Daily work
Practical AI for the jobs it is good at: drafting, condensing, pulling out details, checking and explaining.
Training and setup
Your team already uses AI. We make it safe, shared and worth the time.
Set up on the tools you already pay for, trained in person if you are local, done within 7 business days of getting admin access, or 10 for Skills Setup. Start below and Corwen drafts a plan for your team.
New training plan
- Firm
- Detail
- Team
- Tools
- Today
- Goals
- Where
- Plan
Corwen
Answer a few questions and Corwen drafts a training plan for your team. It takes about a minute, and nothing is sent until you choose to send it.
Rather talk first? Email us for a free demo.
What we teach01 02 03
Three tracks, taught on your own work.
Safe use
What can and cannot go into an AI tool, business accounts instead of personal ones, and a policy everyone signs.
Hands-on build
Each team builds one real skill or template on its own workflow, with us in the room.
A skill is a saved set of instructions your AI tool follows the same way every time, like "turn these meeting notes into a client follow-up." We build them for your roles and share them to the whole team.
The offersWithin 7 business days Within 10 business days Within 7 business days Starts within 7 business days, then monthly
Fast, fixed and on your own accounts.
Each one is set up and trained within 7 business days of getting admin access to your AI account, or 10 for Skills Setup.
Jump Start
“Are we actually getting value out of ChatGPT or Claude?”
- Accounts and data settings set up right on a business plan
- 5 to 8 starter skills for your roles, installed for everyone
- A full team training session and a one-page AI use policy
Fixed price, quoted after the demo
Skills Setup
“Why is everyone reinventing the same prompts?”
- 10 to 20 custom skills built on your real workflows
- Shared to the whole team from the admin console
- A hands-on session and one named skill owner
Fixed price, quoted after the demo
Team Training Day
“How do I get my people using this properly?”
- All three tracks in one day or two half-days
- Role breakouts and a hands-on build on your own work
- The policy signed and an internal champion named
Fixed price, quoted after the demo
Fractional AI Admin
“Who keeps our AI tools set up right?”
- A monthly settings and access review
- New-hire onboarding and a monthly "what changed" memo
- Quarterly refresher training by role
Fixed price, quoted after the demo
Every custom build includes training for the people who will use it.
By industry
Same day, your roles and your rules.
Every industry gets the same offers. What changes is who is in the room, the starter skills and what has to stay safe.
Who is in the room
Partners, staff accountants and preparers, admin and client service
Example skills
- Document request emails
- IRS and state notice summaries with a response draft
- Engagement letters from your template
What stays safe
Built around IRC §7216: tax return information is de-identified before it goes near an AI tool, or the client consents in writing.
What you walk away with
Not a webinar. Things your team keeps.
- 01An AI use policy, signed
- 02Skills installed for everyone
- 03A named champion inside your team
- 04A checklist for reviewing AI work
- 05A 30-day check-in on the calendar
How it works01 02 03 04
From a free demo to a trained team.
Free demo
We show you what is possible and you pick what you want to move forward with. No cost.
Consultation
We meet, in person if you are local or over video if not, look at the systems you already use and agree what to set up.
We build it
We set up the accounts, write and test the skills, and tailor the policy and training to your roles.
Set up and train
Within 7 business days of getting admin access (10 for Skills Setup), we come back, set everything up and run a full session with your team.
A 30-day check-in follows every engagement.
People with five or more hours of training, especially in person and with coaching, are significantly more likely to become regular users.
Questions
What people ask before they book.
Which tools do you teach on?
Whatever you already pay for: Claude, ChatGPT or Microsoft Copilot. Skills work on both Claude and ChatGPT business plans, and for Copilot we ship the same library as shared prompts.
On-site or remote?
If you are local, we would rather be in the room with your team. Face-to-face time is how training sticks. Everything we do also works over video.
How many people can you train?
We train teams from a few people up to about 100. From 20 people up, we split the session into role breakouts so every group works on its own tasks.
Do we need new licenses?
Only if your team is on personal or free accounts. We help you pick the right business plan of the tool you already use, so company data stays out of personal accounts.
Is our data safe?
Every exercise uses made-up data shaped like your real work, and part of the training is what never goes into an AI tool. See how we handle your data.
How much of our time does it take?
A consultation, then one session for Jump Start or one day for Team Training Day. We do the setup work in between.
See what it would look like for your team.
Free demo, on a call or at your office. We reply from info@corwenco.com.