Course Outline
Core AI and Claude Concepts for Legal and Financial Teams
- The role of generative AI in legal practice
- The Claude model family and its capability levels
Prompt Engineering for Legal and Financial Tasks
- Structuring instructions for legal workflows
- Refining prompts through iterative feedback
Enhancing Efficiency in Daily Operations
- Identifying repetitive tasks suitable for automation
- Achieving time savings through AI-assisted workflows
Document Analysis and Administration
- Extracting critical clauses from contracts
- Comparing and summarizing multiple documents
Drafting and Scrutinizing Documents and Contracts
- Drafting legal documents with AI assistance
- Reviewing clauses and identifying risks
Reports, Executive Summaries, and Client Correspondence
- Generating structured reports and summaries
- Creating reusable communication templates for Outlook
Organizing Client Data and Managing Case Files
- Structured data extraction from case documents
- Implementing consistent naming conventions for matter files
Case Follow-Up, Monitoring, and Deadline Management
- Developing a case tracking register
- Monitoring deadlines and generating follow-up prompts
Supporting Corporate, Tax, and Investment Operations
- Assisting with corporate transaction documents
- Summarizing tax and investment data
Assisting with Immigration and Regulatory Submissions
- Preparing documents for immigration filings
- Mapping regulatory sources and creating checklists
Reusable Prompts and Templates for Recurring Tasks
- Designing and versioning prompt libraries
- Utilizing Claude Projects as shared workspaces
Automating and Optimizing Internal Processes
- Identifying processes suitable for automation
- Implementing agentic workflows and approval controls
Legal Research and Analysis of Domestic Legislation
- Researching domestic legislation and regulatory bodies
- Validating all citations against primary sources
Confidentiality, Data Privacy, and Responsible AI Use
- Confidentiality obligations and client consent
- Data classification and risk assessment
Capstone: AI-Assisted Matter from Intake to Finalization
- End-to-end workflow for an AI-assisted legal matter
- Implementing verification checks before client delivery
Requirements
- Basic experience with using AI assistants for everyday tasks.
- Understanding of legal document types and document management processes.
- No coding or scripting background is necessary.
Target Audience
- Lawyers and legal representatives.
- Legal assistants and paralegals.
- Legal operations and support personnel in legal and financial advisory 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