AI-Augmented Legal Professional Workshop (AIAL)

Session 1: Introduction to AI in the Legal Field

• Welcome and Introductions
  • Brief introduction of the trainer and participants
  • What to expect for the session
• Understanding AI in Legal Practice & Demo
  • Overview of the role of GenAI in the legal field
  • The potential impact of GenAI on legal services
  • Benefits, Challenges, and Pitfalls
  • Follow me Demo
    • Instructor will invite participants to follow along on their own Generative AI platform through a small number of demos
• Alignment Considerations
  • Ethical Considerations
  • Regulatory Data and GDPR concerns
  • Responsible AI
• Discussion, Q&A
  • Benefits, challenges, and considerations of integrating AI into legal practice.

Session 2: Generative AI - Legal Research and Drafting

• What is GenAI?
  • Introduction
  • Capabilities (with relevance)
  • Integration options
• Demonstration
  • Using GenAI for legal research
    • Ex. “Find regulations and cases related to 'anti-money laundering' (AML) compliance in the banking sector from 2010 to 2020.”
  • Using GenAI for contract drafting
    • Ex. “Suggest an outline for a legal document that incorporates key guidance from AMLD5.”
  • Hands-on Practice
    • Participants follow a guided exercise to create a sample contract using Generative AI

Session 3: Empowering Legal Work

• Demonstration
  • Efficiently creating legal documents with GenAI
    • Ex. “Draft a partnership agreement for a new concept retail business in Pinellas County, Florida. There will be three partners; ensure equal profit-sharing, a clear dispute resolution mechanism, and provisions for adding new partners in the future.”
  • Supporting client communications with GenAI
    • Ex. “Respond to this email with a demand for payment.”
    • Ex. “Create a timeline of key activities in this case.”
  • Analyzing and Summarizing Data with GenAI
    • Ex. “Analyze the data and provide a report of the possible damages along with probabilities.”
  • Drafting presentations with GenAI
    • Ex. “Identify the key points of my case and then suggest a series of slides with titles and pictures that illustrate those points.”
• Hands-on Practice
  • Participants follow a guided exercise using Generative AI to draft legal documents, emails, slide presentation outlines and analyze an Excel sheet.

Session 4: GenAI - Case Preparation & Analysis

• Demonstration
  • Creating document summaries and analysis
    • Ex. “Review the contract summarizing risks and liabilities."
  • Leveraging predictive analysis
    • Ex. “Identify similar cases based on profit sharing disputes. Can you provide a predictive analysis?"
  • Ensuring compliance and accuracy in legal documents
    • Ex. “Does this document comply with AMLD5. What changes are recommended to bring it into compliance?”
  • Summarizing conversations from transcripts
    • Ex. “Summarize the to-dos, responsible parties, and timeframes from this conversation".
• Hands-on Practice
  • Participants follow a guided exercise to analyze a provided contract using Generative AI.

Session 5: Integrating AI into Your Legal Practice

• Strategies for successfully integrating AI into legal practice.
  • Best Practices and Implementation
  • Generative AI integration tips
  • GenAI Cheat Sheet Overview
• Q&A and Discussion
  • Open floor for participants to ask questions and share insights.

Handout: Implementation tips and best practices.

Session 6: Conclusion and Next Steps

• Key Takeaways
  • Key points covered during the training.
• Resources and Further Learning
  • Additional resources and references for ongoing learning.
• Feedback and Evaluation
  • Gather feedback from participants to improve future training.