Who this is for

  • Finance brokers
  • Legal firms
  • Accounting firms
  • Consultants
  • Trades
  • Clinics

Clear takeaways

  • AI tools are moving from one person's assistant to a shared team workspace. That is where the time savings get bigger.
  • In a shared workspace, the weakest account settings decide where your data goes. One personal plan with training on is enough.
  • Saved instructions (skills, team tasks) are how a small firm gets consistent output without writing the same prompt every day.

Do this now

  1. List everyone who uses ChatGPT or Gemini for client work, and which plan each one is on: personal or business.
  2. In ChatGPT, check each person's Data controls setting before anyone shares a page that holds client details.
  3. Pick one recurring job, such as a Monday update or a weekly list of documents still outstanding, and write down its sources and who should see the result.
  4. If you use Gemini Gems, list them now and put a date in the diary to rebuild the important ones as skills before March.
  5. No action needed for the ICO change. Your data protection duties are the same.

Sources