Professional services
AI and technology training for professional services
Law, accountancy, consulting, agencies and advisory firms sell judgement by the hour, which makes AI both an obvious lever and an obvious threat to the model. These cohorts deal with the real question rather than the abstract one: which parts of the work the tools genuinely take, and how to keep the part clients are paying for.
For the people doing the work day to day.
Built around professional services work
7 courses · 39 facilitated hours
AI for Analysis and Reporting
Using AI to interrogate data and draft the report, without outsourcing the judgement. Built for the people who produce the numbers others rely on: analysts, finance, operations reporting.
Addresses: Tools & Access, Daily Practice
Individual Contributor, Team Lead
Course outlineAutomating the Work Nobody Wants
The recurring, manual, low-judgement tasks that quietly consume a working week. Participants map one, automate it during the session, and leave with it running.
Addresses: Tools & Access, Daily Practice
Individual Contributor, Team Lead
Course outlineBuilding AI Assistants for Your Team
Beyond chat: building a named assistant that knows your team's documents, follows your team's rules, and does one job well. Participants build a working assistant on their own material during the course.
Addresses: Tools & Access, Daily Practice
Individual Contributor, Team Lead, Manager
Course outlineEveryday Security for Busy Teams
The security habits that survive a busy week, updated for a world where the phishing email is written by a machine and sounds exactly like your supplier. No fear, no jargon - just what to do and when.
Addresses: Responsible Use, Confidence & Skills
Individual Contributor, Team Lead, Manager
Course outlineFrom Spreadsheets to Systems
Somewhere in your team a spreadsheet has quietly become the system: everyone depends on it, one person understands it, nothing backs it up. This course is about recognising that moment and moving on from it deliberately.
Addresses: Tools & Access, Daily Practice
Individual Contributor, Team Lead, Manager
Course outlineResponsible AI Use at Work
Covers the judgement calls staff face daily: what data may go into a tool, when a human must review, and how to record what was done. Delivered against your organisation's own AI policy.
Addresses: Responsible Use
Individual Contributor, Team Lead, Manager, Director / Head of, Executive / C-Suite
Course outlineWriting and Communicating With AI
For people whose work is mostly words: emails, reports, proposals, minutes. Getting a first draft in seconds is easy; this is about editing it into something that sounds like you and stands up to a careful reader.
Addresses: Daily Practice, Confidence & Skills
Individual Contributor, Team Lead
Course outlineWhat this sector brings into the room
- Client confidentiality is the whole business
- What may enter a tool, under which client's terms, and what the approved route is when the answer is no. Practitioners leave able to make that call themselves rather than escalating every time.
- Drafting is most of the day
- Written work is where the time is, and where the quality risk sits. Sessions cover producing a first draft fast and interrogating it properly, which is a different skill from writing it yourself.
- Research and analysis that has to hold up
- Verification habits, source checking, and knowing the failure modes of the tool well enough to catch a confident answer that is wrong.
- The billing model is the elephant
- The manager and leadership sessions deal with measuring what changed, and with the difference between time saved and value captured, because in this sector they are not the same number.
Also runs for any sector
These work the same way whoever is in the room. They are still delivered on your own material, so they are no less specific to you - the sector simply is not what changes them.
AI Foundations for Every Role
A facilitated introduction for staff who have little or no structured experience with AI tools. Participants leave having used AI on their own real work, with a clear view of what these systems can and cannot do.
Addresses: Confidence & Skills, Daily Practice
Individual Contributor, Team Lead
Course outlineAI Tooling and Integration Clinic
A short clinic for teams whose tools are in place but underused or disconnected. Run against your organisation's actual toolset rather than a generic demo stack.
Addresses: Tools & Access
Individual Contributor, Team Lead, Manager
Course outlineEmbedding AI in Daily Workflows
Moves participants from ad hoc use to repeatable practice. Each participant maps one of their own recurring workflows and rebuilds it with AI in the loop.
Addresses: Daily Practice, Tools & Access
Individual Contributor, Team Lead
Course outlineGetting Value From the Tools You Already Own
Most organisations have more unused capability sitting inside licences they already pay for than in anything they are about to buy. This is a working audit of what you have, what it can do, and what to switch on first.
Addresses: Tools & Access
Individual Contributor, Team Lead, Manager
Course outlinePrompting and Output Verification
A working session on getting reliable results and, more importantly, on checking them. Built around the verification habits that separate occasional AI users from dependable ones.
Addresses: Confidence & Skills, Responsible Use
Individual Contributor, Team Lead, Manager
Course outlineWhich of these does your organisation actually need?
The readiness assessment scores each person across five dimensions and maps the gaps onto this catalogue, by department and by role. Five minutes per person, and it answers the question with a measurement rather than a guess.