Firm-set client initials to use for AI file naming
J
Julie Rydman
Loving he AI file naming! Only hiccup for us is that the AI generated initials aren't working out well. E.g., more than one client has the same initials, a business name is just one word, the AI initials include an "L" if part of their name is LLC, etc. Is it possible to use firm-identified initials for this process?
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