Overview

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Welcome to Using Generative AI in Business Formation . This course covers 3 modules: Generative AI Basics: Open Source vs. Paid AI Tools; Running Diverging Business Plan Scenarios; and Compliance Research and Advising Clients on AI Use. Each module includes video lessons, key-takeaway readings, a practice quiz, and a hands-on activity. By the end, you'll be able to distinguish open-source from paid generative-AI tools and evaluate the confidentiality, data-handling, terms-of-service, and quality-output tradeoffs that drive tool selection for legal or analogous professional-services practice. You'll also apply generative AI to entity-structure and jurisdiction analysis — comparing LLC vs corporation vs nonprofit, evaluating Delaware/California/Wyoming/Texas as jurisdictions, and surfacing client-fit considerations through structured prompts. Key milestones: Module practice quizzes (formative) · Module activities (AI-graded) · Coach Dialogue (final module) · Peer Review assignment · Fina...

Syllabus

Generative AI Basics: Open Source vs. Paid AI Tools
- This module of Using Generative AI in Business Formation — Generative AI Basics: Open Source vs. Paid AI Tools — covers 2 lessons: Generative AI Basics: Open Source vs. Paid AI Tools and Choosing Entity Structure and Jurisdiction.By the end of this module, you'll be able to distinguish open-source from paid generative-AI tools and apply Joneja's annual T&C review SOP plus pre-input due-diligence checklist for client-confidentiality protection. You'll also apply AI-assisted intake-form analysis to client entity-structure and jurisdiction selection (LLC vs corporation vs nonprofit; Delaware/California/Wyoming/Texas multi-state structures).How to engage: Start with the first lesson and proceed in order. Read the per-lesson takeaways after each video. Take the practice quiz at the end of the module to check your understanding before moving on.
Running Diverging Business Plan Scenarios
- This module of Using Generative AI in Business Formation — Running Diverging Business Plan Scenarios — covers 2 lessons: Running Diverging Business Plan Scenarios and Spotting Errors, E-Signatures and Contract Management.By the end of this module, you'll be able to construct AI-assisted workflows for drafting bylaws, operating agreements, and standard formation documents using the standard-vs-custom-clause framework. You'll also apply AI-driven document review for typos, formatting errors, cross-document inconsistencies; integrate e-signature platforms (DocuSign and analogous) and contract-management workflows.How to engage: Start with the first lesson and proceed in order. Read the per-lesson takeaways after each video. Take the practice quiz at the end of the module to check your understanding before moving on.
Compliance Research and Advising Clients on AI Use
- This module of Using Generative AI in Business Formation — Compliance Research and Advising Clients on AI Use — covers 1 lesson: Compliance Research and Advising Clients on AI Use.By the end of this module, you'll be able to construct an AI-supported business-compliance research workflow and design a client-advisory approach that responsibly trains clients on generative-AI tools while satisfying confidentiality, supervision, and competence duties.How to engage: Start with the first lesson and proceed in order. Read the per-lesson takeaways after each video. Take the practice quiz at the end of the module to check your understanding before moving on.

Taught by

NBI - National Business Institute

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