LF logo
by learnformula
search
Log in
search
Courses/Information Technology/Artificial Intelligence

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 Ansonworkspace_premium
5.0
(16 reviews)
BeginnerUpdated May 13, 2026
Agentic AI in Professional Services - How to use in Law and Accounting Firms

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

Your Instructor

Dr Heather Anson
Dr Heather Anson

Director at Anson Evaluate | Lead Consultant at Digital Law UK

menu_book5 courses
star53 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

Do these courses count toward my professional development requirements?

This portal is provided as a training and development resource for City of Markham employees. Every course is delivered by a qualified subject matter expert or learning organization, is quantifiable in hours, and is verifiable — you receive a documented certificate of completion for every course you finish, stored on LearnFormula indefinitely.

If you hold a professional designation (for example in engineering, accounting, human resources, or law), courses may be counted as professionally relevant, verifiable learning activities toward your continuing professional development. Individual practitioners are responsible for confirming that an activity meets the requirements of their professional body. For questions about the City of Markham's training and development policies, please speak with your people leader or Human Resources.

What Students Are Saying

5.0
Student's Choice
16 reviews

Frequently Asked Questions

We are a registered provider with 327+ associations and regulatory bodies worldwide. We operate across 29 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.