Course Outline
- Module 1 - Perplexity as a Legal Work Platform
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What is Perplexity and how it differs from Google, ChatGPT, Claude, and Copilot.
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Perplexity as an answer engine with verifiable sources.
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Key use cases: initial research, regulatory monitoring, note-taking, document summarization, and meeting preparation.
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Specific risks: hallucinations, non-primary sources, outdated regulations, incorrect jurisdiction, and confidentiality issues.
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- Module 2 - Prompts, Sources, and Anti-Hallucination Protocols
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- The 4+1 method applied to legal inquiries.
- How to request primary sources, validity, jurisdiction, and confidence limits.
- How to verify a response before professional use.
- Initial use cases by area: tax, labor, commercial, criminal, civil, and banking procedural law.
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- Module 3 - Common Base, Prompts, and Verification
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Perplexity as a legal work platform.
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The 4+1 method applied to research, analysis, and deliverable preparation.
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Anti-hallucination protocols and source verification.
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- Module 4 - Spaces, Documents, and Internal Knowledge
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Creating Spaces by area, client, project, or matter.
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Organizing threads, documents, instructions, and results.
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Using web sources, internal documents, and a combination of both.
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Best practices to avoid mixing matters, clients, or sensitive documentation.
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- Module 5 - Computer and Complex Tasks
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- What is Computer and how to structure multi-step tasks.
- Preparing reports, dossiers, multi-jurisdictional research, and briefings.
- Designing standard outputs: executive summaries, risk matrices, checklists, or internal notes.
- Legal use cases by area, including banking procedural law and other internally identified cases.
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- Module 6 - Complete Advanced Program
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Includes the contents of the functional advanced version.
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In-depth exploration of Spaces, Computer, documents, and use cases by department.
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- Module 7 - Connectors, Skills, Memory, and Personalization
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Integration with OneDrive, SharePoint, and internal repositories.
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What to connect and what to avoid to reduce noise and risks.
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Useful Skills: legal research, document comparison, risk extraction, executive summarization, and regulatory monitoring.
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Memory / Brain: What Perplexity should remember, what it should not, and how to configure professional preferences.
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- Module 8 - Workflows and Internal Assistants
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Workflow design: input, sources, steps, validation, output, and human review.
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Internal assistants: legal research, regulatory monitoring, report preparation, document analysis, and banking procedural law.
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Combining Space, Computer, Skill, memory, and standard output.
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- Module 9 - Governance, Compliance, and Adoption
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Acceptable use policy, confidentiality, permissions, and traceability.
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Mandatory human validation and quality criteria.
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The role of internal AI leads.
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Prioritizing initial use cases and establishing a roadmap for progressive adoption.
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Requirements
- Basic knowledge of the field and prior experience with related tools or concepts.
Target Audience:
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Law firm professionals, including beginners, active users, internal AI leads, partners, and key area experts (tax, labor, commercial, criminal, civil, and banking procedural law).
Custom Corporate Training
Training solutions designed exclusively for businesses.
- Customized Content: We adapt the syllabus and practical exercises to the real goals and needs of your project.
- Flexible Schedule: Dates and times adapted to your team's agenda.
- Format: Online (live), In-company (at your offices), or Hybrid.
Price per private group, online live training, starting from 2900 € + VAT*
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