# AI for Legal Professionals

Canonical URL: <https://training-nyc.com/courses/ai-for-legal-professionals>

## Overview

This hands-on course is built for legal professionals, beginning at your first exchange with Claude and carrying through to a fully implemented system. Real legal examples and documents give you working practice with prompting, Projects, Artifacts, and tool integrations.

The material spans contracts, briefs, memoranda, case summaries, discovery review, compliance documentation, and client communications. Professional responsibility and attorney review of every AI-assisted work product stay in the foreground the whole way. You'll leave with a Claude system of your own and a capstone matter preparation package ready for professional review.

## What you'll learn

- Write prompts with a clear structure so that writing, analysis, summarization, and research come back accurate and reliable
- Combine Projects, Artifacts, Styles, and Memory into a Claude workflow that matches how you practice law
- Work with advanced prompting approaches such as role-based prompting, chain-of-thought reasoning, and the You Ask Me method
- Connect Claude to the daily workplace tools you already use, among them Google Drive, Gmail, Excel, and PowerPoint
- Apply Claude to the legal work that defines your practice, including contract drafting, case law summarization, brief preparation, document review, and compliance documentation
- Assemble a full legal Claude system and finish with a capstone matter preparation package that is thorough and ready for attorney review

## Curriculum

#### Module 1: Getting Started with Claude AI

- Explain how Claude works in plain language and identify the model tiers, plans, and interface
- Understand the context window, how Claude processes information, and when to start new conversations
- Practice your first Claude conversation using a legal-specific prompt
- Identify what Claude does well, what it doesn’t, and when human judgment is essential

#### Module 2: Prompting Fundamentals

- Apply the five-part prompt framework: context, task, format, constraints, and examples
- Write effective prompts across five use cases: writing, summarization, analysis, research, and creative problem-solving
- Recognize and fix common prompting mistakes that produce vague or unusable output
- Practice prompting with legal scenarios: drafting a contract clause, summarizing a court opinion, and writing a client status update

#### Module 3: Working with Files & Documents

- Upload and analyze images, PDFs, spreadsheets, and documents directly in Claude
- Use Claude to extract, compare, and summarize information from uploaded files
- Work with legal-specific file types: contracts, court opinions, pleadings, discovery documents, and compliance reports
- Complete a hands-on document analysis exercise using provided legal sample files

#### Module 4: Projects & Knowledge Bases

- Explain how Projects use custom instructions and knowledge bases to organize ongoing work
- Write effective Project instructions that encode your role, audience, format preferences, and rules
- Upload reference documents and understand how RAG retrieves relevant content
- Create a legal Project for a transaction or litigation matter using provided sample contracts, case summaries, and templates

#### Module 5: Artifacts, Styles, Memory & Usage Management

- Create reusable deliverables with Artifacts and edit them directly or through conversation
- Build custom Styles that match your professional communication voice
- Configure Memory to retain key context about you and your work across conversations
- Apply usage management techniques to extend your plan value

#### Module 6: Introduction to Claude Cowork

- Explain what Cowork is and how it differs from the claude.ai chat interface
- Read, write, and manage files from your desktop environment
- Configure guardrails, file permissions, and network settings for safe use
- Understand prompt injection risks and how to protect against them

#### Module 7: Advanced Prompting & AI Tool Selection

- Use role-based prompting, chain-of-thought reasoning, and multi-step workflows
- Apply Extended Thinking, web search, and the You Ask Me technique for complex tasks
- Compare Claude with ChatGPT, Copilot, and Gemini to choose the right tool for each task
- Practice advanced prompting with legal scenarios: identifying risks in a contract, building a legal research memorandum step by step, and preparing deposition questions from witness statements

#### Module 8: Context System, Connectors & Integrations

- Build foundational context files and set Global Instructions that apply to every Cowork session
- Connect Claude to Slack, Google Drive, Gmail, and other workplace tools
- Use Claude natively in Excel and PowerPoint with the Office add-ins
- Configure your context system and connections for legal workflows, including document comparison in Excel and case presentations in PowerPoint

#### Module 9: AI for Legal — Core Workflows

- Use Claude to draft, review, and redline contracts with clause-level analysis and risk identification
- Summarize case law, statutes, and regulatory guidance into structured research memoranda
- Prepare brief outlines, motion drafts, and argument frameworks from case materials
- Extract key terms, dates, obligations, and parties from large document sets for review and analysis
- Complete a hands-on lab producing a multi-document legal work product package

#### Module 10: Capstone — Build Your Legal Claude System

- Audit your legal tasks and identify the highest-value opportunities for Claude assistance
- Configure a personalized legal Claude system: Projects, context files, Styles, and connected tools
- Run a complete end-to-end matter preparation workflow: contract review summary, research memo, client communication, and matter status brief
- Create a Week 1 action plan for applying what you’ve learned to your legal practice

## FAQ

### Who is the target audience for this course?

Attorneys, Paralegals, and Legal Assistants are the intended audience for this course. In-house counsel, Contract Managers, and Compliance Officers are an equally good fit. Legal or compliance experience is required. No AI background is needed.

### Is this course open to beginners?

Yes, this course is open to beginners. Students must be comfortable using a computer. No other prior knowledge is required.

### Do you offer payment plans or student financing for this course?

This course does not qualify for payment plans or student financing. See our Payment Plan FAQ to find related programs that qualify.

### Can I take this course online (remote learning)?

No upcoming live online dates are currently available. Please contact us about future availability.

### What happens if I need to miss a session?

You have some options: You can watch a recording of the session. We will provide any course materials. Contact us to confirm whether remote attendance is available for your session. You can use your free retake to make up any missed class time.

### What’s included with my tuition?

A hands-on learning experience working on projects and exercises, which is proven to boost comprehension, retention, and engagement Expert instructors who are industry professionals and experienced educators that are driven to help you succeed Comprehensive learning materials including proprietary workbook developed by industry experts A 1-year free retake policy which allows students to retake any part of the course or program for free to refresh the materials and gain additional practice A certificate of completion to verify your accomplishment The prestige of completing an accredited program recognized in the industry

### Are there any additional fees or expenses?

There are no extra fees or taxes for our courses. The price you see on this page is the maximum you’ll pay us.

### Do you offer any discounts for this course?

We don’t currently offer discounts as we do our best to affordably price our courses.

## Pricing

**Tuition:** $899
