# 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/the-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/briefing-perplexity-vs-chatgpt
- [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/briefing-claude-artifacts

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