Course Outline
AI and Claude Fundamentals for Legal and Financial Teams
- Capabilities of generative AI in legal practice
- Overview of the Claude model family and capability levels
Prompt Engineering for Legal and Financial Tasks
- Structuring instructions for specific legal objectives
- Refining prompt outputs through iteration
Productivity and Optimization of Daily Tasks
- Identifying repetitive routine tasks
- Reducing time expenditure via AI-assisted workflows
Document Analysis and Administration
- Extracting critical terms from contracts
- Comparing and summarizing multiple documents
Drafting and Reviewing Documents and Contracts
- Creating 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
Organizing Client Information and Managing Case Files
- Extracting structured data from case documents
- Establishing consistent naming conventions for matter files
Case Follow-Up, Tracking, and Deadline Management
- Creating a comprehensive 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 documentation for immigration filings
- Mapping regulatory sources and creating checklists
Reusable Prompts and Templates for Recurring Tasks
- Designing and versioning prompt libraries
- Utilizing Claude Projects as shared workspaces
Automating and Optimizing Internal Processes
- Identifying processes suitable for automation
- Implementing agentic workflows and approval gates
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
- Understanding confidentiality obligations and client consent
- Data classification and risk assessment tiering
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
- Familiarity with using AI assistants for routine everyday tasks.
- Knowledge of legal document types and standard document management workflows.
- No coding or scripting expertise is necessary.
Target Audience
- Lawyers and attorneys.
- Legal assistants and paralegals.
- Legal operations and support staff within legal and financial consulting firms.
Testimonials (1)
Understand AI function n tools to make our job easier. Need to improved AI Chubb such as make analysis n creating presentation