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AI in Document Review and Management: The Ultimate 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
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 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 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
Utah CLE Approved 6 Total
Virginia CLE Approved 6 Total
Vermont CLE Approved 6 Total
Washington CLE Approved 6 Total
Wisconsin CLE Pending 7 Total
West Virginia CLE Approved 7.2 Total
Wyoming CLE Approved 6 Total
Live Online
6 hours
Richard Volack
Douglas Lineberry
David Gabor
Kahlil Medley
Sarah Barnes
Robert West
With Richard R. Volack from Peckar & Abramson, P.C. + 5 others

Tue, Sep 22, 00:00 AM – 00:00 PM

Product ID 102290

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Course Includes
$429

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Overview

Review Documents Faster, Stay Organized, and Stop Wasting Time

Your time is too valuable to be spent wrestling with documents, digging through disorganized files, and piecing together what actually matters. AI can change that. This CLE program shows you how to use AI to review documents faster, identify key issues and inconsistencies, and turn scattered files, emails, and notes into clear, usable insights. If you're dealing with too many documents, too little time, and increasing pressure to do more with less, this program will give you a practical framework for integrating AI into your daily work. Register today!

  • Review large document sets in a fraction of the time.
  • Turn disorganized case files, emails, and exhibits into a structured, searchable case hub.
  • Organize and label exhibits, build timelines, and connect facts with minimal manual effort.
  • Eliminate time wasted searching for files with AI-powered tagging, indexing, and smart search
  • Take control of inbox overload by turning emails into task lists, deadlines, and automated follow-ups.
  • Compare documents, track changes, and fix formatting issues in seconds instead of hours.
  • Draft contracts, motions, and other legal documents faster.

*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. Document Review and Summaries: Move Faster Without Missing What Matters
  2. Organization, Search, and Reuse: Get Your Documents Under Control
  3. Case File and Matter Organization With AI: Your Litigation Command Center
  4. Email and Task Management With AI: Don't Let Anything Fall Through the Cracks
  5. AI-Powered Document Drafting: Draft Better Documents in a Fraction of the Time
  6. Microsoft Word and Excel Efficiency Lab: AI Features at Your Fingertips
  7. Ethical Use of AI: Where Attorneys Get Into Trouble (and How to Avoid It)

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Product ID 102290

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 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 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
Utah CLE Approved 6 Total
Virginia CLE Approved 6 Total
Vermont CLE Approved 6 Total
Washington CLE Approved 6 Total
Wisconsin CLE Pending 7 Total
West Virginia CLE Approved 7.2 Total
Wyoming CLE Approved 6 Total
Select Jurisdiction
CLE

Agenda

All times are shown in
  1. Document Review and Summaries: Move Faster Without Missing What Matters

    1. How to Sort, Prioritize, and Surface Relevant Documents Quickly
    2. Working With Scanned PDFs and Messy Files
    3. Privilege Review and Redaction With AI
    4. Prompting Tips: Issue Spotting Prompts and Summary vs. Analysis Prompts
    5. "Act as Opposing Counsel" Stress-Testing
    6. Identifying Key Issues and Risk Areas
    7. Spotting Inconsistencies Across Documents
    8. Turning Long Documents Into Clear Summaries
  2. Organization, Search, and Reuse: Get Your Documents Under Control

    1. Tagging and Indexing With AI
    2. Fixing File Naming and Folder Chaos
    3. Smart Search Without Manually Opening Documents
    4. Maintaining Audit Trails: Tracking Document Access, Edits, and Activity
    5. Fixing the Duplicate and Version Control Problem
    6. Using AI to Compare Documents and Track Changes Faster
    7. Turn Your Past Work Into a Usable Asset (Knowledge Management)
  3. Case File and Matter Organization With AI: Your Litigation Command Center

