Role-Based Programme
RB1631

AI-Powered Legal Operations

Intelligent Matter Management, Legal Workflow Automation & Performance Analytics

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Duration
32 Hours
Level
Advanced
Delivery
Instructor-Led
Format
Capability Development

Programme Objectives

  • Develop advanced capability to apply AI across legal intake, matter management, contract administration, legal knowledge, spend analysis, reporting, and workflow coordination.
  • Use AI to analyse legal requests, matter records, contracts, invoices, external counsel information, documents, deadlines, workloads, and performance data.
  • Build repeatable AI-assisted workflows for legal intake, matter routing, document review, action tracking, legal spend monitoring, and stakeholder communication.
  • Apply AI to improve legal-team productivity, workload visibility, service delivery, knowledge reuse, vendor management, and management reporting.
  • Design responsible AI-enabled Legal Operations workflows with appropriate controls for confidentiality, privilege, access, accuracy, auditability, approvals, and human legal oversight.

Tools covered

Generative AI AssistantsAI Search & ResearchDocument AIContract & Matter Management AISpreadsheet & Data AnalysisLegal Knowledge Management AIReporting & Dashboard ToolsWorkflow AutomationLegal Spend AnalyticsCollaboration & Communication AI

Who should attend

  • Legal Operations Managers
  • Legal Operations Professionals
  • Legal Operations Analysts
  • Legal Counsel
  • In-House Legal Professionals
  • Legal Department Managers
  • Matter Management Professionals
  • Contract Operations Professionals
  • Legal Project Managers
  • Legal Technology Professionals
  • Legal Knowledge Management Professionals
  • Legal Finance & Billing Professionals
  • External Counsel Management Professionals
  • Corporate Legal Executives
  • Legal Operations Team Leads

Prerequisites & Participant Readiness

  • Working knowledge of Legal Operations, corporate legal services, matter management, contract administration, or legal support
  • Familiarity with legal requests, matters, contracts, external counsel, invoices, deadlines, or legal reporting
  • Basic proficiency with documents, spreadsheets, email, and workplace productivity applications
  • No previous AI course attendance required
  • No programming background required

TOC Modules

Concepts
  • Understanding Generative AI, Document AI, analytics, knowledge AI, and workflow automation
  • Mapping AI opportunities across Legal Operations and corporate legal-service delivery
  • Understanding AI assistance versus authorised legal judgement and accountability
  • Recognising confidentiality, privilege, hallucination, and sensitive-data risks
Practical activities
  • Mapping a current Legal Operations lifecycle and identifying AI opportunities
  • Comparing manual and AI-assisted legal operational activities
  • Creating a Legal Operations AI opportunity matrix

Scenarios

Legal Request to Matter Closure

Business Request → AI Intake → Classification → Matter Creation → Assignment → Document Review → Action Tracking → Legal Spend Monitoring → Closure → Management Reporting

Participants use AI-assisted techniques to manage a simulated legal request from intake through matter administration, document coordination, task monitoring, spend tracking, and final reporting.

Legal Department Data to Intelligent Operations Dashboard

Matter Data + Contract Status + Legal Spend + External Counsel Performance + Workload + Deadlines → AI Analysis → Bottlenecks → Cost Trends → Priority Actions → Automated Follow-Up → Executive Dashboard

Participants design an AI-enabled Legal Operations workflow that improves legal-service visibility, workload management, cost control, matter tracking, and executive reporting while retaining all substantive legal decisions with authorised Legal professionals.

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