Generative AI

4.53

Enhancing Legal Workflows With AI: The Attorney's Guide

Credits Available
Credit Status Total
Alaska CLE Reciprocity 6 Total
Alabama CLE Approved 6 Total
Arkansas CLE Approved 6 Total
Arizona CLE Approved 6 Total
California CLE Approved 6 Total
Colorado CLE Approved 7 Total
Connecticut CLE Approved 6 Total
Delaware CLE Approved 6 Total
Florida CLE Approved 7 Total
Georgia CLE Approved 6 Total
Iowa CLE Approved 6 Total
Idaho CLE Approved 6 Total
Illinois CLE Approved 6 Total
Indiana CLE Approved 6 Total
Kansas CLE Approved 7 Total
Kentucky CLE Approved 6 Total
Louisiana CLE Approved 6 Total
Maine CLE Approved 6 Total
Minnesota CLE Approved 6 Total
Missouri CLE Approved 6 Total
Northern Mariana Islands CLE Approved 6 Total
Mississippi CLE Approved 6 Total
Montana CLE Approved 6 Total
North Carolina CLE Approved 6 Total
North Dakota CLE Approved 6 Total
Nebraska CLE Approved 6 Total
New Jersey CLE Approved 7.2 Total
Nevada CLE Approved 6 Total
New York CLE Approved 7 Total
Ohio CLE Approved 6 Total
Oklahoma CLE Approved 7 Total
Oregon CLE Approved 6 Total
Pennsylvania CLE Approved 6 Total
Rhode Island CLE Approved 6 Total
South Carolina CLE Approved 6 Total
Tennessee CLE Approved 6 Total
Texas CLE Approved 6 Total
Utah CLE Approved 6 Total
Virginia CLE Approved 6 Total
Vermont CLE Approved 6 Total
Washington CLE Approved 6 Total
Wisconsin CLE Approved 7 Total
West Virginia CLE Approved 7.2 Total
Wyoming CLE Approved 6 Total
OnDemand
5 hours 53 minutes
Derek Schaffner
Brian Focht
Jonathan Bench
Ellen Mathews
Amber James
With Derek J. Schaffner from Conn Kavanaugh Rosenthal Peisch & Ford, LLP + 4 others
Recorded July 29, 2025
Product ID 100576

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Overview

What You Need to Do Now to Stay Ahead of the Competition

What if you could streamline your legal workflows and automate repetitive tasks? By integrating artificial intelligence (AI) into the law firm, you can do just that, lowering overhead costs and setting yourself apart in a crowded legal market. Are you up for the task? In this step-by-step course, our esteemed faculty hand out tips and tricks for using AI to strengthen your legal operations. Don't miss this opportunity to build your knowledge - register today!

  • Get a quick rundown of how generative AI works.
  • Uncover practical guidance for creating better prompts.
  • Identify creative ways to use AI to enhance your legal workflows.
  • Discover ingenious methods for integrating AI into the law firm.
  • Examine best practices for drafting acceptable AI use policies.

*Any mention of specific products in this program is intended as part of a general overview and does not constitute NBI's endorsement or recommendation of any specific product or provider. This program is not sponsored by any technology or electronics provider.

Abbreviated Agenda

  1. Understanding How Generative AI Works (Including Uses and Limitations)
  2. Hot Topics and Trends in Generative AI and Legal Practice
  3. How to Elevate Your Prompt Writing for Better Results (With Demos)
  4. Using AI to Supercharge Legal Workflows: Actionable Steps for Attorneys
  5. Tried-and-True Approaches to AI Adoption for Small and Mid-Sized Firms
  6. Cheat Sheet for Creating Acceptable AI Use Policies for the Law Firm
  7. Balancing Innovation and Ethics: Using AI in Legal Practice
Product ID 100576

