Building Your AI Toolkit 2025 – Essentials for your Organisation

Description

Discover how small to medium-sized legal and accounting firms can leverage ChatGPT to streamline operations, enhance client services, and stay ahead in the competitive landscape

In the evolving landscape of legal and accounting services, integrating advanced AI tools like ChatGPT has become essential for firms aiming to enhance efficiency and maintain a competitive edge. This introductory, overview, and practical webinar is tailored for small to medium-sized firms seeking to harness ChatGPT's capabilities to streamline operations and improve client services. Participants will gain actionable insights into implementing ChatGPT in daily workflows, enabling them to automate routine tasks, enhance decision-making, and focus on strategic initiatives.

Key Takeaways:

  • Automating Routine Tasks: Learn how ChatGPT can handle repetitive activities such as drafting standard emails, generating invoices, and summarising lengthy documents, thereby reducing manual workloads and minimising errors.
  • Enhancing Legal Research: Discover methods to utilise ChatGPT for conducting preliminary legal research, summarising case laws, and identifying relevant statutes, thus accelerating the research process and supporting informed decision-making.
  • Streamlining Client Communication: Explore how ChatGPT can assist in composing clear and concise client correspondence, simplifying complex legal and financial jargon, and ensuring consistent communication, which enhances client satisfaction.
  • Data Analysis and Reporting: Understand how to employ ChatGPT for analysing financial data, generating insightful reports, and assisting in tax preparation, leading to more accurate and timely financial management.
  • Continuous Learning and Development: Learn how ChatGPT can serve as a resource for training staff on new regulations, accounting standards, and legal precedents, promoting continuous professional development within the firm.

By the end of this session, attendees will be equipped with practical strategies to integrate ChatGPT into their legal and accounting practices, fostering innovation, improving operational efficiency, and delivering enhanced value to clients.

LEARNING OUTCOMES

By participating in this webinar, attendees will:

  • Understand ChatGPT's Capabilities: Gain a foundational understanding of ChatGPT's functionalities and how it can be leveraged to automate routine tasks in legal and accounting settings.
  • Enhance Research Efficiency: Learn to utilise ChatGPT for conducting preliminary legal research and summarising case laws, thereby streamlining the research process.
  • Improve Client Communication: Discover methods to employ ChatGPT in drafting clear and concise client correspondence, enhancing overall communication strategies.
  • Assist in Data Analysis: Explore how ChatGPT can aid in analysing financial data and generating insightful reports, contributing to more informed decision-making.
  • Promote Continuous Learning: Recognise the potential of ChatGPT as a tool for staying updated with new regulations and standards, supporting ongoing professional development.
  • Identify Ethical Considerations: Understand the ethical implications and limitations of using ChatGPT in professional practice, ensuring responsible and compliant usage.

These outcomes will equip participants with practical skills to integrate ChatGPT into their workflows, fostering innovation and efficiency in their respective fields.

SUITED TO

This webinar is designed for legal and accounting professionals who want to integrate AI-driven tools like ChatGPT into their daily workflows. It is most suitable for:

  • Lawyers (including solicitors and in-house counsel)
  • Accountants (public practice, corporate, and forensic accountants)
  • Tax professionals and auditors
  • Legal and financial consultants
  • Practice managers in law and accounting firms

Level:

  • Introductory to intermediate – No prior AI knowledge is required, but attendees should have a basic understanding of legal or accounting workflows.
  • Small to medium-sized firm professionals – Those looking to improve efficiency and client service with AI-driven tools.
  • Business owners and decision-makers – Partners, directors, and managers seeking to implement AI-powered solutions in their firms.

This webinar is ideal for professionals who want practical, real-world applications of AI in their industry, rather than a theoretical discussion.

PRESENTER

Nick Beaugeard, Principal Consultant, Released Pty Ltd

Nick Beaugeard is a seasoned technologist and serial entrepreneur with over three decades of experience in the technology sector. He began his journey in software development at the age of nine on the Apple ][ and has since founded five companies, leading them from inception to successful exits. Throughout his career, Nick has been at the forefront of technological advancements, contributing to areas such as systems management infrastructure, WebAssembly, blockchain, and large-scale AI developments. His innovative work has earned him numerous accolades, including being twice named Australian Software Developer of the Year and receiving six global Microsoft Innovation awards.

 

1 CPD Hour

  • Apr 09
    • $175.00 excl. GST
    Wed, 2:30 PM NZST - Wed, 3:30 PM NZST Online
    • $175.00 excl. GST

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