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Agentic AI in Professional Services - How to use in Law and Accounting Firms

Deploy autonomous AI to automate complex legal and financial workflows, eliminate repetitive tasks, and scale your firm's profitability without compromising client confidentiality.

Created byDr Heather Anson
BeginnerUpdated May 13, 2026

What You'll Learn

  • check_circleDistinguish between generative AI and agentic AI, including their core capabilities and limitations.
  • check_circleExplain how agentic AI systems operate and where they can be applied in legal and accounting workflows.
  • check_circleIdentify key risks, ethical issues, and governance challenges associated with agentic AI adoption.
  • check_circleApply practical considerations for implementing agentic AI responsibly within professional services environments.

About This Course

This session is designed for professionals in law and accounting who want to understand how Agentic AI is reshaping the way work is done in professional services. 

It will explain the key differences between generative AI and agentic AI. Attendees will explore real-world use cases, as well as the risks, governance challenges, and ethical considerations that come with adopting these systems. 

What you will learn: 

  • Understanding AI basics: Generative vs Agentic 

  • Deep dive: What Agentic AI actually is 

  • Practical use cases in professional services 

  • Risks, misuse, and governance considerations 

  • Implementation guidance 

  • Summary and Q&A

Course Content

1 activity • 1 videos • duration: 1h 13m

  • videocamAgentic AI in Professional Services - How to use in Law and Accounting Firms
    Duration 73:47

Your Instructor

Dr Heather Anson

Director at Anson Evaluate | Lead Consultant at Digital Law UK

menu_book5 courses
star107 reviews

Dr Heather Anson is the Managing Director of Anson Evaluate Ltd, a specialist consultancy firm focused on data compliance and technology-driven business growth. With extensive experience advising clients globally on technology and regulatory matters, particularly in highly regulated industries such as law firms, Heather is a sought-after consultant and expert in her field. She recently co-authored the Cyber-Security Toolkit for Law Firms through the Law Society of England and Wales and is also a specialist Consultant for the niche law firm Digital Law UK with a focus on legal matters impacting emerging technologies.

Credit Information

What Students Are Saying

5.0 out of 5
Student's Choice
50 reviews
  • CB
    Christine B.
    starstarstarstarstar

    Yes - very helpful.

  • MW
    Matt W.
    starstarstarstarstar

    Good overview

  • DL
    Diana L.
    starstarstarstarstar

    very interesting! New topic for me

  • VL
    Vern L.
    starstarstarstarstar

    Great! Very current.

Frequently Asked Questions

We are a registered provider with 300+ associations and regulatory bodies worldwide. We operate across 27 global markets including Canada, the US, Australia, and the UK. Every course page clearly displays its specific accreditations. Upon completion, you receive a professional certificate that can be validated online. Our certificates include all necessary accreditation details, credit hours, and completion dates, and are formatted specifically to meet the submission requirements of most global regulatory bodies.

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