NBI Applied

NBI Applied Courses show how legal work is actually done — using real-world examples, forms, workflows, and demonstrations.

Generative AI

4.44

Building Your AI Workflow: Intake - Research - Drafting - Review

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
Hawaii 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 3 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
New Mexico CLE Approved 6 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 0 Total
Wisconsin CLE Approved 7 Total
West Virginia CLE Approved 7.2 Total
Wyoming CLE Approved 6 Total
OnDemand
6 hours
Mark Stignani
Seth Gardenswartz
Tony Arias
Victoria Cvitanovic
With Mark Stignani from Barnes & Thornburg LLP + 3 others
Coming Soon! OnDemand recording will be available on June 12, 2026.
Product ID 102219

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Course Includes
$429

OnDemand Video

Course Book Download

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Upgrade to Unlimited CLE and Get This Course
$129/month
All Inclusive CLE subscribers save an average of $3,000/year on CLE costs.

Overview

The Secret to Speeding up Your Work and Enhancing Accuracy

Day in and day out, you have to juggle client intake forms, legal research, and contract drafting all while racing against the clock. Imagine having an AI-driven workflow that automates routine tasks and frees you up to focus on higher-level matters. That's what this course delivers! Join our accomplished practitioners as they provide you with tips and tricks for supercharging your daily workflows. Invest in your professional growth - register today!

  • Assess the pros and cons of different AI tools.
  • Hear clever ideas for streamlining client intake with AI.
  • Unearth best practices for integrating AI into legal research workflows.
  • Discover the legal essentials of harnessing AI tools for legal drafting.
  • Construct AI-assisted document review workflows.

*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. AI-Driven Client Intake Workflow and Administrative Support
  2. Streamlining Legal Drafting With AI Workflows (With Demos and Examples)
  3. Integrating AI Into Legal Research Workflows
  4. Evaluating AI Tools That Integrate Seamlessly With Your Firm's Needs and Technology
  5. AI-Assisted Document Review and Summaries: Creating Efficient Workflows
  6. Creating AI Legal Workflows: Ethical Considerations

Related Topics

Product ID 102219

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
Hawaii 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 3 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
New Mexico CLE Approved 6 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 0 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. AI-Driven Client Intake Workflow and Administrative Support

    1. Mapping Intake Objectives by Matter Type and Practice Area
    2. Determining Which Intake Tasks to Automate vs. Which Ones to Do Yourself
    3. Using AI to Collect and Structure Client Information Efficiently
    4. How to Convert Client Narratives Into Actionable Intake Data
    5. Using AI to Help Identify Incomplete or Missing Intake Information

  2. Streamlining Legal Drafting With AI Workflows (With Demos and Examples)

    1. Constructing an End-to-End Legal Drafting Workflow
    2. Moving From Outline to First Draft With AI: Creating Effective Prompts
    3. Developing and Refining Legal Drafting Templates With AI: Best Practices
    4. Tips for Establishing Drafting Guardrails for Jurisdiction, Tone, and Format
    5. Best Practices for Document and Workflow Automation

  3. Integrating AI Into Legal Research Workflows

    1. Pressure Testing Legal Theories With AI
    2. Positioning AI Within the Research Sequence
    3. Differentiating Controlling vs. Persuasive Authority in AI Outputs
    4. Creating Efficient Citation Verification Checkpoints
    5. Recognizing Superficial Research Outputs and Expanding Depth

  4. Evaluating AI Tools That Integrate Seamlessly With Your Firm's Needs and Technology

  5. AI-Assisted Document Review and Summaries: Creating Efficient Workflows

    1. Implementing AI in Document Review: Establishing Guidelines, Training, etc.
    2. Useful Tips for Designing Legal Review Prompts for Internal Consistency
    3. Utilizing AI to Cross-Check Facts
    4. Structuring AI Legal Review Outputs for Decision-Making
    5. Harnessing AI for Batch Review/Bulk Document Processing

  6. Creating AI Legal Workflows: Ethical Considerations

    1. Balancing Efficiency With the Duty of Competence
    2. Ensuring Accuracy and Reliability of AI Outputs
    3. Supervising AI-Assisted Work to Meet Your Ethical Obligations
    4. Safeguarding Client Confidentiality; Data Security Considerations
    5. Using AI: Client Disclosure Obligations

