5 live days · Your work, in practice
Keep the matter moving between reviews.
Choose Intensive when you can already frame a task and want proactive agents to carry out recurring work within defined limits. It covers five days, curriculum days 3–7.
Turn a scattered matter file into work an attorney can inspect. Build useful first drafts, proactive agents that keep the matter record current, and a Factory of proactive AI agent teams that prepares a coordinated work product for attorney approval.
Legal work carries obligations to the client, the record and the decision-maker. The exercises preserve source references, jurisdiction, access boundaries and unanswered questions so that faster preparation does not conceal a weak premise.
What you learn
Learn to build and supervise proactive agents for intake, chronology, drafting and evidence that process new inputs, preserve the matter record and bring exceptions to an attorney.
Create and test proactive AI agents for matter preparation. Name a role such as Matter Watch, then hand suitable work to OpenAI Dots to keep the document inventory and chronology current as approved evidence arrives. Choose one run or a continuing responsibility, with approved connections, agreed reports and a clear way to pause or retire the work.
Proactive Agents · OpenAI Dots
Create it. Name it. Put it to work.
Create and test a proactive AI agent, give its role a stable name, and define what it may do. Then hand supported work to OpenAI Dots for one run or a continuing responsibility. Your Dot can keep working between conversations, using approved context and connected tools, and return results or ask for a decision without a fresh prompt for every step.
Give the role a name and a brief
Name the sample role Matter Watch. Give it the matter identifier, jurisdiction, approved source index and attorney review rules. Connect only the permitted sample folder or hand over a reviewed export; preserve the accepted version in its working record.
Choose a run or an ongoing responsibility
A Dot has its own cloud computer and browser. When the assignment, files and tools are available there, it can work while your phone or computer is off. Always-on means available to continue the responsibility; it may wait for a schedule, input or approval and remains subject to access and usage limits. Work using local files or applications still needs that connected computer online with the ChatGPT app open.
Set the return and the review rhythm
Return source-linked changes, draft preparation and unresolved evidence questions under the same named responsibility, with source versions and completed, waiting and blocked work clearly separated. Agree whether you need a scheduled report, an update on a material change, or a decision request. The attorney verifies authority and approves advice, communications and filings.
Agree when results are due, which changes deserve an alert and where to review them. Confirm recurring schedules, time zones and end dates; connecting an app alone does not enable monitoring. Test a changed input and a blocked step. Before retiring the responsibility, stop its delegated work and cancel its schedules separately. Keep the reviewed instructions so you can recheck access and resume when needed.
Connect only what the role needs
Practice with fictional or specifically approved, minimized matter material. Do not move privileged, confidential or identifying client information into a cloud workspace unless the firm has approved that use, access and retention. The attorney verifies authority, decides the legal position and approves client communications and filings.
Research databases and matter systems may require separate access. A Dot does not inherit permission to every client file or gain authority to file, advise or communicate for the attorney.
This practice is part of the existing proactive agent assignments and review time. It does not add class days or extend the hours shown in your booking.
The learning map
Work units by day
5 days of practical work for Attorneys, paralegals and in-house legal teams. Every unit below has an output and a review point.
Your learning plan: these are the tasks you will practice. The time suggested for each task is a guide; your booking shows the confirmed class dates and start and end times.
This is a five-day Intensive: curriculum days 3–7. Intro and the MasterCourse Capstone are separate stages, not included in this purchase.
Proactive Intake agent · Access and state
Keep incoming documents organized
- 3.1Define the proactive intake agent’s job
- 3.2Process a second document batch
Chronology proactive agent · Source changes
Maintain a source-linked chronology
- 4.1Update events from new evidence
- 4.2Handle gaps and conflicting accounts
Proactive Drafting agent · Verification queue
Prepare drafts when the record is ready
- 5.1Build the proactive drafting agent
- 5.2Route uncertain claims for review
Evidence proactive agent · Discovery preparation
Keep evidence questions in view
- 6.1Organize questions and evidence
- 6.2Prioritize gaps for attorney review
Matter workflow · Recovery tests
Test the recurring matter work
- 7.1Run the proactive agents over several updates
- 7.2Challenge the stop and restart rules
The work behind the map
Daily detail
Follow the work from its starting material to a result you can inspect. Each checkpoint gives you a reason to approve, revise or stop.
