AI training for
Consulting, Legal and Accounting
Faster drafting, the same rigour, and the partner still signs.
A professional services firm sells judgement delivered as written work. AI changes the economics of the written work and leaves the judgement exactly where it was. Firms that understand this train their people to produce the first draft faster and review it harder. Firms that do not either ban the tools or let them in unsupervised.
A call with our team. You leave with a scope, or an honest no.
Why this sector
How AI training works for consulting, legal and accounting practices
The repeated work in a practice is visible: research notes, proposals, engagement letters, first drafts of advice, slide decks, working papers, client updates. Each is a candidate for a workflow built on the firm’s own templates and house style, run inside the assistant the firm has licensed, with the review step where the partner expects it.
We train associates and partners in the same room where the firm wants that. The people doing the drafting learn the method; the people signing learn what to check, and what a confident-looking draft can hide.
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 session for this sector. Yours is built from a survey of the people attending and the assistant your organisation has licensed.
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.
None of this is legal or regulatory advice. It is the list of frameworks we agree the session around with your own compliance, legal or data owner before the day, and it ends up on one page your team signs off in the room.
Tools in play
Taught inside the tools this sector already uses.
- Copilot
- ChatGPT
- Word
- PowerPoint
- Outlook
- Teams
Product names and logos belong to their owners. AIforCompanies is independent and not affiliated with or endorsed by any vendor.
Where to start
A custom package for your company, team or group
Built from a scoping call and a survey of the people attending. From a half day for one team to a programme across a quarter for the whole organisation.
Sessions built on your team’s real work, inside the assistant your organisation has licensed
Your data, confidentiality and UK GDPR guardrails agreed first and written on one page
A workflow library, a 30-day plan and a review call at week four
Leadership sessions, whole-organisation rollouts and internal champions, as the package needs
At your offices, or at ours. Ours is Seeds Hub, Empire Way, Wembley HA9 0RJ. Every engagement is priced for the room, not per head, and scoped on a call. Group size, format, the tools in play and how far you want to take it all move the number, so we quote properly rather than publish a figure that turns out to be wrong.
The two ways inQuestions
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.
Further reading
What we have written about getting a team to use AI well. Free to read, useful whether or not you ever speak to us.
Prompts
Prompts your team will actually reuse: a structure, not a list
6 min read
Governance
An AI usage policy for a UK organisation: what to put on one page
9 min read
Adoption
AI training for employees: what works, and why most of it fades
8 min read
Twenty five prompts your team can use todayThe policy template and the week four review sheet
Start here
One conversation about your team, and you’ll know whether this fits.
A call with our team. You leave with a scope, or an honest no.
Not ready for a call
Tell us what you are trying to do.
Sessions for consulting, legal and accounting practices are built on your own documents and tools. A few lines is enough, and we will reply by email.
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