Latest Insights

Insights

Practical notes, research memos and industry observations on AI adoption in professional services, with a focus on workflow governance, confidentiality, human review and deployment trade-offs.

Workflow Design

Can Codex Run a Company Secretary Firm? A Smaller, More Useful Test

The useful finding was not that Codex can run a TCSP firm by itself. It was that Codex can already serve as a preparation layer for professional services: reading files, spotting gaps, drafting next steps and making human decisions easier to review.

June 3, 202619 min read
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Workflow Design

Can Codex Run a Company Secretary Firm? A Smaller, More Useful Test

The useful finding was not that Codex can run a TCSP firm by itself. It was that Codex can already serve as a preparation layer for professional services: reading files, spotting gaps, drafting next steps and making human decisions easier to review.

June 3, 2026 / 19 min read
Governance

How Professional Services Firms Can Use Generative AI Safely: From Name Masking to Data Classification and Client-Matter Isolation

A management-level guide for Hong Kong professional services firms: which generative AI use cases can be opened, which data should not leave controlled environments, and how to move from name masking to data classification, output review and client-matter isolation.

June 1, 2026 / 14 min read