Generative AI

Live Online

Using AI in Legal Practice: Advanced Tips and Tricks

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 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 7.2 Total
Northern Mariana Islands CLE Approved 6 Total
Mississippi CLE Approved 6 Total
Montana CLE Pending 6 Total
North Carolina CLE Approved 6 Total
North Dakota CLE Approved 6 Total
Nebraska CLE Approved 6 Total
New Hampshire 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 7 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
Live Online
6 hours
Blair Robinson
Avery Williams
Daniel Garrie
Bekah Putz
Andrew Eichen
With Blair V. Robinson from ZwillGen PLLC + 4 others

Thu, Aug 27, 00:00 AM – 00:00 PM

Product ID 102222

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Course Includes
$429

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Overview

Go Beyond Basic Prompt Design to Build a Truly AI-Integrated Practice

You've moved past the learning curve. You're using AI regularly, understand its limitations, and are no longer impressed by simple document summaries or basic legal research queries. This course is designed for attorneys like you - practitioners who are ready to stop using AI as a search engine and start deploying it as a strategic asset. This advanced CLE program challenges experienced AI users to rethink how they structure prompts, chain complex workflows, evaluate AI output critically, and integrate AI systematically into high-stakes legal work. The focus throughout is on depth over breadth: not what AI can do in theory, but how to extract maximum value from it in practice, now. Register today!

  • Refine your prompt architecture for complex legal tasks.
  • Get tips for building better multi-step AI legal workflows.
  • Go beyond the prompt with better use of agentic AI.
  • Identify non-obvious (and yet no less dangerous) ways AI models fail today.
  • Implement AI tools to boost - not hinder - current 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. Implementing Agentic AI Workflows (With Examples)
  2. Semantic Legal Reasoning in Legal Research and Analysis
  3. Advancing Drafting and Document Generation
  4. AI for Statutory and Regulatory Analysis
  5. Optimizing Administrative Tasks, Legal Operations, Pricing, and Knowledge Management
  6. Ethical Safeguards and "Human-in-the-Loop" Quality Control

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Product ID 102222

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 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 7.2 Total
Northern Mariana Islands CLE Approved 6 Total
Mississippi CLE Approved 6 Total
Montana CLE Pending 6 Total
North Carolina CLE Approved 6 Total
North Dakota CLE Approved 6 Total
Nebraska CLE Approved 6 Total
New Hampshire 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 7 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. Implementing Agentic AI Workflows (With Examples)

  2. Semantic Legal Reasoning in Legal Research and Analysis

    1. RAG (Retrieval-Augmented Generation) Mastery
    2. Identifying Circuit Splits, Emerging Case Trends
    3. Identifying Subtle Patterns in Judicial Decision-Making
    4. Predictive Analytics and Case Strategy
  3. Advancing Drafting and Document Generation

    1. Contract Review and Due Diligence Beyond the Basics
    2. Training on the Firm's Prior Work Product
    3. Identifying Internal Inconsistencies
    4. Tips for Reviewing Multi-Document Deals
  4. AI for Statutory and Regulatory Analysis

    A. How AI Gets Legal Reasoning Wrong

    1. Common Errors in AI Statutory Analysis
    2. Common Errors in AI Caselaw Analysis

    B. Prompting Techniques for Rigorous Legal Interpretation

    1. Structuring Prompts to Force Element-by-Element Statutory Analysis
    2. Breaking Complex Research Into Discrete Tasks
    3. Encoding Interpretive Canons and Quality Checks Directly Into Prompts

    C. Building A Knowledge Base

  5. Optimizing Administrative Tasks, Legal Operations, Pricing, and Knowledge Management

  6. Ethical Safeguards and "Human-in-the-Loop" Quality Control

    1. Diligence and Competence: ABA Ethics Opinion 512 and the Evolving Use of AI
    2. When Is Client Consent Required for Use of AI in the Case?
    3. Can You Bill for Time Spent Editing AI-Generated Drafts?
    4. Billing for AI-Assisted Legal Research
    5. Do Law Firm Site AI Chatbots That Answer Legal Questions Constitute UPL?
    6. What Every Law Firm AI Policy Must Include to Withstand Disciplinary Scrutiny
    7. Do You Have a Duty to Know the Location of AI-Hosting Servers?

