Training course · Make · Legal

Make for Legal Professionals

Automation with Make (formerly Integromat) and AI modules: build scenarios, routers and AI steps while keeping data protection in check.

Duration
2 days (14 hrs)
Format
Online or on-site
Language
German or English
Participants
open dates or exclusive for your team
Certificate
Certificate of attendance

Overview

“Make for Legal Professionals” is designed for roles such as Lawyers and partners in law firms, In-house counsel and corporate lawyers and Paralegals and legal assistants and shows step by step how to use Make productively, safely and transparently in Legal – from the fundamentals to advanced workflows.

Make, formerly known as Integromat, is a visual automation platform that lets you connect applications and automate recurring processes without writing code. Over two days you will learn to build scenarios systematically, from triggers and modules through routers and filters to iterators, aggregators and data stores. You will understand how data flows through a scenario, how to reshape it with functions and how to keep an eye on operations consumption.

The second focus is AI. You connect language models through Make’s AI modules and provider integrations to classify text, extract information from emails and documents, draft replies or enrich content. You learn to catch errors with error handlers, test scenarios and document them clearly. Finally, you address data protection topics such as hosting region, data processing agreements and data minimisation, so that your automations can be run safely within your organisation.

Legal departments and law firms work with large volumes of text: contracts, pleadings, statutes, judgments and correspondence. That is why generative AI is changing legal work so profoundly. AI assistants summarise case files and judgments, draft contracts from model clauses, compare contract versions, identify risks in clauses and prepare outlines for submissions. AI agents and automation support due diligence reviews, deadline management and answering recurring questions from the business. Diligence remains essential: language models can invent citations or misstate the law, and client confidentiality and professional rules set clear limits on data processing. Lawyers who combine AI with verified sources, clear review steps and secure environments gain time for strategy, negotiation and advice.

The course is delivered live – either online in a virtual classroom or on-site in our training rooms in Munich, Salzburg, Berlin, Augsburg, Hanover, Bremen, Stuttgart and Kaiserslautern. We can also run it exclusively for your team.

Who is this course for?

  • Lawyers and partners in law firms
  • In-house counsel and corporate lawyers
  • Paralegals and legal assistants
  • Legal operations and legal tech leads
  • Contract managers

Typical challenges we address

  • Reviewing large numbers of contracts and files in a short time
  • Ensuring consistent quality for standard contracts and recurring requests
  • Keeping track of case law and legislative changes efficiently
  • Protecting client and business secrets when using digital tools

What you will be able to do

  • You can build Make scenarios independently using triggers, routers, filters and data transformations.
  • You can process lists and records with iterators, aggregators and data stores.
  • You can integrate AI modules for classification, extraction and text generation into your processes.
  • You can safeguard scenarios with error handlers, validation and human approval.
  • Use AI for contract review, drafting and file summaries with systematic source verification.
  • Automate recurring legal workflows such as standard contracts and requests from the business.
  • Use AI while upholding client confidentiality, professional rules and the GDPR.

Course outline

Day 1

Module 1 Fundamentals: scenarios, modules and data flow
  • Interface layout, scenario editor and execution history
  • Triggers, actions and searches: module types and their role in a scenario
  • Understanding bundles, mapping and data types and using them deliberately
  • Choosing between schedules, webhooks and instant triggers
Module 2 Logic: routers, filters, iterators and aggregators
  • Using routers and filters for branching and conditional flows
  • Splitting lists with iterators and combining them with aggregators
  • Applying text, date and maths functions to transform data
  • Using data stores and variables for interim values and duplicate checks
Module 3 AI building blocks in Make
  • Connecting language models via AI modules and provider integrations
  • Automating classification, structured data extraction and text generation
  • Building prompts from scenario variables and processing output as JSON
  • Combining AI agents in Make with tools and scenarios as actions
Module 4 Integrations, error handling and testing
  • Connecting common business applications and any API via the HTTP module
  • Applying error handlers such as Resume, Ignore, Break and Rollback
  • Validating AI output and routing unusable results to a person
  • Testing scenarios, optimising operations and documenting them for the team

Day 2

Module 5 Data protection, governance and operations
  • Assessing hosting region, data processing agreements and data flows to AI providers
  • Applying data minimisation and pseudonymisation within scenarios
  • Managing connections, teams and permissions across the organisation
  • Defining approval steps, monitoring and ownership for live operation
Module 6 Practice lab: Legal
  • Contract review
  • Contract drafting
  • Summarising files and judgments
  • Due diligence support
  • Structuring submissions
  • Legal self-service for the business
Module 7 Data protection, quality & transfer to daily work
  • Lawyers are bound by professional secrecy, in Germany under the Federal Lawyers' Act and Section 203 of the Criminal Code; client data may only be shared with service providers bound to confidentiality and processing data in line with the GDPR. Otherwise, facts must be anonymised, and AI output must always be checked against primary sources.
  • Ground rules for safe AI use in your team
  • Checking results: facts, sources, tests and the four-eyes principle
  • Personal action plan for the next 30 days
  • Open questions, outlook and resources for further learning

