Free 45-minute live training for accounting, law and insurance firms in North Carolina.
Tuesday 16 June · 12:00 PM ET · Live, 45 min Limited seats45 minutes. Live with Chris Deitrick.
A three-step way to put AI to work in your firm without putting client data on the line.
Find the highest-value, lowest-risk places to put AI to work first.
Keep every client file inside your firm, with nothing leaking to a third-party tool.
Roll AI out across the team with policy, training, and oversight.
You're good at what you do. The problem isn't the work; it's that there's too much of it and not enough people to go round.
Your team is stretched. Hiring is slow and expensive. The hours that should go to clients keep disappearing into email, data entry, document review and admin.
You keep hearing AI could help. Some of your team have probably already started using free tools like ChatGPT just to keep up. And you're not really sure what's safe, what's compliant, or where your client data actually ends up.
You're not the problem. The problem is that nobody has shown you how to put AI to work in a firm like yours without taking on new risk.
Most "AI advice" gets you excited about tools and clever demos. It rarely shows you how to use AI on real client work without putting the firm at risk.
You don't have to ban AI to stay safe. You don't have to gamble on free tools to save time.
There's a way to do both, and your team can start using it Monday.
Chris Deitrick
Partner, Navarac
Navarac helps professional firms grow with technology, including AI they can actually trust with client data.
Owners and partners of accounting, law and insurance firms who are great at serving clients, stretched too thin, and unsure how to use AI without breaking compliance.
People just looking for generic "AI tips," or businesses with no sensitive client data to protect.
Our school has relied on Navarac for IT for many years, and we highly recommend their services. We're especially grateful for the team's exceptional ability to help us troubleshoot complex issues and fix our mistakes with patience and expertise.
No. It's a working session. You'll leave with a simple model you can apply yourself, whether or not you ever speak to us again.
Most firms start with free tools and quickly hit two walls: they're not sure it's safe, and the time savings never become consistent. This shows you how to make AI both safe and repeatable across the whole team.
Not at all. If you can use email and a spreadsheet, you can use what we'll show you. The whole point is to keep it simple.
45 minutes, including the live demo and time for questions.
Live is best. You can ask questions and you'll get the AI Safe Use Policy template. Register even if you can't make it and I'll send you the recording.
It's written for firms that bill for their expertise and hold sensitive client data, so those three fit best. Similar professional firms get value too.
Because "busy" is exactly the problem. The session is about getting hours back. 45 minutes now to save your team far more every week.
Yes. If anything it's more relevant. You'll learn how to make sure what's already being used is safe and compliant, not just fast.
I didn't come up through a 20-year IT career. My background is in building and managing products, where the whole job is making complicated things simple and genuinely useful.
When I stepped into the world of professional firms, I kept seeing the same thing. Smart, capable teams drowning in admin. AI tools quietly putting client data at risk, because no one had given the team a plan they could actually follow.
I knew there had to be a better way, so we built one. We call it the AI Growth Model. It's the same plan we've used to help firms get real hours back without taking on new risk.
Fill out the form and I'll send the calendar invite and a text reminder on the day.
