Two Cores

Team training · Law firms

AI training for the people who keep a law firm running.

Legal AI platforms such as Harvey and Legora are built for lawyers' legal work. This is for everyone else: secretaries, legal assistants, practice support, finance and business development, working in the tools your firm already has.

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  1. Partners and managementDecide on AIRisk, licences and what's allowed
  2. Support teamsWhere the time goesSecretarial, practice support, finance and BD
  3. IndividualsTrying tools aloneA few people using ChatGPT or Copilot quietly
You don't need a legal AI platform to make support work faster. You need people who know how to use the tools you have.

Why it matters

Much of the work in a firm happens around the law.

Opening matters, chasing documents, preparing bundles, updating clients, keeping procedures straight and producing the firm's marketing. It is repeatable, it takes real time, and general-purpose tools such as Microsoft Copilot and ChatGPT handle a lot of it well once people know how.

That is the work we train on. Support teams bring tasks from their own week and build something that helps, inside your firm's approved tools and its rules on client confidentiality.

Starting points

Where people start.

  • Starting point

    Opening a new matter

    “The same details get typed into three systems.”

    Could becomeA matter-opening checklist and intake form that drafts the first documents

  • Starting point

    Chasing outstanding documents

    “Half my day is chasing clients for the same things.”

    Could becomeA tracker with reminder emails drafted for review

  • Starting point

    Preparing bundles

    “Indexing a bundle by hand takes hours.”

    Could becomeA draft index built from file names and dates, checked before use

  • Starting point

    Finding the right procedure

    “Where's the latest version of our process?”

    Could becomeA searchable guide to your office procedures, with no client data

Before the session, Andrew asks each person what would make the biggest difference to their week. These are indicative examples.

Boundaries

Client data stays out of it.

We agree the boundaries with your management and risk lead before the session.

  • Your firm's AI policy and its confidentiality obligationsFollowed throughout
  • Client and matter informationNever used in exercises
  • Tools your firm has approved, often Microsoft 365 CopilotUsed where possible
  • A person checks every output before it is usedBuilt into every exercise

Formats

Choose how to run it.

Half day · about 3.5 hours

Half-day build session

One focused task. Best with a little pre-work.

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Full day · 9am to 4pm

Full-day workshop

Time to explore, build, test and refine.

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Several sessions

Tailored programme

A kick-off, build plans and grouped sessions.

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Tools we often use with law firms

Common questions

Before you book.

Do we need Harvey or Legora first?

No. This training uses general-purpose tools your firm may already licence, such as Microsoft 365 Copilot or ChatGPT, for support and business work rather than legal analysis.

Is this for fee earners?

Mainly for support teams. Fee earners are welcome for the administrative and business side of their work, but we don't teach legal research or drafting advice.

Can we use real client documents?

No. Exercises use made-up or anonymised examples, so no client information goes into a tool during training.

Talk about training for your firm's support teams.

Tell Andrew which teams you have in mind, the tools your firm uses and the work that takes up their week. We'll suggest a format and how to prepare.

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