Course Outline
AI and Claude Fundamentals for Legal and Financial Teams
- Generative AI capabilities in legal practice
- Claude model family and capability tiers
Prompting for Legal and Financial Work
- Structuring instructions for legal tasks
- Iterative refinement of prompt output
Productivity and Optimisation of Daily Tasks
- Identifying repetitive daily tasks
- Time savings with AI-assisted workflows
Document Analysis and Management
- Extracting key terms from contracts
- Multi-document comparison and summarisation
Drafting and Reviewing Documents and Contracts
- Drafting legal documents with AI support
- Clause review and risk flagging
Reports, Executive Summaries and Client Communications
- Structured report and summary generation
- Reusable Outlook communication templates
Organising Client Information and Managing Case Files
- Structured extraction from case documents
- Consistent matter file naming conventions
Case Follow-Up, Tracking and Deadline Control
- Building a case tracking register
- Deadline monitoring and follow-up prompts
Supporting Corporate, Tax and Investment Processes
- Corporate transaction document support
- Tax and investment data summarisation
Supporting Immigration and Regulatory Filings
- Immigration filing document preparation
- Regulatory source mapping and checklists
Reusable Prompts and Templates for Recurring Work
- Prompt library design and versioning
- Claude Projects as shared workspaces
Automating and Optimising Internal Processes
- Mapping processes worth automating
- Agentic workflows and approval gates
Legal Research and Analysis of National Legislation
- Researching national legislation and regulatory sources
- Verifying every citation against primary sources
Confidentiality, Data Protection and Responsible AI
- Confidentiality duties 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 before client delivery
Requirements
- Basic experience using AI assistants for everyday tasks.
- Familiarity with legal document types and document management workflows.
- No coding or scripting experience required.
Intended 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
