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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
(18 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
star56 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

Is this course eligible for my CPD requirements as a Canadian CPA?

Provincial regulators of CPAs in Canada do not require that independent providers of CPD be approved to offer courses. Instead, individual CPAs are responsible for assessing whether a CPD activity meets their requirements, and may take activities from any source provided those requirements are met.

Every course offered on LearnFormula is delivered by a qualified subject matter expert or learning organization, and advances learning objectives that are relevant to the responsibilities or professional competencies of Canadian CPAs. All activities on LearnFormula are quantifiable in terms of hours, and are also verifiable, in that users receive documented evidence of their attendance via a certificate of completion after finishing a course (and this certificate is stored by LearnFormula indefinitely). Nearly 100,000 Canadian CPAs successfully satisfy their CPD requirements via LearnFormula on an annual basis.

What Students Are Saying

5.0
Student's Choice
18 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.