Role-Based Programme
RB0203

Perplexity for Legal & Compliance

Research, Validate & Build Evidence-Based Compliance Intelligence

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Duration
16 Hours
Level
Intermediate
Delivery
Instructor-Led
Format
Capability Training

Programme Objectives

  • Develop functional proficiency in applying Perplexity across regulatory research, legal intelligence, policy benchmarking, compliance analysis, and third-party risk research.
  • Apply advanced query-engineering techniques to produce current, source-backed, jurisdiction-aware, and review-ready legal and compliance findings.
  • Use Research Mode, web sources, uploaded documents, and approved organisational files to investigate regulations, contractual requirements, policies, and compliance issues.
  • Build reusable Perplexity Projects for regulatory research, compliance reviews, policy analysis, and legal intelligence.
  • Apply source validation, confidentiality, privilege awareness, jurisdiction checks, evidence quality, and qualified human judgement across AI-assisted legal research.

Tools covered

PerplexityAI-Powered SearchResearch ModeWeb SearchFile AnalysisFile UploadsProjectsProject Files & File Connectors

Who should attend

  • Legal Counsel & In-House Legal Professionals
  • Legal Operations Professionals
  • Compliance Managers
  • Regulatory Compliance Professionals
  • Contract Management Professionals
  • Corporate Legal Professionals
  • Policy & Governance Professionals
  • Ethics & Compliance Professionals
  • Data Privacy Professionals
  • Risk & Compliance Professionals
  • Corporate Governance Professionals
  • Compliance Monitoring Professionals
  • Legal Analysts
  • Legal & Compliance Team Leads

Prerequisites & Participant Readiness

  • Basic familiarity with legal, contractual, regulatory, or compliance activities
  • Understanding of contracts, policies, regulations, controls, or compliance documentation
  • Basic web-research and document-analysis skills
  • Familiarity with legal or regulatory source materials is helpful
  • Basic understanding of Generative AI is beneficial but not mandatory
  • Completion of a shorter Perplexity programme is not required

TOC Modules

Concepts
  • Understanding Perplexity as an AI-powered search, research, and evidence-synthesis platform
  • Identifying legal and compliance activities where external research can provide decision support
  • Understanding hallucinations, outdated law, jurisdictional differences, and incomplete evidence
  • Differentiating AI-generated explanations from authoritative legal sources and professional advice
Practical activities
  • Mapping recurring legal and compliance research activities to suitable Perplexity workflows

Scenarios

Regulatory Change to Compliance Action Plan

Regulatory Development → Perplexity Research → Authoritative Sources → Requirement Extraction → Applicability Questions → Policy / Control Comparison → Potential Gaps → Compliance Action Plan

Participants use Perplexity to investigate a regulatory development, validate authoritative evidence, identify potentially affected organisational areas, and prepare a structured action brief for qualified legal or compliance review.

Third-Party Compliance & Risk Review

Third Party → Perplexity Research → Regulatory / Legal Signals → Source Validation → Internal Due-Diligence Files → Potential Risk Areas → Follow-Up Questions → Compliance Review

Participants combine current external research with approved internal documentation to identify potential third-party compliance concerns, develop evidence-backed follow-up questions, and prepare a review-ready assessment without treating research signals as confirmed findings.

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