Catch up on our Blue J Workshop Series by tuning into our Building a Repeatable Process session from August 2026. You’ll learn a repeatable process you can implement in Blue J to get sharper answers, from your first prompt through to a client-ready deliverable.
Download the presentation slides.
What You’ll Learn:
In this session, we walk through a practical five-step process you can use when using Blue J. You’ll see prompting best practices, ways to validate and strengthen your analysis, and how to turn your research into something to share with a client.
- Ask: Build a strong prompt using the right context, specificity and tax terminology.
- Verify: Review the sources and citations supporting Blue J’s answer.
- Refine: Use follow-up questions to sharpen the analysis and explore different scenarios.
- Pressure Test: Challenge the answer to uncover any potential risks or considerations you may have missed.
- Deliver: Turn your research into a client-ready email, memo, or other useful format.