A hands-on AI workshop, run with your team, in your firm, on the real work you do every day. Adam guides and teaches. Your people do the work and leave with AI actually set up.
For accountants, financial advisers, lawyers, mortgage brokers, property professionals, medical and veterinary practices, and consulting and M&A firms across Australia.
Why a workshop
Most teams have had a play with ChatGPT or Claude and stopped there. They know AI matters. They just haven't found a way to make it work for the actual work in front of them, safely, without cutting corners on client confidentiality or professional standards.
That is what an in-house AI workshop fixes. You bring your team and your real work. Adam Franklin brings 21 years in business and more than 100 workshops, and gets everyone in the room using AI properly by the time you finish. Your people work on your own files, your client comms and your service lines, so they walk out able to keep going on Monday.
It is an AI workshop for professional services teams, run in-house right across Australia, in person or online, and shaped around the exact work your firm does.
This is for firm owners, managing partners and practice managers who want their team trained and set up. If you want Adam to speak at your conference, that is a keynote, and you will find that on adamfranklin.com.au. If you want your own team trained, you are in the right place.
Claude and Claude Cowork
More and more professional services firms are standardising on Claude, for the quality of its writing and the care it takes with confidential work. If that is your firm, Adam runs a Claude workshop that gets your team using Claude well on the real tasks they do every day, from client correspondence to first drafts.
From there, the full day sets your team up in Claude Cowork, so your prompts, your files and the workflows your firm runs each week live in one place your people can come back to. Your team leaves with Claude Cowork already working on your own service lines, set up and ready to keep using on Monday.
If your firm prefers ChatGPT, Copilot or another tool, the workshop runs there too. The skill your team builds carries across whichever AI your firm settles on, so you are investing in your people and keeping your options open.
The two formats
Both formats are hands-on and built around your firm. The difference is how far you go on the day.
About 3 hours
A strong first step for a firm that wants the whole team moving in the same direction, quickly.
A full day
The full day for a firm that wants to leave with AI working across the business.
What your team walks away with
Everyone using AI on real work. Every person in the room using AI confidently on the tasks they actually do, from client comms to research to first drafts.
Prompts and workflows for your service lines. Built around how your firm really operates, so they get used the next day.
A plain-English AI policy. Clear lines on client confidentiality and professional conduct, so the team knows what is safe to put into AI and what is not.
A clear sense of when to trust an AI answer. And when to check it. This is where your team's expertise stays firmly in charge.
A 90-day plan. The few things to do next so the workshop turns into a habit the whole team keeps.
Time back, quickly. Work that used to take hours starting to take minutes, done by the team without everything routing through the partners.
Industries we work with
The workshop is shaped around your firm's real work. Here is what that looks like across the professional services firms Adam works with most.
First-draft client correspondence, file and document summaries, research, and the repetitive writing that clogs a busy practice, done in minutes and checked by your people.
AI training for financial services teams on file notes, research, and client communication, with clear guardrails so it fits your compliance obligations.
Application notes, client updates, lender research and follow-ups, so your team spends less time on the paperwork and more time with clients.
Listing copy, marketing, client communication and research, produced faster and in your firm's voice, ready for your team to review and send.
Drafting, matter summaries, research support and plain-English client updates, with the confidentiality lines drawn clearly before anyone touches a client file.
Referral letters, notes, patient communication and admin, handled faster, with patient confidentiality and clinical responsibility front and centre from the first minute.
Client communication, referral letters, case notes and the practice admin that eats the day, handled in minutes so your vets and nurses spend their time with the animals and their owners.
Proposals, information memoranda, research and client reporting, drafted faster and in your firm's voice, with the analysis and the final calls staying with your people.
How this differs from a keynote
Adam does both, and they are different jobs. Here is how to pick the right one.
A keynote · adamfranklin.com.au
Want Adam to speak at your event? See adamfranklin.com.au.
A workshop · you are here
Want your own team trained and set up? Keep reading.
Common questions
The workshop covers how to use AI well on the real work your team does, whether that is drafting, summarising, research or client communication. Adam starts with the foundations in plain English, then your people practise on your own tasks and files. You also set up simple guardrails for safe use, so client confidentiality and professional standards are protected from the start. The full-day format goes further and builds AI around your firm's actual workflows, with a starter prompt library, a written AI policy and a 90-day plan.
Yes. Many professional services firms now run on Claude for the quality of its writing and its care with confidential work, so Adam runs Claude workshops that get your team using Claude well on real tasks. On the full day Adam sets your team up in Claude Cowork, so your prompts and the workflows your firm runs each week have one home your team keeps coming back to. If your firm uses ChatGPT or another tool, the workshop works there too, because the skill your team builds carries across whichever AI you choose.
The half-day workshop runs for about three hours and gets your whole team confident using AI on real tasks, with a set of guardrails to keep it safe. It is a strong first step. The full-day format, "AI in a Day", includes everything in the half-day and then adds time to build. Your team leaves having set up their own AI Business Brain, with AI Guardrails and a plain-English AI Policy written down, a prompt library for your service lines and a plan for the next 90 days. The half-day gets the team confident. The full day builds on that, so you leave set up to keep going.
The workshop works best when the group is small enough that everyone stays hands-on, so no one is watching from the back. That suits most small to mid-sized firms and single teams comfortably. Larger firms are welcome, and for a bigger group we will talk through the best way to run it, whether that is one larger session or a couple of focused ones, so the room stays practical and everyone stays hands-on.
Yes. The workshop is built for professionals, and Adam teaches AI in plain English, the way you would explain it to a smart colleague who has been too busy to dig in. Everyone in the room, from the newest team member to the managing partner, works at their own pace on real tasks. If your team can use email and a word processor, they can do this.
Tailoring is the point. Before the day, Adam learns how your firm works and what your team spends its time on, then shapes the workshop around your service lines and your real tasks. An AI workshop for accountants looks different from one for lawyers, vets or mortgage brokers, because the work is different. Your people practise on examples from your world, so what they learn transfers straight into the business.
These are in-house workshops, run for your firm and your team, at your office or online. That is different from the public AI programs and events Adam is also involved in. An in-house workshop means the whole session is about your business, your tools and your work, and everything stays inside your team.
Get in touch and tell us a little about your firm, your team size, whether you are leaning towards a half-day or full-day, and rough timing. Pricing depends on the format, the size of your team, how much tailoring you want and any travel, so Adam will give you a clear quote once he understands what you need. The best next step is a short conversation to work out the right fit.
Some firms want to keep going after the workshop. If that is you, Adam runs a longer AI advisory partnership called Leverage Yourself, and you can talk about it when the timing is right. The workshop stands on its own though. There is no obligation to do anything more.
Bring a workshop to your firm
Tell Adam about your team and the work you want AI to help with, and he will get back to you with the right format and a clear quote.