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 levels
Prompting Techniques for Legal and Financial Tasks
- Designing clear instructions for legal objectives
- Refining prompt outputs through iteration
Enhancing Daily Productivity and Task Efficiency
- Identifying repetitive daily tasks
- Achieving time savings through AI-assisted workflows
Document Analysis and Administration
- Extracting key terms from contracts
- Comparing and summarizing multiple documents
Drafting and Reviewing Documents and Contracts
- Creating legal documents with AI support
- Reviewing clauses and identifying risks
Reports, Executive Summaries, and Client Communications
- Generating structured reports and summaries
- Creating reusable communication templates for Outlook
Organizing Client Data and Managing Case Files
- Structured extraction of information from case documents
- Implementing consistent matter file naming conventions
Case Follow-Up, Tracking, and Deadline Management
- Creating a case tracking registry
- Monitoring deadlines and generating follow-up prompts
Support for Corporate, Tax, and Investment Processes
- Assisting with corporate transaction documentation
- Summarizing tax and investment data
Assistance with Immigration and Regulatory Filings
- Preparing documentation for immigration filings
- Mapping regulatory sources and creating checklists
Reusable Prompts and Templates for Recurring Tasks
- Designing and versioning prompt libraries
- Using Claude Projects as shared workspaces
Automation and Optimization of Internal Processes
- Identifying processes suitable for automation
- Implementing agentic workflows and approval checkpoints
Legal Research and Analysis of National Legislation
- Researching national laws and regulatory sources
- Verifying all citations against primary sources
Confidentiality, Data Protection, and Responsible AI
- Confidentiality obligations and client consent
- Data classification and risk tiering
Capstone: AI-Assisted Matter from Intake to Delivery
- End-to-end workflow for AI-assisted matters
- Implementing verification checkpoints prior to client delivery
Requirements
- Foundational experience using an AI assistant for general tasks.
- Acquaintance with standard legal document types and document management workflows.
- No coding or scripting background is necessary.
Target Audience
- Attorneys and lawyers.
- Legal assistants and paralegals.
- Legal operations and support staff in legal and financial consulting practices.
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