AI guides for consultancies and professional services firms

    Guides, by topic.

    Long-form guides to AI strategy, AI governance, AI training and AI development, written for the people who run consultancies and professional services firms. Each one starts with a direct answer, then gives the detail and answers the questions firms ask before they start. New to the terms? The AI glossary defines them in plain English.

    02AI governance

    Using AI safely with client data.

    The policies, impact assessments and audit trails that let a firm use AI with confidential client data, and how to meet what regulators and professional bodies expect.

    Related services: AI Governance Implementation.

    03AI training

    Getting the whole team using it well.

    Building AI skills across a firm: what to teach, on which tools (Claude, Cowork, Gemini and more), and how to make it part of the day-to-day work, whether in one-off workshops or a sustained programme.

    Related services: Tailored AI Team Training.