Generative AI

Live Online

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 Pending 3 Total
Illinois CLE Approved 3 Total
Indiana CLE Approved 3 Total
Kansas CLE Approved 2 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 Carolina CLE Approved 3 Total
North Dakota CLE Approved 3 Total
Nebraska 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
Rhode Island CLE Approved 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 3.5 Total
West Virginia CLE Approved 3.6 Total
Wyoming CLE Approved 3 Total
Live Online
3 hours
Sam Thomas
Gregory Ward
JoAnne Biernacki
Mark Favaloro
With Sam Thomas III from Sam Thomas III Esquire & Associates + 3 others

Wed, Dec 30, 00:00 AM – 00:00 PM

Product ID 102738

Register For Course

Course Includes
$299

Live Webinar Registration

OnDemand Recording

Course Book Download

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

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

Can't Attend Live?

Get the OnDemand Instead

Watch the recording of this event on your own schedule. We'll notify you when its ready.

Related Topics

Product ID 102738

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 Pending 3 Total
Illinois CLE Approved 3 Total
Indiana CLE Approved 3 Total
Kansas CLE Approved 2 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 Carolina CLE Approved 3 Total
North Dakota CLE Approved 3 Total
Nebraska 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
Rhode Island CLE Approved 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 3.5 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

Sam Thomas III
Sam
Thomas, III
Sam Thomas III Esquire & Associates
Gregory C Ward
Gregory C.
Ward
The Ward Law Group, PL
JoAnne M Biernacki
JoAnne M.
Biernacki
Family Matters Law, APLC
Mark J Favaloro
Mark J.
Favaloro
Favaloro Law
Speaker bio
Sam Thomas III

Sam Thomas, III

Sam Thomas III Esquire & Associates
Sam Thomas

is an attorney with Sam Thomas III Esquire & Associates. He has practiced for 28 years in the areas of probate, foreclosure prevention, tax resolution, and debt relief. Currently, Mr. Thomas's practice focuses on estate planning. He earned his B.A. degree from Cleveland State University, his M.S. degree from Indiana University and his J.D. degree from Cleveland Marshall College of Law.

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Speaker bio
Gregory C Ward

Gregory C. Ward

The Ward Law Group, PL
Gregory Ward

is the Managing Partner and co-founder of The Ward Law Group, PL, one of the largest and most respected personal injury firms in the United States serving the Hispanic community. Under his leadership, the firm has grown to over 200 team members and has been recognized nationally for its record-setting case results, client service excellence, and community impact. Mr. Ward teaches nationally on scaling and growing law firms. Mr. Ward is a recognized authority in artificial intelligence and legal operations, integrating AI systems into law firm management, client communication, and case analysis. His work has positioned The Ward Law Group as a national leader in legal technology innovation. Mr. Ward has studied and tested numerous AI applications for both law and business. He presently studies AI for Business Leaders at the Massachusetts Institute of Technology. The Ward Law Group handles catastrophic personal injury and wrongful death claims. He is admitted to practice before all Florida courts, the U.S. Court of Appeals for the Eleventh Circuit, and the U.S. Court of Federal Claims, as well as in the states of Maryland, Massachusetts, New Jersey and New York. The firm currently has offices in Miami, Orlando and New York. Mr. Ward previously served as Vice-Chairman of The Florida Bar Civil Rules Committee, as President of the Federal Bar Association (Broward County Chapter), as a Fellow of the Florida Bar Foundation and Chairman of the Attorney Grievance Committee (Division I) of The Florida Bar. He earned his B.A. degree from the University of Maryland and his J.D. degree from the University of Baltimore School of Law, where he was selected as Most Outstanding Graduate of his class.

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Speaker bio
JoAnne M Biernacki

JoAnne M. Biernacki

Family Matters Law, APLC
JoAnne Biernacki

is the founder and principal attorney at Family Matters Law, APLC and is a member of the Contra Costa, San Francisco, Alameda, El Dorado and Sacramento County bar associations. She focuses on family law, and has extensive experience in personal injury and criminal law cases. Ms. Biernacki has trained as minors' counsel and the role of Juvenile Dependency Attorney for Children and Parents. She was admitted to the California State Bar in 2011, and has since handled more than 250 cases. Ms. Biernacki earned her B.A. degree from San Francisco State University and her J.D. degree from John F. Kennedy University.

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Speaker bio
Mark J Favaloro

Mark J. Favaloro

Favaloro Law
Mark Favaloro

is the principal of Favaloro Law, originally established in Massachusetts before establishing his current Virginia Beach office. He brings 42 years of trial experience to the firm, having handled matters in the trial courts of the Commonwealths of Virginia and Massachusetts, as well as in the U.S. District Courts and Courts of Appeal in the First and Fourth circuits. Mr. Favaloro is a member of the Virginia State Bar, Massachusetts Bar Association, American Judicature Society, Massachusetts Academy of Trial Attorneys, Virginia Trial Lawyers Association and American Association for Justice (AAJ). He earned his B.S. degree, cum laude, from the University of New Hampshire, his J.D. degree from the New England Law/Boston and his LL.M. degree from the Boston University School of Law.

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