Skip to content

The core program

Corporate AI training,with practice and review.

We train your team in AI using the firm's tasks, templates and authorized documents. On-site training takes place in Mexico City, complemented by remote one-on-one reinforcement.

Context

Start with a task your team needs to solve

An AI tool becomes useful when the team knows which task to assign, which information it may use and how to review the response. Training brings those decisions together in exercises related to the firm's work.

We use authorized documents, templates and examples prepared for each role. The team practices drafting, analysis and review, identifies errors and documents steps it can repeat in its work.

The curriculum varies with the profession and each participant's responsibilities. On-site training takes place in Mexico City, with remote sessions to review questions and exercises.

An empty room seen from the doorway has six chairs around a long table beside a window.
AI training for firms

What your team learns

Four skills every team walks away with.

M-01

Research and summarization on your own documents

Research a contract, filing, financial statement or project brief with clear questions. The team practices locating relevant passages, preparing a summary and checking each answer against its source.
M-02

Drafting and document review

Prepare drafts, comparisons and review lists from authorized documents. The team identifies omissions, checks changes and defines what needs the responsible professional's approval or signature.
M-03

Safe prompting and data privacy

Document classification, access permissions and provider terms. We define which material may be used in each tool and when anonymized examples or client-owned servers are appropriate. The review considers the LFPDPPP and the firm's obligations.
M-04

Building AI into daily workflows

We document recurring tasks, their inputs and their review points. The team practices with shared instructions and templates, records corrections and agrees who maintains each workflow.

What changes

Deliverables and practice

01

Documented workflows for the tasks selected during the engagement.

02

Role-specific exercises with criteria for evaluating and correcting AI responses.

03

Shared templates and instructions the firm can maintain.

04

Access, use and review rules for the documents used in each tool.

05

Remote reinforcement to review the curriculum's application to new matters.

Questions

What firms ask before we start.

What does AI training for a professional-services firm look like?

Every engagement has the same spine. First the on-site block, where we embed with your firm and train every employee hands-on with AI built around their real, daily work. Then remote reinforcement: your team books one-on-one sessions with their trainer whenever a question or a live project comes up. The on-site block is sized to the firm and the number of teams. Scope and timing are agreed in the first meeting.

Is the AI training for professional-services firms delivered on-site in Mexico City?

Yes. Practical training takes place at the firm's offices in Mexico City. The team can then book remote one-on-one sessions to review exercises, questions and new tasks. Location, scope and availability are agreed when defining the engagement.

How do you keep your firm's client material confidential during the training?

Before using the firm's documents, we review authorized material and each tool's access, retention and connection terms. We practice with anonymized examples where appropriate and document uses that require a private configuration or client-owned servers. Legal obligations are reviewed according to the engagement's scope.

How much does AI training for a professional-services firm cost?

Every engagement is quoted to fit. Price depends on the size of your firm, how many teams are involved, and how much of the work needs a private or on-prem setup. We scope it on a first call and send a written quote before anything begins. There are no per-seat surprises.

Do you train firms in both Spanish and English?

Yes. The training is fully bilingual. We are based in Mexico City and work in Spanish and English, including mixed-language teams and international offices. Materials and sessions are delivered in whichever language your people work in day to day.

What size of firm and team is the program built for, and who is it for?

It is built for professional-services firms in law, finance, architecture and similar fields, where the work is documents, analysis and judgment. We deliberately keep cohorts small, so it suits a single tight team as well as a multi-department firm. If most of your people touch text, numbers or client deliverables, the program fits.

Let's begin

Train your firm on the work it already does.

Tell us how your firm works and what you want AI to actually change. We reply within one business day, in English or Spanish, and scope an engagement quoted to fit.