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A domain track

Claude & AI for Legal

General counsel, lawyers and contract teams.

21 topics

Contract review is repetitive work, which is exactly why it is easy to get wrong. In the workshop, a real agreement goes through Claude against your firm's or department's playbook. Claude flags clauses that depart from your standard position, suggests redlines and explains why each one deviates, and you decide what goes into the draft that leaves for the other side.

Two things worry lawyers more than anything. The first is privileged or client material leaving the firm, so the session opens by drawing boundaries. What may be uploaded, what gets anonymised first, and what never goes in at all. The second is a citation that does not exist. Every authority in a draft is checked against its source, and anyone who has met a reference with no basis learns to spot the pattern before it reaches a courtroom.

Then come the everyday materials. NDAs and DPAs that arrive in bulk, a searchable clause library, new regulation read and turned into internal guidance, and document summaries for discovery. For each of these the group builds a Skill that fixes the team's preferred wording, so the work survives after the workshop ends.

Today's challenges

  • Reviewing contracts and spotting unusual clauses
  • Cross-referencing documents for contradictions and conditions
  • Drafting recurring documents from templates

Example use cases

  • Summarizing and comparing contract versions
  • Finding gaps between appendices and the main agreement
  • A draft generator for standard documents

What we teach here

Intro

A live opening session built to shift the room, not lecture it: real demos of what Claude can already do inside your workflows, run in front of the group. Participants leave with a working sense of where AI helps and where it doesn't, and enough curiosity to start using it that afternoon.

AI & LLM Basics

What tokens, context windows and hallucinations mean, explained without the math and without the hand-waving. Once a team understands why a model sometimes gets things wrong, it stops either trusting it blindly or dismissing it after one bad answer. Every other module in the program builds on this one.

Claude Interface

Before the work starts, we walk the Claude screen together: a new conversation, uploading files, choosing a model, and where Projects, Artifacts and Skills live. Face to face it is a live demo; in the online course it is a recorded tour. Ten minutes that save weeks of fumbling.

Claude Skills

Claude Skills turn a procedure your team already does well into something Claude can repeat on its own: the same checklist, the same tone, the same edge cases covered every time. You build it once with the person who actually knows the process, and from then on every teammate gets that expertise on demand. For teams where quality depends on one or two people, this is how that stops being a bottleneck.

Prompt Engineering

Structure, context and role framing: the craft of asking in a way that gets a usable result on the first try instead of the fifth. Participants practice on real prompts from their own work, not toy examples, so what they take home already fits the job. Every other module assumes this fluency, which is why it comes early.

Claude Projects

Claude Projects hold your documents and instructions in one persistent workspace, so every conversation starts already knowing your company, your terminology and your rules. Teams that set this up once save the ten minutes of re-explaining context at the start of every session, every day. For anyone running the same kind of task repeatedly, this alone changes the math.

Claude Artifacts

Artifacts are documents, dashboards and small interactive tools Claude builds live inside the conversation, editable on the spot instead of copied out and reformatted. The session covers static outputs and interactive artifacts alike, with an eye on what a non-technical teammate can actually ship without engineering help. It's the module that convinces people Claude is a builder, not just a chatbot.

Agentic AI vs. Chat

The shift from asking Claude a question to handing it a multi-step task it completes on its own, checking in only where it matters. Participants learn what actually counts as an agent, when handing over work beats doing it turn by turn, and how supervision needs to change once Claude is running unattended. Get this wrong and you either babysit an agent that didn't need it or trust one that did.

Agentic workflows in the Claude chat

In the Claude chat you can hand over a whole job instead of asking a question. Claude plans the steps, searches the web, reads your files, runs code and hands back a finished document, spreadsheet or deck. On a big task it can split the work between several sub-agents running at once. Participants learn which work is worth handing over and how to brief it the way they'd brief a colleague, then practice staying in control while Claude works. They finish by turning a weekly chore into a scheduled task that runs on its own.

Claude Across Office

A full pass across the Office suite: drafting and redlining in Word, tables and analysis in Excel, decks in PowerPoint, and inbox triage in Outlook, taught as one connected workflow rather than four separate tricks. Every exercise uses documents close to what participants actually produce at work. It's the broadest module in the program, and the one most teams come back to most after training.

