AI for Law Firms

1. 1
   Module 1 · ChatGPT · Beginner · ~7 min

   Use AI at Work Without Leaking Client Data using ChatGPT

   Someone in the office pastes a client’s email into ChatGPT to save five minutes. The email has the client’s full name, home address and new bank account numbers in it. Now those details sit in a chat on a personal account that may be used to train the AI.

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2. 2
   Module 2 · ChatGPT · Beginner · ~10 min

   Answer Case-Update Emails Without Predicting the Outcome using ChatGPT

   A client wants a court date and a promise she'll win. Give ChatGPT the thread and your firm's facts, catch the lines that predict an outcome, and send a clear, kind case update from Gmail.

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3. 3
   Module 3 · ChatGPT · Beginner · ~9 min

   Summarize a Client Intake Call

   Turn a new-client intake call into a summary, the engagement next steps with owners and dates, the names for your conflict check, and a follow-up email to the prospective client.

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4. 4
   Module 4 · ChatGPT · Beginner · ~10 min

   ChatGPT: Keep Client Data Safe, Set Up Your Team’s Data Controls in 10 Minutes

   A client emails before renewing: "Can you confirm whether our files are ever put into ChatGPT, and what settings you use?" Their insurer now asks every vendor. You need a short written answer, and right now you do not have one.

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5. 5
   Module 5 · Claude · Beginner · ~11 min

   Check a contract for red flags with Claude

   Upload a vendor contract, get it in plain English, find the risky clauses with the exact words quoted, draft questions for the vendor, and save the review as a project for the next one.

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6. 6
   Module 6 · Foxit · Beginner · ~10 min

   Review a Client Contract in 10 Minutes using Foxit AI

   Skimmed contracts hide auto-renewals, late fees and liability caps. Upload one to Foxit Workspace, get a plain-English summary and every renewal and exit date, check them against the PDF, and hand your boss a one-page watch list.

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7. 7
   Module 7 · Claude · Beginner · ~5 min

   Claude: compare two versions of a document and see what changed

   Paste last year’s and this year’s policy, get a side-by-side table of what changed, catch what Claude gets wrong, and turn it into a note to staff.

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8. 8
   Module 8 · Gemini Notebook · Beginner · ~7 min

   NotebookLM (Now Gemini Notebook): Cited Answers and a Briefing from Your Docs

   Create a notebook, add a PDF, a Google Doc from Drive and a web page as sources, ask a question and check its citations, save the answer to a note, and turn it all into a Briefing Doc.

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9. 9
   Module 9 · Jotform · Intermediate · ~6 min

   Get Every New Client's Details in One Place using Jotform AI

   Describe a client intake form to Jotform AI, fix it with Form Copilot, add a show/hide rule in plain words, and copy the link to send to new clients.

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10. 10
    Module 10 · ElevenLabs Agents · Intermediate · ~9 min

    After-Hours Intake Voice Agent for a Law Firm

    Build an after-hours intake agent for a small personal injury firm in ElevenLabs: it says it's AI and not a lawyer, takes the details for a callback and the conflict check, and never gives legal advice.

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