Who Should Attend

This legal course is designed for attorneys looking to enhance their use of AI. Paralegals will also benefit.

Speakers

Blair V Robinson
Blair V.
Robinson
ZwillGen PLLC
Avery Williams
Avery
Williams
McKool Smith
Daniel B Garrie
Daniel B.
Garrie
Law & Forensics LLC
Bekah Putz
Bekah
Putz
Cooley LLP
Andrew Eichen
Andrew
Eichen
ZwillGen PLLC
Speaker bio
Blair V Robinson

Blair V. Robinson

ZwillGen PLLC
Blair Robinson

is a red teaming specialist at ZwillGen PLLC. She focuses on identifying security, safety, and compliance risks in artificial intelligence systems through adversarial testing of large language models and AI-enabled products. Her work includes evaluating systems for vulnerabilities such as prompt injection, misuse, bias, hallucinations, and policy evasion, as well as assessing AI outputs for potential risk. Ms. Robinson collaborates closely with ZwillGen's attorneys, technologists, and policy teams to help clients deploy AI systems responsibly and in alignment with evolving governance frameworks. She earned her B.S. degree in computer information systems from University of Houston, her J.D. degree from Roger Williams University School of Law and and her M.S. degree in cybersecurity (pending thesis defense).

Speaker bio
Avery Williams

Avery Williams

McKool Smith
Avery Williams

is a trial lawyer specializing in complex commercial litigation and intellectual property matters. He is co-chair of McKool Smith's trade-secret practice, and also focuses on representing clients in emerging copyright disputes concerning infringement related to AI-generated images. Mr. Williams is the author of McKool Smith's AI Litigation Tracker, which provides weekly updates to monitor breaking developments related to key generative AI-focused copyright infringement-related litigations impacting the media and entertainment sectors. He represents both plaintiffs and defendants in state and federal courts across the nation. Mr. Williams' experience includes being a member of the McKool Smith trial team that secured a "Top 100 Verdict" for the developers of Canyon Ridge Resort against financial services firm Sterne Agee & Leach, and one of its former investment bankers. On the defense side, his victories include helping to secure a complete defense verdict for CenturyLink in a securities fraud suit brought by five groups of investors and four of its current and past executives who accused the company of securities fraud, breach of fiduciary duty, and fraud. Mr. Williams earned his B.A. degree from Trinity University and his J.D. degree, magna cum laude, from Southern Methodist University Dedman School of Law.

