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 Duration 21 hours

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.
Investment

Price per private group, online live training, starting from 4800 € + VAT*

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