Course Outline
AI and Claude Fundamentals for Legal and Financial Teams
- Capabilities of generative AI in legal practice
- The Claude model family and capability tiers
Prompting for Legal and Financial Work
- Structuring instructions for specific legal tasks
- Iteratively refining prompt outputs for better results
Productivity and Optimization of Daily Tasks
- Identifying repetitive tasks suitable for automation
- Achieving time savings through AI-assisted workflows
Document Analysis and Management
- Extracting key terms and conditions from contracts
- Comparing and summarizing multiple documents
Drafting and Reviewing Documents and Contracts
- Creating legal documents with AI assistance
- Reviewing clauses and flagging potential risks
Reports, Executive Summaries, and Client Communications
- Generating structured reports and executive summaries
- Developing reusable communication templates for Outlook
Organizing Client Information and Managing Case Files
- Extracting structured data from case documents
- Implementing consistent naming conventions for matter files
Case Follow-Up, Tracking, and Deadline Control
- Creating comprehensive case tracking registers
- Monitoring deadlines and generating follow-up prompts
Supporting Corporate, Tax, and Investment Processes
- Assisting with corporate transaction documentation
- Summarizing tax and investment data
Supporting Immigration and Regulatory Filings
- Preparing documents for immigration filings
- Mapping regulatory sources and creating compliance checklists
Reusable Prompts and Templates for Recurring Work
- Designing and versioning prompt libraries
- Utilizing Claude Projects as shared workspaces
Automating and Optimizing Internal Processes
- Mapping internal processes for potential automation
- Implementing agentic workflows and approval gates
Legal Research and Analysis of National Legislation
- Researching national legislation and regulatory sources
- Verifying all citations against primary sources
Confidentiality, Data Protection, and Responsible AI
- Understanding confidentiality duties and client consent
- Data classification and risk tiering strategies
Capstone: AI-Assisted Matter from Intake to Delivery
- Executing an end-to-end AI-assisted matter workflow
- Applying verification gates before client delivery
Requirements
- Basic proficiency in using an AI assistant for everyday tasks.
- Knowledge of standard legal document types and document management workflows.
- No coding or scripting experience is required.
Target Audience
- Lawyers and attorneys.
- Legal assistants and paralegals.
- Legal operations and support staff within legal and financial consulting practices.
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
