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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 its capability levels

Prompting Strategies for Legal and Financial Applications

  • Structuring effective instructions for legal tasks
  • Refining prompt outputs through iterative processes

Enhancing Daily Task Productivity

  • Identifying repetitive tasks suitable for automation
  • Achieving time savings through AI-integrated workflows

Document Analysis and Management

  • Extracting critical terms from contractual agreements
  • Comparing and summarizing multiple documents

Drafting and Reviewing Legal Documents and Contracts

  • Creating legal documents with AI support
  • Reviewing clauses and identifying potential risks

Generating Reports, Executive Summaries, and Client Communications

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

Client Information Organization and Case File Management

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

Case Follow-Up, Tracking, and Deadline Management

  • Creating comprehensive case tracking registers
  • Monitoring deadlines and generating follow-up prompts

Supporting Corporate, Tax, and Investment Processes

  • Assisting with documentation for corporate transactions
  • Summarizing tax and investment data

Aiding Immigration and Regulatory Filings

  • Preparing documentation for immigration filings
  • Mapping regulatory sources and developing checklists

Reusable Prompts and Templates for Ongoing Work

  • Designing and versioning prompt libraries
  • Utilizing Claude Projects as collaborative workspaces

Automating and Optimizing Internal Processes

  • Mapping processes suitable for automation
  • Implementing agentic workflows and approval checkpoints

Legal Research and Analysis of National Legislation

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

Confidentiality, Data Protection, and Responsible AI Use

  • Managing confidentiality obligations and client consent
  • Implementing data classification and risk assessment tiers

Capstone: Managing an AI-Assisted Matter from Start to Finish

  • Executing an end-to-end AI-assisted case workflow
  • Applying verification checkpoints prior to client delivery

Requirements

  • Basic familiarity with using AI assistants for routine tasks.
  • Understanding of legal document types and document management processes.
  • No prior coding or scripting experience is necessary.

Target Audience

  • Attorneys and lawyers.
  • Legal assistants and paralegals.
  • Legal operations and support personnel in legal and financial consulting firms.

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