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 Duration 21 hours

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.

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