AI, industry by industry
Every industry runs on a different set of systems and rules. These pages walk through how I'd look at AI across a typical business in each one: the software you probably use, where AI genuinely helps, where it's overhyped or risky, and what to ask before you buy.
AI for Construction & Trades
How I'd look at AI across a contractor or trades business: estimating, project management, field, and back office. What helps, what's risky, and what to ask.
Where I'd look first:
- + Estimating and takeoff
- + Project management
- + Phones, dispatch, and scheduling
AI for Financial Services
How I'd look at AI across an advisory, accounting, or bookkeeping firm: CRM, planning, tax, and client service. What helps, what's regulated, what to ask.
Where I'd look first:
- + CRM and client service
- + Meetings and notes
- + Planning and portfolio systems
AI for Insurance Agencies
How I'd look at AI across an independent insurance agency: your AMS, raters, phones, and renewals. What helps, what's risky, and what to ask vendors.
Where I'd look first:
- + Agency management system (AMS)
- + Phones and front desk
- + Quoting and raters
AI for Law Firms
How I'd look at AI across a small or mid-sized law firm: practice management, documents, research, and intake. What helps, what's risky, and what to ask.
Where I'd look first:
- + Practice management
- + Phones and intake
- + Documents and drafting
AI for Medical & Dental Practices
How I'd look at AI across an independent medical or dental practice: EHR, front desk, scribes, and billing. What helps, where HIPAA bites, what to ask.
Where I'd look first:
- + EHR and practice management
- + Phones and front desk
- + Clinical documentation
AI for Real Estate
How I'd look at AI across a real estate brokerage or team: CRM, lead response, listings, and transactions. What helps, what's risky, and what to ask vendors.
Where I'd look first:
- + CRM and lead management
- + Phones and lead response
- + Listings and marketing
AI for Retail
How I'd look at AI across an independent retailer: POS, ecommerce, customer service, reviews, and inventory. What helps, what's overhyped, and what to ask.
Where I'd look first:
- + Point of sale and inventory
- + Ecommerce and product content
- + Customer service
Don't see your industry? The approach is the same: start with how the business runs and what it runs on. I work with established local businesses of all kinds.