Intensive
Days 3–7 · Proactive Agents
Keep recurring work moving.
Build proactive agents that run defined tasks over time. Give each one a trigger, working record and limits, then review its exceptions and results.
Build the proactive agent and test one complete run. Name its role, approve its inputs and connections, then hand suitable work to a Dot. Choose a single assignment or a continuing responsibility with clear reports, review points and a way to stop.
Day 03Keep incoming documents organized
Build a bounded proactive intake agent around the sample matter. A new permitted document should produce an inventory update or a clear exception without restarting the entire task.
- 3.1
Define the proactive intake agent’s job
Specify its prompt, input location, document-arrival trigger, permitted actions and saved matter index. Give it a duplicate check and a stop rule for restricted or unreadable files.
Suggested time for this task: 2 hours in Full Course; 1 hour in Crash Course. Part of your class day, not extra time.- Practice result
- A proactive intake agent specification and a permission-aware matter inventory.
- 3.2
Process a second document batch
Run a seeded batch, then a later batch containing a duplicate and an unreadable file. Preserve completed work, allow one safe retry and route the unresolved file to a reviewer.
Proactive agent practice. Create and test the matter preparation proactive agent on one sample run. Name the role Matter Watch and hand supported work to a Dot using an approved sample matter folder and source index. Define permitted actions and the return you expect; inspect the first result before giving it an ongoing responsibility.
Suggested time for this task: 2 hours in Full Course; 1 hour in Crash Course. Part of your class day, not extra time.- Practice result
- A tested proactive intake agent with a run log and exception queue.
By the end of the day
A repeatable document-intake proactive agent that records what arrived, what changed and what needs review.
Review checkpoint
Check that restricted inputs are not processed, duplicates do not create new matter facts and an unsuccessful retry remains visible.
Day 04Maintain a source-linked chronology
Make a chronology proactive agent respond to accepted inventory changes. Preserve both the current account and the evidence of why an entry changed.
- 4.1
Update events from new evidence
Define a trigger for newly accepted documents. Have the proactive agent extract dated events with passage references, retaining stable event identifiers and the last processed document version.
Suggested time for this task: 2 hours in Full Course; 1 hour in Crash Course. Part of your class day, not extra time.- Practice result
- A chronology proactive agent and a versioned event record.
- 4.2
Handle gaps and conflicting accounts
Introduce a document with a missing date and another with a conflicting account. The proactive agent should queue the conflicts for review and avoid silently replacing a supported entry.
Proactive agent practice. Connect the approved document source or supply a reviewed export. On a confirmed check, identify new events, changed dates and source versions. Preserve the accepted chronology; return conflicting evidence to the attorney.
Suggested time for this task: 2 hours in Full Course; 1 hour in Crash Course. Part of your class day, not extra time.- Practice result
- An annotated chronology and an evidence-conflict queue.
By the end of the day
A chronology that updates as permitted evidence arrives and preserves unresolved differences.
Review checkpoint
Sample events against the original passages; a newer document must not automatically outrank a better-supported source.
Day 05Prepare drafts when the record is ready
Connect an approved drafting request to the current matter record. The proactive agent may prepare and revise a draft; an attorney remains responsible for its use.
- 5.1
Build the proactive drafting agent
Define the approved-request trigger, required matter snapshot, drafting prompt and output structure. Save the source version used and stop when essential context is missing.
Suggested time for this task: 2 hours in Full Course; 1 hour in Crash Course. Part of your class day, not extra time.- Practice result
- A proactive drafting agent with a source-linked first draft and run record.
- 5.2
Route uncertain claims for review
Add a checking pass that flags unsupported propositions, authority needing verification and source changes affecting the draft. Allow a bounded revision, then escalate unresolved issues.
