All industries

AI training for

Consulting, Legal and Accounting

Faster drafting. Same rigour. The partner still signs.

Your firm sells judgement, delivered as written work. We make the written work faster and leave the judgement where it is.

Tell us what is holding the business back. We’ll tell you what we would do about it, and whether it is worth doing.

A facilitator standing at a laptop at the front of a light meeting room.

Why this sector

How AI training works for consulting, legal and accounting practices

Research notes, proposals, engagement letters, first drafts of advice, decks, working papers, client updates: each becomes a workflow on your own templates and house style, with the review step where the partner expects it.

Associates and partners can train in the same room. The people drafting learn the method; the people signing learn what to check.

Functions we build for

  • Fee earners and consultants
  • Partners and practice leadership
  • Business development and bids
  • Knowledge management and research
  • Finance, HR and operations

What we train on

Workflows built on the documents your week already contains.

  • Structured research notes with sources listed and gaps flagged, in the firm’s own format

  • First drafts of proposals and pitch documents from the approved credentials bank, tailored to the brief

  • Engagement letters, scopes and standard advice drafted from precedent, with every deviation highlighted for review

  • Working papers and client deliverables assembled faster from the source material and the firm’s templates

  • Slide decks built from a written argument, in the house template, with speaker notes

  • Meeting notes, actions and client updates written up the same day in the partner’s voice

  • A firm-wide prompt library and playbook, owned by knowledge management rather than by whoever tried it first

The shape of a typical day. Yours is built from a survey of the people attending.

Built around your rules

The guardrails a session in this sector is designed around.

Client confidentiality and privilege
What may enter a tool, under which tenancy, and how privilege is protected. Agreed with the risk partner before the day.
Professional standards
Where the regulator (SRA, ICAEW, or your body) expects supervision and sign-off, the workflow keeps the human step visible.
Conflicts and information barriers
How AI use respects the firm’s existing walls between matters and clients.
Billing and disclosure
A frank conversation about how the firm describes AI-assisted work to clients, so the practice decides rather than the associate.

Not legal or regulatory advice: the frameworks we agree the day around with your compliance, legal or data owner, written on one page.

Tools in play

Taught inside the tools this sector already uses.

  • Word
  • PowerPoint
  • Outlook
  • Teams

Product names and logos belong to their owners. AIforCompanies is independent and not affiliated with or endorsed by any vendor.

Training formats

A day for your team. A programme for your organisation.

Team workshop

One practical day focused on your team’s own tasks. Built around a short call and a participant survey.

Organisation programme

Training across teams, delivered in cohorts. Sessions tailored to different roles, with leadership and champion support where needed.

Leadership and champion sessions are available alongside either format.

At your offices or our London offices in Wembley.

A clear price before you commit.

Priced per workshop or programme, based on team size and preparation.

If your team tells us on the day it wasn't useful, we don't invoice.

Discuss team training

For one person, or a few of you:join an open session

Questions

Questions we expect from consulting, legal and accounting practices.

Will this make our associates lazier?
It makes bad review habits more expensive and good ones more valuable. The session spends as long on checking, sourcing and knowing where the tool is wrong as it does on drafting, because that is where a practice’s risk sits.
Can you build around our own templates and precedents?
Yes. That is the point of the survey and the build step. We work from your house style, your templates and, where cleared, your precedents, so the workflows the team leaves with are the firm’s, not ours.
Do partners need to attend?
At least one should. Adoption in a practice follows what the partner asks for, and the AI for Leaders half day is designed for exactly that group.

Other sectors

Private Equity and Venture CapitalFor deal teams, portfolio operations, investor relations, legal, compliance and finance. Built around the documents the work lives in: CIMs, IC papers, board packs, DDQs and LP updates.Financial Services and InsuranceFor banks, asset and wealth managers, brokers and insurers. Dense documents, sensitive data and client communication under scrutiny, with governance designed in rather than bolted on.Property, Architecture and ConstructionFor developers, agents, architects, contractors and property managers. Briefs, planning material, bids, specifications, reports and stakeholder communication, built into workflows that fit site and office alike.Technology and SaaSFor sales, marketing, customer success, operations, people, finance and legal teams in technology businesses. Engineering is usually well ahead; this is for everyone else.Consumer Brands and RetailFor marketing, ecommerce, merchandising, operations, customer service and leadership teams. Content, analysis and customer communication that stay on brand and on the right side of the rules.Media, Marketing and PR AgenciesFor agencies, publishers and communications teams. Research, drafting, planning and reporting workflows that give craft time back, with a stated position on originality and disclosure.Charities, Public Sector and EducationFor charities, membership bodies, public organisations, schools and colleges. Communications, administration, research and service delivery support, built for small teams with tight budgets and high accountability.

Start here

Talk to us about your team.

Book a call and we will suggest a useful place to start.

  • No preparation needed
  • Solutions, training, or not sure yet
  • A short written summary afterwards
Book a call

Prefer to write?

Leave a few lines and we will reply by email.

Or email [email protected]

What is it about? (optional)
Company size (optional)

Used to reply to you. See our privacy notice.