proposal drafting from a precedent library: the build
How an accounting or advisory firm curates its past proposals and engagement letters into a library AI can draft from, and what the partner still reviews.
Firm-wide AI rollout for an accounting firm: the calendar
A rollout plan laid against the firm's year: which department goes first, who owns it, what to build, what to freeze before January, and what to measure.
How to set up a CPA firm to use AI: a working guide
A sequenced setup for accounting, advisory, and insurance firms: one workspace, a client data rule, your own files, and one workflow before busy season.
Private equity
AI for deal teams and for the portfolio companies they own.
How to scale AI across a private equity portfolio
What carries over from one portfolio company's AI build to the next, what has to be redone each time, and who should own the shared part.
How to use AI in private equity due diligence
Which diligence jobs AI can take a first pass on, how to make every extracted fact trace to a page in the data room, and who checks it before the IC memo.
How private equity firms use AI: a working guide
Where AI does real work in private equity, split by deal team and portfolio company, what recent surveys show, and a sensible order to start in.
AI training for private equity portfolio companies
Why the first AI dollars at a portfolio company belong in training on the team's own work, what it covers, who attends, and how to check it.
Where to start with AI at a portfolio company
How a PE-backed CEO, CFO, or operating partner picks the first AI workflow, gets it working inside a quarter, and measures it so a buyer believes it.
AI workflows and skills
How to build workflows and Claude skills that a team uses every day.
What is a forward deployed engineer? A buyer's guide
Where the forward deployed engineer role came from, how it compares with software, consultants, and a full-time hire, and what to ask before you sign.
What are Claude skills? A plain guide for teams
What a Claude skill is, what sits inside the folder, how it differs from a project or a connector, and what makes one worth having on your team.
How to build an AI workflow your team will use
A practitioner's order of work: pick one deliverable, collect past examples, build small, test against finished work, and design the review step first.
Human review step in an AI workflow: how to design it
How to design human review of AI-drafted work: what a person must check, what they should see, and how to tell whether the review catches anything.
AI workflow vs AI agent vs skill: what the job needs
What a prompt, skill, workflow, connector, agent, and custom software each mean, and how to pick the simplest one that does the job.
Training and adoption
Getting a team fluent, and telling what matters from what is noise.
How to run AI training on your team's real work
A session plan you can run next week: how to pick the task, what to prepare, how the hour goes, and how to capture corrections so the result lasts.
How to measure AI adoption on a team beyond login counts
A monthly scorecard a partner can keep by hand: five numbers per workflow, what vendor dashboards really report, and an honest way to state time saved.
AI noise versus what matters: a test for your firm
One question sorts AI news for a document-heavy firm, five kinds of change deserve attention, and a small test set of your own files settles the rest.
Should AI training come before AI tools? What to cover
Why a team needs four working habits before a firm-wide AI license purchase, what those habits are, and a ten minute check you can run in a staff meeting.
How to keep your team ahead on AI: a working guide
A plan for firms without a training department: pick the work, build one workflow on real files, name a reviewer, write it down, and meet weekly.
Security and governance
Keeping client data where it belongs while the team uses AI on real work.
What happens to data sent to an AI model, by plan
Training, retention, human access, and connected files: what vendors' own pages say for personal plans, business workspaces, and the API.
AI agent permissions and governance for a firm
A working model for deciding what an AI agent may read, write, and send at your firm, using the connector settings and logs you already have.
FTC Safeguards Rule and AI for tax preparers
No rule is written for AI at a tax firm. Here is how the Safeguards Rule, IRS Pubs 4557 and 5708, and section 7216 apply to it, with a WISP addendum.
How to set up secure AI workflows for client data
A build order for firms that hold confidential client data: the right plan, admin settings, file permissions, workflow scope, review, and records.
AI acceptable use policy for a professional firm
The six sections a short firm AI policy needs, sample wording for each, and a one to two page model policy you can adapt.
Choosing an AI partner
Who does this work, by type of firm and by market, and how to compare them.
AI consulting firms in Boston: how to choose
Eight AI engineering and consulting firms that work in Boston, in alphabetical order, and the questions to ask any of them. Written by one of them.
Best AI consulting firms in Atlanta: how to choose
Seven firms an Atlanta professional firm could hire for AI work, listed alphabetically, with the questions to ask each one. Written by one of them.
Best forward deployed AI engineering firms: how to choose
What forward deployed engineering means, the kinds of firm that sell it, eight real providers, and the questions to ask before you hire one.
AI consulting firms in Miami and Orlando: how to choose
A plain comparison of AI consulting and engineering firms with a presence in Miami or Orlando, written by one of them, with the questions to ask each.
AI consultants for commercial real estate brokerages
The four kinds of AI help a brokerage team can hire, eight real providers, and the questions to ask each one. Written by King & Company, one of the eight.
AI consulting firms in Memphis: how to choose one
A plain guide to AI consulting firms a Memphis professional firm could hire, written by one of the firms on the list, with the questions to ask each.
Tell us where the time is going
King & Company embeds with your team and builds the AI workflows, skills, and integrations around the work you already do. Describe the work your team would rather not be doing, and we will come back with how we would approach it.