4.2

Email and Communication Platforms

30 min

  • AI in Gmail/Outlook: what it can and can't do
  • AI in Slack/Teams: when to use it, when it's noise
  • Practical use cases:
    • Drafting responses to common requests
    • Summarizing long threads
    • Flagging action items
    • Triaging by priority
  • Limitations: context windows, privacy, threading complexity
  • Role-specific email patterns:
    • Consultant: client update emails, status reports
    • Paralegal: client communication, opposing counsel correspondence
    • Claims Analyst: claimant updates, adjuster coordination
    • Financial Analyst: data request responses, executive memos
    • Operations Manager: team coordination, cross-functional updates