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 Duration 21 hours

Course Outline

Foundations of AI and Claude for Legal and Financial Teams

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

Prompt Engineering for Legal and Financial Tasks

  • Structuring instructions for legal assignments
  • Refining prompt output through iteration

Enhancing Daily Task Productivity and Efficiency

  • Identifying repetitive daily activities
  • Reducing time consumption 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

Generating Reports, Executive Summaries, and Client Communications

  • Producing structured reports and summaries
  • Developing reusable Outlook communication templates

Organizing Client Data and Managing Case Files

  • Structured extraction of data from case documents
  • Implementing consistent matter file naming standards

Case Follow-Up, Monitoring, and Deadline Management

  • Creating a 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

Assisting with Immigration and Regulatory Filings

  • Preparing immigration filing documents
  • Mapping regulatory sources and creating checklists

Developing Reusable Prompts and Templates for Recurring Tasks

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

Automating and Optimizing Internal Workflows

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

Legal Research and Analysis of National Legislation

  • Investigating national legislation and regulatory sources
  • Verifying all citations against primary sources

Confidentiality, Data Protection, and Responsible AI Use

  • 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
  • Verification checkpoints before client delivery

Requirements

  • Basic familiarity with using AI assistants for daily tasks.
  • Understanding of legal document types and document management workflows.
  • No coding or scripting skills required.

Target Audience

  • Lawyers and attorneys.
  • Legal assistants and paralegals.
  • Legal operations and support staff in legal and financial advisory practices.

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