What is different about firms
Professional services teams have the sharpest version of the AI problem. The work is document-heavy and AI is good at documents, so the upside is real. But client confidentiality, privilege, professional obligations and the cost of a confident wrong answer mean the downside is real too. Most firms have landed somewhere unsatisfying: a policy that says be careful, and staff using the tools quietly anyway.
The workshop deals with both sides. What the tools do well with letters, advices, reports, contracts and spreadsheets, demonstrated on documents like yours. And where the data goes, what is retained, what the paid business plans change, and how to set sensible rules the firm can actually follow.
How the day runs
Before the day, you send a handful of de-identified documents of the kind your people produce. Tim builds the demonstrations around them. On the day he works live in ChatGPT and Claude, and the methods carry straight across to Microsoft Copilot for firms on Microsoft 365.
Partners, senior staff and support teams can sit in the same room; the day is pitched so that each group gets something. A full day gets further into the firm's own documents and the advanced features; a half day covers the foundations.
Formats
- • Half day or full day
- • At your office, or at a venue in the city
- • Partners, fee earners and support staff together or separately
Firms we've worked with
Lander & Rogers, DMAW Lawyers, Grant Thornton, Worrells, Accountancy Insurance, Knight Frank, Philip Chun Building Compliance and Cadenze Partners.
Your facilitator
Tim Martin founded net101 and was named Vistage Speaker of the Year in 2024. He has delivered 255 AI workshops and presentations since 2022, for corporate, government and not-for-profit organisations across Australia and New Zealand. He takes on one workshop a week, so each one gets proper preparation.
Questions people ask
We can't put client material into AI tools. How does the workshop handle that?
The demonstrations use de-identified or sample documents you choose. The data-handling section of the day covers what the tools retain, the difference between consumer and business plans, and what a workable firm policy looks like.
Do partners need to attend?
It helps. The firms that get the most out of it have partners in the room, because the questions about what is acceptable get answered on the day rather than deferred.
Can it count towards CPD?
Many firms record it as professional development. Tim can provide a program outline and attendance list for your records.
We're on Copilot. Is it still relevant?
Yes. Copilot runs on the same underlying models. The demonstrations aren't in Copilot, but the methods and the judgement carry over.
Get a quote for your firm
Tell Tim about the practice and who would be in the room.
Or call 1300 946 101, or email tim@net101.com.au.
What participants thought
Susie M, GM
Marketing & Sales
I would recommend Tim's training sessions to anyone. The content was relevant and tailored to the audience. Tim's delivery was very clear and concise and made for an enjoyable training experience for our team.
David S, Chairman
We regularly schedule Tim to run half-day workshops for our business forum to update us on the latest developments in business technologies. The forum is comprised of owners and CEO’s of both local SMEs and international subsidiaries. Tim’s deep knowledge of the segment and his easy presentation style make these sessions highly engaging.