Generative AI

Live Online

Agentic AI for Lawyers

Credits Available
Credit Status Total
Alaska CLE Reciprocity 3 Total
Alabama CLE Approved 3 Total
Arkansas CLE Approved 3 Total
Arizona CLE Approved 3 Total
California CLE Approved 3 Total
Connecticut CLE Approved 3 Total
Delaware CLE Approved 3 Total
Florida CLE Approved 3.5 Total
Georgia CLE Approved 3 Total
Idaho CLE Approved 3 Total
Kansas CLE Approved 3 Total
Kentucky CLE Approved 3 Total
Louisiana CLE Approved 3 Total
Maine CLE Approved 3 Total
Minnesota CLE Approved 3 Total
Missouri CLE Approved 3.6 Total
Northern Mariana Islands CLE Approved 3 Total
Mississippi CLE Approved 3 Total
Montana CLE Approved 3 Total
North Dakota CLE Approved 3 Total
Nebraska CLE Approved 3 Total
New Jersey CLE Approved 3.6 Total
Nevada CLE Approved 3 Total
New York CLE Approved 3.5 Total
Ohio CLE Approved 3 Total
Oklahoma CLE Approved 3.5 Total
Oregon CLE Approved 3 Total
Pennsylvania CLE Approved 3 Total
Rhode Island CLE Upon Request 3.5 Total
South Carolina CLE Approved 3 Total
Tennessee CLE Approved 3 Total
Texas CLE Approved 3 Total
Utah CLE Approved 3 Total
Virginia CLE Approved 3 Total
Vermont CLE Approved 3 Total
Washington CLE Approved 3 Total
Wisconsin CLE Approved 3 Total
West Virginia CLE Approved 3.6 Total
Wyoming CLE Approved 3 Total
Live Online + OnDemand
3 hours
Derek Schaffner
Ellen Mathews
Douglas Lineberry
With Derek J. Schaffner from Conn Kavanaugh Rosenthal Peisch & Ford, LLP + 2 others

Fri, Jan 23, 00:00 AM – 00:00 PM

Product ID 101765

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Course Includes
$299

Live Webinar Registration

OnDemand Video

Video Download

Course Book Download

OnDemand content will be available within 7 days of event date.


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Overview

Beyond ChatGPT: Agentic AI in Law Firm Operations

Artificial intelligence is evolving rapidly, moving from static, prompt-based tools to agentic systems capable of independent reasoning, planning, and action. This CLE program reveals the fundamentals of agentic AI, explores real-world law firm applications, and equips you with the practical and ethical guidance needed to deploy these powerful tools responsibly. Unlock new AI tools to boost efficiency and elevate client service - register today!

  • Discover how agentic AI differs from generative or prompt-based tools.
  • Streamline law firm operations by autonomously managing busywork.
  • Explore document review agents that go beyond flagging terms.
  • Learn how agentic AI can create a self-updating legal research engine for your firm.
  • Understand the new boundaries of lawyer accountability when using agentic AI.

*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. Agentic AI Demystified
  2. Legal Ethics of Agentic AI: Cautionary Insights
  3. How to Use Agentic AI in Your Legal Practice
Product ID 101765

Credit Details

Credits Available
Credit Status Total
Alaska CLE Reciprocity 3 Total
Alabama CLE Approved 3 Total
Arkansas CLE Approved 3 Total
Arizona CLE Approved 3 Total
California CLE Approved 3 Total
Connecticut CLE Approved 3 Total
Delaware CLE Approved 3 Total
Florida CLE Approved 3.5 Total
Georgia CLE Approved 3 Total
Idaho CLE Approved 3 Total
Kansas CLE Approved 3 Total
Kentucky CLE Approved 3 Total
Louisiana CLE Approved 3 Total
Maine CLE Approved 3 Total
Minnesota CLE Approved 3 Total
Missouri CLE Approved 3.6 Total
Northern Mariana Islands CLE Approved 3 Total
Mississippi CLE Approved 3 Total
Montana CLE Approved 3 Total
North Dakota CLE Approved 3 Total
Nebraska CLE Approved 3 Total
New Jersey CLE Approved 3.6 Total
Nevada CLE Approved 3 Total
New York CLE Approved 3.5 Total
Ohio CLE Approved 3 Total
Oklahoma CLE Approved 3.5 Total
Oregon CLE Approved 3 Total
Pennsylvania CLE Approved 3 Total
Rhode Island CLE Upon Request 3.5 Total
South Carolina CLE Approved 3 Total
Tennessee CLE Approved 3 Total
Texas CLE Approved 3 Total
Utah CLE Approved 3 Total
Virginia CLE Approved 3 Total
Vermont CLE Approved 3 Total
Washington CLE Approved 3 Total
Wisconsin CLE Approved 3 Total
West Virginia CLE Approved 3.6 Total
Wyoming CLE Approved 3 Total
Select Jurisdiction
CLE

