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A Practical Guide to Claude for Attorneys

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
Colorado CLE Approved 4 Total
Connecticut CLE Approved 3 Total
Delaware CLE Approved 3 Total
Florida CLE Approved 3.5 Total
Georgia CLE Approved 3 Total
Hawaii CLE Approved 3 Total
Iowa CLE Approved 3 Total
Idaho CLE Approved 3 Total
Illinois CLE Approved 3 Total
Indiana CLE Approved 3 Total
Kansas CLE Approved 2 Total
Kentucky CLE Approved 3 Total
Louisiana CLE Upon Request 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
Montana CLE Approved 3 Total
North Carolina CLE Approved 3 Total
North Dakota CLE Approved 3 Total
New Jersey CLE Approved 3.6 Total
New Mexico CLE Approved 3 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
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 3.5 Total
West Virginia CLE Approved 3.6 Total
Wyoming CLE Approved 3 Total
OnDemand
2 hours 56 minutes
Joshua Offenhartz
Ecleynne Mercy
With Joshua C. Offenhartz from Offenhartz Law PLLC + 1 other
Recorded September 11, 2026.
Product ID 102696

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Course Includes
$299

OnDemand Video

Course Book Download

Overview

Stop Guessing and Start Using AI the Way Your Practice Actually Works

AI promises to transform legal practice, but most attorneys are unsure how to get real value without introducing risk. This applied, demonstration-driven program closes that gap. You'll see Claude handle real legal tasks live, learn which workflows it excels at (and where it falls short), discover how it connects with the tools you already use, and leave with prompt templates and a practical adoption plan you can put to work immediately. Register today!

  • Understand exactly how Claude works and where it fits in a modern legal practice - without the technical jargon.
  • See Claude in action: watch five complete legal workflows demonstrated live from start to finish.
  • Prompt like a pro: learn attorney-specific prompting strategies that get consistent, reliable results every time.
  • Connect Claude to the tools you already use: practice management platforms, document systems, and more.
  • Walk away with reusable prompt templates built for your practice area - ready to use on day one.
  • Build a sustainable AI adoption plan that fits your current workflow without a technology overhaul.

*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. What Claude Is and How It Works
  2. Before You Use It: Set-Up, Integration, and Data Protection
  3. Getting Reliable, Useful Outputs: Context, Prompting, and Auditing
  4. High-Value Use Cases Across Practice Areas
  5. Live Demos: Claude at Work in a Real Law Office

Related Topics

Product ID 102696

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
Colorado CLE Approved 4 Total
Connecticut CLE Approved 3 Total
Delaware CLE Approved 3 Total
Florida CLE Approved 3.5 Total
Georgia CLE Approved 3 Total
Hawaii CLE Approved 3 Total
Iowa CLE Approved 3 Total
Idaho CLE Approved 3 Total
Illinois CLE Approved 3 Total
Indiana CLE Approved 3 Total
Kansas CLE Approved 2 Total
Kentucky CLE Approved 3 Total
Louisiana CLE Upon Request 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
Montana CLE Approved 3 Total
North Carolina CLE Approved 3 Total
North Dakota CLE Approved 3 Total
New Jersey CLE Approved 3.6 Total
New Mexico CLE Approved 3 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
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 3.5 Total
West Virginia CLE Approved 3.6 Total
Wyoming CLE Approved 3 Total
Select Jurisdiction
CLE

Agenda

All times are shown in

  1. What Claude Is and How It Works

    1. How Claude Works
    2. Claude vs. Other AI Tools: Key Distinctions for Legal Use
    3. Honest Limitations: Hallucination, Jurisdictional Gaps, Output Variability, and More
    4. Consumer vs. Teams vs. Enterprise Accounts
    5. From One-Off Prompts to Firm-Wide Workflows: How Claude Scales

  2. Before You Use It: Set-Up, Integration, and Data Protection

    1. How Claude Connects to Your Tools: Native Integration vs. Copy-Paste vs. API
    2. Opting Out of Data Training: Step-by-Step
    3. What Claude Remembers Within vs. Across the Sessions
    4. Anonymization and Hypothetical Framing: Protect Client Identity Before You Prompt
    5. The "Never Input" Checklist

  3. Getting Reliable, Useful Outputs: Context, Prompting, and Auditing

    1. Context, Constraints, and Instructions: The Three Levers of Quality Output
    2. File Formats and Context Limits
    3. Anatomy of a High-Quality Legal Prompt
    4. Prompt Templates for Core Legal Tasks: Research, Drafting, Summarizing, Analysis
    5. Spotting Mistakes, Biases, and Gaps: A Starter Checklist
    6. Citation Verification Protocols
    7. Refining Outputs With Follow-Up Prompting
    8. Designing Human-in-the Loop Review Workflows
    9. Cleaning Up Final Deliverables: Metadata, AI Signatures, and Document Hygiene

