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AI workshop for firm teams

Your firm's team prepares client emails, documents and tax office letters with AI, using tasks from your firm.

Created with AI: Three colleagues at a tax firm work together on a laptop
Duration
Half a day
Location
On site or online
Language
German or English
Result
Templates for your firm

Starting point

Emails to clients, matching documents, keeping deadlines in view: Much of this repeats. In the workshop your team practises exactly these tasks, without real client data and with clear rules for confidentiality and data protection.

What you achieve

  • Drafts for recurring emails from your daily work

  • Templates for checklists and summaries

  • A draft of rules for using AI in your firm

  • A certificate of attendance for each person

Our approach

Four steps in half a day.

  1. 01

    How AI works

    Strengths, limits and typical mistakes

  2. 02

    Emails to clients

    Reminders and queries as drafts

  3. 03

    Documents and letters

    Compare, summarise, keep deadlines in view

  4. 04

    Rules for your firm

    Confidentiality, data protection and the AI Act in practice

Who it is for

  • Tax clerks and senior tax clerks

  • Trainees in the firm

  • Professionals who want to practise with their team

Is this right for your team? Request the workshop without obligation.

Request a workshop

Frequently asked 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, depending on what suits your team.

What does the workshop cost?

Prices are not on the website. When you ask, we give you the order of magnitude, and the offer then states a fixed price.

Would you like to run the workshop with your team?