Credit Details

Credits Available
Credit Status Total
Alaska CLE Reciprocity 6 Total
Alabama CLE Approved 6 Total
Arkansas CLE Approved 6 Total
Arizona CLE Approved 6 Total
California CLE Approved 6 Total
Colorado CLE Approved 7 Total
Connecticut CLE Approved 6 Total
Delaware CLE Approved 6 Total
Florida CLE Approved 7 Total
Georgia CLE Approved 6 Total
Iowa CLE Approved 6 Total
Idaho CLE Approved 6 Total
Illinois CLE Approved 6 Total
Indiana CLE Approved 6 Total
Kansas CLE Approved 7 Total
Kentucky CLE Approved 6 Total
Louisiana CLE Approved 6 Total
Maine CLE Approved 6 Total
Minnesota CLE Approved 6 Total
Missouri CLE Approved 6 Total
Northern Mariana Islands CLE Approved 6 Total
Mississippi CLE Approved 6 Total
Montana CLE Approved 6 Total
North Carolina CLE Approved 6 Total
North Dakota CLE Approved 6 Total
Nebraska CLE Approved 6 Total
New Jersey CLE Approved 7.2 Total
Nevada CLE Approved 6 Total
New York CLE Approved 7 Total
Ohio CLE Approved 6 Total
Oklahoma CLE Approved 7 Total
Oregon CLE Approved 6 Total
Pennsylvania CLE Approved 6 Total
Rhode Island CLE Approved 6 Total
South Carolina CLE Approved 6 Total
Tennessee CLE Approved 6 Total
Texas CLE Approved 6 Total
Utah CLE Approved 6 Total
Virginia CLE Approved 6 Total
Vermont CLE Approved 6 Total
Washington CLE Approved 6 Total
Wisconsin CLE Approved 7 Total
West Virginia CLE Approved 7.2 Total
Wyoming CLE Approved 6 Total
Select Jurisdiction
CLE

Agenda

All times are shown in
  1. Understanding How Generative AI Works (Including Uses and Limitations)

  2. Hot Topics and Trends in Generative AI and Legal Practice

    1. Top AI Tools for Legal Professionals You'll Wish You Knew About Sooner
    2. AI-Generated Briefs in Court: How Judges Are Reacting to Them
    3. The Inside Scoop on AI-Manipulated Evidence and Deepfakes in Litigation
    4. Is AI Changing Legal Roles? Practice Areas That May Evolve in 5 Years
    5. AI in Billing: Clients Reactions and the Question of Disclosure
  3. How to Elevate Your Prompt Writing for Better Results (With Demos)

    1. Perfecting Prompts: How to Write AI Queries for Sharper Legal Arguments
    2. Building on AI's First Response: How to Improve and Refine the Results
    3. Other Tips for Prompt Engineering (Clarity, Specificity, and Context)
    4. Fact-Checking and Validating Results: Why It Matters
  4. Using AI to Supercharge Legal Workflows: Actionable Steps for Attorneys

    1. Case Assessment and Predictive Analytics
    2. Case Research, Summaries, and Citations
    3. Tactics for Streamlining Discovery Through Data Visualization
    4. AI-Assisted Brief Writing: What You Need to Know
    5. Administrative Tasks
  5. Tried-and-True Approaches to AI Adoption for Small and Mid-Sized Firms

  6. Cheat Sheet for Creating Acceptable AI Use Policies for the Law Firm

  7. Balancing Innovation and Ethics: Using AI in Legal Practice

    1. Best Practices for Addressing AI Bias in Legal Practice
    2. Safeguarding Attorney-Client Privilege and Confidentiality: Attorneys' Ethical Obligations
    3. Preventing and Responding to Cybersecurity Threats and Data Breaches
    4. Navigating Competence and Diligence in the Digital Era
    5. AI Hallucinations: Liability for Frivolous Arguments and False Claims

Who Should Attend

This program is designed for attorneys. Paralegals may also benefit.

