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AI Insights

Field notes on conversational AI, compliance, and turning website visitors into customers.

Legal & Compliance

Fred: Client Intake That Never Crosses Into Legal Advice

One chatbot answer about a deadline can be legal advice, a formed relationship, and a malpractice exposure at once. Here is an assistant built so it…

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Healthcare & Medical

Fred: A Patient Assistant That Guards PHI and Skips the Diagnosis

A chatbot that triages symptoms or logs a patient's condition into an ad pixel is a HIPAA event. Here is an AI assistant built so it…

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Real Estate & Property

Fred: A Listing Assistant That Won’t Steer or Give Legal Advice

One stray sentence about a neighborhood's 'kind of families' is a fair-housing complaint. Here is an AI assistant built so it cannot produce that sentence.

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Insurance

Fred: A Website Assistant That Won’t Bind Coverage or Misquote Premiums

The choice was never AI or no AI. It was a tool that quotes and advises on its own, or one that books the work and…

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Financial Services

Rate Quotes, Reg Z & Fair Lending: A 2026 Mortgage Web Playbook

Mortgage is one of the most heavily regulated conversations a website can have. Here is what a compliant AI assistant can and cannot do in 2026,…

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Home Services & Construction

Quotes, Licensing & TCPA: A 2026 Playbook for Home-Service Sites

A quote is a promise and a text is regulated. Here is what a compliant AI assistant on a home services website can and cannot do…

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Financial Services

Securities, AML & Your Crypto Site: A 2026 Compliance Playbook

Crypto sits under securities, money-transmission, and consumer-protection law at once. Here is what a compliant AI assistant can and cannot do in 2026, line by line.

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Regulated & Age-Restricted

FFL-Compliant Websites in 2026: Transfers, NICS & the 4473

An FFL runs on hard checks, not plausible answers. Here is what a compliant AI assistant on a dealer's website can and cannot do in 2026,…

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Healthcare & Medical

Front-Desk Compliance for Dental Websites: A 2026 Playbook

A dental practice is a covered entity and a licensed clinic at once. Here is what a compliant AI assistant on your site can and cannot…

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Financial Services

Reg BI & the Marketing Rule Online: A 2026 Advisor Playbook

Regulators stopped asking whether advisors use AI and started enforcing how they describe and deploy it. Here is the 2026 compliance standard, line by line.

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