USING AI in LEGAL PRACTICE; A FULL DAY HANDS ON CLE WORKSHOP
Schedule
Thu Jun 25 2026 at 09:00 am to 04:00 pm
UTC-05:00Location
4013 Armory Oaks Dr | Nashville, TN
About this Event
Join Us for USING AI in LEGAL PRACTICE!
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. Donβt 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!
Agenda
π: 09:00 AM - 04:00 PM
Using Claude Cowork in Microsoft Office 365
Untitled agenda
π: 09:00 AM - 10:00 AM
Set Up & Orientation: Getting Started with AI in Your Practice
Host: Curtis Baker
Info: β’ What is Claude Cowork and how does it integrate with Microsoft Office 365?
β’ Step-by-step setup: installing and configuring Claude Cowork on your laptop
β’ What AI can and cannot do in legal practice β setting realistic expectations
β’ Security and confidentiality overview: what data is transmitted, stored, or shared?
π: 10:00 AM - 11:00 AM
Hands-On: legal Document Drafting in Word
Info: β’ Draft a client demand letter from a set of facts
β’ Draft a contract clause or amendment
β’ Generate and refine a client cover letter
β’ Improve a draft motion using AI feedback and suggestions
β’ Live exercise: bring your own real drafting task and work it in class
π: 11:00 AM - 12:00 PM
Hands-On: Discovery & Litigation Tasks
Host: Melissa Belcher
Info: β’ Draft interrogatories and requests for production from relevant case documents
β’ Summarize a discovery response set into a structured attorney memo
β’ Identify gaps in a production and draft a follow-up request
β’ Generate a deposition outline from key documents
π: 12:00 PM - 01:00 PM
LUNCH BREAK
Info: Lunch provided at no additional cost
π: 01:00 PM - 02:00 PM
Hands-On: Spreadsheets & Matter Management in Excel
Host: Melissa Belcher
Info: β’ Build a matter tracking or case management spreadsheet with AI assistance
β’ Create an asset inventory, family law assets or client billing summary
β’ Generate a client intake data table from notes
β’ Organize and index a document production, or exhibit list
π: 02:00 PM - 03:00 PM
Professional Responsibility & Ethical Obligations When Using AI
Host: Melissa Belcher
Info: β’ RPC 1.1 β Competence: the duty to understand the benefits and risks of relevant technology
β’ RPC 1.6 β Confidentiality: obligations when using cloud-based AI tools with client data
β’ RPC 5.3 β Supervision: your responsibility for AI-generated work product
β’ Practical checklist: reviewing, verifying, and taking responsibility for AI output
β’ Scenario-based discussion: where AI helps attorneys and where it can mislead
π: 03:00 PM - 04:00 PM
Open Lab & Q&A - Bring Your Own Task
Host: Curtis Baker
Info: β’ Work on a real task from your own practice with live instructor support
β’ Troubleshooting and personalized guidance
β’ Open Q&A: questions on any topic covered during the day
Where is it happening?
4013 Armory Oaks Dr, 4013 Armory Oaks Drive, Nashville, United StatesEvent Location & Nearby Stays:
USD 535.38


















