# The Leveraged Years Notes — Glossary

> Short AI and professional workflow definitions for senior attorneys, CPAs, advisors, and executives.
> Full authority content: https://www.theleveragedyears.com/
> Site index: https://www.theleveragedyears.com/llms-txt

## Terms
- [Clean-Room Protocol](https://notes.theleveragedyears.com/clean-room-protocol): A professional AI workflow rule: never paste client identifiers, privileged matter details, or unredacted financials into public AI tools. U… → https://www.theleveragedyears.com/briefing-never-upload-list
- [Leverage layer](https://notes.theleveragedyears.com/leverage-layer): The repeatable systems that compress prep without replacing judgment: one weekly workflow, one review layer before client-facing output, and… → https://www.theleveragedyears.com/briefing-you-are-underleveraged
- [Recap workflow](https://notes.theleveragedyears.com/recap-workflow): A four-step senior-professional rhythm: capture raw notes, run one structured AI prompt for shape, human-review names and tone, send same da… → https://www.theleveragedyears.com/briefing-the-recap-workflow
- [15-minute senior review](https://notes.theleveragedyears.com/senior-review-protocol): A fixed checklist before any client-facing AI draft ships: verify names/dates/figures, match relationship tone, surface implied claims, and … → https://www.theleveragedyears.com/briefing-fifteen-minute-senior-review
- [Fiduciary firewall](https://notes.theleveragedyears.com/fiduciary-firewall): A one-page rule set for advisors using AI: what can be summarized with redaction, what can be drafted with placeholders, what must stay offl… → https://www.theleveragedyears.com/briefing-fiduciary-firewall
- [Why Claude for senior work](https://notes.theleveragedyears.com/why-claude-for-senior-work): Claude is the default TLY teaches for high-judgment work because it holds professional tone under edit, respects document structure, and pai… → https://www.theleveragedyears.com/briefing-why-claude-for-senior-work
- [AI workflows (TLY)](https://notes.theleveragedyears.com/ai-workflows-hub): The Leveraged Years hub for practical AI workflows for senior professionals — tool comparisons, case studies, playbooks, and course routing.… → https://www.theleveragedyears.com/ai-workflows
- [Leveraged Attorney](https://notes.theleveragedyears.com/leveraged-attorney): TLY's Claude training path for attorneys and legal professionals — practical workflows for memos, client updates, and research prep with a c… → https://www.theleveragedyears.com/leveraged-attorney
- [Leveraged CPA & Finance](https://notes.theleveragedyears.com/leveraged-cpa-finance): TLY's Claude training for CPAs and finance leaders — board briefings, client advisory prep, and close-week communication workflows with huma… → https://www.theleveragedyears.com/leveraged-cpa-finance
- [The Leverage Club](https://notes.theleveragedyears.com/leverage-club): TLY membership with weekly briefings, editable prompt vault, SOP library, and live workflow drops — built for senior professionals who want … → https://www.theleveragedyears.com/the-leverage-club
- [TLY Briefings](https://notes.theleveragedyears.com/briefings): Short, practical essays on AI leverage for attorneys, CPAs, advisors, consultants, and executives. Each briefing links to workflows, courses… → https://www.theleveragedyears.com/briefings
- [AI Regulation News](https://notes.theleveragedyears.com/ai-regulation-news): TLY tracker for AI rules affecting professional practice — disclosure, employment, healthcare, financial services, and court decisions. Upda… → https://www.theleveragedyears.com/ai-regulation-news
- [Never-upload list](https://notes.theleveragedyears.com/never-upload-list): Documents and data that must never go into public AI tools: client identifiers, privileged details, unredacted contracts, raw named financia… → https://www.theleveragedyears.com/briefing-never-upload-list
- [Monday morning prompts](https://notes.theleveragedyears.com/monday-morning-prompts): Three repeatable weekly prompts for senior professionals: week scan (must-move vs wait), inbox triage (classify don't answer), and one high-… → https://www.theleveragedyears.com/briefing-monday-morning-prompt-pack
- [12-minute board briefing](https://notes.theleveragedyears.com/board-briefing-workflow): A CFO/controller workflow: dump raw metrics and risks, structure as context → decision → recommendation, human-review numbers and tone, circ… → https://www.theleveragedyears.com/briefing-12-minute-board-briefing
- [No streaks (TLY philosophy)](https://notes.theleveragedyears.com/no-streaks): TLY rejects gamified AI habits for professionals. Leverage comes from workflows tied to billable output, a trusted review layer, and systems… → https://www.theleveragedyears.com/briefing-no-streaks
- [Ten minutes of your week](https://notes.theleveragedyears.com/ten-minutes-of-your-week): The minimum viable AI habit for senior professionals: one ten-minute block, same day each week, same workflow (recap, follow-up, or inbox sl… → https://www.theleveragedyears.com/briefing-ten-minutes-of-your-week
- [The Leverage Starter](https://notes.theleveragedyears.com/leverage-starter): TLY's $199 entry course — build your first repeatable Claude workflow, review layer, and weekly rhythm before upgrading to profession-specif… → https://www.theleveragedyears.com/leverage-starter
- [Perplexity vs ChatGPT (for research)](https://notes.theleveragedyears.com/perplexity-vs-chatgpt): Perplexity cites sources by default — useful for quick research with links. ChatGPT is broader for drafting and iteration. TLY teaches pairi… → https://www.theleveragedyears.com/ai-workflows
