AI Mastery for Legal Professionals: Full Course 2026 (1.5+ Hours)

Get AI agents & workflows for your law firm: https://calendly.com/practicalai/introductory-call-yt A practical walkthrough of AI and automation for law firms—from choosing chat tools and drafting documents to automating intake and working with AI agents. Follow the examples or jump to the section that’s most useful for your firm. Get access to the diagrams and prompts from this video: https://masaiai.gumroad.com/l/ai-mastery-for-legal-profs Chapters: 00:00 Introduction and what you’ll learn 01:27 Chat AI: how it works 02:30 Choosing Claude, ChatGPT or Gemini 07:43 Drafting a demand letter with Claude 11:56 Extracting intake details from call transcripts 14:21 Summarizing case emails and next steps 15:44 Creating timelines and medical chronologies 18:12 Chat AI limitations: memory, integrations and processes 21:40 Agentic tools: moving beyond chat 24:29 Comparing Claude Cowork, Codex and other tools 29:30 How agentic workflows work 31:56 Demo: drafting a demand letter in Claude Cowork 35:04 Reviewing the demand letter and attorney review pack 38:04 Connecting your files and apps 40:38 Scheduled tasks and daily reports 41:14 Skills: teaching AI your firm’s SOPs 42:35 Projects: organizing context and documents 44:31 Agentic tools: strengths and limitations 48:36 Automation vs. AI: when to use each 54:30 The best automation use cases for law firms 57:34 Choosing n8n, Make, Zapier or Power Automate 1:02:11 Demo: automating intake from a form to your CRM 1:04:46 Demo: automating onboarding documents and folders 1:09:10 Reviewing generated documents in Google Drive and Clio 1:12:21 AI agents: always-on digital employees 1:16:15 How an agent coordinates matters and client emails 1:18:31 Choosing an AI agent platform 1:22:58 Claude Managed Agents: setup, prompts and skills 1:26:33 Demo: email triage, filing and draft replies 1:31:06 AI agent guardrails and human review 1:32:07 Wrap-up and next steps