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 Duration 21 hours

Course Outline

Foundations of AI and Claude for Legal and Financial Teams

  • The role of generative AI in legal practice
  • Overview of the Claude model family and capability tiers

Prompt Engineering for Legal and Financial Tasks

  • Structuring clear instructions for legal work
  • Refining prompt outputs through iteration

Enhancing Daily Productivity and Task Optimization

  • Identifying repetitive daily tasks for automation
  • Achieving time savings through 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 support
  • Reviewing clauses and flagging potential risks

Reports, Executive Summaries, and Client Communication

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

Organizing Client Information and Managing Case Files

  • Structured data extraction from case documents
  • Establishing 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 Processes

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

Assisting with Immigration and Regulatory Filings

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

Reusable Prompts and Templates for Recurring Work

  • 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

  • Researching national legislation and regulatory frameworks
  • Verifying all citations against primary sources

Confidentiality, Data Protection, and Responsible AI Use

  • Understanding confidentiality duties and obtaining client consent
  • Implementing data classification and risk tiering strategies

Capstone Project: AI-Assisted Matter from Intake to Delivery

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

Requirements

  • Foundational experience using AI assistants for routine tasks.
  • Basic familiarity with legal document structures and document management workflows.
  • No coding or scripting knowledge is required.

Target Audience

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

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