By 2026, AI adoption has evolved. It is no longer a simple technical pilot. Instead, it has become a fiduciary obligation. Firms must now pivot from “Generative AI as a Chatbot” toward “Agentic AI as Infrastructure.” This guide provides a rigorous framework for auditing your workflows. Additionally, it ensures your systems work together seamlessly. Most importantly, it helps you maintain an audit trail that satisfies both regulators and malpractice insurers.

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