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.
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