AI for teams

AI for report-heavy teams

Help your senior staff draft reports faster in the AI tools your firm already pays for, with a checking process that keeps every fact, figure and reference right.

The problem

Hours spent drafting, and tools that sit unused

Senior staff spend hours drafting reports. Meanwhile the tools the firm already pays for, such as Microsoft Copilot or ChatGPT, are barely used, or are used without any checks on what they produce.

How we help

Three ways to work together

Start here

Pilot session

A half-day live online session for up to 12 staff, built on two of your firm’s own anonymised report types. It covers:

Drafting prompts and templates
A checking process, so facts, figures and references are verified before anything goes to a client
What not to put into AI tools

Follow-on

Report drafting sprint

Inside the tool you already have, we set up:

A saved assistant (a custom GPT or Copilot agent) loaded with your anonymised past reports
A Word template in your house style
A one-page checking checklist and a short how-to guide

Then a half-day session on your own reports, and a 30-day usage review.

Optional

Ongoing support

For teams that want to keep improving after the sprint:

A monthly team session
A review of how the team is using AI

Fixed price, agreed up front before you commit.

For surveying firms

For RICS-regulated firms, sessions cover the practical side of working to the RICS standard on responsible use of AI.

See what a pilot session would cover

Tell us about the team and the reports they write. We'll send the one-page outline and suggest two call times.