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.
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