For professional services firms
AI training for professional services firms
Practical AI training for accountancy, legal, consulting, HR and other advice-led firms. It’s built around the work your people already do for clients, such as proposals, reports, research and correspondence, with clear rules on what client information can and can’t go into an AI tool.
Workshops from £600
*Final price depends on team size, project scope and the amount of preparation work required
Who it’s for
Partners, fee-earners and support staff, learning AI together
How long
A half-day or full-day workshop or a 6-week programme
Format
Live, online or in person at your office
Price
Half day from £600, full day from £1,000 and the 6-week programme from £3,000
How it works
How AI training for your firm works
1
A free call
45 minutes to understand your firm, your clients and where your team’s time really goes.
2
Built around your work
I look at the documents and tasks your team handles most, so every example comes from your own practice.
3
Live training
A half-day or full-day workshop or 6 weekly sessions for groups of up to 15, using real (anonymised) client work.
4
Clear rules
Your team leaves with written AI usage guidelines covering client confidentiality, checking and sign-off.
What’s included
What you get and what your firm walks away with
What you get
- A free 45-minute call before anything is agreed
- Training built around your firm’s own documents and tasks
- Live sessions, delivered online or at your office
- Practical exercises using real, anonymised client work
- Examples in whichever AI tool your firm already uses
- Answers to questions between programme sessions, via email
What your firm walks away with
- One shared approach to AI across partners, fee-earners and support staff
- An AI usage guideline your team helped to write
- Clear rules on what client information can and can’t go into AI tools
- A simple checking routine before anything AI-assisted reaches a client
- Workflows for proposals, reports, research and correspondence
Not sure where to start? The AI Opportunity Audit (from £1,000) shows where AI would save your firm the most time first. If you’d rather have ongoing support, AI Consulting starts from £140 an hour.
Case Study
Senior people, very different jobs, one practical session
13
managers trained in one live session
For Segen, I ran a live session for 13 managers from its Supply Chain, Product Management and Technical teams, based across the UK, Europe, South Africa and the USA. Different roles, different time zones and very different starting points, all in the same session.
For the International Association of Language Centres, I ran a 6-week programme for teams of 2 to 5 people from member schools. Attendance was 100% across all 6 sessions and the schools built a website chatbot, a marketing plan and a new approach to lesson planning.
I understand your needs: busy, senior people who need AI to fit around client work, not the other way round. You can read more in my case studies.
Want your whole firm using AI the same careful way?
Book your free call with no obligation. Tell me about your firm and I’ll tell you clearly what would help you the most.
Frequently Asked Questions
Questions partners and managers ask
Is it safe to put client information into ChatGPT or Claude?
Only once you’ve checked your plan and settings. Even then, I’d keep names, account details and anything confidential out unless your firm has agreed it’s allowed. At the time of writing (November 2026), the free and Plus versions of ChatGPT can use your conversations to train future models unless you switch that off, whilst OpenAI’s business plans don’t by default. Claude (by Anthropic) and Gemini (by Google) have their own settings, so it’s worth checking each one.
Part of the training is agreeing your firm’s own rules on this, in writing. There’s more in my answer to is ChatGPT safe to use in a small business?
What can a professional services firm actually use AI for?
The biggest wins are usually first drafts of proposals and client updates, summaries of long documents and meeting notes, research before a client call and turning rough notes into clear internal guidance. AI won’t replace the judgement your clients pay for but it can take a lot of the blank-page work off your team’s plate.
Will AI replace our junior staff?
No, but it will change what their first few years look like. A lot of junior work has always been drafting, summarising and checking. AI can produce the first draft quickly, so the skill that matters more is knowing whether the draft is right. Good training teaches juniors to question and check AI output, which is exactly the judgement that makes them valuable.
Which AI tool should our firm use?
Usually the one you already pay for. ChatGPT, Claude, Gemini and Microsoft Copilot all have business plans and I teach the skills in whichever one your firm uses, because good habits carry across all of them. If you haven’t chosen yet, we can talk it through on the free call.
How much does AI training for a professional services firm cost?
A half-day workshop starts from £600 and a full day from £1,000. The 6-week AI Training Programme starts from £3,000 for groups of up to 15. If you’d like a plan first, the AI Opportunity Audit starts from £1,000. The final price depends on team size, scope and the preparation involved.
My prices are in pounds sterling (GBP) but I’m happy to invoice in any currency. There’s a fuller breakdown of the market in my guide: How much does AI training for a team cost?
Do you work with firms outside the UK?
Yes. I’m very experienced working across multiple time zones and happy to accommodate accordingly. For example, my AI Workshop for Segen brought together managers in the UK, Europe, South Africa and the USA. All the training is live over video and we’ll agree session times on the free call.
Why it works
Your clients pay for judgement. AI should help your team assure it.
In most professional services firms, AI arrived gradually. A junior uses ChatGPT to tidy an email, a manager asks Claude to summarise a long document and a partner is barely using either. Nobody is quite sure what’s allowed, so some people avoid AI altogether and others use it in ways that would worry whoever looks after risk and compliance.
The real danger isn’t that AI gets something wrong. It’s that a confident-sounding draft reaches a client without anyone checking it properly. Good AI training for professional services firms deals with both problems: it shows people where AI saves real time and it builds the habit of checking before anything leaves the firm.
I’ve spent 15 years working on major brands in London, New York and Amsterdam, where every detail had to be carefully checked for quality. I put the same level of standard into every session.
The training is built around your firm’s real work, such as engagement letters, client updates, proposals, meeting notes and research. People leave with workflows they’ll use the next morning, not a list of clever prompts they’ll forget by the afternoon.
Keep exploring
Other ways I can help
- AI Workshop – a half or full day for your team, from £600
- AI Training Programme – 6 weeks for groups of up to 15, from £3,000
- AI Opportunity Audit – find out where AI would save your firm the most time
- AI Consulting – ongoing help, from £140 an hour
- Case studies – Segen and the language centres programme in more detail