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Overview
Watch AI tools Compete on Real Legal Tasks: Skip the Hype, Get the Honest Answers
You've heard the hype: AI tools will transform your practice and save you hours every day. But when you actually try to integrate Claude, Copilot, Spellbook, and Harvey into your existing workflow, the reality is messier. These tools don't always play well with your current tech stack. Integration friction is real. Learning curves are steep. And the promised ROI doesn't always materialize, at least not until you figure out how to actually use these platforms in the context of your daily practice.
This course cuts through the marketing fluff and shows you exactly what these four tools can and cannot do. Instead of feature lists, you'll watch experienced solo and small firm attorneys tackle real legal tasks with Claude, Copilot, Spellbook, and Harvey live on-screen. You'll see what works. You'll see where integration breaks down. You'll hear honest talk about implementation costs, learning curve, and when (or if) these tools are worth the effort for you. Register today!
- Watch live demonstrations of Claude, Copilot, Spellbook, and Harvey solving real legal scenarios.
- Understand the actual integration challenges with your existing tech stack.
- Learn what these tools are genuinely good at and where they fall short or require significant attorney review.
- Get honest answers about implementation costs, learning curve, and actual time savings.
- Hear from attorneys who use these tools every day in solo and small firm practices.
- Walk away with a clear, practical roadmap for evaluating, adopting, and implementing the right tool(s) for your firm.
*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
- Opening Panel: AI and Your Ethical Obligations - What Every Attorney Must Know Before Adopting These Tools
- Claude Live Demo: General-Purpose AI for Analysis and Drafting
- Microsoft Copilot Live Demo: AI Inside the Tools You Already Use
- Harvey Live Demo: Enterprise Legal AI for Firm-Scale Work
- Spellbook Live Demo: Purpose-Built Contract AI
- Cross-Tool Synthesis: Choosing and Combining Tools for Your Practice
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Credit Details
Credits Available
| Credit | Status | Total |
|---|---|---|
| California MCLE Paralegal |
|
6 Total |
| Alaska CLE |
|
6 Total |
| Alabama CLE |
|
6 Total |
| Arkansas CLE |
|
6 Total |
| Arizona CLE |
|
6 Total |
| California CLE |
|
6 Total |
| Colorado CLE |
|
7 Total |
| Connecticut CLE |
|
6 Total |
| Delaware CLE |
|
6 Total |
| Florida CLE |
|
7 Total |
| Georgia CLE |
|
6 Total |
| Hawaii CLE |
|
6 Total |
| Iowa CLE |
|
6 Total |
| Idaho CLE |
|
6 Total |
| Illinois CLE |
|
6 Total |
| Indiana CLE |
|
6 Total |
| Kansas CLE |
|
3 Total |
| Kentucky CLE |
|
6 Total |
| Louisiana CLE |
|
6 Total |
| Maine CLE |
|
6 Total |
| Minnesota CLE |
|
6 Total |
| Missouri CLE |
|
7.2 Total |
| Northern Mariana Islands CLE |
|
6 Total |
| Mississippi CLE |
|
6 Total |
| Montana CLE |
|
6 Total |
| North Carolina CLE |
|
6 Total |
| North Dakota CLE |
|
6 Total |
| Nebraska CLE |
|
6 Total |
| New Jersey CLE |
|
7.2 Total |
| New Mexico CLE |
|
6 Total |
| Nevada CLE |
|
6 Total |
| New York CLE |
|
7 Total |
| Ohio CLE |
|
6 Total |
| Oklahoma CLE |
|
7 Total |
| Oregon CLE |
|
6 Total |
| Pennsylvania CLE |
|
6 Total |
| Rhode Island CLE |
|
7 Total |
| South Carolina CLE |
|
6 Total |
| Tennessee CLE |
|
6 Total |
| Utah CLE |
|
6 Total |
| Virginia CLE |
|
6 Total |
| Vermont CLE |
|
6 Total |
| Washington CLE |
|
6 Total |
| Wisconsin CLE |
|
7 Total |
| West Virginia CLE |
|
7.2 Total |
| Wyoming CLE |
|
6 Total |
| Delaware Certified Paralegal Program |
|
6 Total |
| Florida Registered Paralegal |
|
7 Total |
| Indiana Paralegal CLE |
|
6 Total |
| Montana CLE Credit for Paralegals |
|
6 Total |
| North Carolina Continuing Paralegal Education |
|
6 Total |
| New Mexico Paralegal Division, State Bar of |
|
6 Total |
| Ohio Certified Paralegals |