Agenda

All times are shown in
  1. Agentic AI Demystified

    1. Assistive (Traditional) AI vs. Agentic (Autonomous) Agents
    2. How Agentic AI Works
    3. Capabilities and Limitations: What Lawyers Need to Know
    4. Useful Agentic AI Systems for Law Firms
  2. Legal Ethics of Agentic AI: Cautionary Insights

    1. Competence
    2. Confidentiality and Data Security
    3. Supervising Nonlawyers and Preventing UPL
    4. Bias, Fairness, and Transparency
    5. Informed Consent and Client Communication
    6. Ethics of BIlling for AI-Generated Work
  3. How to Use Agentic AI in Your Legal Practice

    1. Client Intake
    2. Workflow Automation and Scheduling Agents
    3. Communication and Follow-Up Systems
    4. Information and Document Management
    5. Autonomous Drafting and Revision Agents
    6. Document Review and Collaboration
    7. Legal Research and Continuous Law Monitoring

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
Ellen T Mathews
Ellen T.
Mathews
Burr & Forman LLP
Douglas L Lineberry
Douglas L.
Lineberry
Offit Kurman
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 & 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
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. Mathew's 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
Douglas L Lineberry

Douglas L. Lineberry

Offit Kurman
Douglas Lineberry

is a principal with the Greenville, South Carolina office of Offit Kurman. Whether he is assisting clients with the protection of intellectual property through patent, trademark, and copyright prosecution, or intellectual property litigation, he focuses on building relationships founded on trust and constant communication. Mr. Lineberry successfully prosecutes patent applications for mechanical, medical, and chemical technologies. He helps clients with establishing and protecting trademark portfolios, guarding against improper third-party use, and conducting enforcement actions. Mr. Lineberry advises his clients on all matters involving intellectual property, trade secrets, branding and marketing issues, and contractual and other business matters. He also works with mid-level companies within the biotech industry. This gives Mr. Lineberry the opportunity to use his broad connections to help bring their inventions to market safely while protecting their intellectual property every step of the way. He is a member of the South Carolina Bar, American Bar Association, Greenville Bar Association, Trademark & Copyright Law Association and The Carolina Patent Trademark Copyright Law Association. Mr. Lineberry earned his B.A. degree from Emory & Henry College and his J.D. degree from Mercer University School of Law.

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In the unlikely event that NBI cancels or reschedules an upcoming program, each registered attendee will be contacted via email by a representative of NBI. Outreach to attendees begins as soon as NBI is made aware that a program will not move forward at its originally scheduled date and time.
Are multiple attendee discounts available?
Yes, the more people you bring from your organization, the more you save. After the first registration, each additional attendee receives a special discount off of their total tuition.
When will the OnDemand be available and how long will I have access to the content?
The OnDemand Video will be available to stream within 14 days of live broadcast date. You will have access to the content for 6 months in your account. If you’re a subscriber, you’ll have access to your course recordings until 7 days after the expiration date of the subscription.
What is included with my course purchase?
When you enroll prior to the live event date you will receive access to the live-streaming webinar which will allow you to interact with faculty in real-time. With each course, you will receive access to the content via OnDemand Streaming and the Video Download. Course reference materials are included with each course purchase in a downloadable PDF format.
Will I receive a certificate of completion?
Yes, we'll email you a certificate of completion and store in your account for any future reporting needs.
Can multiple people watch courses and request credit?
While only paid registrants can receive continuing education credit for attending, there are no limitations to the number of viewers at each connection.

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