  4. High-Value Use Cases Across Practice Areas

    1. Research and Analysis
    2. Drafting and Documents
    3. Client-Facing Work
    4. Internal Operations
    5. Claude Projects Feature: Matter-Specific Workplaces, Persistent Instructions, and Reference Docs

  5. Live Demos: Claude at Work in a Real Law Office

    1. The 3-Minute Demand Letter - From a Fact Summary, Start to Finish
    2. Transcript to Outline - Turning a Lengthy Deposition Into a Structured Summary
    3. Intake in Seconds - Generating a Client Intake Summary From Raw Notes
    4. Redlining - Comparing Two Contract Versions and Flagging Material Differences

Who Should Attend

This program is designed for attorneys. Paralegals and legal assistants who work directly with attorneys on document preparation, client communication, or legal research will also benefit significantly. Law firm administrators evaluating AI tools for their teams and legal operations professionals will find this course immediately actionable.

Speakers

Joshua C Offenhartz
Joshua C.
Offenhartz
Offenhartz Law PLLC
Ecleynne Mercy
Ecleynne
Mercy
Mercy Law P.C.
Speaker bio
Joshua C Offenhartz

Joshua C. Offenhartz

Offenhartz Law PLLC
Joshua Offenhartz

is an attorney with Offenhartz Law PLLC. He is a business attorney who represents clients in the finance, medical, construction, real estate and culinary industries. Mr. Offenhartz has significant experience managing all phases of litigation, including preliminary investigations, discovery, depositions, settlement negotiations, mediation, motions for summary judgment, trial and appeals. Additionally, he serves as outside counsel for several small, medium and growing businesses that need day-to-day legal advice for their growing companies. Mr. Offenhartz is a member of Madison School District's Financial Advisory Board and a board member of the Desert States Region of Jewish National Fund. He supports the Phoenix Art Museum as a member of the Men's Art Council, and helps others by volunteering with Big Brothers and Big Sisters of Arizona, Saint Mary's Food Bank and the Wounded Warrior Project. Mr. Offenhartz earned his B.S. degree in public administration from the University of Arizona, and his master's and J.D. degrees from Arizona State University. He is licensed to practice law in Arizona; Southern District Court, District of Arizona; and Southern Court of Appeals, Ninth Circuit.

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Speaker bio
Ecleynne Mercy

Ecleynne Mercy

Mercy Law P.C.
Ecleynne Mercy

is a highly accomplished attorney the proud owner and operator of Mercy Law P.C. She has also established Legal Upgrade, a company that offers various services and products related to legal guidance, instruction and wellness-based frameworks. The primary focus of Legal Upgrade is to assist individuals, businesses and communities in integrating wellness-based strategies into their daily legal lives and infrastructure. One of the key services provided by Legal Upgrade is an extensive workshop specifically designed to help students maximize their scores on the essay portion of the Georgia Bar Exam. Ms. Mercy has years of experience in helping repeat bar takers pass the bar, and she utilizes her expertise to provide valuable guidance and instruction to aspiring lawyers. Additionally, she oversees and directs various activities within Legal Upgrade. This includes training and supervising paralegal/support staff, conducting bar compliance reviews, providing case management training, monitoring deadlines, and performing firm audits. Ms. Mercy offers staff training programs in areas such as PI case management, family law case management, criminal defense case management, bar compliance, and system assessments. Furthermore, she conducts attorney trainings on a range of legal topics, including bar compliance, family law, criminal defense, general civil litigation, automobile and motorcycle accidents, slip and falls, dog bites, pedestrian impact cases, premises liability cases, and negligent security cases. Ms. Mercy's expertise in these areas allows her to provide comprehensive and specialized training to attorneys and law students. She is also actively involved in promoting legal awareness and civil rights. Ms. Mercy trains attorneys and law students to become legal observers, enabling them to monitor legal proceedings and ensure fairness. She conducts "Know Your Rights" seminars across the country, educating citizens about their constitutional rights when dealing with law enforcement. Additionally, Ms. Mercy serves as a legal commentator for Court TV, where she shares her insights and expertise on various legal matters. Her educational background includes a B.A. degree from Howard University and a J.D. degree from Western Michigan University Cooley Law School. Ms. Mercy holds memberships in several professional organizations, including the DeKalb Bar Association, State Bar of Georgia, Georgia Association of Black Women Attorneys, Haitian American Lawyers Association of Georgia, and Sister Care Alliance. These affiliations demonstrate her commitment to professional development, networking, and community engagement within the legal field.

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