• Artificial Intelligence

    The AI Investigator: Comparing Leading LLMs for Social Media Asset Discovery

    May 13, 2026

    This article explores how modern LLMs can assist financial forensic professionals with social media asset discovery and investigative intelligence gathering. Using a consistent set of research prompts and investigative scenarios, the article compares the performance of Microsoft Copilot, ChatGPT, Perplexity, and Claude across areas such as accuracy, source transparency, investigative depth, contextual reasoning, and usability. Readers will gain insight into the strengths and weaknesses of each platform, where AI can accelerate investigative workflows, and the limitations practitioners should understand before relying on AI-generated intelligence in forensic engagements. If only I had learned about financial forensics earlier in my life, I…

  • AI, Work Product, and Rule 26 in Three Cases: Beware of Your AI Queries; They May Not Be Protected
    Artificial Intelligence - Financial Forensics - Litigation Consulting - QuickRead Top Story

    AI, Work Product, and Rule 26 In Three Cases: Beware of Your AI Queries; They May Not Be Protected

    May 7, 2026

    When you are a party in a legal matter, sometimes the things you type into an LLM are protected and sometimes they are not. Sometimes, if you share privileged things with your AI-companion, those things are no longer privileged. It depends on what you shared, who you are, and why you shared it. In this article, the author discusses three recent cases that discuss what is discoverable. Three recent cases have addressed the use of large language models (LLM or colloquially referred to as “AI”) in litigation: Warner v. Gilbarco, United States v. Heppner, and Morgan v. V2X.[1] The first…

  • Artificial Intelligence

    Tame the Chaos: Organize Your Files Faster with AI’s Claude Cowork

    April 15, 2026

    This article highlights a practical use case for Claude Cowork: organizing files in a way that saves time and reduces frustration. It explains how AI can help users sort through scattered documents, group related materials, improve naming consistency, and make important information easier to find. Rather than spending valuable time digging through folders and disconnected files, professionals can use Claude Cowork to create a more structured, searchable, and useful file system. The article is designed as a quick introduction and pairs with an external resource for readers who want to see the workflow in action. One of the most practical…

  • Artificial Intelligence

    Excel Just Got Smarter: How to Add Claude to Your Spreadsheet Workflow

    April 1, 2026

    This article highlights a video resource showing how to add Claude to Excel and start using AI directly inside a familiar spreadsheet environment. The topic is especially relevant for professionals who want faster ways to summarize data, generate formulas, organize information, and reduce repetitive spreadsheet tasks. The video’s core promise is that users can bring the benefits of Claude’s AI model into Excel, opening the door to a more efficient workflow for analysis and reporting. Excel has long been one of the most widely used tools in business, but AI is changing what spreadsheets can do. If you have ever…

  • Artificial Intelligence

    Copilot Confusion: Figuring Out if Your M365 Licensing is Ready for AI

    March 11, 2026

    Microsoft Copilot is rapidly becoming one of the most talked-about AI tools in the workplace, but many organizations discover that enabling it is not as simple as flipping a switch. The biggest hurdle is often licensing. Different versions of Microsoft 365 include different capabilities, and not every plan supports Copilot. This article explains how to quickly determine whether your organization has the correct Microsoft 365 licensing for Copilot, what prerequisites are required, and how to identify gaps before attempting deployment. It also outlines the key licenses that are compatible with Copilot and provides a resource for checking your environment. Microsoft…

  • Artificial Intelligence

    Build Smarter Dashboards: Turning Raw Data into Real-Time Insights with ChatGPT

    February 25, 2026

    This article explains how professionals can use ChatGPT to create custom dashboards from virtually any dataset—without needing advanced programming skills. It walks through how AI can assist with structuring raw data, identifying key performance indicators, generating visualizations, and even producing dashboard-ready code that you can view immediately. The piece highlights how AI reduces development time, improves insight discovery, and allows consultants and advisors to rapidly prototype and deploy decision-support tools for clients. A companion video resource demonstrates the full process step-by-step. Data is everywhere—but insight is not. Consultants, valuation professionals, and financial advisors constantly work with spreadsheets, exports from accounting…