    1. Organizing Case Files With AI
    2. Building an AI-Powered Case Notebook
    3. Organizing Exhibits and Evidence With AI
    4. Creating a Case Timeline From Documents
    5. Deposition Prep and Summaries With AI
    6. Cross-Referencing Testimony With Documents
  4. Email and Task Management With AI: Don't Let Anything Fall Through the Cracks

    1. Getting Email and Attachments Under Control
    2. Turning Meetings, Emails, and Notes Into Summaries and Actionable Task Lists
    3. Creating Matter-Specific Checklists
    4. Tracking Deadlines, Follow-Ups, and Next Steps
  5. AI-Powered Document Drafting: Draft Better Documents in a Fraction of the Time

    1. Best Tools, Workflows, and Prompting Techniques
    2. Demonstration: Legal Research Memo Drafting With AI
    3. Improving and Editing Existing Documents
    4. Essential Guardrails
  6. Microsoft Word and Excel Efficiency Lab: AI Features at Your Fingertips

    1. Word: Save Time on Every Document
      1. Rewrite, Summarize, and Clean Up Documents Instantly
      2. Compare Documents Without Manual Redlining
      3. Fix Formatting Headaches Fast
    2. Excel: Make Sense of Data Without Formulas
      1. Organize and Analyze Case Data Quickly
      2. Turn Spreadsheets Into Usable Insights
      3. Use AI to Explain What Your Data Actually Means
  7. Ethical Use of AI: Where Attorneys Get Into Trouble (and How to Avoid It)

    1. Duty of Competence in Using AI Tools
    2. How to Protect Client Confidentiality
    3. AI, Privilege, and Work Product
    4. Redaction Safety Checklist
    5. Supervising Outputs and Avoiding False or Fabricated Information
    6. Policies Every Firm Should Have

Who Should Attend

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

Speakers

Richard R Volack
Richard R.
Volack
Peckar & Abramson, P.C.
Douglas L Lineberry
Douglas L.
Lineberry
Maynard Nexsen
David Gabor
David
Gabor
The Wagner Law Group
Kahlil I Medley
Kahlil I.
Medley
The Baird Law Firm
Sarah J Barnes
Sarah J.
Barnes
Voya Financial
Robert A West Jr.
Robert A.
West, Jr.
Reminger Co., LPA
Speaker bio
Richard R Volack

Richard R. Volack

Peckar & Abramson, P.C.
Richard Volack

is a partner in the construction law practice at Peckar & Abramson, P.C. and chair of the firm's cyber security and data privacy practice. He counsels some of the country's largest general contractors, construction managers, and owners in all aspects of construction dispute resolution, including claims involving breach of contract, construction defects, design defects, schedule-and-impact delays, mechanic's liens, surety bonds and insurance, and counsels clients in all matters concerning cyber security and data privacy. Mr. Volack's practice encompasses dispute resolution through mediation, arbitration and, when necessary, litigation. He also counsels clients on litigation avoidance practices, risk management, project planning and contract negotiation in relation to construction projects, both in both domestic and international settings. In 2021, Mr. Volack completed FIDIC Certified Course Module 2: Claims and Disputes Resolution. He is a frequent lecturer on construction insurance, risk management, the New York Mechanic's Lien Law, e-discovery and electronically stored information (ESI) issues as they relate to construction litigation. Mr. Volack earned his B.S. degree from the University of Scranton, his Master of Arts degree from the Maxwell School of Citizenship and Public Policy at Syracuse University and his J.D. degree from Syracuse University College of Law, where he served as the business editor for the Journal of International Law and Commerce. He is the past chairman and past secretary of the Construction Law Committee of the New York City Bar Association and a member of the Construction Law section of the American Bar Association. Mr. Volack is admitted to practice in the states of New York and Connecticut, U.S. District Court for the Southern and Eastern districts of New York and the U.S. Court of Appeals for the Second Circuit.

Speaker bio
Douglas L Lineberry

Douglas L. Lineberry

Maynard Nexsen
Douglas Lineberry

is a shareholder with Maynard Nexsen. 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.

