Course Outline
Foundations of AI and Claude for Legal and Financial Teams
- Understanding the role of generative AI within legal practices
- An overview of the Claude model family and its various capability levels
Effective Prompting for Legal and Financial Applications
- Formulating precise instructions for specific legal duties
- Refining prompt outputs through iterative feedback
Enhancing Daily Task Productivity and Efficiency
- Recognizing repetitive tasks suitable for automation
- Achieving time savings through AI-supported workflows
Advanced Document Analysis and Management
- Identifying and extracting critical terms from agreements
- Comparing and synthesizing information across multiple documents
Drafting and Reviewing Legal Documents and Contracts
- Creating legal documents with the assistance of AI
- Examining clauses and identifying potential risks
Generating Reports, Executive Summaries, and Client Communications
- Producing structured reports and concise summaries
- Developing reusable communication templates for Outlook
Streamlining Client Information and Case File Management
- Systematically extracting data from case-related documents
- Implementing consistent naming conventions for matter files
Managing Case Follow-Up, Tracking, and Deadlines
- Establishing a robust case tracking system
- Monitoring deadlines and generating follow-up prompts
Supporting Corporate, Tax, and Investment Processes
- Assisting with documentation for corporate transactions
- Summarizing complex tax and investment data
Aiding Immigration and Regulatory Filings
- Preparing documentation for immigration applications
- Mapping regulatory sources and creating compliance checklists
Creating Reusable Prompts and Templates for Routine Work
- Designing and maintaining a versioned prompt library
- Utilizing Claude Projects as collaborative workspaces
Automating and Optimizing Internal Processes
- Identifying processes with high automation potential
- Implementing agentic workflows and approval checkpoints
Legal Research and Analysis of National Legislation
- Conducting research on national laws and regulatory frameworks
- Validating all citations against primary source materials
Confidentiality, Data Protection, and Responsible AI Use
- Understanding confidentiality obligations and client consent
- Implementing data classification and risk management strategies
Capstone: Managing an AI-Assisted Matter from Intake to Delivery
- Executing a comprehensive AI-assisted workflow
- Applying verification checkpoints prior to client delivery
Requirements
- Basic experience using AI assistants for everyday tasks.
- Familiarity with common 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
