In six weeks you'll build a Claude workflow that turns your firm's inputs into a client-ready deliverable — in your voice, to your methodology, in a fraction of the time, with a verification gate before anything reaches a client.
For professionals who carry real reputational and regulatory stakes if they get it wrong. You use AI occasionally; what you lack is a repeatable, firm-specific system that produces work you'd put your name to. That's what we build — a knowledge base and workflow that encode how your firm thinks.
An autonomous robot is the one thing this course will actively talk you out of. The verification gate is the point, not the friction.
The spine is the same shape for everyone: inputs in, a finished client-facing document out.A bookkeeper's inputs are a trial balance and a bank feed; a lawyer's are a draft contract and an instruction; an agency's are a discovery transcript and a brief.
The output is the thing your client pays for — the advice letter, the management report, the review memo, the strategy outline, the proposal. We build the pipeline from your inputs to your output, in your voice, with a review gate at the end.
Every figure traces to a source; every reference is checked; anything unverifiable lands on a "Matters to verify" list — never silently smoothed over.
Where does your billable time go, and what's safe to hand a model?
Rank your recurring written outputs by volume, pain and dollar value, with live hot-seat audits — and internalise the three ideas that separate leverage from embarrassment.
A ranked deliverable-audit and one nominated spine deliverable on a real matter.
Set up the workspace — and decide what you're allowed to put in it.
Claude Desktop vs Projects vs the API, why Projects is the home for firm work, and the confidentiality framework: safe inputs, consent wording, de-identification, data residency.
A configured firm Project and a one-page data-handling policy.
The most important week: get your expertise onto disk.
A live extraction interview builds the five buckets on screen — methodology, rules, precedents, worked examples, and the failure log, the highest-value bucket by a distance.
A populated five-bucket knowledge base, de-identified and loaded into your Project.
Assemble the knowledge into a working skill.
The six-part anatomy of a skill, built live against a real deliverable — role, task, procedure, references, output format, and the guardrails that hold the verification gate.
A reusable skill and a genuine first-draft deliverable on your live matter.
Diagnose, fix one thing at a time, build verification discipline.
Diagnose before you fix: missing knowledge, unclear instruction, or model limitation — each has a different fix. Then bake citation discipline and a "Matters to verify" list into the workflow.
A refined deliverable and a written verification checklist in your workflow.
Make it durable: a workflow the firm owns and extends.
Package the workflow into a one-page run-book a colleague can run, set a maintenance rhythm, and map the next two deliverables — then demo your working asset to the cohort.
A run-book, a maintenance schedule and a roadmap for the next two builds.
A monthly report for 40 SME clients — roughly a full day of senior time each at month-end: pull figures, write commentary, flag variances, format.
Built as a Project with the firm's template, style and a worked example, the first pass lands in about an hour — the accountant verifies and adds judgement.
A deal went sideways when a junior copied an indemnity clause from the wrong precedent — a guarantee, not an indemnity.
One line in the failure log. The firm's review Project now flags that swap automatically on every contract it reads.
A 4-hour drafting task — and the model once quoted a contribution cap from memory that was a year out of date.
A guardrail forces every figure traced to the current source, plus a mandatory "Matters to verify" list. ~1 hr, risk reduced not raised.
The full cohort, all inclusions, for an individual professional.
Where it compounds — one shared knowledge base lifts everyone.
The same arc at a faster pace for firms that want to move quickly.
Save 4–5 hours a week at a $250–$450 charge-out rate and that's $1,000–$2,250 of re-billable time every week. A single seat pays for itself inside the first month — everything after is margin or capacity.
Pricing in AUD · draft, confirmed before each cohort
Book a call and we'll find your highest-value repeatable deliverable — and the fastest, safest way to reclaim the hours it eats.