Proactive agent practice. Let the proactive drafting role prepare another pass when an approved record change makes one necessary. Require source references and uncertain propositions with the draft; polished language is not verified authority.
Suggested time for this task: 2 hours in Full Course; 1 hour in Crash Course. Part of your class day, not extra time.- Practice result
- A draft verification queue and a tested revision path.
By the end of the day
A drafting process that identifies its evidence and asks for review where the record is insufficient.
Review checkpoint
Verify authority in the appropriate source and inspect whether each flagged issue points to the affected passage.
Day 06Keep evidence questions in view
Use a recurring evidence-review proactive agent to prepare a bounded discovery packet. Each question should connect to an issue and the material that prompted it.
- 6.1
Organize questions and evidence
Configure a scheduled review of the accepted sample inventory and issue list. Produce source-linked evidence extracts, candidate discovery questions and a record of newly reviewed material.
Suggested time for this task: 2 hours in Full Course; 1 hour in Crash Course. Part of your class day, not extra time.- Practice result
- An evidence-review proactive agent and a draft discovery-preparation packet.
- 6.2
Prioritize gaps for attorney review
Introduce an omitted attachment and an ambiguous reference. Have the proactive agent rank the missing inputs by their effect on the assignment, stop unsupported conclusions and request attorney direction.
Proactive agent practice. Set the evidence-review cadence and the changes that deserve an alert. Test one missing document and one material change. Return evidence gaps to the attorney without contacting witnesses or seeking private records.
Suggested time for this task: 2 hours in Full Course; 1 hour in Crash Course. Part of your class day, not extra time.- Practice result
- A prioritized evidence-gap list with reasons and review owners.
By the end of the day
A recurring evidence packet that distinguishes useful extracts from unanswered questions.
Review checkpoint
Review relevance and source context. Do not let the proactive agent send requests, make privilege determinations or treat an omission as proof.
Day 07Test the recurring matter work
Run the proactive agents through several simulated update cycles. Test how they resume after interruption and how an attorney’s answer changes the next run.
- 7.1
Run the proactive agents over several updates
Connect proactive agents for intake, chronology, drafting and evidence through accepted records. Simulate successive document batches and inspect each run’s saved state, output and pending review.
Suggested time for this task: 1 hour 40 minutes in Full Course; 50 minutes in Crash Course. Part of your class day, not extra time.- Practice result
- A tested matter workflow with a shared index and run history.
- 7.2
Challenge the stop and restart rules
Withhold a required source, change permissions and interrupt a run. Test bounded retries, duplicate prevention, attorney escalation and resumption from the last accepted step.
Proactive agent practice. Let Matter Watch continue a cloud-capable assignment while you leave the chat. Inspect the result, block one input and test recovery. Then retire the responsibility: stop active delegates, cancel future schedules and retain the reviewed instructions. Recheck access and inputs before calling it back into service.
Suggested time for this task: 2 hours 20 minutes in Full Course; 1 hour 10 minutes in Crash Course. Part of your class day, not extra time.- Practice result
- A failure-test log, corrected instructions and a matter-proactive agent operating guide.
By the end of the day
A matter workflow that can continue between reviews without hiding uncertainty or losing completed work.
Review checkpoint
Every test should show who owns the exception, which work may continue and what must wait for attorney direction.
Your time commitment
How long is each class day?
You attend 5 live classes, one on each scheduled day. Choose Full Course or Crash Course for all 5 days. The times below include breaks.
Full Course
6 hours per day
More time to practice, ask questions and review your work.
Suggested plan for one day
- Lessons and hands-on practice
- 4 hours
- Review and questions
- 30 minutes
- Lunch break
- 1 hour
- Two short breaks
- 15 minutes each
5 class days × 6 hours = 30 hours totalIncludes all scheduled breaks.
Crash Course
2 hours 30 minutes per day
The same topics in shorter classes, with prepared examples and less practice time.
Suggested plan for one day
- Lessons and hands-on practice
- 2 hours
- Review and questions
- 20 minutes
- One short break
- 10 minutes
5 class days × 2 hours 30 minutes = 12 hours 30 minutes totalIncludes all scheduled breaks.
