AI Tools for Accountants & Lawyers – Basic Skills for Everyday Professional Work (H1066)
This programme offers a practical and structured introduction to the use of AI tools in professional accounting and legal environments. The training focuses on basic, immediately applicable uses such as drafting and improving professional communication, summarising and understanding texts, simplifying complex information and basic research and preparation. Special emphasis is placed on good prompt design, quality control of results, avoiding errors and safe, responsible use. The programme is suitable for participants without a technical background.
Table of Contents
- About the Course
- Who Should Attend
- Key Learning Objectives
- Course Curriculum
- Meet the Trainer
- FAQs – Frequently Asked Questions
- Other Upcoming Courses
- Fees & Registration Details
- Registration Form
About the Course
Accountants and lawyers are asked to handle an increasing volume of information, communicate clearly with clients and produce well‑reasoned written outputs within tight deadlines. AI tools can significantly support these tasks by helping with drafting, summarising, structuring and preparing information, but many professionals lack confidence in how to use these tools correctly, how to assess the results and how to manage risks and limitations.
This course addresses that gap by providing a basic, hands‑on introduction to AI for everyday professional work. It focuses on simple but powerful use cases such as writing and improving emails and letters, summarising lengthy documents, preparing notes and overviews, and conducting basic background research. Participants learn how to formulate clear prompts, check and adapt AI output, recognise limitations and maintain human oversight. The goal is to help professionals use AI safely and effectively, in a way that enhances their productivity and communication without replacing professional judgment.
Who Should Attend
The programme is aimed at:
Accountants, tax advisers and finance professionals.
Lawyers and legal consultants.
Administrative staff in accounting and legal firms.
Professionals who handle documents and client communication.
Key Learning Objectives
Participants will be able to:
- Describe the basic functions of AI tools.
- Recognise the main applications of AI in accounting and legal environments.
- Explain key limitations and risks of AI use.
- Use AI tools to draft and improve professional communication.
- Summarise and organise information from texts.
- Formulate clear and effective prompts.
- Check the quality and appropriateness of AI results.
- Develop a responsible and critical approach to AI use.
- Recognise the importance of human oversight.
- Increase their confidence in using AI tools in a controlled way.
Course Curriculum
- Concept and basic functions of AI
- role in work
- practical examples
- limitations and expectations
- Principles of prompt formulation
- structure
- rephrasing
- examples
- Creating drafts
- improving clarity and tone
- adapting to professional context
- Summarisation techniques
- key points
- simplification of complex information
- Collecting information
- organising data
- supporting professional preparation
- Combining AI uses
- daily tasks
- productivity improvement
- Selecting tasks for AI
- rational use
- avoiding over‑reliance
- Recognizing incorrect results
- common issues
- correction methods
- Evaluation criteria
- checking clarity and appropriateness
- improvement process
- Confidentiality
- data protection
- human oversight
- responsible use
Meet the Trainer
Fees & Registration Details
FAQs – Frequently Asked Questions
This course is designed for accountants, lawyers, tax advisers, and professionals involved in document preparation and client communication who want to improve their efficiency using AI tools.
No prior technical knowledge is required. The course is structured as a beginner-friendly introduction, focusing on simple and practical applications.
Participants will learn how to:
- Draft and improve professional emails, letters, and documents
- Summarise and understand complex texts
- Use AI for basic research and preparation
- Write effective prompts
- Check and improve AI-generated results before use
AI can assist with drafting communication, summarising lengthy documents, organising information, and preparing notes or overviews, helping professionals save time and improve clarity.
