Role-Based Programme
RB1628

AI-Powered Legal Operations

Smarter Workflow Management, Matter Tracking & Legal Productivity

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Duration
4 Hours
Level
Awareness
Delivery
Instructor-Led
Format
Awareness Session

Programme Objectives

  • Understand how AI can support Legal Operations across matter management, workflow coordination, documentation, reporting, and legal-team productivity.
  • Explore practical prompting techniques for legal summaries, task tracking, stakeholder communication, matter updates, and operational reporting.
  • Apply AI to organise legal information, structure workflows, track actions, and prepare management-ready legal operations outputs.
  • Identify opportunities to improve visibility, consistency, turnaround time, documentation quality, and operational efficiency.
  • Recognise confidentiality, legal privilege, data security, workflow controls, approvals, and human-review requirements when using AI.

Tools covered

Generative AI AssistantsDocument IntelligenceMatter TrackingLegal Workflow SupportAI-Assisted CommunicationSpreadsheet AnalysisKnowledge ManagementBasic Workflow Automation

Who should attend

  • Legal Operations Professionals
  • Legal Operations Executives
  • Legal Operations Managers
  • Legal Executives
  • In-House Legal Professionals
  • Legal Coordinators
  • Legal Analysts
  • Legal Project Management Professionals
  • Legal Administration Professionals
  • Contract Operations Professionals
  • Legal Knowledge Management Professionals
  • Matter Management Professionals
  • Legal & Compliance Team Leads

Prerequisites & Participant Readiness

  • Basic understanding of legal, administrative, or operational support activities
  • Familiarity with legal matters, documents, trackers, workflows, or stakeholder coordination is helpful
  • Basic computer and spreadsheet skills
  • No AI or programming knowledge required
  • No previous Generative AI experience required

TOC Modules

Concepts
  • Understanding Generative AI and its relevance to Legal Operations
  • Identifying AI applications across matter management, workflow coordination, documentation, and reporting
  • Understanding AI assistance versus legal, operational, and managerial accountability
  • Recognising legal privilege, confidentiality, and workflow risks
Practical activities
  • Mapping common Legal Operations activities to potential AI applications
  • Comparing a traditional legal-operations task with an AI-assisted approach

Scenarios

Legal Request to Managed Matter

Legal Request → AI-Assisted Intake → Matter Classification → Priority → Owner → Tasks & Deadlines → Status Tracking

Participants use AI to organise a sample legal request, structure the matter, define actions and responsibilities, and create a clear tracking framework for legal-team review.

Active Matters to Legal Operations Dashboard

Multiple Matters → AI Summarisation → Status → Deadlines → Risks → Pending Actions → Management Summary

Participants use AI to consolidate sample legal-matter information into a concise operational summary highlighting progress, upcoming deadlines, bottlenecks, and actions requiring attention.

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