Who Should Attend

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

Speakers

Mark Stignani
Mark
Stignani
Barnes & Thornburg LLP
Seth Gardenswartz
Seth
Gardenswartz
Blackgarden Law
Tony Arias
Tony
Arias
Holland & Hart LLP
Victoria J Cvitanovic
Victoria J.
Cvitanovic
Rudick Law Group, PLLC
Speaker bio
Mark Stignani

Mark Stignani

Barnes & Thornburg LLP
Mark Stignani

is a partner in the Minneapolis office of Barnes & Thornburg LLP. He is the chair of the firm's data analytics practice group, and applies his intellectual curiosity, technical and research savvy, and penchant for innovation to create a broad spectrum of analytics and strategic review of clients' corporate transactions, reorganizations, and intellectual property endeavors. Mr. Stignani earned his J.D. degree from William Mitchell College of Law while working for Alliant Techsystems. He previously had completed postgraduate work in robotics and control systems at the University of Minnesota and National Technological University, while working at Honeywell, Inc. Further, Mr. Stignani is a Certified Information Privacy Professional (CIPP). He offers his insights through dozens of webinars annually, and serves as a regular lecturer at colleges and universities across the state of Minnesota. Mr. Stignani also is a frequent speaker for various associations and conferences, including Reel Lawyer, Black Hills IP Analytics Series, LES International and Practicing Law Institute.

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Speaker bio
Seth Gardenswartz

Seth Gardenswartz

Blackgarden Law
Seth Gardenswartz

is a partner with Blackgarden Law. He began his career in his family's sporting goods business, an 80-year multi-generational enterprise that ultimately expanded from Colorado to New Mexico and Texas. When the business was sold in 1995, Mr. Gardenswartz brought his experience and passion for technology and marketing to the practice of law. During law school, he wrote for SMU Law's International Journal and his paper, The Risk of Loss in Electronic Transactions, was published in the Virginia Journal of Law and Technology. Mr. Gardenswartz graduated, cum laude, from SMU Law School. His specialties include trademarks, craft breweries, contracts, payment systems, e-commerce, digital media and general business management. In addition to practicing law, Mr. Gardenswartz is co-developer of a tech-flex office building in downtown Albuquerque and co-owner of Surefi, an ad-tech company that combines proximity marketing with media targeting for mid-sized and regional brands in the craft beverage industry. He has represented and advised entrepreneurs on branding-related legal issues for over 15 years.

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Speaker bio
Tony Arias

Tony Arias

Holland & Hart LLP
Tony Arias

is an associate with the Denver office of Holland & Hart LLP, where he helps clients navigate complex and rapidly evolving laws and regulations, deploying industry best practices across AI, privacy, security, consumer finance, and risk management issues. He holds CIPP/US, CIPM, and AIGP certifications from the International Association of Privacy Professionals. With clients ranging from nimble startups to prominent Fortune 500 companies, Mr. Arias provides counsel on U.S. and international privacy, security, and fintech regulatory compliance and contractual matters. As corporate counsel and data privacy officer for a fintech company, he gained valuable experience providing SaaS solutions to top-tier financial institutions. In this role, Mr. Arias negotiated and executed complex, high-value transactions and improved the business’s data management and privacy compliance. He also brings private practice experience representing clients in consumer finance regulatory compliance matters, complex commercial lawsuits, and federal and state government investigations. Beyond his professional commitments, Mr. Arias is deeply involved with his community, serving as a mentor and adopting leadership roles in various professional and civic organizations. He has been instrumental in establishing and distributing scholarship funds for deserving individuals, championing equity in education, and contributing to increased visibility for local artists. Mr. Arias earned his B.A. degree from University of Evansville and his J.D. degree from University of Denver Sturm College of Law.

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Speaker bio
Victoria J Cvitanovic

Victoria J. Cvitanovic

Rudick Law Group, PLLC
Victoria Cvitanovic

is an attorney with Rudick Law Group, PLLC. She represents established businesses, insurance carriers, professional practitioners, and individuals in all aspects of civil litigation. Ms. Cvitanovic's practice focuses on general liability and personal injury defense, medical malpractice defense, and appellate litigation. She earned her B.A. degree from Mississippi State University and her J.D. degree from Paul M. Hebert Law Center, Louisiana State University. Ms. Cvitanovic is a member of the Louisiana State Bar Association and the LA Center for Law and Civic Education.

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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 7 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.
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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.
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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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