Mastering Claude in Legal Practice: AI Agents, Custom Skills, and Attorney-Supervised Workflows – 10/15 – 5:00 PM EST

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About Course

This 2-hour live online CLE program provides attorneys with practical instruction on the responsible and effective use of Claude and generative AI in legal practice. The course covers large language model fundamentals; Claude’s legal-workflow capabilities; structured prompting, Projects, custom Skills, connectors, and AI agents; and attorney-supervised applications including contract review, deposition and record summarization, legal research support, drafting, client communications, and due diligence. The program also addresses confidentiality, verification of AI-generated work, hallucination risks, and professional responsibilities associated with attorneys’ use of generative AI. The course is designed to increase attorneys’ competence in selecting, using, and supervising AI tools in the practice of law.

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Course Content

Welcome and Housekeeping
Introduction of presenters and overview of course structure Webcast tools and participation instructions Reference to materials and attendance codes

Section 1: Foundations — What Claude Is and How It Works
• What large language models are and how Claude generates its answers • The Claude model family and the 1-million-token context window • Claude vs. ChatGPT, Gemini, and legal-specific tools (Harvey, CoCounsel, Lexis+ AI, Westlaw) • From chatbots to AI agents

Section 2: The Claude Workspace for Lawyers
• Projects, Artifacts, file analysis, connectors, and memory • Claude for Legal — in-Word redlining and connectors to legal systems • Choosing a deployment and protecting client confidentiality

Section 3: Prompting, Projects, and Custom Skills
• The structured prompting framework for practice-ready output • Building reusable Projects and a firm prompt library • Creating custom Skills that package your firm’s templates and know-how

Section 4: Live Attorney-Supervised Workflows
• Contract review and risk flagging • Deposition and long-record summarization • Research memos, demand letters, and due-diligence extraction • AI agents (Cowork) running multi-step tasks under attorney supervision

Section 5: Confidentiality, Ethics, and Professional Responsibility
• ABA Model Rules 1.1, 1.4, 1.5, 1.6, and 5.3 and ABA Formal Opinion 512 • Verifying citations and avoiding AI “hallucination” sanctions • Building a firm AI policy and verification workflow

Live Q&A
• Audience questions answered by the presenter • Take-home checklist for adopting and supervising Claude

Office

South Florida Central Office
66 West Flagler, Suite 1203
Miami, FL, 33130, United States

Contact Us

Email: [email protected]

Phone: +1 (434) 688-0098

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