Practical scenarios from your field

Contract review

An AI assistant checks contracts against an internal playbook, flags deviating or missing clauses such as limitation of liability, jurisdiction or termination rights and suggests alternative wording for lawyers to evaluate.

Contract drafting

Approved model clauses and a structured questionnaire produce a draft contract, for example a non-disclosure or services agreement, including explanations for the business team.

Summarising files and judgments

AI condenses extensive files, submissions or judgments into facts, issues, arguments and outcome and creates chronologies that are checked against the originals.

Due diligence support

Contracts in data rooms are searched for change-of-control clauses, exclusivities, terms or liability risks, and findings are prepared in an overview for the due diligence report.

Structuring submissions

AI proposes outlines and lines of argument for submissions, opinions or memos, drafts individual sections and checks texts for contradictions and clarity.

Legal self-service for the business

A knowledge assistant answers standard questions from business units, such as contract approval or signing authority, based on internal policies and routes complex requests to the legal team.

Prerequisites

You should be comfortable with common office and cloud applications and have some experience with AI assistants. No programming skills are required. You work in a legal role, for example at a law firm or in-house legal department, and regularly handle contracts or submissions.

Technical requirements

You will need a laptop with an up-to-date browser and a Make account; the free plan covers most exercises. API access for a language model is set up together during the course.

Data protection & compliance

Lawyers are bound by professional secrecy, in Germany under the Federal Lawyers' Act and Section 203 of the Criminal Code; client data may only be shared with service providers bound to confidentiality and processing data in line with the GDPR. Otherwise, facts must be anonymised, and AI output must always be checked against primary sources.

Suggested dates

All dates are suggestions – your preferred date is always possible.

  • Wed, 25 November 2026 – Thu, 26 November 2026 Online Request
  • Wed, 9 December 2026 – Thu, 10 December 2026 Salzburg Request
  • Thu, 17 December 2026 – Fri, 18 December 2026 Online Request
  • Wed, 13 January 2027 – Thu, 14 January 2027 Bremen Request
  • Mon, 25 January 2027 – Tue, 26 January 2027 Online Request
  • Thu, 4 February 2027 – Fri, 5 February 2027 Augsburg Request

Frequently asked questions

Is Make the same as Integromat?

Yes. Integromat was renamed Make and substantially developed along the way. The core principle of visual scenarios made of connected modules remains, while a redesigned interface, many new integrations and AI building blocks have been added. If you used Integromat in the past, you will quickly feel at home and discover the new capabilities on the course.

How do I keep operation costs under control?

Every module that runs consumes operations or credits, and AI calls also use quota with the respective model provider. On the course you learn to design scenarios so that filters apply early, unnecessary runs are avoided and data is processed in batches. This keeps your automations economical and predictable as volumes grow.

Can Make be used in a GDPR-compliant way?

In principle yes, provided you set up the framework deliberately. This includes choosing the hosting region, signing a data processing agreement, reviewing connected AI services and applying data minimisation. On the course you work through these points with a checklist and learn to filter or pseudonymise sensitive data within scenarios.

May lawyers enter client data into AI tools?

Only if the provider has been carefully selected, is bound to confidentiality, is contractually integrated under data protection law and does not use inputs for training. Otherwise, work with anonymised facts. In the course we develop clear, practical guidelines for this.

How do we deal with invented citations?

Language models can invent case numbers, sections or quotes. Use AI with supplied sources as context or with legal databases that provide verified references, and check every citation before using it. We practise this review routine in the course with realistic examples.

How much does “Make for Legal Professionals” cost?

The course costs a flat €949 plus VAT per participant – whether online or on-site. This includes 2 training day(s) with a live trainer, course materials, a lab environment and a certificate of attendance.

Can I suggest my own date?

Yes. Our suggested dates are just a guide. In the request form you can always describe your preferred date or period in free text – we check availability and confirm within one working day.

Is the course online or on-site?

Both are possible: live online in a virtual classroom or on-site in Munich, Salzburg, Berlin, Augsburg, Hanover, Bremen, Stuttgart or Kaiserslautern. We can also run the course exclusively for your team.

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