Role-Based Programme
RB1629

AI-Powered Legal Operations

Smarter Matter Management, Workflow Automation & Legal Productivity

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Duration
8 Hours
Level
Basic
Delivery
Instructor-Led
Format
Workshop

Programme Objectives

  • Understand how AI can support Legal Operations across matter management, legal intake, documentation, coordination, reporting, and workflow optimisation.
  • Apply AI-assisted techniques to organise legal requests, track matters, summarise documents, manage actions, and improve legal-team productivity.
  • Use structured prompting for legal intake, matter summaries, status updates, workload analysis, knowledge management, and reporting.
  • Explore AI-supported approaches for identifying bottlenecks, overdue actions, recurring legal requests, workload patterns, and process-improvement opportunities.
  • Build responsible AI-assisted Legal Operations workflows while maintaining confidentiality, legal privilege, accuracy, governance, and human oversight.

Tools covered

Generative AI AssistantsAI Search & ResearchDocument AILegal Matter Management AISpreadsheet & Data AnalysisLegal Reporting AIKnowledge Management AIWorkflow Automation

Who should attend

  • Legal Operations Professionals
  • Legal Operations Executives
  • Legal Operations Managers
  • Legal Coordinators
  • Legal Administrators
  • Corporate Legal Professionals
  • In-House Legal Team Members
  • Legal Project Management Professionals
  • Legal Matter Management Professionals
  • Contract Operations Professionals
  • Legal Knowledge Management Professionals
  • Legal Technology Professionals
  • Legal Support Professionals
  • Legal Operations Team Leads

Prerequisites & Participant Readiness

  • Basic understanding of Legal Operations, corporate legal support, or matter-management activities
  • Familiarity with legal requests, matters, contracts, documents, reporting, or legal-team coordination is helpful
  • Basic computer, spreadsheet, and document-handling skills
  • No AI or programming knowledge required
  • No previous AI training required

TOC Modules

Concepts
  • Understanding Generative AI and its relevance to Legal Operations
  • Identifying AI applications across legal intake, matter management, documentation, reporting, and knowledge management
  • Understanding AI assistance versus legal-professional and management judgement
  • Recognising limitations such as hallucinations, missing context, confidentiality risks, and unsupported legal conclusions
Practical activities
  • Mapping a typical Legal Operations workflow
  • Identifying repetitive and information-intensive activities suitable for AI assistance
  • Comparing a manual Legal Operations task with an AI-assisted approach

Scenarios

Legal Request to Matter Closure

Business Request → AI-Assisted Intake → Categorisation → Priority → Matter Creation → Action Tracking → Status Updates → Closure → Knowledge Capture

Participants use AI to manage a sample legal request from intake through completion, improving coordination, visibility, and documentation while retaining all legal advice and decisions with qualified professionals.

Legal Operations Data to Process Improvement

Matter Data + Request Volumes + Cycle Times + Pending Actions → AI Analysis → Bottlenecks → Workload Patterns → Improvement Opportunities → Management Report

Participants use AI to analyse sample Legal Operations data, identify recurring delays and workload issues, and prepare a structured process-improvement report for management review.

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