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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
  • Overview of the Claude model family and capability levels

Prompting Strategies for Legal and Financial Contexts

  • Structuring instructions for specific legal tasks
  • Refining prompt outputs through iteration

Optimizing Daily Productivity Tasks

  • Identifying repetitive daily activities
  • Reducing time expenditure through AI-assisted workflows

Document Analysis and Administration

  • Extracting key terms from contractual documents
  • Comparing and summarizing multiple documents

Document and Contract Drafting and Review

  • Drafting legal documents with AI assistance
  • Reviewing clauses and identifying potential risks

Reports, Executive Summaries, and Client Communications

  • Generating structured reports and summaries
  • Creating reusable Outlook communication templates

Client Information Organization and Case File Management

  • Structured data extraction from case documents
  • Implementing consistent naming conventions for matter files

Case Follow-Up, Tracking, and Deadline Management

  • Developing a case tracking register
  • Monitoring deadlines and generating follow-up prompts

Supporting Corporate, Tax, and Investment Operations

  • Assisting with corporate transaction documentation
  • Summarizing tax and investment data

Supporting Immigration and Regulatory Submissions

  • Preparing documents for immigration filings
  • Mapping regulatory sources and creating checklists

Reusable Prompts and Templates for Recurring Duties

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

Automation and Optimization of Internal Processes

  • Mapping processes suitable for automation
  • Implementing agentic workflows with approval gates

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

  • Understanding confidentiality duties and obtaining client consent
  • Classifying data and tiering risk levels

Capstone: AI-Assisted Matter from Intake to Delivery

  • Executing an end-to-end AI-assisted matter workflow
  • Applying verification gates prior to client delivery

Requirements

  • Basic familiarity with using an AI assistant for routine tasks.
  • Understanding of legal document types and document management workflows.
  • No coding or scripting skills are necessary.

Target Audience

  • Lawyers and attorneys.
  • Legal assistants and paralegals.
  • Legal operations and support personnel within legal and financial consulting firms.

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