BetaWave

AI for law and CPA firms. You still sign off.

Your staff may already be using AI, with or without a policy. BetaWave sets your firm up to use it with rules: approved tools, a written policy, trained people and a licensed review before work goes out.

Talk to Michael Gordon:Michael Gordon: (334) 686-1260

What a firm AI policy can look like

TaskToolWho checks it
Summarize a depositionApproved business accountAn attorney, against the transcript
Draft a routine client emailApproved business accountThe attorney or CPA on the matter
Sort uploaded tax documentsApproved tool, if client consent allowsA licensed preparer
Paste client files into a free chatbotNot allowedReport it to the firm's AI lead
Sample for a fictional firm. Your licensed people write the actual rules.

What we set up

Approved tools
Paid business accounts chosen after reading their data terms, which keeps client files out of free chatbots
A written AI policy
Which tools are approved, what they can be used for and what gets checked, drafted for your firm to approve
Staff training
Hands-on sessions built around your own work, including how to spot AI answers that sound right and aren't
Client intake
Phone answering, forms and document collection that take details and never give advice
Document work
Summaries, first drafts and searches of your past work, always with a person reviewing
Busy season help
Chasing missing documents, sorting what comes in and drafting routine client emails

What we put in place

Law firms

  • Business-grade tools for anything touching client information
  • A lawyer reviews AI work before it leaves the firm
  • Written rules for staff, with one person in charge of tools
  • No AI giving legal advice to clients on its own

Read: Alabama State Bar AI best practices, which covers Rules 1.1, 1.6, 5.1 and 5.3, and ABA Formal Opinion 512

CPA firms

  • Section 7216 consent reviewed before return data enters a tool
  • AI tools covered in your written security plan
  • A licensed preparer reviews AI work before it reaches a client
  • Client data kept out of tools that train on it

Read: IRS on written security plans and The Tax Adviser on Section 7216

BetaWave is not a law firm or a CPA firm, and we don't give legal, tax or ethics advice. We build and set up. Your licensed people decide what the rules require and approve the result. Outside Alabama, we start from your state's rules.

Will you see client files?

We start with sample data. Client files come in only if your licensed people approve it in writing for a specific task, and we sign your confidentiality agreement first. Ask, and we'll tell you which tools a project uses.

What it costs

Business Review
A written plan for your firm in about a week: what to use, what to avoid and what comes first. It comes off your first build if you sign within 30 days.
$750
Build
Tools, policy draft, training or intake, at a price agreed before we start.
From $1,500
Monthly help
Up to 4 hours to train new staff and check tools as they change. Unused hours carry over one month, and extra hours are $125.
$500 a month
Call about your firm See all consulting

Start with a call

I've been using AI for over two years. The first call is free, and I return calls and emails the same business day. Bring your questions and your current policy, if you have one.