Lunch, breaks and review time are already included in each day. The task times in Daily detail fit inside the practice time above. Your trainer may adjust the plan; the start and end times shown with your selected dates are the ones to follow.
Choose your starting point
One progression. Three choices.
Intro teaches individually directed prompts. Intensive puts recurring work into proactive agents. MasterCourse connects the whole pathway and adds the Factory Capstone.
Intro
Learn to write legal prompts, prepare a source-linked matter brief and check a client explanation against the evidence.
Choose Intro to practice individual research, analysis and drafting tasks. You direct each prompt and check each result; no technical background is required.
Intensive
Learn to build and supervise proactive agents for intake, chronology, drafting and evidence that process new inputs, preserve the matter record and bring exceptions to an attorney.
Choose Intensive when you can already frame a task and want proactive agents to carry out recurring work within defined limits. It covers five days, curriculum days 3–7.
Create and test proactive AI agents for matter preparation. Name a role such as Matter Watch, then hand suitable work to OpenAI Dots to keep the document inventory and chronology current as approved evidence arrives. Choose one run or a continuing responsibility, with approved connections, agreed reports and a clear way to pause or retire the work.
MasterCourse
Learn to move from individual legal prompts to proactive matter agents and a Factory of coordinated proactive AI agent teams, with evidence handoffs, shared records and attorney approval before release.
Choose MasterCourse for all ten days, including the exclusive three-day Capstone. Build and test the full pathway on a bounded sample matter.
Build a Factory of proactive AI agent teams for matter preparation. Use a Dot to coordinate continuing work across their handoffs and return source-linked changes, draft preparation and unresolved evidence questions. Test changing inputs, blocked work and a later restart. The attorney verifies authority and approves advice, communications and filings.
Intensive is a five-day purchase, not a seven-day bundle. The three-day Capstone is available only inside the ten-day MasterCourse.
Live guidance · Continued reference
Come prepared. Keep what you learn.
Bring a computer, a reliable connection and a work example you are authorized to use. Sample or sanitized material lets you practice without introducing confidential source files.
Practice with guidance
Work through the assignments live, compare results and use trainer feedback to refine your prompts, proactive agent instructions and review standards.
Revisit your classes
Students have access to recordings of their classes in the members portal.
Specialist tools · Separate subscriptions
Tools serve the assignment.
Two specialist tools chosen for practical fit and an established learning ecosystem. Claude, OpenAI, Gemini and Open Source options support the prompt and proactive agent work. Specialist examples connect it to your field.
CoCounsel Legal
Legal research, document comparison and drafting. Essentials does not include the full Legal plan’s Westlaw research features.
Plan and access
Published in-house starting prices: CoCounsel Legal $1,694.90/month; Essentials $340.85/month.Confirm the correct legal-content package and organization authorization; these are in-house starting examples, not a universal per-seat quote.
Gemini Notebook (formerly NotebookLM)
Source-linked organization and summaries of supplied files. Current vendor naming is Gemini Notebook.
Plan and access
Free access available; Google AI Pro $19.99/month.Confirm organization permissions, source limits and applicable plan. A source notebook is not a legal citator.
Do I need my own software access?
Yes. Arrange full access to the required features before class, including suitable paid plans, usage credits and organization permissions. Software costs are separate from tuition. Free access may not cover every exercise.
How these tools support your course
Intensive · Proactive Agents
Use permitted CoCounsel Legal and Gemini Notebook exports or sample documents as proactive agent inputs. Test recurring matter tasks through supported automation or a controlled simulation where direct integration is unavailable.
Vendor information checked September 29, 2026. Plans and limits can change. Proactive Agents use supported connections or approved exported inputs; specialist subscriptions do not imply universal proactive agent integration. Human approval remains part of publishing, releasing work and professional decisions.
OpenAI Dots · Proactive agents at work
Hands-on proactive agent and Dots work starts in Intensive. Check Dots availability, supported connections and your organization’s permissions before class. You authorize each app or browser session; Dots does not inherit all your logins. Subscriptions and usage charges are separate from tuition. Some specialist work needs a reviewed export or an online local application.
