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 Duration 21 hours

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)

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