  • Artificial Intelligence

    Demystifying AI: A Beginner’s Roadmap to the Technology Behind ChatGPT

    February 11, 2026

    I also get asked about the technology behind AI and have wanted to create an easy-to-read guide on the topic. So, here it is! This guide serves as a foundational primer on modern AI, written for readers who want to understand the technology without needing a technical background. It walks through the major building blocks of today’s AI ecosystem, including large language models, generative AI, machine learning, neural networks, tokens, vector databases, RAG systems, and AI agents. Each concept is explained using analogies and simple examples so readers can quickly grasp how the pieces fit together and how tools like…

  • Artificial Intelligence

    How Consultants Can Use AI Without Exposing Client Data (Run AI Locally)

    January 28, 2026

    Learn how to run an LLM on your computer so you do not have to worry about exposing client data. If you have been curious about protecting your client data but you still want the benefits of using AI, this video is for you. Today I am going to show you a simple way to run AI directly on your own computer; no cloud required. In the next few minutes, you will see how to use GPT4All to run a local LLM so you can test ideas, stay in full control of your data, and still get the power of…

  • Artificial Intelligence

    Create a Custom GPT to Automate Your Favorite Prompts

    January 7, 2026

    Learn how to create a Custom GPT with AI writing the prompts for you! In this short demo, I will show you how to create a goal-setting Custom GPT. Here is a practical way to put AI to work in your consulting practice. If you find yourself using the same prompt over and over, you can automate it by creating what OpenAI calls a Custom GPT. Every AI platform has its own name for this concept, but the idea is the same: a reusable, automated prompt that delivers consistent results whenever you need it. In the video, I walk through…

  • Artificial Intelligence - Financial Forensics - QuickRead Top Story

    Integrating AI in eDiscovery and Digital Forensics for Corporate Investigations: AI-Driven Digital Investigations Workflow

    December 17, 2025

    In investigations requiring eDiscovery and digital forensics, AI can be a powerful complementary tool. It enables the analysis of digital information in ways that are both efficient and insightful. This article explores practical recommendations and processes for implementing AI in digital investigations and their workflows. Introduction When most people think of Artificial Intelligence (AI), they often envision Generative AI (Gen-AI) tools that create content (such as images, videos, or text) or imagine futuristic scenarios involving intelligent robots or dystopian worlds where AI becomes self-aware, like Skynet and the T-800 from Terminator. While these ideas are fascinating, the real-world impact of…

  • Artificial Intelligence - Litigation Consulting - QuickRead Top Story

    Artificial Intelligence or Artificial Interference? How AI is Reshaping Litigation for Better and Worse

    November 12, 2025

    AI remains a flawed practice companion. In addition to the possibility of hallucinated case citations and incorrect legal analysis, the use of AI introduces data privacy concerns and risks misadvising individuals due to overly generalized AI conclusions. In this article, the author addresses the following: Does the use of AI in litigation represent true artificial intelligence, or is it artificial interference preventing a just outcome? Artificial intelligence (AI) is rapidly transforming the modern-day legal landscape, offering tools for research, drafting, fact development, document review, expert services, jury selection, and even predicting case outcomes. If used correctly and with robust safeguards,…

  • Artificial Intelligence

    Create Video Training on Any Topic with AI and Notebook LM

    November 12, 2025

    Here is a practical use for AI in your consulting practice. If you ever need to create training for a new employee or intern, you will find this method very useful. It will save you hours of time and make you look like a well-organized firm. We will use Perplexity in this demo, but you could use your favorite AI chatbot to do the same thing. Watch this video to see how to create professional video training on any topic in a few short minutes. Colin Brown is the CTO of Syncnet.com and helps consultants implement AI into their practice.…

  • Artificial Intelligence

    Addressing Client Data Privacy Concerns with ChatGPT: Data privacy with AI chatbots

    October 1, 2025

    How to deal with the risks. Many consultants are understandably concerned about uploading client information into ChatGPT. The biggest fear is that sensitive, identifiable data could be exposed, shared with others, or even used to train future AI models. Watch this video to show you how to deal with the risks. Colin Brown is the CTO of Syncnet.com and helps consultants implement AI into their practice. He can be contacted at https://Syncnet.com or cto@syncnet.com.

