Course Outline
Foundations of AI and Claude for Legal and Financial Teams
- The role of generative AI in legal practice
- Overview of the Claude model family and capability tiers
Prompt Engineering for Legal and Financial Applications
- Structuring effective instructions for legal tasks
- Refining prompts iteratively for better output
Enhancing Productivity in Daily Tasks
- Identifying repetitive tasks suitable for automation
- Achieving time savings through AI-assisted workflows
Document Analysis and Management
- Extracting key terms from contracts
- Comparing and summarizing multiple documents
Drafting and Reviewing Documents and Contracts
- Drafting legal documents with AI assistance
- Reviewing clauses and flagging 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
- Establishing consistent naming conventions for matter files
Case Follow-Up, Tracking, and Deadline Management
- Creating 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
Supporting Immigration and Regulatory Filings
- Preparing documents for immigration filings
- Mapping regulatory sources and creating checklists
Reusable Prompts and Templates for Recurring Tasks
- Designing and versioning a prompt library
- Utilizing Claude Projects as shared workspaces
Process Automation and Optimization
- Identifying internal processes suitable for automation
- Implementing agentic workflows with approval gates
Legal Research and Analysis of National Legislation
- Researching national laws and regulatory sources
- Verifying citations against primary sources
Confidentiality, Data Protection, and Responsible AI Use
- Understanding confidentiality duties and obtaining client consent
- Classifying data and assessing risk tiers
Capstone: End-to-End AI-Assisted Matter Management
- Executing a complete AI-assisted matter workflow
- Implementing verification steps before client delivery
Requirements
- Basic familiarity with using AI assistants for routine tasks.
- Understanding of legal document types and standard document management workflows.
- No coding or scripting background is required.
Target Audience
- Lawyers and attorneys.
- Legal assistants and paralegals.
- Legal operations and support staff within 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