Research databases and matter systems may require separate access. A Dot does not inherit permission to every client file or gain authority to file, advise or communicate for the attorney.
Before you choose
FAQ
Clear scope makes it easier to choose a course and arrive ready to work.
Which level should I choose?
Choose Intro to practice individual research, analysis and drafting tasks. You direct each prompt and check each result; no technical background is required. Choose Intensive when you can already frame a task and want proactive agents to carry out recurring work within defined limits. It covers five days, curriculum days 3–7. Choose MasterCourse for all ten days, including the exclusive three-day Capstone. Build and test the full pathway on a bounded sample matter.
What does Factory mean?
A Factory coordinates supervised teams of proactive AI agents around a shared outcome. Each AI agent team has a defined responsibility, a deliverable and an acceptance check for the next handoff. You control permissions, review exceptions and approve release. The MasterCourse-only Capstone tests continuing cycles as well as individual runs.
Are recordings available?
Yes. Students can access recordings of their classes in the members portal.
How long is each class, and how many days do I attend?
This Intensive has 5 class days. Full Course lasts 6 hours each day, including lunch and two short breaks. Crash Course lasts 2 hours 30 minutes each day, including one short break. Choose one format for the whole course. Both cover the same topics; Full Course gives you more practice time. Check your selected dates for the exact start and end times in your time zone.
Which time zone will I see?
The class chooser detects your time zone automatically. Use Change time zone to select another location; the dates and hours update together.
Can Intro or Intensive tuition count toward MasterCourse?
The amount actually paid for Intro and/or Intensive can be credited once toward one MasterCourse enrollment within twelve months of each purchase. Intro and Intensive do not credit each other. No credit toward other programs, software or cash. Credit requests are reviewed against purchase records and eligibility; they are not an automatic checkout discount.
Full refund, transfer and credit policyWhat happens if I miss a day?
A missed day has a guaranteed place on the same curriculum day in a later cohort, free of charge, within twelve months of the original cohort's last scheduled day. After this window, new enrollment uses the then-published fee; day credits have no cash value and cannot buy a different curriculum day. An attended day may be repeated without charge within the same twelve-month window, subject to space. One free transfer of the whole seat or its unused days to a later cohort, in either published format, without a reason or a price increase, within twelve months of the original cohort’s last scheduled day. A day already consumed on one format is consumed on both; unused curriculum days are portable across dates and formats.
Full refund, transfer and credit policyWhat should I know before enrolling?
Full refund for a cancelled live program before its first scheduled session begins, including individual and group purchases and an approved MasterMind season. No refund after the purchased program starts, including dissatisfaction or absence, except for a session the provider fails to deliver. Statutory rights are unaffected. Partial attendance consumes the day under the published attendance rules. Read the full terms before choosing your class.
Full refund, transfer and credit policyWhen do I start using Dots?
Intro teaches individual tasks, clear prompts and review. Intensive teaches you to create proactive agents, test their work and hand supported responsibilities to OpenAI Dots. MasterCourse adds a Factory of proactive AI agent teams with shared records and coordinated handoffs.
Can the work continue after I close my phone or computer?
A Dot has its own cloud computer and browser. When the assignment, files and tools are available there, it can work while your phone or computer is off. Always-on means available to continue the responsibility; it may wait for a schedule, input or approval and remains subject to access and usage limits. Work using local files or applications still needs that connected computer online with the ChatGPT app open.
How do I stay in control over time?
Give the Dot and its assignments recognizable names, keep approved context current, and agree what deserves a report. It can surface missing input, access or decisions. To pause or retire work, check active delegates and saved schedules separately; pausing the main conversation does not stop them all. Review access and inputs before resuming.
What material can I use for the cloud exercises?
Practice with fictional or specifically approved, minimized matter material. Do not move privileged, confidential or identifying client information into a cloud workspace unless the firm has approved that use, access and retention. The attorney verifies authority, decides the legal position and approves client communications and filings.