Course Outline
Foundations of AI and Claude for Legal and Financial Teams
- Generative AI applications in legal practice
- Overview of the Claude model family and capability levels
Prompt Engineering for Legal and Financial Contexts
- Formulating effective instructions for legal tasks
- Refining prompt outputs through iteration
Enhancing Productivity and Optimising Daily Operations
- Recognising repetitive daily tasks
- Achieving time efficiency through AI-assisted workflows
Document Analysis and Administration
- Identifying critical terms within contracts
- Comparing and summarising multiple documents
Drafting and Auditing Documents and Contracts
- Composing legal documents with AI support
- Reviewing clauses and identifying potential risks
Reporting, Executive Summaries, and Client Correspondence
- Generating structured reports and summaries
- Creating reusable communication templates for Outlook
Organising Client Data and Managing Case Files
- Extracting structured data from case documents
- Implementing consistent naming conventions for matter files
Case Monitoring, Tracking, and Deadline Management
- Developing a comprehensive case tracking register
- Monitoring deadlines and generating follow-up reminders
Supporting Corporate, Tax, and Investment Workflows
- Assisting with corporate transaction documentation
- Summarising tax and investment data
Assisting with Immigration and Regulatory Submissions
- Preparing immigration filing documents
- Mapping regulatory sources and creating checklists
Developing Reusable Prompts and Templates for Routine Tasks
- Designing and versioning prompt libraries
- Utilising Claude Projects as collaborative workspaces
Automating and Optimising Internal Processes
- Identifying processes suitable for automation
- Implementing agentic workflows and approval checkpoints
Legal Research and Review of National Legislation
- Investigating national laws and regulatory frameworks
- Validating all citations against primary sources
Confidentiality, Data Security, and Ethical AI Use
- Understanding confidentiality obligations and client consent
- Classifying data and assessing risk levels
Capstone Project: AI-Assisted Matter from Intake to Completion
- Executing an end-to-end AI-assisted case workflow
- Implementing verification checkpoints prior to client delivery
Requirements
- Foundational experience using AI assistants for routine tasks.
- Understanding of legal document types and document management processes.
- No prior coding or scripting knowledge is necessary.
Target Audience
- Legal counsel and attorneys.
- Legal assistants and paralegals.
- Legal operations and support staff within legal and financial consulting firms.
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