← AI Day · Law, accounting, consulting
Run AI Day for Professional Services.
A focused day with your professional services team — AI strategy, hands-on prototyping, and a 30-day plan they actually use. Built on the Professional Services industry pack, not generic AI training.
What your team will work on
Real professional services workflows. Shipped live.
Three sample use cases pulled from the 7-workflow Professional Services pack. The full set ships in the workshop or DIY playbook.
Proposal / SOW drafter
Generate first-draft proposals or SOWs from a structured intake call or notes — preserves your firm's structure, voice, and pricing logic.
4-8 hrs / partner
Client intake summarization
Convert intake calls into structured matter briefs (legal), engagement memos (consulting), or client onboarding profiles (accounting).
2-4 hrs / professional
Research synthesis
Summarize dense source material — case law, regulatory filings, industry reports, financial statements — into structured briefs.
3-6 hrs / associate
Three formats
Solo, team, or free DIY.
Pick the level that matches your team size and budget. Same Professional Services pack underneath each one.
Free
DIY Playbook
Your industry pack as a downloadable, runnable playbook. Run AI Day yourself — agenda, prompts, agent templates included.
Get the DIY playbookSolo · $297
AI Power Hour
90 minutes 1:1 with Chelsea. Build one workflow live, walk out with a recording and a 30-day plan. For founders and individual operators.
Book a Power HourTeam · From $1,500
Live AI Day
Full-day facilitated workshop with your team. Industry-specific agenda. Real workflows shipped during the day. Custom recap deck for leadership.
Book Live AI Day
What we cover
Industry-specific guardrails.
- Privilege & confidentiality: client matter content should NOT go into consumer AI tools (free Claude/ChatGPT). Use enterprise/Team plans where data isn't used for training, or self-hosted models.
- Conflicts: AI should never make the conflict-clearance call. AI flags, humans clear.
- UPL (unauthorized practice of law): AI output presented to clients must be reviewed by a licensed professional. AI drafts; lawyer signs.
- Citations: AI hallucinates citations. Always verify every case, statute, or regulation citation before relying on or sending it.
Wins teams have shipped
Outcomes you can expect.
- A 30-attorney firm built a precedent-search GPT from prior memos and reduced associate research time on routine questions by ~50%.
- A consulting boutique cut proposal turnaround from 5 days to 1 day with an intake-to-proposal workflow.
- A regional accounting firm uses an internal FAQ bot trained on their tax positions and SOPs — handles ~70% of staff questions without partner intervention.
Pair AI Day with a real tool
Build a custom professional services dashboard too.
Drop your URL into the Free Dashboard Builder and get a working interactive prototype in minutes — perfect for your team to riff on during AI Day.