USING AI in LEGAL PRACTICE; A FULL DAY HANDS ON CLE WORKSHOP

Get ready for a FULL DAY HANDS ON CLE WORKSHOP that dives into how AI is changing the legal world. This in-person event is perfect for legal pros wanting to boost their skills and see AI in action. Don’t miss out on practical tips, live demos, and plenty of networking with peers who are just as excited about the future of law as you are!

Info: • What is Claude Cowork and how does it integrate with Microsoft Office 365?
• Step-by-step setup: installing and configuring Claude Cowork on your laptop
• What AI can and cannot do in legal practice — setting realistic expectations
• Security and confidentiality overview: what data is transmitted, stored, or shared?

Info: • Draft a client demand letter from a set of facts
• Draft a contract clause or amendment
• Generate and refine a client cover letter
• Improve a draft motion using AI feedback and suggestions
• Live exercise: bring your own real drafting task and work it in class

Info: • Draft interrogatories and requests for production from relevant case documents
• Summarize a discovery response set into a structured attorney memo
• Identify gaps in a production and draft a follow-up request
• Generate a deposition outline from key documents

Info: Lunch provided at no additional cost

Info: • Build a matter tracking or case management spreadsheet with AI assistance
• Create an asset inventory, family law assets or client billing summary
• Generate a client intake data table from notes
• Organize and index a document production, or exhibit list

Info: • RPC 1.1 — Competence: the duty to understand the benefits and risks of relevant technology
• RPC 1.6 — Confidentiality: obligations when using cloud-based AI tools with client data
• RPC 5.3 — Supervision: your responsibility for AI-generated work product
• Practical checklist: reviewing, verifying, and taking responsibility for AI output
• Scenario-based discussion: where AI helps attorneys and where it can mislead

Info: • Work on a real task from your own practice with live instructor support
• Troubleshooting and personalized guidance
• Open Q&A: questions on any topic covered during the day

Know what’s Happening Next — before everyone else does.

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Host or Publisher Melissa Belcher and Curtis Baker