Speakers

Derek J Schaffner
Derek J.
Schaffner
Conn Kavanaugh Rosenthal Peisch & Ford, LLP
Brian C Focht
Brian C.
Focht
Shumaker, Loop & Kendrick, LLP
Jonathan Bench
Jonathan
Bench
Kirton McConkie PC
Ellen T Mathews
Ellen T.
Mathews
Burr & Forman LLP
Amber James
Amber
James
New Beginnings Family Law, P.C.
Speaker bio
Derek J Schaffner

Derek J. Schaffner

Conn Kavanaugh Rosenthal Peisch & Ford, LLP
Derek Schaffner

is a partner with Conn Kavanaugh Rosenthal Peisch & Ford, LLP. He is a technology transaction attorney who counsels clients regarding legal and strategic business issues associated with complex transactions and outsourcing engagements from the bid stage through contract execution. Mr. Schaffner's practice focuses on artificial intelligence, large language models, cloud computing, SaaS, privacy and data security, information technology, software development, systems implementation, business process transactions, integrated facilities management, third party logistics, and licensing. He also advises clients regarding intellectual property, information technology, and privacy issues in M&A transactions, including performing due diligence and negotiating contractual terms for those items in purchase agreements. Mr. Schaffner's representative information technology transactions include the outsourcing of IT infrastructure services and support, managed network services, network security services, application development and maintenance, and telecommunications services. His representative business process sourcing transactions include ERP deployments, the outsourcing of finance and accounting functions, human resource/employee services, and international employee relocation services. Mr. Schaffner has also represented clients in custom software development agreements, semiconductor chip manufacturing agreements, technology and pharmaceutical licenses, end user license agreements, website development/terms of service agreements, and content/distribution agreements. He has represented clients in a variety of industries with an emphasis on financial services, consumer products, manufacturing, hospitality, health care, energy, mining, and space. Mr. Schaffner earned his B.S. and M.B.A. degrees from University of Buffalo, his M.S. degree from University of Rochester, and his J.D. degree from Cornell University.

Speaker bio
Brian C Focht

Brian C. Focht

Shumaker, Loop & Kendrick, LLP
Brian Focht

is senior counsel with Shumaker, Loop & Kendrick, LLP in Charlotte, North Carolina. As an attorney with extensive experience in data privacy, cybersecurity, and AI governance, he helps businesses and individuals manage complex legal challenges, from privacy compliance and AI adoption and development to data breach response. A certified information privacy professional and certified AI governance professional, Mr. Focht addresses the unique challenges posed by emerging technologies and evolving privacy laws and regulations, empowering his clients to innovate securely and responsibly. His practice focuses on providing strategic guidance to businesses navigating the complexities of ensuring that the creation, development, and adoption of new technology complies with legal obligations - a fast-moving target in today's world, including advising clients on compliance with key regulatory frameworks, such as the EU General Data Protection Regulation (GDPR), California Consumer Privacy Act (CCPA), Health Insurance Portability and Accountability Act (HIPAA), Health Information Technology for Economic and Clinical Health Act (HITECH), and emerging laws like the EU AI Act and new state-level privacy laws. Mr. Focht works closely with business leaders and internal teams to develop and implement policies, procedures and notices, negotiate data processing agreements, manage data breach responses, and ensure secure international data transfers. He frequently helps his clients draft technology-related contracts, develop privacy-by-design and secure-by-design systems, and conduct vendor audits to ensure compliance with evolving privacy and cybersecurity standards. Combining his deep understanding of legal compliance with his tech-savvy approach, Mr. Focht assists in the development of AI platforms, mobile applications, Software as a Service (SaaS) products, and online platform design and operation, collaborating with engineers and product teams to ensure seamless integration of legal frameworks into product development. Mr. Focht earned his BA degree from University of North Carolina at Chapel Hill and JD degree from Wake Forest University School of Law.

