AI team workshop · $495
AI team workshop: agenda
Prepared for Halloran & Voss, PLLC (fictional law office, one afternoon)
SAMPLE · fictional business · example figures
- Length
- 3.5 hours 1:00 to 4:30 pm
- Platform
- One Copilot in this example
- Practice material
- Sample only no client files
The afternoon
- 1:0015 min
Welcome and ground rules
What today is for, what stays out of AI tools, how practice works.
- 1:1530 min
What AI is good and bad at in a law office
Live examples of drafting help, plus examples where it confidently gets things wrong.
- 1:4540 min
Practice 1: summarize a sample document
Everyone uses a provided fictional letter. No real client material.
- 2:2510 min
Break
- 2:3530 min
What stays out: the firm policy, walked through
Plain-English rules, with examples of what is and is not allowed.
- 3:0535 min
Practice 2: draft a client-facing email
Start from de-identified facts. Review, correct and sign off as you would any draft.
- 3:4030 min
Build your own prompt library
Each person saves three prompts for their own recurring tasks.
- 4:1020 min
Questions and next steps
Who to ask, how to report a mistake, and what to try this week.
Bring
- A laptop signed in to the firm’s work account.
- Two or three everyday tasks you would like help with.
- Questions, especially the awkward ones.
Leave with
- Three saved prompts for your own work.
- A clear sense of what stays out of AI tools.
- A one-page reminder sheet and who to ask.
One platform per workshop. Software subscriptions and account setup are separate. Sample agenda for a fictional office; timings are adjusted to your team.