Role-Based Programme
RB1011

Fireflies.ai for Legal & Compliance

Capture, Review & Govern Critical Conversations

IMAGE REQUIRED
Duration
8 Hours
Level
Basic
Delivery
Instructor-Led
Format
Workshop

Programme Objectives

  • Build foundational proficiency in using Fireflies.ai to capture, transcribe, summarise, and review legal and compliance-related conversations.
  • Extract obligations, decisions, commitments, risks, exceptions, and follow-up actions from meetings more efficiently.
  • Apply AskFred, search, and Topic Trackers to retrieve important information and identify recurring compliance themes across conversations.
  • Develop repeatable workflows for meeting documentation, obligation tracking, investigation interviews, compliance reviews, and management follow-up.
  • Apply consent, confidentiality, access, retention, accuracy, and human-validation controls when handling sensitive meeting information.

Tools covered

Fireflies.aiAI NotetakerAI Meeting SummariesAskFredGlobal AskFredSmart SearchTopic TrackersAction ItemsMeeting SearchCompliance ControlsRecording & Retention Settings

Who should attend

  • Legal Professionals
  • Corporate Legal Teams
  • Compliance Officers
  • Legal Operations Professionals
  • Regulatory Compliance Professionals
  • Governance, Risk & Compliance Professionals
  • Contract Management Professionals
  • Ethics & Compliance Professionals
  • Data Privacy Professionals
  • Policy & Governance Professionals
  • Compliance Managers
  • Legal & Compliance Leaders

Prerequisites & Participant Readiness

  • Basic understanding of legal, compliance, governance, or regulatory activities
  • Familiarity with business meetings, compliance reviews, or stakeholder discussions
  • Basic computer and internet proficiency
  • Familiarity with common virtual meeting platforms is helpful
  • No programming or technical AI knowledge required
  • No previous Fireflies.ai experience required

TOC Modules

Concepts
  • Understanding Fireflies.ai as an AI-powered meeting intelligence platform
  • Understanding the Capture → Transcribe → Summarise → Review → Act workflow
  • Identifying suitable legal and compliance meeting use cases
  • Understanding the difference between AI-generated meeting intelligence and formal legal records
Practical activities
  • Exploring the Fireflies workspace using a sample compliance meeting
  • Reviewing transcripts, summaries, and action items
  • Identifying decisions, obligations, risks, and follow-up requirements

Scenarios

Regulatory Review Meeting to Compliance Action

Regulatory / Compliance Meeting → Fireflies Capture → AI Summary → Obligations & Risks → Owner Assignment → Deadline → Follow-Up

Participants convert a compliance-review discussion into a structured obligation and action workflow, improving documentation, ownership visibility, and follow-through while maintaining professional human review.

Compliance Investigation Interview Review

Interview → Transcript → AskFred / Search → Key Statements → Information Gaps → Follow-Up Questions → Validated Review Summary

Participants use Fireflies.ai to organise and review an investigation interview, retrieve relevant statements, identify information gaps, and prepare a structured review summary without replacing legal or compliance judgement.

Current Fireflies documentation supports participant recording notifications, configurable retention/recording modes, AskFred/Global AskFred, and security/compliance controls, which are reflected in the course above. ([Fireflies Knowledge Base][1])

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