Course overview
Start hereAI for Legal Secretaries
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Priya's Thursday, two ways

9 lessons · 21 prompts

A day in the life of a Legal Secretary: what changes with these prompts.

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Priya, a legal secretary at a small litigation firm.

Priya starts Thursday with a stack of tasks. A court order came in late Wednesday, a client wants an update on a settlement offer, and two attorneys need exhibits for a 2 p.m. meeting. Her usual day would be a blur of sticky notes and rushed emails.

She opens ChatGPT and types the court order into a prompt from the Track Court Deadlines lesson. She asks for a list of dates and a short priority brief. Then she uses the Handle Client Correspondence prompt to draft a calm update to the client, leaving a blank for the attorney's name and a note to review the settlement language.

Next, she uses the Prepare Meeting Materials prompt in Claude to build an agenda and a one-page summary of the case file. One attorney dictated notes on the way to court, so she runs the Transcribe Legal Dictation prompt in Gemini to clean up the text and pull out three action items. She checks each item against the file.

By 1:30 p.m., the meeting materials are printed, the client update is waiting for the attorney, and the calendar holds every deadline. Priya uses the extra forty minutes to organize the case file index, something she never had time for before. She leaves at her usual time, but with less stress and a cleaner desk.

Before

  • Sticky notes everywhere, hoping nothing slips.
  • Rushed emails and a growing to-do list.
  • Deadlines checked twice, still worried.
  • Leaving late with a cluttered desk.

After this course

  • Deadlines on the calendar, checked once.
  • Client updates drafted, ready for review.
  • Meeting materials done before lunch.
  • Time to organize files and breathe.

What you'll learn

  • Draft documents: Ask AI for a first draft of routine legal documents, then edit it for accuracy and firm style.
  • Prepare filings: Use AI to list filing steps, check deadlines, and draft service documents for court submissions.
  • Track deadlines: Turn court orders and notices into calendar entries and a daily priority briefing.
  • Organize files: Index, summarize, and label case documents so files stay orderly and searchable.
  • Client messages: Draft clear, professional client messages while keeping the attorney informed.
  • Meeting materials: Assemble agendas, background summaries, and exhibit lists for meetings.
  • Transcribe dictation: Clean up dictated text, pull out action items, and turn rough notes into usable documents.
  • Process billing: Draft billing narratives, check time entries, and flag invoice issues for attorney review.

How this course works

  1. 9 lessonsOne task of your job each, from draft legal documents to advanced filing support.
  2. Ready-to-paste promptsCopy, fill in the parts in {{brackets}}, paste into ChatGPT, Claude or Gemini.
  3. Tick and completeTick the prompts you tried and mark each lesson complete.
  4. Get certifiedFinish and keep the prompts as your own library.