- [Claude Artifacts](https://notes.theleveragedyears.com/claude-artifacts): Claude's side-panel outputs (documents, code, tables) that persist during a session. Useful for iterating memos, checklists, and structured … → https://www.theleveragedyears.com/ai-workflows/claude-artifacts-for-professionals
- [ADMT (automated decision-making technology)](https://notes.theleveragedyears.com/ai-admt): Software that makes or substantially drives a consequential decision such as hiring, credit, or benefits. California and Colorado rules atta… → https://www.theleveragedyears.com/ai-regulation-news/california-cppa-admt-employment-significant-decisions-2026
- [GPAI (general-purpose AI)](https://notes.theleveragedyears.com/gpai): Foundation or general-purpose AI models. The EU AI Act imposes documentation, copyright-policy, and training-data-summary duties on GPAI pro… → https://www.theleveragedyears.com/ai-regulation-news/eu-ai-office-gpai-model-enforcement-fines-august-2026
- [EU AI Act Article 50](https://notes.theleveragedyears.com/eu-ai-act-article-50): The EU AI Act transparency duties: disclose when a person is interacting with AI, and label deepfakes and AI-generated or synthetic content.… → https://www.theleveragedyears.com/ai-regulation-news/eu-ai-act-article-50-transparency-labelling-code-2026
- [EU AI Act Article 5](https://notes.theleveragedyears.com/eu-ai-act-article-5): The EU AI Act list of prohibited AI practices, expanded by the 2026 omnibus to ban AI that generates non-consensual intimate images or CSAM.… → https://www.theleveragedyears.com/ai-regulation-news/eu-ai-act-article-5-intimate-image-abuse-ban-2026
- [AI-fabricated citations](https://notes.theleveragedyears.com/ai-fabricated-citations): Fake case quotations or authorities produced by generative AI and filed in court. Courts now sanction the lawyer who signs, not the tool.… → https://www.theleveragedyears.com/ai-regulation-news/california-del-biaggio-bansen-ai-fabricated-citations-attorney-sanction-2026
- [AI washing](https://notes.theleveragedyears.com/ai-washing): Overstating an AI capability in marketing or investor disclosures. The FTC treats it as Section 5 deception and the SEC and competition regu… → https://www.theleveragedyears.com/ai-regulation-news/sec-predictive-analytics-withdrawn-ai-washing-2026
- [High-impact AI (Korea)](https://notes.theleveragedyears.com/high-impact-ai-korea): A statutory tier under South Korea's AI Basic Act for high-consequence AI, carrying heightened duties for providers and deployers.… → https://www.theleveragedyears.com/ai-regulation-news/south-korea-ai-act-high-impact-ai-duties-2026
- [Comply-or-explain (Japan)](https://notes.theleveragedyears.com/comply-or-explain-japan): Japan's soft-law approach under the AI Promotion Act: follow the guideline or publicly explain the deviation, without fines.… → https://www.theleveragedyears.com/ai-regulation-news/japan-ai-promotion-act-comply-or-explain-2026
- [Model risk management (AI)](https://notes.theleveragedyears.com/ai-model-risk-management): The duty of banks and insurers to validate, monitor, and govern AI and machine-learning models across their lifecycle, as in Canada's OSFI E… → https://www.theleveragedyears.com/ai-regulation-news/canada-osfi-e23-model-risk-ai-ml-2026
- [Circular 230 and AI](https://notes.theleveragedyears.com/circular-230-ai): The IRS Office of Professional Responsibility position that tax practitioners remain responsible for competence and diligence when they use … → https://www.theleveragedyears.com/ai-regulation-news/irs-opr-alert-2026-19-circular-230-ai-tax-2026
- [AI prior authorization](https://notes.theleveragedyears.com/ai-prior-authorization): State limits on AI-driven insurance denials, often requiring a licensed physician to make or review the adverse decision.… → https://www.theleveragedyears.com/ai-regulation-news/washington-sb5395-ai-prior-authorization-denial-ban-2026
- [Companion chatbot safety](https://notes.theleveragedyears.com/companion-chatbot-safety): State rules for AI companion bots requiring an artificial-nature disclosure, crisis-referral protocols, minor protections, and sometimes a p… → https://www.theleveragedyears.com/ai-regulation-news/california-sb243-companion-chatbot-safety-private-right-2026
- [Duty to verify AI output](https://notes.theleveragedyears.com/duty-to-verify-ai-output): A lawyer's personal obligation to read the authorities cited in a filing. A paralegal check or a written AI protocol does not discharge it.… → https://www.theleveragedyears.com/ai-regulation-news/california-del-biaggio-bansen-ai-fabricated-citations-attorney-sanction-2026
- [Effective-Date Activation](https://notes.theleveragedyears.com/effective-date-activation): When an older law's compliance obligation triggers inside the current window. The Leveraged Years tracks these as fresh, actionable news.… → https://www.theleveragedyears.com/ai-regulation-news
- [AI compliance deadline](https://notes.theleveragedyears.com/ai-compliance-deadline): A dated obligation or effective date under an AI or automated-decision law. The Leveraged Years maintains a primary-source-verified global d… → https://www.theleveragedyears.com/ai-regulation-news/global-ai-compliance-deadline-calendar

## Primary hubs
- https://www.theleveragedyears.com/briefings
- https://www.theleveragedyears.com/ai-workflows
- https://www.theleveragedyears.com/ai-regulation-news