  • Artificial Intelligence

    Excel’s New =COPILOT() Formula: What Valuation Analysts Can Do on Day One

    August 27, 2025

    Use the new =COPILOT() formula and super charge your productivity in Excel. The Problem with Excel (and Why This Matters Now) If you work in business valuation or consulting, Excel is still your daily driver. We use it for everything; normalizing financial statements, running DCF models, cleaning client exports, and building rolling KPI dashboards. But as powerful as Excel is, the bottleneck has always been formulas. Even seasoned analysts can spend too much time Googling “Excel formula to calculate CAGR,” or untangling nested IFERROR statements. For consultants who bill by the hour—or who simply need speed to keep up—this is…

  • Artificial Intelligence

    Battle of the Bots: Comparing Today’s Most Popular AI Chatbots

    August 13, 2025

    Compare the results of the top AI chatbot models. In the past few years, AI chatbots have gone from a niche experiment to everyday tools powering work, creativity, and conversation. But with so many options—ChatGPT, Claude, Gemini, Copilot, and more—how do you know which one is right for you? In this video, we will put the most popular AI chatbots head-to-head, using the same prompt to see what kind of results we get. Now it is your turn to test your favorite prompt you use on a daily basis in your business with each of the popular AI Chatbots. Post…

  • Artificial Intelligence

    Autonomous AI Agents are Here! And They Are Easy to Implement!

    July 30, 2025

    Use ChatGPT’s newly released agents to automate every task you can define. ChatGPT’s new AI agents are purpose-built digital assistants designed to handle specific tasks autonomously, making them a powerful tool for business consultants. These agents can research competitors, summarize client documents, generate reports, follow workflows, or even respond to e-mails; all with minimal input. For consultants juggling multiple clients and projects, AI agents can act like virtual team members, saving hours of manual work and helping you deliver faster, smarter results. Now it is your turn to create your own autonomous AI agent. Post your ideas below the video…

  • Artificial Intelligence

    Create a Pricing Calculator for Your Services with AI

    July 16, 2025

    Use Canva and ChatGPT to Create a Pricing Calculator you can use on your website. AI is changing the game when it comes to coding. Now, even if you do not know a thing about programming, you can still bring your ideas to life. With AI-powered tools, all you need to do is describe what you want and the AI will handle the code for you. It is as simple as telling the system what you need—whether it is building a website, creating an app, or automating a task—and watching the AI turn your request into functional code. This opens…

  • Artificial Intelligence

    Get Started Using AI Agents

    July 2, 2025

    AI Agents are the future and here is an easy way to get started. AI agents are computer programs designed to act like intelligent assistants; they can understand instructions, make decisions, and complete tasks on your behalf. Think of them as digital helpers that use data, reasoning, and even language skills to solve problems, answer questions, or automate repetitive work. In short, AI agents can handle jobs you would normally do yourself, but faster, more consistently, and at any time of day. I recently learned of a new AI agent that is installed as a Chrome Plug-in. Here is a…

  • Artificial Intelligence

    U.S. Copyright Office Clarifies AI-Created Content: Human Touch Still Required

    June 17, 2025

    Copyright Office Clarifies AI-Created Content In a much-anticipated clarification, the U.S. Copyright Office has officially ruled that works involving artificial intelligence (AI) can be eligible for copyright protection, but only when a human hand plays a meaningful role in shaping the final result. In short, AI can assist, but it cannot claim authorship. What Counts and What Does Not According to the Copyright Office’s latest guidance, the key to copyright eligibility lies in human creativity. If a person uses an AI tool to generate raw content—such as text, images, music, or video—that alone is not enough. Simply inputting a prompt…

  • Artificial Intelligence

    Using AI to Create a Financial Plan With ChatGPT 4o

    June 4, 2025

    An AI prompt to help you create a financial plan. This last week, I presented an AI webinar for NACVA called “AI Prompt Engineering: How to Get Better Results from AI for Your Consulting Practice” I showed attendees all my favorite tricks and frameworks for getting the most from ChatGPT and other LLMs. Someone from the audience asked if AI could create a financial plan but I simply ran out of time to show her how I would do it. So this week, I am sharing a prompt you could customize to fit your needs with a few adjustments. I…