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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
  • The Claude model family and capability levels

Prompting for Legal and Financial Work

  • Structuring instructions for legal tasks
  • Iteratively refining prompt outputs

Enhancing Productivity and Daily Task Optimization

  • Identifying repetitive daily tasks
  • Achieving time savings through AI-assisted workflows

Document Analysis and Management

  • Extracting key terms from contracts
  • Comparing and summarizing multiple documents

Drafting and Reviewing Documents and Contracts

  • Drafting legal documents with AI support
  • Reviewing clauses and flagging risks

Reports, Executive Summaries and Client Communications

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

Organizing Client Information and Managing Case Files

  • Structured extraction of data from case documents
  • Applying consistent naming conventions for matter files

Case Follow-Up, Tracking, and Deadline Management

  • Creating a case tracking registry
  • Monitoring deadlines and generating follow-up prompts

Supporting Corporate, Tax, and Investment Processes

  • Support for corporate transaction documentation
  • Summarizing tax and investment data

Supporting 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
  • Using Claude Projects as shared workspaces

Automating and Optimizing Internal Processes

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

Legal Research and National Legislation Analysis

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

Confidentiality, Data Protection, and Responsible AI

  • Confidentiality obligations and client consent
  • Data classification and risk tiering

Capstone: AI-Assisted Matter from Intake to Delivery

  • End-to-end AI-assisted matter workflow
  • Verification checkpoints prior to client delivery

Requirements

  • Basic experience using an AI assistant for everyday tasks.
  • Familiarity with 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 in legal and financial consulting practices.

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Provisional Upcoming Courses (Require 5+ participants)

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