AI Launchpad is AI training and policy certification for CPA, law and wealth management firms.

Every person at your firm completes AI essentials, your training and your AI policy, then certifies with a typed name against your roster. You get a certificate per person and an auditable record. Staff never need an account or a password.

Book a 20 minute walkthrough See a sample certificate

What is AI Launchpad?

SHORT ANSWER

AI Launchpad is a web platform that takes every person at a professional services firm through AI essentials, the firm's training and the firm's AI policy, then records their acknowledgment against the firm's roster. Each person gets a certificate, and the firm gets an exportable, auditable record.

It is not a course marketplace or a credentialing body. The certification is your firm's own internal record that a person was trained and acknowledged your policy. It is built and run by DoubleChecked, LLC. Read how it works →

Who is it for?

SHORT ANSWER

AI Launchpad is built for regulated professional services firms: CPA and accounting firms, law firms, and wealth management and RIA firms. It suits firms that are adopting AI tools, hold confidential client data, and need to show clients, insurers or examiners that staff were trained on the firm's AI policy.

CPA and accounting firmsHow your policy treats client tax and financial data in AI tools, acknowledged by every preparer and reviewer.
Law firmsTraining and a record that support the supervision duties discussed in ABA Formal Opinion 512.
Wealth and RIA firmsA dated record of who was trained on your AI policy, for due diligence questionnaires and exams.

How does it work?

SHORT ANSWER

AI Launchpad works in five steps. DoubleChecked loads your policy, training and roster. Staff receive your firm's link and enter their work email. They complete essentials, training and the policy, then certify with a typed name. Their certificate is filed. When a person's Claude account is ready, they get their link to Part 2, which is hands-on training in Claude.

  1. 1

    DoubleChecked loads your firm

    Your AI policy documents, training content and staff roster.

  2. 2

    Staff get the firm link

    They open your firm's shared link. They enter their work email, which is checked against the roster.

  3. 3

    Part 1: essentials, training, policy, certify

    Signoff is a typed name against the firm's roster.

  4. 4

    Certificate filed, Part 2 link

    The record is saved. When a person's Claude account is ready, they get their link to Part 2.

  5. 5

    Part 2: use Claude to learn Claude

    Hands-on: documents, slides, designs, spreadsheets, and choosing a model.

What do employees see?

SHORT ANSWER

Employees see a short, linear flow with no account and no password. They open the firm link, enter their work email, work through essentials, training and the policy, type their name to certify, and receive a certificate. After that, Part 2 teaches them to use Claude by using Claude.

THE EMPLOYEE FLOW, SAMPLE SCREENSPART 1 → PART 2
  1. 1 FIRM LINKWelcome to Sample Firm LLPname@yourfirm.comStart
  2. 2 ESSENTIALS
    AI essentials ✓Firm training ✓Policy review
  3. 3 POLICYFirm AI Use Policy
    ☑ I have read and agree
  4. 4 CERTIFYType your full nameJordan ReyesSign and certify
  5. 5 CERTIFICATECertificate issuedInternal record
  6. 6 PART 2DocumentsSlidesSpreadsheetsModel choice
Sample data

Progress saves as they go, so people can stop and return through the same link. Firm leaders follow along on a progress page. See the full walkthrough →

What does an auditor or insurer see?

SHORT ANSWER

An auditor or insurer sees a certificate for each person and a record showing who certified, their role at signoff, which steps they completed and when, the acknowledgment they agreed to, their typed signature and the signed time. Records export to CSV, and compliance events sit in an append-only audit log.

SAMPLE
Certificate of AI Training and Policy Acknowledgment Jordan Reyes Senior Associate, Sample Firm LLP. Completed AI training and acknowledged the Firm AI Use Policy on October 14, 2026. Internal record. Not an accredited, CPE or professional credential. Sample data.
Record fields
PersonName, work email
Role at signoffTitle snapshot
FirmTenant name
StepsEach step, completion time
AcknowledgmentStatement text, typed signature
SignedDate and time
Audit trailAppend-only events

Is it secure?

SHORT ANSWER

AI Launchpad is designed so staff never hold a credential: there are no employee passwords or accounts. Each firm is a separate tenant and every query is scoped to it. Compliance events go to an append-only audit log. Records are kept for the firm; ask us about retention.

No staff passwords

Firm link, rostered email, typed name at signoff.

Tenant isolation

One firm cannot see another's people or records.

Append-only audit log

No edit or delete path in the solution.

Retention

Records are kept for the firm; ask us about retention.

Does it satisfy the EU AI Act AI literacy requirement?

SHORT ANSWER

AI Launchpad can help, but it does not make a firm compliant on its own. Article 4 of the EU AI Act requires providers and deployers of AI systems to take measures to ensure, to their best extent, a sufficient level of AI literacy among their staff. The platform delivers training and keeps evidence that it happened.

Article 4 has applied since 2 February 2025. What counts as sufficient depends on your people, their roles and the AI systems you use, so the training content is yours to set. For US law firms, ABA Formal Opinion 512 (July 2024) discusses competence, confidentiality, communication, supervision and fees when lawyers use generative AI; a training record supports, but does not replace, your own analysis. This page is not legal advice.

More questions

Do employees need an account or a password?

No. Employees open the firm's shared link and enter their work email, which is checked against the roster. They sign off with a typed name. Nobody creates an account or remembers a password. Firms will be able to require a one-time code emailed to each person.

Is this a CPE credit or a professional credential?

No. The certification is the firm's own internal record that a person completed its AI training and acknowledged its AI policy. It is not accredited, does not award CPE credit, and is not a license or professional designation.

Which AI tools does it cover?

Part 2 is hands-on training in Claude. Part 1 covers your own policy and training, whatever tools it governs.

Can staff stop and come back later?

Yes. Progress is saved as they go, and they return through the same firm link and work email.

Who runs the rollout, and what do firm leaders see?

DoubleChecked runs the operator console, which covers the roster, firms, people's progress and account readiness. Firm leaders get a progress page showing who has started and who has certified.

How long are records kept?

Records are kept for the firm; ask us about retention.

Who is DoubleChecked?

DoubleChecked, LLC is a vendor-neutral, fixed-fee AI and technology advisory for regulated professional services: CPA and accounting, wealth and financial advisors, and legal.

What does it cost?

SHORT ANSWER

AI Launchpad pricing is set per firm after a short walkthrough. DoubleChecked shows you the staff flow, the record and a certificate, learns what your firm needs, and then provides a quote. This page does not list prices.

Have a question we did not answer?

Ask it in a 20 minute walkthrough. We will show the staff flow, the record and a certificate. You can also contact us.

Book a 20 minute walkthrough Contact us