For financial advisers, accountants and solicitors
AI can do the morning's paperwork. You still sign it off.
That's the new model of professional advice. 8MDs helps your firm get there, free: AI training for each profession, with CPD for advisers and accountants, and six practical moves from today's firm to the new one.
Free to join. Run by Independent Check Ltd.
07:58
Inbox sorted
08:06
Reply drafted
08:14
You approve it
08:22
Report drafted
08:31
Morning done
07:58
Inbox sorted
08:06
Reply drafted
08:14
You approve it
08:22
Report drafted
08:31
Morning done
07:55
Expiries found
08:04
Rate emails drafted
08:12
You approve them
08:14
Documents chased
08:21
Cover gap noted
07:50
Feeds reconciled
07:58
VAT return ready
08:09
Reply drafted
08:16
You approve it
08:20
Cash-flow warning
07:52
Lease reviewed
08:01
Completion statement
08:10
Client update drafted
08:17
You approve it
08:21
Limitation date diarised
Illustration of a new-model firm. Names and figures are made up.
Where is your firm on the route?
Four questions, about two minutes. No sign-up needed.
Latest from the AI labs and regulators
Updated 12:05
The New Model · Version 1.0, updated 30 Sep 2026
Six moves from today's firm to the new one. In the order a firm can actually do them.
The same six moves for every profession, with examples, checklists and timings written for yours. Most firms start with the first.
The same six moves for every profession. The links below open the version written for yours, with its own examples, checklists and timings.
1
Take stock
2 weeks
2
Build AI capability
1 to 2 months (overlaps Move 3)
3
Hand over the legwork
2 to 3 months
4
Build your own digital offering
3 to 6 months
5
Reprice and scale
1 to 2 quarters
6
Become the firm AI recommends
Ongoing, starts in month 3
Move 1 of 6
Take stock
Spend two weeks mapping every service and fee against what AI can already do, and score the firm honestly on the six principles.
Today
Services and fees set years ago and rarely questioned
The new model
Every service mapped against AI, with a scored plan for each principle
- Export last year's fee income by service
- Rate each service line for AI exposure
- Score the firm on the six principles
Takes 2 weeks · Training: Module 1
Read move 1 in full →AI training written for your profession
Short, practical lessons built around real client work, with a certificate for every module you finish.
Financial advisers
34 lessons in 8 modules. Counts towards your FCA CPD.
Accountants
30 lessons in 8 modules. Verifiable CPD for ICAEW and ACCA records.
Solicitors
32 lessons in 8 modules. Supports your SRA continuing competence.
Free for members. Join to start any course and collect your certificates.
Analysis
The library →
Analysis · 26 May 2026 · 3 min read
Preparing for the age of the immortal mind
We invite you to read something truly astonishing. In a world that leans towards hype or exaggeration, it's easy to ride over something or dismiss it as yet another baseless…
This month's bulletin · 10 Sep 2026
A 10% chance of extinction
Read the bulletin →
The Workspace
An AI assistant set up for regulated client work. Start from a template, not a blank box.
Write a letter to a client explaining why we're moving their pension to a drawdown arrangement. Plain English, no jargon.
What you get back
A first draft in plain English, structured as: what we're recommending, why it suits their goals, what it costs, and what happens next. You check and sign it off before it goes.
Example conversation. Members' conversations stay private to their account.
I'm seeing a couple on Thursday for their annual review. Here are last year's notes and their latest valuation. What should I prepare?
What you get back
A one-page brief: what has changed since last year, questions to ask about income, health and work plans, points to raise on contributions, and the documents to have ready.
Example conversation. Members' conversations stay private to their account.
Explain how Making Tax Digital for Income Tax will apply to a landlord with rental income of about £40,000, and when it starts for them.
What you get back
A short answer with the thresholds and dates that apply, the records and quarterly updates involved, and links to the HMRC guidance so you can check it before advising.
Example conversation. Members' conversations stay private to their account.
Rewrite this paragraph from our client agreement so it's clearer for clients, without changing what it commits us to.
What you get back
A plainer version with the same meaning, a list of every change so you can see what moved, and anything worth a second look from whoever signs off your compliance.
Example conversation. Members' conversations stay private to their account.
Clients, introduced to members
Each platform helps people get their thinking straight, then introduces them to a member when they need regulated advice.
What members get
- AI training for your professionwith CPD certificates
- The Workspacetemplates for client work
- Your New Model resultssaved, with your next move
- The monthly bulletinAI and regulation, in two pages
Membership is free. 8MDs is run by Independent Check Ltd and supported by members who choose to contribute. We don't sell your details and we don't make sales calls.
Join free
One account for your training, certificates, the Workspace and your New Model results.
Create your free accountTakes a minute: your name, email, profession and a password.