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Εξέλιξη Κομματιού

AI and Claude Fundamentals for Legal and Financial Teams

  • Capabilities of generative AI in legal practice
  • Overview of the Claude model family and capability tiers

Prompt Engineering for Legal and Financial Work

  • Structuring instructions for legal-specific tasks
  • Refining prompt outputs through iteration

Optimising Daily Productivity

  • Identifying repetitive daily tasks suitable for automation
  • Achieving time savings through AI-assisted workflows

Document Analysis and Management

  • Extracting key terms from contracts
  • Comparing and summarising multiple documents

Drafting and Reviewing Documents and Contracts

  • Drafting legal documents with AI assistance
  • Reviewing clauses and flagging potential risks

Reports, Executive Summaries, and Client Communications

  • Generating structured reports and summaries
  • Creating reusable communication templates for Outlook

Client Information Organisation and Case File Management

  • Structured data extraction from case documents
  • Implementing 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

Supporting Immigration and Regulatory Filings

  • Preparing documents for immigration filings
  • Mapping regulatory sources and creating checklists

Reusable Prompts and Templates for Recurring Tasks

  • Designing and versioning prompt libraries
  • Using 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

  • Researching national legislation and regulatory sources
  • Verifying all citations against primary sources

Confidentiality, Data Protection, and Responsible AI

  • Understanding confidentiality duties and client consent
  • Applying data classification and risk tiering

Capstone: AI-Assisted Matter from Intake to Delivery

  • Executing an end-to-end AI-assisted matter workflow
  • Applying verification gates prior to client delivery

Απαιτήσεις

  • Βασική εμπειρία χρήσης βοηθητικού εργαλείου AI για καθημερινές εργασίες.
  • Οικειότητα με τύπους νομικών εγγράφων και ροές διαχείρισης εγγράφων.
  • Δεν απαιτείται εμπειρία προγραμματισμού ή scripting.

Κοινό-Στόχος

  • Δικηγόροι και νομικοί σύμβολοι.
  • Νομικοί βοηθοί και συμβοτλείτες.
  • Προσωπικό διαχείρισης και υποστήριξης σε νομικές και οικονομικές πρακτικές συμβουλών.

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