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 Duration 21 hours

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.

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