Role-Based Programme
RB0202

Perplexity for Legal & Compliance

Practical AI for Regulatory Research, Source Validation & Compliance Intelligence

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Duration
8 Hours
Level
Basic
Delivery
Instructor-Led
Format
Workshop

Programme Objectives

  • Build foundational proficiency in using Perplexity for practical Legal and Compliance research activities.
  • Apply structured querying techniques for regulatory research, legal-source discovery, policy analysis, compliance benchmarking, and requirement investigation.
  • Use Perplexity to analyse approved legal, policy, regulatory, contractual, and compliance documents alongside current external information.
  • Evaluate source authority, jurisdiction, effective dates, citations, conflicting evidence, and applicability before relying on research findings.
  • Build reusable Legal and Compliance research workflows using Projects while maintaining confidentiality, traceability, professional judgement, and qualified human review.

Tools covered

Perplexity SearchResearchSource CitationsFile AnalysisProjectsWeb Research & Information Synthesis

Who should attend

  • In-House Legal Professionals
  • Legal Executives
  • Legal Operations Professionals
  • Compliance Executives
  • Compliance Managers
  • Regulatory Compliance Professionals
  • Corporate Governance Professionals
  • Contract Management Professionals
  • Policy & Governance Professionals
  • Legal Analysts
  • Ethics & Compliance Professionals
  • Risk & Compliance Professionals
  • Compliance Assurance Professionals
  • Legal & Compliance Team Leaders

Prerequisites & Participant Readiness

  • Basic understanding of legal, regulatory, governance, or compliance activities
  • Familiarity with contracts, policies, procedures, regulatory requirements, or compliance documentation
  • Basic document and spreadsheet-handling knowledge is helpful
  • Basic computer and internet proficiency
  • No programming knowledge required
  • No previous Perplexity experience required
  • Participants should use anonymised or organisation-approved Legal and Compliance information during practical exercises
  • Perplexity outputs must not be treated as legal advice or final legal interpretations; qualified professional review remains mandatory

TOC Modules

Concepts
  • Understanding Perplexity as an AI-powered search and research platform for Legal and Compliance work
  • Understanding the difference between general AI answers and source-backed legal or regulatory research
  • Identifying appropriate applications across regulations, policies, contracts, governance, and compliance intelligence
  • Understanding citations, jurisdiction, source hierarchy, effective dates, confidentiality, and verification requirements
Practical activities
  • Exploring Perplexity through common Legal and Compliance research questions
  • Comparing traditional web search with structured Perplexity research
  • Reviewing citations supporting a sample regulatory answer
  • Identifying activities suitable and unsuitable for AI-assisted legal research

Scenarios

Regulatory Change to Compliance Action Review

Regulatory Development → Perplexity Research → Authoritative Sources → Effective Date & Scope → Requirement Summary → Existing Policy Comparison → Potential Gaps → Compliance Review

Participants investigate a current regulatory development, validate the supporting sources, and translate verified findings into structured questions and potential actions for qualified Compliance-team review.

Contract Obligation to Legal Research Brief

Approved Agreement → File Analysis → Key Clause / Obligation → Perplexity Research → Relevant External Sources → Findings & Limitations → Legal Research Brief → Professional Validation

Participants combine an approved contract with external source-backed research to organise relevant legal information and prepare a traceable research brief without treating the AI output as a final legal conclusion.

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