Course Outline
Foundations of AI and Claude 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 Applications
- Structuring instructions for specific legal tasks
- Iteratively refining prompt outputs
Enhancing Productivity and Optimising Daily Tasks
- Identifying repetitive daily activities
- Achieving time savings through AI-assisted workflows
Document Analysis and Administration
- Extracting key terms from contracts
- Comparing and summarising multiple documents
Drafting and Reviewing Documents and Contracts
- Creating legal documents with AI support
- Reviewing clauses and flagging potential risks
Reporting, Executive Summaries, and Client Communication
- Generating structured reports and summaries
- Developing reusable Outlook communication templates
Organising Client Data and Managing Case Files
- Structured extraction of information from case documents
- Establishing consistent matter file naming conventions
Case Follow-Up, Tracking, and Deadline Management
- Creating a case tracking register
- Monitoring deadlines and generating follow-up prompts
Supporting Corporate, Tax, and Investment Processes
- Assisting with corporate transaction documentation
- Summarising tax and investment data
Assisting with Immigration and Regulatory Filings
- Preparing immigration filing documents
- Mapping regulatory sources and creating checklists
Reusable Prompts and Templates for Repetitive Tasks
- Designing and versioning prompt libraries
- Utilising Claude Projects as shared workspaces
Automating and Optimising Internal Processes
- Identifying processes suitable for automation
- Implementing agentic workflows and approval gates
Legal Research and National Legislation Analysis
- Investigating national legislation and regulatory sources
- Verifying all 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 workflow for AI-assisted matters
- Implementing verification gates prior to client delivery
Requirements
- Basic proficiency in using an AI assistant for daily tasks.
- Understanding of legal document types and document management workflows.
- No coding or scripting experience is necessary.
Target Audience
- Lawyers and attorneys.
- Legal assistants and paralegals.
- Legal operations and support staff in legal and financial consulting practices.
Custom Corporate Training
Training solutions designed exclusively for businesses.
- Customized Content: We adapt the syllabus and practical exercises to the real goals and needs of your project.
- Flexible Schedule: Dates and times adapted to your team's agenda.
- Format: Online (live), In-company (at your offices), or Hybrid.
Price per private group, online live training, starting from 4800 € + VAT*
Contact us for an exact quote and to hear our latest promotions
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