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 Duration 21 hours

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.

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