Speaker bio
David Gabor

David Gabor

The Wagner Law Group
David Gabor

is a partner with The Wagner Law Group where he focuses his practice in human resources consulting; which includes drafting policies, negotiation of contracts, training employees, representing employers during audits, and overseeing ADA compliance for websites. Mr. Gabor handles litigation in federal and state courts and at arbitrations in issues arising out of the employer-employee relationship. He also maintains an appellate practice. Mr. Gabor is a member of multiple professional organizations, including the New York State and Massachusetts bar associations, Northeast Human Resources Association, Society for Human Resource Management, and Labor and Employment Law Committee. He earned his B.A. degree from the University of Michigan and his J.D. degree from Touro College Jacob D. Fuchsberg Law Centre.

Speaker bio
Kahlil I Medley

Kahlil I. Medley

The Baird Law Firm
Kahlil Medley

is an attorney at The Baird Law Firm. He focuses his practice on personal injury and business law. Mr. Medley earned his B.S. degree from Sam Houston State University and his J.D. degree from Texas Southern University Thurgood Marshall School of Law. His legal experience spans from working in the Harris County District Attorney's Office, and civil litigation in both public and private sectors, shaping a client-centered approach to written advocacy. Mr. Medley has assisted in drafting legal briefs for consideration of judicial opinions, managed complex litigation, and consistently produced precise and persuasive legal writing on behalf of his clients. Beyond the courtroom, he is the founder of Top Flight Hookah LLC. For nearly a decade, Mr. Medley has built strategic partnerships and executed innovative marketing strategies for product sales and event concepts, driving consistent business growth in Texas and targeted markets nationwide. As he continues his legal career, he remains committed to advancing excellence in motion writing and written advocacy, sharing insights that help strengthen clarity, precision, and persuasion in legal practice. Mr. Medley is admitted to practice law in Texas.

Speaker bio
Sarah J Barnes

Sarah J. Barnes

Voya Financial
Sarah Barnes

is an attorney and legal counsel with Voya Financial, where she handles all levels of trust and estate administration matters. She was previously in private practice for many years, where she practiced in the areas of estate planning and elder law. Ms. Barnes earned her B.A. degree from Edgewood College and her J.D. degree from Marquette University Law School. Her professional memberships include the State Bar of Wisconsin, Dane County Bar Association, Legal Association of Women, and the Madison Estate Planning Council. Ms. Barnes serves on a number of non-profit boards, is a frequent speaker at various continuing legal education seminars, and has served as adjunct faculty at the University of Wisconsin-Madison and Marquette University Law School. She is admitted to practice in the state of Wisconsin.

Speaker bio
Robert A West Jr.

Robert A. West, Jr.

Reminger Co., LPA
Robert West

is a seasoned attorney with more than 20 years of experience advising businesses, institutions, and individuals in diverse industries. His expertise covers AI legal consultancy, intellectual property litigation, patent and trademark matters, and general business litigation. He advises clients on legal issues related to AI, such as governance structures, privacy laws, risk mitigation, policy formulation, regulatory advice, and responsible AI adoption strategies for organizations at any stage of implementing AI. Mr. West represents clients before the U.S. Patent and Trademark Office, various administrative boards, and federal and state courts in complex matters, including pre-suit investigations, trials, appeals, and post-grant proceedings. He is a registered patent attorney. His practice further includes portfolio strategy, enforcement, licensing, and the drafting and negotiation of royalty and technology-related agreements. Mr. West has been involved with AI in legal practice since before the term became widely used. He advises clients on selecting AI tools, implementation procedures, workforce policies, and the legal and ethical risks associated with generative AI, automated decision-making, and data-driven systems. He also acts as an AI implementation leader at his firm, helping to develop governance structures, training programs, and firmwide AI policies. Combining extensive IP expertise with practical AI advice, he provides strategic guidance at the crossroads of innovation, compliance, and responsible technology use.

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