Training course · Perplexity · Legal

Perplexity for Legal Professionals

AI-powered research with Perplexity: cited answers, source control, Spaces, Deep Research and systematic fact-checking.

Duration
1 day (7 hrs)
Format
Online or on-site
Language
German or English
Participants
open dates or exclusive for your team
Certificate
Certificate of attendance

Overview

“Perplexity for Legal Professionals” is a hands-on course for roles such as Lawyers and partners in law firms, In-house counsel and corporate lawyers and Paralegals and legal assistants. Rather than learning Perplexity in the abstract, you work on tasks from your daily routine – with examples, exercises and templates from Legal.

Perplexity combines language models with live web search and delivers answers backed by numbered citations. That makes it particularly suited to work where currency and traceability matter: market and competitor monitoring, research into regulation and standards, supplier and partner due diligence, or preparing decision papers. In this practical day you learn to phrase research questions precisely, steer the choice of sources deliberately and use follow-up questions to turn an initial answer into a robust research result.

You work with Spaces, where you group research on a topic, add your own files and set instructions for the team. With Deep Research you produce extensive reports that evaluate many sources and bring them together in a structured way. Quality is a key focus: you learn to assess sources, cross-check claims and recognise typical failure patterns such as outdated or misattributed information. We also address data protection and licensing questions for business use. You leave with a reusable research process tailored to your own function.

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 phrase precise research questions and steer the choice of sources deliberately.
  • You assess sources by origin, currency and reliability and trace claims back to the original.
  • You organise research in Spaces and combine web sources with your own documents.
  • You use Deep Research to produce structured reports and decision support.
  • 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

Module 1 Foundations of AI-powered research
  • How it works: language model, live web search and citations
  • How it differs from a classic search engine and a general chat assistant
  • Framing research questions precisely: time frame, region, source type
  • Follow-ups and drilling down instead of one-off queries
Module 2 Steering and assessing sources
  • Narrowing sources: web, academic literature, your own files
  • Targeting primary sources, official websites and specialist publications
  • Assessing source quality: origin, currency, vested interests
  • Tracing quotes and figures back to the original source
Module 3 Spaces and teamwork
  • Setting up Spaces for topics, projects or client requests
  • Uploading your own documents and combining them with web sources
  • Storing instructions for consistent output formats
  • Sharing research and turning it into pages or reports
Module 4 Deep Research and structured reports
  • Tackling broad questions with Deep Research
  • Producing market overviews, competitor comparisons and topic briefs
  • Turning results into tables, side-by-side comparisons and executive summaries
  • Recognising the limits of in-depth research and refining results
Module 5 Fact-checking, data protection and workflow
  • Systematic fact-checking: counter-research and spotting contradictions
  • Typical failure patterns: outdated, misattributed or fabricated details
  • Data protection, enterprise licences and handling confidential queries
  • A reusable research process and source documentation
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

Experience with online research in a professional context; no prior AI knowledge is 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

A laptop with an up-to-date browser and a Perplexity account; we recommend Pro or Enterprise access to use Spaces with files and Deep Research in full.

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.

  • Fri, 27 November 2026 Online Request
  • Tue, 1 December 2026 Augsburg Request
  • Fri, 18 December 2026 Online Request
  • Fri, 15 January 2027 Kaiserslautern Request
  • Wed, 20 January 2027 Online Request
  • Wed, 27 January 2027 Bremen Request

Frequently asked questions

How does Perplexity differ from ChatGPT or a search engine?

A search engine returns a list of links, and a general chat assistant often answers from its training data. Perplexity searches the web at the moment you ask, summarises what it finds and backs each statement with citations. That makes it particularly well suited to current, verifiable research – although you still need to assess the sources yourself.

Can I rely on Perplexity's citations?

Citations make verification much easier, but they do not replace it. Occasionally a statement is attributed to a source that does not say quite that, or an outdated page is used. In the course you learn a lean fact-checking routine that lets you quickly verify critical statements against the original source.

Is Perplexity suitable for confidential research within a company?

Enterprise plans offer additional commitments on data use and administration. Even so, you should not put trade secrets or personal data into queries unless your internal policy explicitly allows it. We discuss how to phrase queries so that sensitive details stay protected while the research remains useful.

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 “Perplexity for Legal Professionals” cost?

The course costs a flat €949 plus VAT per participant – whether online or on-site. This includes 1 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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