AI Training for Highland Park Professional Services Teams
Bace Agency builds custom AI training programs for Highland Park firms whose teams already use Claude or ChatGPT a little but want to use them confidently across the firm. We are based in Lake Forest, 15 minutes south on Sheridan Road, and we deliver training in person at your Highland Park office in small role-based cohorts. Materials are built around the verticals that actually dominate Highland Park: insurance brokers, commercial-law attorneys, wealth advisors, and real-estate-adjacent professional services. The goal is not to turn your team into prompt engineers. It is to give the people who already do the work the AI fluency to do that work in less time, with better consistency, without changing what your firm is known for.
Role-Based Training Built for the Highland Park Mid-Size Firm Shape
A typical Highland Park independent insurance agency of 15-25 people has a broker + account manager + admin shape. A typical Highland Park commercial law firm of 18 attorneys has a partner + associate + paralegal + admin shape. A typical Highland Park wealth practice of 10 has an advisor + planner + ops shape. Training a single AI seminar for all of them is the wrong shape. Our training is role-based: brokers and senior advisors get a Claude-for-client-meeting-prep and scenario-analysis track; attorneys get a privilege-aware research track; account managers and paralegals get a document-drafting track; admin staff get an inbox + calendar + report-generation track. Each role only learns what is relevant to their actual job, and every example uses the firm's own work product so the training transfers directly to Monday morning.
4 tracks
broker/attorney, advisor/planner, account manager/paralegal, admin — each cohort learns only what's relevant
2 weeks
kickoff workshop + 4 role-cohort sessions + 30-day check-in
1 runbook
written prompt library + workflow guide each person keeps after the engagement
What the Training Covers for Highland Park Firms
For insurance teams: AI-assisted renewal proposal drafting, claims-file summarization, commercial-policy comparison, broker E&O-aware tool selection. For legal teams: privilege-aware research, real-estate closing document drafting, commercial deposition summarization, contract review. For wealth teams: client meeting prep, portfolio scenario analysis, quarterly letter drafting. For admin staff: inbox triage, calendar management, recurring report generation. Cross-role essentials: prompt design that works for professional services (not generic 'act as a marketing expert' patterns), the ChatGPT vs Claude vs Gemini decision tree, and Claude Projects setup for recurring workflows. We leave behind a written runbook that fits in a manila folder.
Format and Delivery in Highland Park
We typically run a 2-week engagement: one half-day kickoff workshop on-site (your conference room is the default; some firms prefer a more informal kickoff at a Highland Park spot of your choice), then 4 follow-up 60-minute role-cohort sessions over the next 10 business days, then a 30-day check-in. We come to your office for every session. With Lake Forest 15 minutes south on Sheridan Road, in-person delivery is the default, not an exception. The objective is not knowledge transfer alone; it is workflow adoption, with each role using their new AI tooling on actual firm work product by week 3.
Industries We Serve in Highland Park
Insurance Agencies
Management system integrations, automated renewals, AI phone answering, and client intake.
Law Firms
Practice management workflows, document processing, automated intake, and lead qualification.
Financial Advisors
CRM automation, client onboarding, portfolio reporting, and follow-up sequences.
Frequently Asked Questions
Our 18-attorney Highland Park firm has a mix of partners, associates, paralegals, and admin. Does training work across that span?
Yes. We split the training into role-specific tracks. Partners and senior brokers get the higher-judgment material (client meeting prep, high-stakes drafting, AI as strategic thinking partner) in a 60-minute one-on-one. Associates and account managers get cohort training on the practical drafting and intake workflows. Paralegals and admin get cohort training on document handling and operations. Each track is short, hands-on, and uses your firm's actual work product. That's the only way an 18-person mid-size firm with mixed roles gets value from training without wasting anyone's hour.
We had a vendor give us a 1-hour AI overview last quarter. How is your training different?
A one-hour overview teaches recognition: your team will recognize what AI is. Our training teaches application: your team will use AI for specific recurring tasks in the firm. Different goal, different format. If your team has had the overview already, the practical training picks up exactly where it left off. We will not re-teach you what Claude is.
We're an insurance brokerage worried about brokers using AI to make coverage recommendations that don't reflect carrier appetite. How do you handle that?
That concern is exactly right — and it's why the broker track explicitly covers when AI is appropriate (drafting first-pass renewal proposals from existing policy data) and when it is not (recommending coverage changes based on speculative claim scenarios). Every example in the broker track is grounded in your actual carrier-appetite materials. The training is built so brokers leave with better judgment about AI use, not worse.
Ready to Get Started in Highland Park?
Book a free 30-minute AI audit. We will review your workflows, identify the biggest opportunities, and outline a plan you can act on immediately. In person on the North Shore or via video call.
Book Your Free AI Audit