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.
Testimonials (1)
Understand AI function n tools to make our job easier. Need to improved AI Chubb such as make analysis n creating presentation