Is your firm prepared to retain critical knowledge when long-term employees leave?

Welcome to The Modern Firm® podcast, moderated by John Mitchell, who is joined by Ted McRae, Director of Demand at Makers Hub and a 30-year veteran of the accounting technology industry. In this episode, John and Ted tackle the pressing issue of knowledge retention in accounting firms. With only 23% of firms regularly documenting their processes, Ted shares practical insights on how AI can help capture and preserve critical operational knowledge before it walks out the door with departing employees.

They explore the evolution from the World Wide Web era to today's AI-first era, discussing how tools like ChatGPT and Perplexity can help firms create better documentation, enhance security protocols, and free up time for higher-value activities. Tune in for actionable advice on transitioning to an AI-first mindset while maintaining focus on what matters most: people and client service.

The Modern Firm® is produced and owned by Rightworks. You can learn more about the podcast, episode recaps and more at rightworks.com/resources/podcasts.

Follow Rightworks on social:
Twitter: https://twitter.com/rightworks_
Facebook: https://www.facebook.com/rightworksllc
LinkedIn: https://www.linkedin.com/company/rightworks
Instagram: https://www.instagram.com/rightworks_