Speaker bio
Daniel B Garrie

Daniel B. Garrie

Law & Forensics LLC
Daniel Garrie

is the co-founder of Law & Forensics LLC, where he leads the computer forensics and e-discovery practice teams. He has been a dominant voice in e-discovery for more than 20 years. Mr. Garrie is an arbitrator, forensic neutral, and e-discovery special master at JAMS. Since co-founding Law & Forensics, LLC in 2008, he has built it into one of the leading e-discovery engineering firms in the industry. In addition to his law degree, Mr. Garrie holds bachelor's and master's degrees in computer science, allowing him to speak as comfortably with engineers and developers as he does with lawyers and judges. He combines his technical and legal expertise to resolve e-discovery disputes, consult on e-discovery matters, and serve as an expert witness on e-discovery issues. Mr. Garrie is also the co-inventor of Forensic Scan, a patented method of scanning forensic images of a computer system using multiple malicious code detection engines simultaneously from a master control point, (US 20140181975 A1), Small v. University Medical Center of Southern Nevada, 2014 WL 4079507 (D. Nev. 2014); United Central Bank v. Kanan Fashions, N. D. Ill., Case No. 10-CV-331. (2011); Tesoro Refining and Marketing Company v. Enmex Corp., et al., 2015 WL 1529247 (W.D. Tex. 2015); C.D.S. Inc. v. Zelter and Amazon Web Services, Inc., (S.D.N.Y. 2016) and Jawbone, Inc. v. Fitbit Inc. et al (Super. Cal., S.F. County 2018). His expert reports and findings have been instrumental in facilitating positive, cost and time-saving outcomes for his clients in multi-billion dollar disputes. Mr. Garrie is the co-author of six books including Understanding Software, the Internet, Mobile Computing, and The Cloud: A Guide for Judges, and his scholarship is cited by Black's Law Dictionary (10th Ed.) in defining the terms "software," "internet," and "algorithm." He has been recognized by several U.S. Supreme Court Justices for his legal scholarship and cited in more than 500+ articles and opinions. Separately, Mr. Garrie enjoys teaching in both an academic and courtroom setting. He is an adjunct professor of law at Rutgers Law School. Mr. Garrie has given hundreds of seminars to thousands of students, lawyers, judges, and CISOs across the globe. In addition to his classroom experience at Rutgers, he has also lectured at Harvard Law School, UCLA, Columbia University, Cardozo Law School, and Brandeis University on numerous topics, including e-discovery.

Speaker bio
Bekah Putz

Bekah Putz

Cooley LLP
Bekah Putz

is a dedicated privacy and cybersecurity lawyer, forged in house across several industries. She has extensive experience navigating regulatory frameworks, including the General Data Protection Regulation, California Consumer Privacy Act and other laws with global implications, and is skilled at helping organizations develop and implement robust compliance programs. Ms. Putz is adept at assessing risk and providing practical guidance. Known for her collaborative approach and clear communication, she works closely with clients to understand their unique challenges and deliver tailored legal solutions. Ms. Putz is committed to ongoing professional development, staying current with evolving legal standards and emerging threats in the cybersecurity landscape. Her leadership is grounded in integrity and a passion for commonsense language and functional processes. Ms. Putz is a member of the American Bar Association and International Association of Privacy Professionals. She earned her B.A. degree from University of St Thomas and her J.D. degree, cum laude, from Mitchell Hamline School of Law. 

Speaker bio
Andrew Eichen

Andrew Eichen

ZwillGen PLLC
Andrew Eichen

is an attorney at ZwillGen PLLC. He helps clients navigate the regulatory and strategic challenges of artificial intelligence. With a background in law, finance, and public policy, he advises clients on responsible AI deployment and compliance under emerging frameworks including the EU AI Act, Colorado AI Act, and NYC Local Law 144. He designs practical governance programs that help companies operationalize regulatory compliance and minimize deployment risk. His experience includes drafting internal policies aligned with the NIST AI Risk Management Framework, developing vendor assessment frameworks, and building AI-specific incident response plans. He specializes in evaluations and testing of AI systems, including adversarial testing (red teaming) for GenAI and accuracy/bias audits for predictive models. Andrew also advises clients on system-specific risks and AI-related contract terms for SaaS and enterprise applications. Prior to joining ZwillGen, he was an associate at Venable LLP, where he advised financial institutions and fintech companies on banking regulations and payment processing. He earned his J.D. degree, magna cum laude, from the University of Pennsylvania Law School, where he was inducted into the Order of the Coif and received the graduating prizes for Excellence in Business Law, Best Paper in Law and Economics, and Outstanding Trial Advocacy Abilities. During law school, he focused his studies on technology law, serving as a research assistant to Professor Christopher S. Yoo, a leading authority on internet law, and as a senior editor of the Journal of Law and Innovation. He also holds a Master of Public Policy from Georgetown University's McCourt School of Public Policy, where he was named a McCourt Scholar, the school's most prestigious merit scholarship. His AI-focused coursework included studies with Professor Paul Ohm, and his research on AI in higher education earned the award for Most Outstanding Thesis. He earned his Bachelor of Science in Business Administration, magna cum laude, from Washington University's Olin Business School, with double majors in finance and entrepreneurship.

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