Role-Based Programme
RB0962

NotebookLM for Legal & Compliance

Source-Grounded Review, Research & Compliance Intelligence

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Duration
8 Hours
Level
Basic
Delivery
Instructor-Led
Format
Workshop

Programme Objectives

  • Build foundational proficiency in using NotebookLM to review legal, regulatory, policy, contractual, and compliance documentation.
  • Apply source-grounded questioning and citations to retrieve obligations, clauses, requirements, responsibilities, and compliance evidence.
  • Compare multiple documents to identify differences, inconsistencies, gaps, and areas requiring legal or compliance review.
  • Create reusable workflows for regulatory research, policy analysis, contract review, compliance documentation, and management reporting.
  • Apply confidentiality, source validation, professional judgement, and human-review practices when using AI-assisted legal information.

Tools covered

NotebookLMSource-Grounded ChatCitationsSource ManagementReportsData TablesMind MapsSlide DecksAudio Overviews

Who should attend

  • Legal Managers
  • Corporate Legal Professionals
  • Compliance Managers
  • Compliance Officers
  • Legal Operations Professionals
  • Contract Management Professionals
  • Regulatory Compliance Professionals
  • Governance Professionals
  • Policy & Compliance Professionals
  • Risk & Compliance Analysts
  • Data Privacy Professionals
  • Ethics & Compliance Professionals
  • Company Secretarial & Corporate Governance Teams

Prerequisites & Participant Readiness

  • Basic understanding of legal, regulatory, contractual, or compliance activities
  • Familiarity with policies, agreements, regulations, or compliance documentation
  • Basic computer and internet proficiency
  • No programming or technical AI knowledge required
  • No previous NotebookLM experience required

TOC Modules

Concepts
  • Understanding NotebookLM as a source-grounded AI research and analysis workspace
  • Understanding notebooks, sources, chat, citations, and generated outputs
  • Identifying suitable sources such as contracts, policies, regulations, guidelines, and compliance reports
  • Understanding the difference between source-grounded assistance and legal advice
Practical activities
  • Creating a legal or compliance-focused notebook
  • Uploading and organising sample legal and policy documents
  • Asking introductory questions against selected sources

Scenarios

Regulation-to-Policy Compliance Review

Regulatory Requirement → Internal Policy → NotebookLM Comparison → Obligations & Controls → Gaps → Compliance Review

Participants compare regulatory requirements with internal policies to identify potential documentation gaps, unclear responsibilities, and areas requiring compliance-team review.

Contract Review & Obligation Tracking

Agreement → Clause Analysis → Obligations → Owners → Dates & Conditions → Structured Review Summary

Participants use NotebookLM to extract and organise important contractual obligations into a source-grounded review structure, improving legal-document analysis and obligation-tracking efficiency.

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