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 Duration 21 hours

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.

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