AI workshop for firm teams
Half a day in which your team prepares emails, documents and letters with AI.
½ day · on site or online · no prior knowledge needed
in four parts, no prior knowledge needed
Email templates, checklists, rules and a certificate of attendance
on site in your firm or online
How it works
Four parts in half a day.
01How AI works
Strengths, limits and typical mistakes.
02Emails to clients
Reminders and queries as drafts.
03Documents and letters
Compare, summarise, keep deadlines in view.
04Rules for your firm
Confidentiality, data protection and the AI Act in practice.
What this looks like in the workshop
An exercise from part 2: requesting missing documents.
Request to the AI
Write a friendly reminder to the Muster family. Their income tax return is still missing the donation receipts and the service charge statement. Please by 15 March. Tone: warm, brief.
Subject: Two documents for your tax return
Dear Muster family,
we are still missing two documents for your income tax return:
- Donation receipts
- Service charge statement
Could you send them to us by 15 March? Then your return will go out on time.
Kind regards
Before sending, you check
- Are the name and salutation correct?
- Is the list complete?
- Does the deadline fit your calendar?
Practised in the workshop with invented data. Real client data only in approved tools.
What you take away
Email templates
Drafts for recurring emails from your daily work.
Checklists
Templates for checklists and summaries.
Rules
A draft of rules for using AI in your firm.
Proof of attendance
A certificate of attendance for each person.
Who it is for
Tax clerks
And senior tax clerks who handle emails, receipts and tax assessments every day.
Trainees
Learn to use AI properly from the start, with clear rules.
Professionals
Who want to practise with their team and help shape the rules.
On site in your firm or online, ideally outside your busiest periods. No prior knowledge needed. Practice uses no real client data. In German or English.
Is this right for your firm team?
You receive a proposal with date and fixed price for your firm.
Common questions
How long does the AI workshop for firm teams last?
Half a day, in four parts: how AI works, emails to clients, documents and letters, and rules for your firm.
Do we work with client data in the workshop?
No. We practise with invented or anonymised examples. When client data may go into an AI tool is part of the workshop.
Does our firm have to train the team in AI?
Anyone using AI must take measures under Article 4 of the AI Act that support the development of AI literacy among their staff. No particular course is prescribed; type and scope depend on role and risk. A workshop for the whole team is an obvious measure.
Do we need prior knowledge?
No. The workshop starts with the basics and works with tasks from your firm’s daily work.
Is there proof of attendance?
Yes. Each person receives a certificate of attendance with date and content. It documents the measures taken in your firm.
Does the workshop take place on site or online?
Both are possible, on site in your firm ideally outside your busiest periods. lindenbrook is based in Oberursel near Frankfurt am Main.
In which language is the workshop held?
In German or English, whichever suits your team.
What does the workshop cost?
You receive a fixed-price quote for your firm. For that we need team size, preferred format and location.
