AI workshops · Professional services, consulting & design
AI workshops for professional services firms
Practical Microsoft Copilot, ChatGPT and Claude workshops for consultancies, law firms, architecture and design practices and advisory teams. Win work faster, deliver stronger client work and protect confidentiality. We follow up to make sure your people keep using it.
- Prosci® Certified Change Practitioner
- Onsite across New Zealand and Australia
- Independent and tool-agnostic
Where AI helps professional services firms
Client confidentiality built in: clear rules on what goes into AI, review checks and professional responsibility for the final work.
Our clients
Trusted by professional services firms across NZ and Australia
We work with consultancies, advisory firms and design businesses to build practical AI capability, while keeping the right controls around client confidentiality and quality.
Who we work with
AI training for firms that sell expertise
If your people spend their days writing, researching, advising and presenting, AI can give them hours back each week. We tailor every workshop to how your firm wins and delivers work.
- Management consultancies Proposals, analysis and client reports
- Law firms and legal teams Research, summaries and first drafts
- Architecture and design practices Design statements, briefs and bids
- Planning and property consultants Reports, submissions and research
- HR and recruitment firms Role briefs, candidate notes and policies
- Marketing and communications agencies Strategy, content and client presentations
Practical AI for professional services
Where AI adds value for professional services teams
Our workshops focus on the work your clients pay for: winning it, delivering it and communicating it, with less time lost to drafting and admin.
Proposals, tenders & pitches
Draft tailored proposals faster from past wins, CVs and capability statements, and sharpen win themes and executive summaries.
Client reports & deliverables
Speed up first drafts of reports, advice, briefs and recommendations, then refine structure, tone and clarity.
Research & briefings
Summarise long documents, research clients, markets and competitors, and prepare briefings before meetings.
Meetings & client follow-ups
Capture notes and actions, summarise workshops and calls, and send clear follow-up emails while the detail is fresh.
Knowledge & past work
Find and reuse templates, methods and previous work across your files, so quality stays consistent across teams and offices.
Presentations & concepts
Turn findings into slide outlines, workshop materials, design rationales and concept options for client review.
What your workshop can cover
AI workshops built around your firm
Every workshop is customised around your people, client work, technology environment and AI maturity. Typical topics include:
- Microsoft Copilot, ChatGPT and Claude
- Effective prompting for professional work
- Proposals, tenders and pitches
- Client reports and deliverables
- Research and document analysis
- Meetings, notes and follow-ups
- Presentations and client materials
- Client confidentiality and responsible use
- Agents and workflow automation
- Identifying high-value AI opportunities
Formats: partner and leadership briefings, half-day or full-day workshops, or part of a wider AI adoption programme. See our Copilot training, ChatGPT training and Claude workshops.
Our approach
How we tailor your workshop
We don't just train, we get people using it. The Matrix AI method: Discover, Design, Build, Deploy, Improve.
Discover
Priority client workflows, current AI maturity, your tool environment and confidentiality considerations.
Design
A workshop built around the roles and client work that matter most to your firm.
Build
Relevant use cases, prompts and examples using your own types of proposals and reports.
Deploy
Hands-on delivery with live demonstrations, practical exercises and clear guardrails.
Improve
A 30-day adoption follow-up, priority use cases and recommended next steps.
Leave with a working AI skill, not just notes
Workshops can include a tailored Copilot agent, ChatGPT skill or Claude skill for a real task, such as a proposal first-draft assistant or client report drafter. It's built and tested in your approved workspace and aligned to your AI governance policy.
Plan a workshop for your firm.
Discuss your workshop
Why Matrix AI
Work directly with Glen Maguire
Glen leads Matrix AI workshops across New Zealand and Australia. With more than 25 years in technology and digital transformation, he helps professional services firms move beyond AI experimentation and apply Copilot, ChatGPT and Claude to the client work that drives revenue.
Sessions are designed for consultants, advisors and the teams who support them: practical, commercially focused and tailored to how your firm actually works.
- Prosci® Certified Change Practitioner
- MBA
- Microsoft Copilot certified
- 25+ years in technology and digital transformation
- AI advisor, trainer and keynote speaker
LinkedIn glenmaguire.com hello@matrixconsulting.ai
Strategy sets the direction. People make AI work.
FAQs
Professional services AI workshop FAQs
Do you have experience with professional services firms?
Yes. We have delivered AI training for professional services organisations across New Zealand and Australia, including AI leadership training for 200 senior leaders at a global professional services firm. Sessions are built around real client work such as proposals, reports, research and meetings.
Which AI tools do the workshops cover?
We train on the tools your organisation has approved, most often Microsoft Copilot, ChatGPT and Claude. We can also cover agents, research tools, document analysis and workflow automation where relevant.
How do you protect client confidentiality?
Workshops run in your approved AI workspace and are aligned to your AI governance and privacy policies. We use your own documents only with approval, and every session covers what can and cannot go into AI tools, review checks and professional responsibility for the final work.
Can you train partners, consultants and support staff together?
Yes. We often run a short briefing for partners or directors, followed by hands-on workshops for consultants and support teams, so everyone works to the same standards and shares the same ways of working.
How much does an AI workshop cost?
Pricing is on application in NZD or AUD. After a short discovery call, we provide a proposal based on your team size, format and goals.
Book a workshop consultation
No obligation and no sales pitch. Tell us about your team, the AI tools you use and the proposals, client work and reporting you want to improve, and we’ll tell you honestly how we can help.
Prefer email? hello@matrixconsulting.ai