Who this guide is for
Written for the practitioner who has to decide whether AI moves the needle on a specific workflow this Tuesday morning. Not "AI is the future" hype. Not "ten prompts to 10x your productivity" listicle. The actual reference for evaluating, selecting, and integrating AI tooling into a regulated professional practice without breaking liability discipline.
| You are… | Start with these chapters |
|---|
| CPA partner or staff | Audit-defensible prompt patterns · Workpaper integration · Engagement-letter language · Billable-hour economics |
| Attorney (transactional or litigation) | Privilege-preserving workflows · Discovery review · Drafting + redlining · Citation hygiene + the hallucination check |
| RIA / wealth advisor | Client-meeting prep · Performance-attribution narrative · IPS-drafting · Compliance-aware client communication |
| Family-office operator | Document organization at scale · Multi-entity reporting · Cross-advisor coordination · Privacy posture for ultra-HNW data |
| Operator evaluating AI for the firm | Tool selection rubric · Vendor diligence · Roll-out staging · Where AI doesn’t yet move the needle (so you don’t waste capital) |
Sample chapter titles
1Model Selection for Practitioner Use (Claude, GPT, Gemini, Perplexity)
2Audit-Defensible Prompt Patterns
3Tool Stack for CPA Workflows
4Tool Stack for Attorney Workflows
5Tool Stack for RIA Workflows
6Tool Stack for Family Office Operations
7Privacy & Data-Handling Posture
8Billable-Hour Economics Under AI
9Human-in-the-Loop Checkpoints (the liability frame)
10Where AI Moves the Needle Today vs. Where It Doesn’t Yet
★ Free Companion Tool · Try It Now
The AI Task-Discovery Catalog
The buyer of this guide is not asking "how does AI work" -- they have the AI. They are asking "what should I actually have AI do for my job this week?" The catalog answers that. Pick your role (CFO, FO Principal, FO CIO, Estate Attorney, Trust Officer, CPA, RIA, Business Owner). Pick this week's work. Get 30 to 50 audit-defensible AI tasks with the exact prompt, the expected output, and the guardrail.
200+ tasks across 8 roles. Free. Use it before, during, or after reading the guide.
Open the AI Task Catalog →
★ Free Sample Chapter · Download Now
Download the AI Integration Free Extract
An 18-page sample from the guide — the audit-defensible prompt patterns, the 14-field audit-trail worksheet preview, and the engagement-letter language that makes AI usage defensible to your state board, malpractice carrier, and partner committee. The actual pages that ship; not marketing copy.
18 pages · PDF. No email required.
↓ Download the free PDF
What’s actually in the bundle
1. The merged AI Integration Decoded reference (PDF)
The two prior AI guides merged into one practitioner reference. Searchable, hyperlinked TOC, comprehensive index, inline AI prompts in every practitioner chapter.
2. The 100+ field-tested prompt library
Each prompt tagged by professional role (CPA / attorney / RIA / FO), audit-defensibility level, and the underlying liability frame.
3. International applicability
The tool stack chapter covers regional posture variations (EU AI Act, UK ICO guidance, Singapore PDPA, Brazil LGPD). Built for international use on day one.
About the author
PB
Philip A. Baratelli, CPA, MBA — Founder, Baratelli Institute. Ponte Vedra Beach, Florida.
The AI Integration guide is the reference for the practitioner deciding whether and where to integrate AI into a regulated professional workflow.
AI Integration Decoded — The Practitioner's AI Audit Trail
$99
Single-user license · 370-page PDF + 14-Field Audit Trail Worksheet + 27-vendor TCO workbook + sample engagement-letter language + sample practice-wide AI policy
- PDF reference (searchable, hyperlinked TOC, full citation index)
- 14-Field Audit Trail Worksheet (the full version, ready to drop into a workpaper)
- 27-Vendor TCO Comparison Excel workbook (formula-driven, customizable)
- 4 sample engagement-letter AI clauses · sample practice-wide AI policy (CPA / RIA / Law versions)
- Appendix L Audit-Defensible AI Workflow (PCAOB-registered firm version, clearly marked)
- 22 indexed prompts tied to chapters · Free updates for 12 months after purchase
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Drop your email and you'll be first in line when the guide ships. launch pricing locks once you're on the list — even if all 50 sell out before you check the launch email. We send the launch announcement, the 14-Field Audit Trail Worksheet PDF, the sample engagement-letter AI cl
