SAMPLE for a fictional business. The people, files and figures are invented. Print this page or save it as a PDF.

AI team workshop · $495

AI team workshop: agenda

Prepared for Halloran & Voss, PLLC (fictional law office, one afternoon)

Sample · fictional business · example figures
Length3.5 hours1:00 to 4:30 pm
PlatformOneCopilot in this example
Practice materialSample onlyno 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.