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.
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