Law and finance

AI drafts documents, summarizes contracts and puts together case summaries in minutes. The legal position, the signature and client confidentiality stay with the licensed attorney.

Searching case files, building document indexes and drafting routine letters are moving quickly to AI. A paralegal's value shifts toward checking what AI produced and keeping cases moving, always under an attorney's supervision.

AI speeds up document-package checks and routine client messages for notaries and loan signing agents. Verifying identity, witnessing the signature and following your state's notary rules stay with the notary.

Categorizing transactions, reconciliations and draft explanations are increasingly handled by accounting software with AI. The accountant becomes an advisor: explains the numbers and stands behind the reporting.

Entering source documents, categorizing bank transactions and routine reconciliation are the fastest tasks to automate. There will be less of this work in its current form, but the experience helps you move into oversight and analysis.

AI quickly finds rules, compares options and drafts a memo. Applying the law to a client's situation and standing behind the advice stay with the advisor, such as a CPA or an enrolled agent.

AI gathers data, runs scenarios and drafts reports. Recommendations for a specific person come from an advisor with the right license, and that advisor is responsible for them.

AI helps you compare coverage, prepare a proposal and keep in touch with clients. Matching a policy to the person and explaining the terms honestly stay with the agent.

AI takes on listing descriptions, first replies to leads and pulling homes that match a request. Showings, negotiation and checking the deal stay with the agent.