Why now
The tools are in. The habits are not.
Most professional firms have AI tools by now. What separates the ones getting value is a clear plan and people trained to use it.
of professionals say AI is meeting expectations at firms with a clear AI plan, versus firms without one.
of professionals at firms where the AI plan has stalled say it’s because people aren’t trained to work the new way.
of corporate clients say AI-driven quality improvements from the firms they hire, like their lawyers and accountants, are very important or essential. Only 6% say most or all of their firms deliver them.
Source: Thomson Reuters Future of Professionals Report 2026, 1,816 professionals in law, tax, accounting, and compliance.
Free Professional Firms Health Check
How does your firm’s AI use compare?
The Health Check scores your firm in seven areas against what’s working at firms in 2026, with research matched to your profession. You’ll see your score and your two biggest opportunities right away. Your full report comes from me personally within one business day.
You and your champion each take it. Where your answers differ is where we start.
About six minutes. No email needed to see your score.
Is this you?
Three things make it a fit.
The class is small and hand-picked, with one firm per profession. If all three of these are true, I would like to talk.
Your firm sells expertise.
Law, accounting, architecture, and engineering firms are a few examples. If most of your team does knowledge work and client confidentiality matters, you are in the right place.
Someone will champion it.
One trusted person with the credibility and the time to lead it: a practice manager, a senior paralegal, an operations lead, or a partner. Larger firms bring two.
You pick one number.
How many people use it every week, hours given back, or how fast clients hear from you. We measure it at the start and again at graduation.
Where it helps
Six places the work gets easier.
Every professional firm carries the same quiet workload around the client work itself. This is where AI fluency gives the time back. Tap a card to see the difference.
The Fluency Flywheel
AI handles the first draft. Your people handle the judgment.
The AI never sends anything to a client on its own. It drafts, summarizes and finds. Your people review, decide and sign. We start with the tools your firm already has, including Microsoft Copilot.
Before anything else, we agree on what client information is safe to use with an AI tool and what never leaves your firm.
Why one firm per profession
Learn beside firms that do different work.
Each cohort holds just one firm of each kind: for example, a law firm, an accounting firm, an architecture firm and an engineering firm. No two firms in the room do the same kind of work, so champions and partners can talk openly about what is and isn’t working.
The same ground rules apply to every firm in the room. Client names, matters and numbers stay at your firm. The group compares methods, never client work.
The best ideas often come from a firm that is different from yours. An architect’s way of keeping clients informed can give an accountant an idea they would never get from another accountant.
- Law firms
- Accounting and CPA firms
- Architecture firms
- Engineering and design firms
- And other firms that sell their expertise
How I teach
Learn it on your own work.
I teach the way a trade is taught, and I mean that literally. As Business Liaison for the San Luis Obispo County Office of Education, I co-built the county's registered tech apprenticeship program, and it became one of the most successful of its kind in California. It continues today through SLO Partners. Every skill in the class follows the same three steps.
I show you.
Every new skill starts with me doing it first, on real firm work, so you see what good looks like.
We do it together.
Then we do it side by side on your own work, and I catch the small things before they become habits.
You lead it.
Then you run it on your firm’s work each week, with me a text away when you get stuck.
“What stood out to me is his ability to translate his experience into a repeatable process that founders can actually execute on their own.”
Now I Can with AI, for professional firms
The class builds the plan. The coaching carries it through the change.
One champion per firm, with you backing them, and one firm per profession in the room. Tap a step for the details.
1Before we startPick your championShow more
You and I choose who learns, and agree what client information is safe to use with AI. Together we pick the one number you want to move.
2Weeks 1 to 7Learn beside meShow more
In person, 90 minutes a week, beside champions from other kinds of firms. Between sessions, your champion practices on your firm’s own work, and we meet one on one every week.
3Week 4You sit down with meShow more
You and I look at what your champion is building and decide where to point it first.
4Week 8The plan is presentedShow more
Every week of the class builds toward your firm’s rollout plan, made with you. At graduation your champion presents it, with every firm’s leadership in the room.
590 days afterI coach the rolloutShow more
A rollout is a people change, not a software install. I meet your champion every week: who to start with, how to bring the skeptics along, and what to do when it stalls. They can text me any time.
What they build
See what your champion brings back.
In Week 8, your champion presents a plan built on tools they made from your firm's own work. In the 90 days after, the same skills spread across the firm. Pick your kind of firm, then an example to see what it does and which weeks it draws on.
See examples of capstones from the 8 weeks
See examples of capstones during the rollout
Examples are illustrative. Names, matters, figures and dates are fictional. A licensed professional reviews anything that goes to a client, a court or an agency.
How we prove it
Measured, not promised.
We set a baseline together first, then track the number you picked: how many people use it every week, the hours given back, and how fast clients hear from you.
Who is teaching this
Dan Weeks
Four years teaching entrepreneurship at Cal Poly, a hundred startup teams mentored, and seven Anthropic certifications in AI fluency.
Full background
I spent twenty-five years at HP and earned five engineering patents. I founded a company and grew it past sixty people before it was acquired. I taught entrepreneurship at Cal Poly for four years, spent thirteen years as Entrepreneur-in-Residence at the SLO HotHouse, and have mentored more than a hundred startup teams. I hold seven Anthropic certifications in AI fluency and work across Claude, Copilot, ChatGPT and Gemini, so what your team learns carries over to whatever you already use.
Testimonials
Students and founders I taught and mentored at Cal Poly, in their own words.
Dan's warmth and genuine positivity made it easy to be honest about where I was struggling. Because of the environment he created, I was quickly open to hearing where we were going wrong, trying new solutions, even if it meant failing along the way, and recognizing when our team needed to pivot. That kind of psychological safety is hard to manufacture, and Dan does it naturally.
My project's success was greatly due to Dan's mentorship. He adapted to our group's learning styles, pulling examples from multidisciplinary studies and pushing us to ideate when we just wanted to settle. His relentless optimism and expertise were instrumental to our success.
I came in with passion but no clear path, and Dan pushed me to turn that into something tangible I could actually test and improve. His perspective and questions gave me the clarity and the process I needed to move forward with confidence.
Having had the privilege of learning from Mr. Weeks, his ability to cut through the noise, challenge assumptions, and drive real results made him an invaluable force behind our progress. Any individual that works with Mr. Weeks may experience the following “side effects”: crystal-clear vision, elevated standards, sharpened decisiveness, and the kind of excitement that comes from his contagious energy. You'll be in exceptionally trustworthy hands and lucky to have him onboard.
Why professional firms
Why a startup coach teaches AI fluency
For years I’ve taught founders how to move forward when the path isn’t clear. Pick the one step that matters most. Prove it on something real. Learn from it, then take the next step.
Making AI work in a firm is the same problem. Nobody hands you the steps, and the tools change every month. The firms that get it right start small, prove it on real work, and grow it carefully. That’s how AI becomes an advantage you can trust, not a gamble.
Judgment is human.
AI handles the first draft. Your people handle the judgment. I am putting together a small founding group of firms now, one per profession. If your firm has the tools but not the habits yet, I would like to hear what you are seeing.
Or email me at dan@pismopointadvisory.com
Curious first? Ask about First Taste, a free 90-minute class: bring a problem, leave with a new way to solve it.
