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 Duration 21 hours

Course Outline

Foundations of AI and Claude for Legal & Financial Teams

  • Capabilities of generative AI in legal practice
  • The Claude model family and capability tiers

Prompting Techniques for Legal & Financial Tasks

  • Structuring effective instructions for legal workflows
  • Iteratively refining prompt outputs

Enhancing Productivity & Optimizing Daily Operations

  • Identifying repetitive tasks suitable for automation
  • Achieving time savings through AI-assisted workflows

Document Analysis & Management

  • Extracting critical terms from contracts
  • Comparing and summarizing multiple documents

Drafting & Reviewing Documents & Contracts

  • Drafting legal instruments with AI support
  • Reviewing clauses and flagging potential risks

Reports, Executive Summaries & Client Communication

  • Generating structured reports and summaries
  • Creating reusable communication templates for Outlook

Organizing Client Data & Managing Case Files

  • Extracting structured data from case documentation
  • Establishing consistent naming conventions for matter files

Case Follow-Up, Tracking & Deadline Management

  • Developing a comprehensive case tracking register
  • Monitoring deadlines and generating follow-up prompts

Supporting Corporate, Tax & Investment Processes

  • Assisting with corporate transaction documentation
  • Summarizing tax and investment data

Supporting Immigration & Regulatory Filings

  • Preparing documentation for immigration filings
  • Mapping regulatory sources and creating checklists

Reusable Prompts & Templates for Recurring Tasks

  • Designing and versioning prompt libraries
  • Utilizing Claude Projects as shared workspaces

Automating & Optimizing Internal Processes

  • Identifying processes suitable for automation
  • Implementing agentic workflows and approval gates

Legal Research & Analysis of National Legislation

  • Researching national legislation and regulatory frameworks
  • Verifying all citations against primary sources

Confidentiality, Data Protection & Responsible AI

  • Understanding confidentiality duties and client consent requirements
  • Implementing data classification and risk tiering strategies

Capstone: AI-Assisted Matter from Intake to Delivery

  • Executing an end-to-end AI-assisted matter workflow
  • Implementing verification gates prior to client delivery

Requirements

  • Basic familiarity with using AI assistants for general tasks.
  • Knowledge of legal document types and standard document management workflows.
  • No coding or scripting experience is necessary.

Target Audience

  • Lawyers and attorneys.
  • Legal assistants and paralegals.
  • Legal operations and support staff in legal and financial consulting firms.

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