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Specific risks: hallucinations, non-primary sources, outdated regulations, incorrect jurisdiction, and confidentiality issues.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).
