Editing, pending review

AI for Professional Practices: Legal, Real Estate and Advisory

Safe use of AI assistants in a client-confidential practice: intake, drafting, file notes and deadlines.

Instructional hours: 10
Schedule: 5 sessions of 2 hours, one per week
Price: $3,000 per trainee
Cohort size: Up to 8
Format: Live over video; hybrid on request
Delivery: 100% live and instructor-led, during paid work hours

What

Learning objectives

01Summarize intake and conflict-check information.
02Produce first drafts of routine correspondence and standard documents from templates.
03Turn meeting and call notes into file-ready records.
04Track deadlines and follow-ups.
05Draft client status updates in a consistent voice.
06Apply clear rules on what client information may and may not be placed in an AI tool.

Who

Who it is for

Paralegals, legal assistants, office managers, transaction coordinators, brokerage office staff and advisory-firm associates at Massachusetts practices with 2–100 employees.

No technical background required.

For Express-funded seats, all participants must be W-2 employees of the company receiving grant funds, including owner-operators.

Why

Why it matters

Professional practices bill for judgment but spend much of the week on drafting, re-typing and status updates, and careless AI use in a confidential setting is a real professional risk. Staff who can direct these tools safely give attorneys, brokers and advisors their hours back without exposing client information.

How

How it is taught

5 sessions of 2 hours, one per week, live with an instructor: interactive lecture, guided demonstration and hands-on practice. All practice uses the course's standardized practice material: Sample matter files, templates and correspondence, identical for every participant.

Capstone

In session 5 each participant completes one documented workflow on the practice firm (intake summary to drafted engagement letter to deadline entry) and drafts a data-handling rule set from a provided model.

The instructor reviews each capstone live against a written rubric:

The draft matches the template and the facts.
A planted confidentiality problem is identified.
The rule set covers the required categories.
The workflow is documented so another participant can run it.

Each participant receives written feedback against the rubric.

This course is

A standalone course, sold and invoiced on its own under the course title.
A fixed curriculum with set learning objectives, taught live by an instructor during paid work hours.
Hands-on practice on standardized material that is identical for every participant.
Priced per trainee: $300 per instructional hour, ten hours, $3,000.

This course is not

Not an assessment, implementation, advisory or coaching engagement, and not bundled with or dependent on one.
Not work on your own systems or data. Applying the method to your business happens after the course, outside training hours.
Not inclusive of AI tool licenses, subscriptions or software access. Participants use free or employer-held accounts; practice files are provided at no charge.
Not self-paced. Every hour is live and instructor-led.

Listing status

Editing, pending review

We are revising the course listing before it goes to review, or answering the reviewer’s questions. Not yet approved.

Checked October 9, 2026.

Session by session

Hour-by-hour outline

10 instructional hours. Every hour is live with the instructor, and every exercise uses the course's standardized practice material.

Session	Time	Content	Method
1	Hour 1	How AI assistants work; confidentiality rules for what client information may and may not go into an AI tool; working inside firm-controlled accounts.	Lecture and demonstration
1	Hour 2	Intake and conflict-check summaries from the practice firm’s sample matter files.	Hands-on practice
2	Hour 1	Drafting routine correspondence and standard documents from templates.	Lecture and demonstration
2	Hour 2	Drafting a practice engagement letter and correspondence from templates; checking drafts against the facts.	Hands-on practice
3	Hour 1	Turning meeting and call notes into file-ready records.	Lecture and demonstration
3	Hour 2	Converting the practice firm’s sample call notes into matter-file records.	Hands-on practice
4	Hour 1	Deadline and follow-up tracking; client status updates in a consistent voice.	Lecture and demonstration
4	Hour 2	Building a deadline list and drafting status updates for the practice matters.	Hands-on practice
5	Hour 1	Capstone build: intake summary to drafted engagement letter to deadline entry, plus a data-handling rule set from the provided model.	Hands-on, instructor circulating
5	Hour 2	Capstone review: draft matches template and facts, planted confidentiality problem identified, rule set complete, workflow documented; written feedback.	Instructor review against the rubric

Paying for it

Express reimbursement, once approved.

This course is not yet approved, so employers cannot apply for it yet. Once it is, an employer with 100 or fewer Massachusetts employees can apply to the Express program for 100% of the course cost, up to $3,000 per employee. The employer applies at least 21 days before the first session, with a Department of Revenue Certificate of Good Standing, a Department of Unemployment Assistance Certificate of Compliance and a W-9. Program questions go to express@commcorp.org. Our help with the application is free.

Talk about this course

Who qualifies

Support Forge LLC is a registered training provider with the Massachusetts Workforce Training Fund Express program. It is not affiliated with or endorsed by Commonwealth Corporation or the Workforce Training Fund. Program terms are set by Commonwealth Corporation (commcorp.org/express) and govern over anything on this page.