Course Outline
AI and Claude Fundamentals for Legal and Financial Teams
- Generative AI capabilities in legal practice
- Overview of the Claude model family and capability tiers
Prompting for Legal and Financial Work
- Structuring instructions for specific legal tasks
- Iterative refinement of prompt outputs
Productivity and Optimization of Daily Tasks
- Identifying repetitive daily tasks
- Achieving time savings through AI-assisted workflows
Document Analysis and Management
- Extracting key terms from contracts
- Comparing and summarizing multiple documents
Drafting and Reviewing Documents and Contracts
- Drafting legal documents with AI support
- Clause review and risk identification
Reports, Executive Summaries, and Client Communications
- Generating structured reports and summaries
- Creating reusable Outlook communication templates
Organizing Client Information and Managing Case Files
- Structured extraction of information from case documents
- Establishing consistent matter file naming conventions
Case Follow-Up, Tracking, and Deadline Control
- Creating a case tracking register
- Monitoring deadlines and generating follow-up prompts
Supporting Corporate, Tax, and Investment Processes
- Assisting with corporate transaction documentation
- Summarizing tax and investment data
Supporting Immigration and Regulatory Filings
- Preparing immigration filing documents
- Mapping regulatory sources and creating checklists
Reusable Prompts and Templates for Recurring Work
- 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 gates
Legal Research and Analysis of National Legislation
- Researching national legislation and regulatory sources
- Verifying citations against primary sources
Confidentiality, Data Protection, and Responsible AI
- Confidentiality obligations and client consent
- Data classification and risk tiering
Capstone: AI-Assisted Matter from Intake to Delivery
- End-to-end AI-assisted matter workflow
- Verification gates prior to client delivery
Requirements
- Basic experience using an AI assistant for everyday tasks.
- Familiarity with legal document types and document management workflows.
- No coding or scripting experience required.
Target Audience
- Lawyers and attorneys.
- Legal assistants and paralegals.
- Legal operations and support staff in legal and financial consulting practices.
Testimonials (1)
Understand AI function n tools to make our job easier. Need to improved AI Chubb such as make analysis n creating presentation