5 guides
AI for law firms
Plain-English guides for Australian law firms on using AI safely, from confidentiality checks and private AI to client intake, first drafts and document processing.
Knowledge base
AI knowledge base for professional firms
The Pylon Digital AI knowledge base for professional firms is a library of plain-English guides for Australian law, accounting and advisory firms. It covers using AI safely, privacy, tool comparisons, practice reporting and websites. Every article is free to read and never gated: no sign-up and no email. Only the downloadable templates ask for your details.
Topics
Browse by topic
Five topic hubs group the guides by the question you are asking, from AI guides for law firms and AI guides for accountants to security, tool comparisons and websites.
4 guides
AI for accountants
Practical guides for accounting firms on automating WIP and utilisation reporting, chasing tax documents, onboarding clients and handling calls with AI.
5 guides
AI security & privacy
Guides on using AI without losing control of client data: shadow AI, where ChatGPT stores data, the Privacy Principles, secure setup and AI use policies.
3 guides
AI tools compared
Side-by-side comparisons of Copilot, ChatGPT and Claude, private versus shared AI assistants, and Power BI versus Xero reporting, judged on what matters to firms.
4 guides
Websites & AI visibility
Guides on firm websites that get found in Google and cited in AI answers, with essentials and checklists for law and accounting firm sites.
Library
Latest guides
The newest and most recently reviewed articles. Each shows its author and last-reviewed date, and every article is re-reviewed quarterly so the details stay current.
- AI for accountantsHow AI agents can chase client documents at tax time
- AI security & privacyAI and the Australian Privacy Principles: a plain-English guide for firms
- AI for law firmsHow to automate law firm client intake, and what must stay human
- AI for law firmsAI document processing for law firms: extraction, checks and confidentiality
- AI for law firmsAI first drafts in law firms: what suits AI and how to review it
- AI for accountantsAI receptionist for accountants: what it should and shouldn't do
- AI for accountantsHow to automate client onboarding for accounting firms, and what to keep human
- AI for accountantsHow to automate WIP and utilisation reporting in Xero Practice Manager or Actionstep
- AI for law firmsIs AI safe for law firms? What Australian firms should check first
- AI tools comparedPower BI vs Xero reporting for accounting firms: which does your practice need?
- AI for law firmsPrivate AI vs ChatGPT for law firms: a fair comparison
- AI tools comparedPrivate knowledge assistant vs shared AI tool: which does your firm need?
- AI security & privacyHow to set up ChatGPT Business securely for a professional firm
- Websites & AI visibilitySmall business website checklist: what to check before launch
- AI security & privacyWhere does ChatGPT store your data? Plans, regions and Australian options
- AI security & privacyAI acceptable use policy: what it must cover for law and accounting firms
- AI tools comparedCopilot vs ChatGPT vs Claude for accountants: which fits your firm?
- Websites & AI visibilityHow professional firms get recommended by ChatGPT and Google AI answers
- Websites & AI visibilityLaw firm website checklist: content, advertising rules, speed and intake
- AI security & privacyShadow AI in professional firms: how to find it and replace it
- Websites & AI visibilityAccounting firm website essentials: what every page must do
40 terms
Plain-English AI glossary
Short definitions of the AI, privacy and practice terms used in the guides, from RAG and hallucination to lock-up and utilisation, each with a firm example. Browse the AI glossary.
3 templates
Templates and downloads
Free templates to put the guides into practice: an AI acceptable-use policy, an AI vendor security checklist and a prompt library for accountants. See all templates and downloads.
Questions
Frequently asked questions
Do I need to sign up to read the guides?
No. Every knowledge-base article and glossary definition is free to read, with no sign-up and no email address required. Only the downloadable templates on the resources page ask for your name, firm and email. The guides are written for partners and practice managers, and each one links to the related service if you want help putting it into practice.
How often are the guides reviewed?
Every article is re-reviewed each quarter and shows a "last reviewed" date. The date changes only when someone has genuinely checked the content, so it tells you when the details about tools, plans and privacy guidance were last confirmed. AI products change often, so check the date before relying on a specific feature or price.
Is the knowledge base legal or tax advice?
No. The knowledge base is general information to help firms ask better questions about AI, privacy and their systems. It is not legal or tax advice. For decisions about your firm's obligations, speak to your own lawyer or adviser. For how a system should be set up in your firm, book a free discovery call with us.
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Talk to us before you commit to anything
Start with a free 45-minute discovery call. We look at your systems and priorities, then recommend a first step with a fixed scope, or tell you if we are not the right fit.