Speaker bio
Jonathan Bench

Jonathan Bench

Kirton McConkie PC
Jonathan Bench

is a shareholder with Kirton McConkie PC in Salt Lake City, Utah. He assists companies, entrepreneurs, and investment funds in international and domestic commercial transactions. He has extensive experience guiding clients to creative and pragmatic solutions in their mergers and acquisitions, joint ventures, financings, and foreign direct investments. His global clientele spans Asia, Europe, the Middle East, Africa, and the Americas. Mr. Bench has worked and consulted in the U.S., Asia, and South America, and he is fluent in Chinese and Cantonese and is working toward Spanish fluency. He is passionate about diving deep into cutting-edge industries and difficult markets to make sense of the chaos in those fast-paced and often murky legal environments. He represents a variety of manufacturers, brokers, and retailers in their global supply chain structuring and restructuring projects, typically involving China or nearshoring away from China to Southeast Asia and Latin America. Mr. Bench has particular interest and expertise in emerging technologies, such as generative artificial intelligence (AI) and blockchain. He represents founders who are developing AI tools for a range of industries and use cases across consulting, marketing, education, customer service, and middleware to automate AI processes. His blockchain experience encompasses layer-2 blockchain developers, international DAO communities, NFT artists and studios, metaverse companies, and celebrity brand influencers. He is a sought-after speaker and writer for national and global organizations on U.S. and international business development. Mr. Bench has written over 150 blog posts and articles and presented on various business and legal topics over 80 times on four continents. He serves on various boards and dedicates time to mentoring entrepreneurs and students through several nonprofit organizations. His contributions have earned him recognition as a top author on Lexology and accolades from various industry groups as a prominent lawyer. Most recently, Mr. Bench was named to Utah's Legal Elite 100 and described as "an excellent attorney but also a thought leader in two very different industries: international business and blockchain."

Speaker bio
Ellen T Mathews

Ellen T. Mathews

Burr & Forman LLP
Ellen Mathews

is a partner with Burr & Forman LLP's general commercial litigation and intellectual property groups. She represents institutional clients and individuals in a broad range of litigation matters, including contract disputes between businesses, disputes between franchisors and franchisees, financial services matters involving retail banks, credit card companies, and mortgage originators or servicers, disputes relating to distributorship, manufacturing, license, and warranty agreements, and operating agreement and shareholder disputes. Ms. Mathews also regularly represents clients in intellectual property litigation, including patent, trademark, copyright, and trade secret matters. Her patent experience involves a wide variety of technologies, such as devices for remotely communicating with and controlling electronic apparatuses, programmable light timers, work gear and tools, medical devices, and sporting goods and equipment. Ms. Mathews' trademark and copyright practice focuses primarily on the food and beverage, retail clothing, and music industries. Her intellectual property practice also extends to patent, trademark, and copyright prosecution, maintaining intellectual property portfolios, policing intellectual property rights, and assisting in franchise due diligence. Ms. Mathews is licensed to practice law in Alabama, Florida and North Carolina. She has represented clients in federal district courts in Alabama, California, Florida, New York, North Carolina and Texas. Ms. Mathews also represents clients in USPTO and US Copyright Office matters. She has been listed in The Best Lawyers in America® for her commercial litigation practice since 2023.

Speaker bio
Amber James

Amber James

New Beginnings Family Law, P.C.
Amber James

is the founder and CEO of New Beginnings Family Law, P.C., where her main areas of practice are divorce, child custody, parental alienation, mediation, adoption, and surrogacy. Prior to opening her own practice, she worked in the Circuit Court of Jefferson County Domestic Relations Division as a law clerk for the Honorable Ralph A. Ferguson, Jr., and in the firm of Shaw-Anderson, LLC. Ms. James earned her B.A. and M.B.A. degrees from the University of Alabama at Birmingham, and her J.D. degree from the Birmingham School of Law. She is admitted to practice in Alabama and before the U.S. Supreme Court. Ms. James is also a board-certified family law trial advocate, having received her board certification from the National Board of Trial Advocacy. She is a member of the Alabama State Bar; and the American, Morgan County and Huntsville-Madison County bar associations. Ms. James has previously been recognized as Female Entrepreneur of the Year in 2020 by the Catalyst Center for Business and Entrepreneurship in Huntsville, Alabama. Her firm was chosen as the Professional Services Business of the Year in 2020 by the Huntsville-Madison County Chamber of Commerce. Her firm is consistently recognized as one of the Best Places to Work in Huntsville, Alabama and recently received the designation of Best Place for Working Parents.

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