Course Outline
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
Requirements
- Basic experience using AI assistants for routine tasks.
- Familiarity with standard legal document types and document management workflows.
- No coding or scripting knowledge is required.
Target Audience
- Lawyers and attorneys.
- Legal assistants and paralegals.
- Legal operations and support staff within 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