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.

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.
- Copilot
- ChatGPT
- Word
- PowerPoint
- Outlook
- Teams
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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.
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.
Further reading
Free to read.
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
Other sectors
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