Routines in Claude

Tasks Claude runs on its own, on a schedule: a morning brief from your calendar and inbox, a weekly report, a competitor watch. Participants learn to tell a routine from its schedule, connect only the connectors it needs, and test every routine before it runs alone. They leave with one routine that works from the next morning.

Connectors & MCP

Connecting Claude to the systems your team actually runs on: drives, CRMs, databases, through connectors and MCP, with the permission boundaries covered before the connection ever gets made. Participants leave knowing exactly what to expose and what to keep out of reach. This is the module that turns Claude from a smart typewriter into something acting on real, current data.

CLAUDE.md

CLAUDE.md is a plain text file Claude Code reads at the start of every session, so whatever you'd explain to a new hire on day one, you write there once. Participants learn what goes in it and what stays out, when it's read, and where it lives: the organization, you, the project and a subfolder, all loading together. They leave with a draft from /init and one rule for growing it: what you corrected twice goes in the file.

Agents for non-engineers

How to build an agent without writing code: it gets a job description, a badge that limits what it can touch, and a bottom line it hands back. Participants see why the work goes to a separate room, take an agent file apart, and fill in the one-page charter that turns into the agent's file. They learn to hire for a role, not a task, and to tell when a job needs an agent rather than a skill. They leave knowing the hard part is the charter, and that the charter is their own expertise, written down.

Plugins: the department in a box

A plugin carries the agents, skills and hooks a team built, so another team installs the same department instead of rebuilding it. Participants see what goes in the box and what stays home: CLAUDE.md and the permission rules belong to each team. Then they ask Claude to build one, try it in a fresh session, and share it through a marketplace.

Context Management

How context windows, memory and cost interact, and what to do about it before a long working session starts drifting or the bill surprises someone. Participants learn to spot when Claude is still hauling a task that should have been closed an hour ago, and how to reset without losing what mattered. A short module with an outsized effect on both output quality and the invoice.

Safe AI at Work

The rules every employee needs before their first real session: what data is safe to share, what isn't, and what org-level guardrails should exist so individual judgment isn't the only safeguard. This module is usually the one legal and IT ask for by name. It replaces vague anxiety about compliance with a clear, specific policy people can actually follow.

Human in the Loop

Where people belong in an AI-assisted workflow: which steps need a review gate, which need an approval, and how to calibrate trust so oversight isn't either everywhere or nowhere. This pilot module gives teams a concrete framework instead of a gut feeling about what to check. Get the calibration right and quality goes up without slowing anything down.

Security & Privacy

Permissions, prompt injection and data boundaries: what makes an agent that can act also one that can go wrong, and how to run it anyway without carrying the risk. This pilot module is built for organizations moving agents past read-only demos into things that write, send and change data. It's the module security teams should sit in on.

Claude for Word

Claude inside Word for text-heavy roles: drafting from a brief, redlining a contract, controlling tone across a document, and automating the parts of writing that are really just formatting. This pilot module is aimed at HR, legal, marketing and sales, where documents are the daily output. It's the module that turns a quick-draft request into a five-minute job.

AI Policy & Governance

Coming soon

Coming soon: writing the AI policy an organization actually needs, usage rules, risk tiers and rollout governance, instead of a generic template nobody follows. This syllabus item is for leadership and compliance stakeholders shaping how AI gets adopted company-wide. Built to produce a document teams can point to, not a discussion that goes nowhere.

What the legal team takes away

Four working outputs, built on documents from live matters once identifying details are removed.

Playbook-based contract review

A deviation table that sets each clause against your preferred position, with a severity level agreed in advance and alternative wording the lawyer chooses to accept or reject. When ten agreements land in the queue in a day, the serious deviations surface first.

A living clause library

A store of approved clauses by agreement type, with fallback and compromise wording. Claude pulls the right one for the context, and the library updates after each negotiation.

Citation checking

A review routine where every case, statute or section cited in a draft is verified against the source before it goes out. Until it is verified, the reference stays flagged as open.

Working without risking privilege

Written rules for the team on what gets uploaded, what gets masked and who signs off. One document you can show a client who asks how their material is handled.

Your contracts

Sample documents give way to your own agreements, DPAs and playbook, once the upload boundaries are settled. The team practices on the wording it meets every week.