Your AI workflow
Build a way of working with AI that includes a verification checklist.
Professional services
For law, accounting, tax and architecture practices: use AI to draft, research and review faster, with client confidentiality and professional standards intact.
What we hear
AI can draft, summarise and research in minutes. It can also invent case law, misstate a rule or leak a client's details into a public tool.
Practices need a way to use AI that fits professional duties: confidentiality, verification of every output, and clear terms with clients about how AI is used.
How we help
Build a way of working with AI that includes a verification checklist.
Data rules and protection for client material.
Sector examples for law, accounting and tax, and architecture.
How you use AI, written down and explained to clients.
The data rule
Client names and matters are Amber or Red. Practitioners learn to remove or pseudonymise before any AI tool sees them.
Green
Safe to use with approved AI tools
Public information, your own drafts, published reports.
Amber
Check first: remove or pseudonymise
Internal documents, client or supplier names.
Red
Never into AI tools
Personal and health data, passwords, security keys.
Next steps
CORE
In developmentPeople, knowledge, work and AI in one controlled place. The foundation for everything else we make.
GUARD
Launch planned April 2027Protects data on every computer, in AI tools and beyond, and keeps the evidence that you're in control.
Interactive AI training on Catalyst Live. On site, online or hybrid, priced per person.
Talk to us
A first conversation, with no obligation. You leave with a clear view of what to do first.
Or email admin@thecatalystcore.com