Let me start with a question my clients ask me a lot:
"Can't we just use ChatGPT for this?"
My answer is always the same: it depends on what "this" is.
When "this" involves client intake forms for a law firm, tax documents for an accounting practice, or patient records for a medical office — the answer is no. And once I explain why, they always get it.
This post is about that explanation, and the toolchain I actually use instead.








