AI Training for professional firms
Your staff are already using AI. The question is whether they are using it safely.
Half day and full day training for accountancy practices, law firms and surveyors across Surrey. We start with client confidentiality, because that is the part nobody has written down yet.
Why firms book this
The policy gap, not the productivity gap
In almost every practice we speak to, somebody is already pasting client material into a public AI assistant. Not maliciously. They are busy, the tool is good at summarising, and nobody has told them where the line is.
For a regulated profession that is not a productivity question. It is a confidentiality question, and it is already happening.
Most AI training sells time savings. We start with the rule your firm does not yet have, because that is the part a partner loses sleep over and the part that is genuinely urgent. The time savings come afterwards, and they are real.
The modules
Four modules, taken in any combination
What is and is not acceptable to put into a public assistant, and why the distinction exists. What the consumer and business tiers actually do with what you type. How to spot the moment somebody is about to paste a client file into a chat window. Ends with a one page rule your staff can follow.
Drafting, summarising, research and first pass review, worked on your own material rather than generic examples. This is the module where the room decides whether we understand their work.
Where assistants are confidently wrong, what those failures look like in your profession specifically, and a habit for verifying anything before it reaches a client.
Assistants that act rather than read, and what that means for your enquiry form and your bookings. Short, and based on our own research across 450 professional websites in Surrey.
A half day covers modules one and two properly. A full day covers all four with time to work on your own files.
Format
In your office, or over video
In person across Surrey and the south west London boroughs, which is where this works best. A room of people who all know each other asks better questions than a webinar does.
Remote live by video for firms further out, or for people who cannot make the day. We do not sell a recording as the main event, because the value is in the discussion about your work rather than in the slides.
Up to twelve people at the standard fee, which keeps it small enough for everyone to speak.
Fees
Per session, not per head
| Format | Fee |
|---|---|
| Half day, in person, up to 12 people | £950 |
| Full day, in person, up to 12 people | £1,650 |
| Half day, remote live | £750 |
| Three session programme, one per month | £2,400 |
| Additional attendees above 12 | £45 each |
Travel included inside Surrey and the south west London boroughs. Further afield we will quote it before you commit.
Records and CPD
What you get for your files
Every attendee receives a certificate of attendance, a written statement of the learning outcomes covered, and the duration of the session. Members use those in their own continuing competence records.
We are not an accredited CPD provider and we do not describe the training as CPD certified. The three professions we work with most record continuing competence differently, and the obligation sits with the member rather than with us. If your firm needs something specific in the paperwork, tell us before the session and we will provide it.
You also keep the slides and any rules or checklists we write on the day.
The honest part
What this is not
It is not a course in how to use one particular tool. Tools change every few months and a day spent learning menus would be wasted by spring. What lasts is knowing where the line is, what these systems are bad at, and how to check.
It is also not a sales pitch with a certificate attached. If the session ends and your firm decides to do nothing else with us, that is a good outcome and the rule your staff now follow was worth the fee on its own.
We do sell other AI services, so you should assume we have an interest. Ask us on the day what we would not recommend, and we will tell you.
Book a session
Fifteen minutes on the phone first, so the session is built around what your people actually do rather than around a generic agenda.
Tell us about your team
How many people, what they do, and what has prompted the question. I will come back with a suggested shape for the session and a fee, and I will say if I think a half day is enough.