AI in Your Firm

ChatGPT, Claude, Bard, Grok: how many AI assistants does a small firm need?

One default, and a good reason before you add a second. As of early 2024 you have ChatGPT, Claude, Bard, Grok, and Copilot all asking for a spot in your day, plus a brand-new…
Marc Pitre·January 18, 2024·7 min read

One default, and a good reason before you add a second. As of early 2024 you have ChatGPT, Claude, Bard, Grok, and Copilot all asking for a spot in your day, plus a brand-new GPT store full of tempting shortcuts. A small firm that tries to run all of them runs none of them well. Pick one as your everyday assistant, learn it deeply, and only add a second when you hit a specific job the first one is genuinely bad at.

The sprawl is real, and it is designed to feel urgent

Every assistant arrives with a convincing demonstration and a list of tasks it can supposedly improve. ChatGPT has become the default name many clients recognize. Claude offers a different writing and document experience. Bard connects the idea of an assistant with Google’s world. Microsoft Copilot brings the concept into products many firms already use. Grok is new and tied to X. Now the GPT Store, opened this month, offers specialized versions of ChatGPT for particular jobs.

It is reasonable for an owner to wonder whether the firm is falling behind by choosing only one. The feeds encourage that feeling. Every comparison declares a new winner. Every release creates another afternoon of testing. Every teammate develops a preference, then begins sharing outputs that depend on a tool nobody else knows well.

The hidden cost is fragmented practice. Prompts live in several accounts. Good methods stay with individuals. The team cannot explain why a result was strong because the process keeps changing.

A small firm has limited attention. Spend it building fluency, not maintaining a permanent tournament.

One default creates a common language

The best everyday assistant is the one your team can use reliably for the work it actually does. That may be drafting an outline, summarizing a document, turning meeting notes into next steps, comparing versions, or helping someone think through a difficult message.

Choose three or four recurring tasks and test the leading options with the same inputs. Do not use a trivia question or a polished public benchmark. Use a real brief with sensitive details removed. Ask each tool to do the kind of work your firm repeats every week. Then compare usefulness, accuracy, ease of revision, privacy controls, and how well the output fits your standards.

Once you choose, stay with it long enough to learn how it behaves. A person who knows how to give context, set constraints, request alternatives, and challenge weak assumptions will often get more value from a familiar assistant than from casually sampling a newer one.

Fluency also makes review easier. The team learns the assistant’s common failure modes. They recognize when it becomes vague, overconfident, repetitive, or too agreeable. They develop reusable instructions and examples. The tool becomes part of a controlled working method instead of a novelty used differently by every person.

The default is not a permanent marriage. Set a review point, perhaps once each quarter, and reconsider it with the same real tasks. Between reviews, let the team work.

A second assistant must earn a specific role

Add another tool when you can name a concrete, repeated weakness in the first one. The sentence should sound like this: “Our default repeatedly struggles with this kind of long document, and the second assistant handles it better.” It should not sound like this: “People online say this one is smarter.”

A second assistant may earn a place for reviewing unusually long material, generating a different kind of first draft, checking an important answer from another angle, or working inside software the team already relies on. The value comes from a defined role and a repeated need.

Write that role down. Decide who has access, what information may be entered, and whether the second tool is an approved production tool or simply a testing option. If nobody uses it for the named purpose after a month, cancel it.

Using two assistants on an important question can be useful, but do not mistake agreement for verification. Two systems can repeat the same error. Check consequential claims against the underlying source, especially when advice affects a client, a contract, a deadline, or public work.

The GPT Store is a shelf, not a strategy

The GPT Store makes specialized assistants easy to discover. A GPT may package useful instructions, files, or actions around a narrow task. That can save setup effort. It can also send a team into a long search for tools it does not need.

Start with the job, not the store. If the team repeatedly turns interview notes into the same structure, a purpose-built GPT might be worth testing. If the need is merely “help us market better,” the category is too broad to judge. Define the expected input and output first.

Treat a GPT made by someone else as an outside tool. Review what the creator says it does, what data it may receive, and whether any connected actions are involved. Do not assume that placement in a store makes it appropriate for confidential client information. If you cannot explain where the information goes or who maintains the GPT, use sanitized material or do not use it.

Specialized assistants can disappear, change, or stop matching your process. Keep the firm’s essential instructions and templates somewhere the firm controls.

Make the choice boring on purpose

The useful AI policy for early 2024 is modest. Name one approved default. State what kinds of information may be entered. Require human review before client delivery. Provide a place for people to suggest a second tool when they encounter a repeated limitation.

Then give the team a few shared examples. Show how to include the audience, purpose, source material, constraints, and desired format. Show how to ask the assistant to identify uncertainty instead of filling gaps. Show that the first response is a starting point, not a delivery.

The goal is not to own the winning assistant of the month. It is to build a repeatable way of thinking and working that survives the next release. Tools will multiply. Your process should remain understandable.

FAQ

Which AI assistant is best for a small agency?

There is no universal winner. Test ChatGPT, Claude, Bard, Copilot, or another serious option against a few recurring agency tasks using the same sanitized inputs. Compare useful output, revision experience, privacy terms, and fit with your existing software. Choose one default that performs well enough across the work, then build team fluency before reconsidering.

Should we pay for more than one?

Only when the second assistant solves a named, repeated problem or fits an important part of your existing workflow. Give it a defined role and review whether the team actually uses it. Paying for several overlapping tools “just in case” usually creates fragmented practice and weakens shared standards more than it improves the work.

Are the GPTs in the store safe to use with our info?

Do not assume so merely because a GPT appears in the store. Review the available description, creator, privacy information, and any connected actions. Avoid placing confidential client or employee information into a tool unless your firm has approved that use. When the handling is unclear, test with fictional or sanitized material and keep sensitive work out.

See your work before it drifts.

Net Net keeps plan and effort side by side, so you catch the slip while there is still time to act.

Start your free trial