Role-Based Programme
RB1630

AI-Powered Legal Operations

Smarter Legal Workflows, Matter Management & Operational Efficiency

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

Programme Objectives

  • Apply AI across Legal Operations activities including matter intake, workflow management, documentation, contract coordination, legal spend, and reporting.
  • Use AI-assisted techniques to improve legal-team productivity, information organisation, matter visibility, workload management, and stakeholder communication.
  • Develop structured workflows for matter intake, triage, document review, approvals, external-counsel coordination, and action tracking.
  • Analyse legal operational data to identify workload trends, bottlenecks, spend patterns, recurring matter types, and process-improvement opportunities.
  • Apply responsible AI practices covering legal privilege, confidentiality, data protection, document accuracy, access control, and human oversight.

Tools covered

Generative AI AssistantsDocument IntelligenceLegal Research SupportMatter ManagementContract Workflow SupportSpreadsheet AnalysisLegal Spend AnalyticsKnowledge ManagementReporting AssistanceWorkflow Automation

Who should attend

  • Legal Operations Managers
  • Legal Operations Executives
  • In-House Legal Counsel
  • Legal Managers
  • Legal Administrators
  • Legal Project Managers
  • Legal Analysts
  • Legal Technology Professionals
  • Contract Operations Professionals
  • Matter Management Professionals
  • Legal Knowledge Management Professionals
  • Outside Counsel Management Professionals
  • Corporate Legal Professionals
  • Legal & Compliance Team Leads

Prerequisites & Participant Readiness

  • Working knowledge of legal, administrative, contract, or matter-management activities
  • Familiarity with legal requests, documents, matters, vendors, invoices, or reporting is helpful
  • Basic spreadsheet and document-management skills
  • Basic awareness of Generative AI is helpful
  • No programming knowledge required

TOC Modules

Concepts
  • Understanding Generative AI, document intelligence, analytics, and automation in Legal Operations
  • Identifying AI applications across matter management, documentation, contracts, reporting, and legal-team support
  • Understanding AI assistance versus qualified legal judgement and professional responsibility
  • Recognising privilege, confidentiality, access-control, and information-quality risks
Practical activities
  • Mapping common Legal Operations activities to AI-assisted opportunities
  • Identifying repetitive and information-intensive tasks suitable for AI support
  • Comparing traditional and AI-assisted legal operational workflows

Scenarios

Business Legal Request to Matter Closure

Business Request → AI-Assisted Intake → Triage → Matter Opening → Task & Deadline Tracking → Legal Work → Stakeholder Updates → Closure Summary

Participants design an end-to-end Legal Operations workflow that converts an unstructured business request into a controlled legal matter with ownership, milestones, communication, and closure documentation.

Legal Operations Data to Efficiency Improvement Plan

Matter Data + Contract Data + Legal Spend + Workload Information → AI Analysis → Bottlenecks & Trends → Improvement Opportunities → Automation Ideas → Management Report

Participants analyse sample Legal Operations information to identify process bottlenecks, workload issues, spend patterns, and automation opportunities, then prepare a management-ready operational improvement plan.

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