Free live webinar for firm owners
Master Claude Cowork in one hour.
We set up AI for service firms: lawyers, wealth and tax advisors, insurance, PE, and family offices. In this free hour I show you the whole Claude Cowork setup, live, click by click.
Registration closes Sunday, August 16
Registration is now closed. Email michael@baceagency.com about the next session.
Seats are limited
Hosted by Michael Pavlovskyi · Founder, Bace Advisory, part of Bace Agency
Has spoken on AI at Northwestern University and Lake Forest College.
The RedNote podcast
Real conversations.
Your host
The Lake Forest guy who actually teaches this.
I'm Michael Pavlovskyi, founder of Bace Agency in Lake Forest. I've built AI systems across 97+ projects for professional-services firms, and I've spoken on how to use AI at Northwestern University and Lake Forest College. This webinar is that same material, made practical for your firm.
Rooms I've been in and spoken at.
The agenda
One hour, start to finish.
- 01 Set up your team workspace: the settings that matter on day one.
- 02 Add and manage your people: roles, access, and staying in control.
- 03 Guardrails: which features to enable, what to restrict, and why.
- 04 Skills: what they are and how a firm like yours uses them.
- 05 Connectors: plugging Claude into email, documents, and your systems.
- 06 A live walkthrough on a real firm workflow, then open Q&A.
Who this is for
Built for owners, not engineers.
You own or run a service firm
Law, wealth, tax and CPA, insurance, private equity, or a family office. The examples come from firms like yours.
You have a team, not an IT department
Everything shown is something you or your office manager can run. No technical hire required.
You've used AI yourself, but the firm hasn't
Claude on your phone is not the same as your whole team using it safely. This hour closes that gap.
You want to stay in control
You decide who gets access, what it can touch, and what stays off limits. That is the point of the session.
"We were impressed by the speed and responsiveness of Bace Agency's team."
Oleh Bilyk, President and CEO, Speakr LLC
Clients we have worked with
Where I've been.
Northwestern University
Speaking at The Garage
Techstars LA
Los Angeles
LA Tech Week
a16z Event
Industry Conference
St. Louis
Tech Event
Ecosystem Building
RedNote Podcast
Local Entrepreneurs from North Shore
Your concerns, answered
The questions owners actually ask.
Is my client data safe?
That is agenda item three. We cover exactly which features to enable, what to restrict, and how to keep client files where they belong.
I'm not technical.
If you can run your email, you can follow this. Everything is shown live, click by click, at owner speed.
Is this a sales pitch?
No. The hour is the training itself. No pitch, no obligation, nothing to buy in the room.
I don't use Claude yet.
That's fine. You'll watch the whole setup live before you spend a dollar on anything.
I can't make 5 PM on a Wednesday.
Register anyway. Every registrant gets the recording, so you miss nothing.
The details
- When
- Wednesday, August 19, 2026
5:00 PM CT - Where
- Google Meet (online)
- Length
- ~45-60 min + Q&A
- Cost
- Free
- Registration closes
- Sunday, August 16
Seats limited · Registration closes Aug 16
Save my seatQuestions
How long is it?
About 45 to 60 minutes, including live Q&A.
How do I join?
It runs on Google Meet. Your join link is emailed to you before the session.
What about client confidentiality?
Everything stays general: no client files, no confidential specifics, and examples are anonymized. The session is recorded for registrants, so if a question touches a live matter, email it to me privately instead.
Is this an official Anthropic event?
No. Bace is an independent consultancy. Claude and Claude Cowork are Anthropic's products; we teach firms how to run them.