Course Outline
Foundations of AI and Claude for Legal and Financial Teams
- Applications of generative AI in legal practice
- Overview of the Claude model family and capability levels
Prompt Engineering for Legal and Financial Tasks
- Formulating effective instructions for legal workflows
- Refining prompts iteratively to improve output
Enhancing Productivity in Daily Operations
- Identifying repetitive tasks suitable for automation
- Achieving time efficiency through AI-assisted workflows
Document Analysis and Management
- Extracting critical terms from contracts
- Comparing and summarizing multiple documents
Drafting and Reviewing Legal Documents
- Using AI support to draft legal instruments
- Reviewing clauses and identifying potential risks
Reporting, Executive Summaries, and Client Communications
- Generating structured reports and summaries
- Creating reusable communication templates for Outlook
Client Information Organization and Case File Management
- Structured data extraction from case documents
- Implementing consistent matter file naming conventions
Matter Tracking, Follow-Up, and Deadline Management
- Developing a comprehensive case tracking register
- Monitoring deadlines and generating follow-up prompts
Supporting Corporate, Tax, and Investment Processes
- Assisting with corporate transaction documentation
- Summarizing tax and investment data
Assisting with Immigration and Regulatory Filings
- Preparing documents for immigration filings
- Mapping regulatory sources and developing checklists
Creating Reusable Prompts and Templates
- Designing and versioning prompt libraries
- Utilizing Claude Projects as shared workspaces
Automating and Optimizing Internal Workflows
- Identifying processes suitable for automation
- Implementing agentic workflows and approval gates
Legal Research and National Legislative Analysis
- Investigating national legislation and regulatory bodies
- Verifying citations against primary legal sources
Confidentiality, Data Protection, and Responsible AI Use
- Understanding confidentiality duties and client consent
- Classifying data and tiering risk levels
Capstone: End-to-End AI-Assisted Matter Management
- Executing a complete AI-assisted matter workflow
- Applying verification gates prior to client delivery
Requirements
- Familiarity with using an AI assistant for basic everyday tasks.
- Understanding of legal document types and document management workflows.
- No coding or scripting experience is required.
Target Audience
- Lawyers and attorneys.
- Legal assistants and paralegals.
- Legal operations and support staff in legal and financial consulting firms.
Testimonials (2)
correct way of prompting and including guardrails in instructions.
YEO SHI MIN - ST Engineering Aerospace Ltd
Course - ChatGPT and Microsoft 365 Copilot for Advanced Productivity
Understand AI function n tools to make our job easier. Need to improved AI Chubb such as make analysis n creating presentation