|
6 Total |
| Texas State Bar of Paralegal Division |
|
6 Total |
Select Jurisdiction
CLE
Paralegal
Agenda
-
Opening Panel: AI and Your Ethical Obligations - What Every Attorney Must Know Before Adopting These Tools
- The Duty of Technological Competence: Model Rule 1.1, Comment 8, and What It Requires When You Adopt AI Tools
- Confidentiality and Client Data: Model Rule 1.6 and What "Reasonable Efforts" to Protect Information Means When Using AI Platforms
- ABA Formal Opinion 512 on Generative AI: Key Takeaways and the Questions It Leaves Open
- Candor and the Hallucination Problem: Model Rule 3.3, Fabricated Citations, and the Duty to Verify AI Output
- Supervision and Billing: Model Rules 5.1 and 5.3 (Overseeing AI-Assisted Work) and Model Rule 1.5 (How AI-Driven Efficiency Affects Reasonable Fees)
- Client Communication and Disclosure: Model Rule 1.4 and When to Tell Clients You Are Using AI
- Jurisdiction Check: State Bar Guidance Varies and Continues to Evolve
-
Claude Live Demo: General-Purpose AI for Analysis and Drafting
- The Interface, Key Functions, and Primary Uses in Legal Practice
- Core Strengths in Action: Summarizing Complex Documents, Issue-Spotting Fact Patterns, Drafting
- Integration Walkthrough: Working Alongside Existing Tools, Data Use, Connectors
- Gaps, Weaknesses, Limitations, and Frustrations
- Power User Efficiency, Organization, and Verification Tips
-
Microsoft Copilot Live Demo: AI Inside the Tools You Already Use
- The Interface, Key Functions, and Primary Uses in Legal Practice
- Core Strengths in Action: Drafting in Word With Your Templates; Comparing Two Document Versions; Client Update Emails; Billing-Narrative Cleanup
- Integration Walkthrough: The Native Microsoft 365 Advantage (Word, Outlook, Teams, SharePoint) and Data Staying in Your Environment
- Gaps, Weaknesses, Limitations, and Frustrations
- Power User Efficiency, Organization, and Verification Tips
-
Harvey Live Demo: Enterprise Legal AI for Firm-Scale Work
- The Interface, Key Functions, and Primary Uses in Legal Practice
- Core Strengths in Action: Multi-Document Workflows, Firm-Wide Knowlege Integration, and Complex Research Across Practice Areas
- Integration Walkthrough: Firm Systems, Data Handling, and What Enterprise Deployment Actually Requires
- Gaps, Weaknesses, Limitations, and Frustrations (including cost and fit for smaller firms)
- Power User Efficiency, Organization, and Verification Tips
-
Spellbook Live Demo: Purpose-Built Contract AI
- The Interface, Key Functions, and Primary Uses in Legal Practice
- Core Strengths in Action: Contract Review and Risk Flagging; Clause Extraction and Comparison to Standard Language; Redline Suggestions
- Integration Walkthrough: How It Works With Word, the Setup Process, and Where It Sits in a Contract Workflow
- Gaps, Weaknesses, Limitations, and Frustrations
- Power User Efficiency, Organization, and Verification Tips
-
Cross-Tool Synthesis: Choosing and Combining Tools for Your Practice
- Side-by-Side Recap: How the Reviewed Tools Handle Similar Tasks
- The Cobbling Problem: How to Use Multiple Tools Together When They Don't Integrate Seamlessly
- Small Firm Document Review Costs and Staffing Implications
- How AI Changes Research and Drafting Workflows
- Cost and ROI Reality: Subscriptions, Setup Time, Team Training, and Subscription Stacking
- Data Security and Compliance: Where Your Data Lives Across a Multi-Tool Stack
- Building Your Decision Framework: Tool Selection and Evaluation Criteria Checklist
- Adoption: Pilot Plan, Team Communication, and Measuring Success
Who Should Attend
This legal course is designed for attorneys. CTOs, paralegals, and firm administrators will also benefit.
Speakers
Speaker bio
Robert A. West, Jr.
is a seasoned attorney with more than twenty 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.
Speaker bio
Brendan Krasinski
is a plaintiff-side personal injury attorney at The Champion Firm in Atlanta, Georgia, where he represents catastrophically injured individuals and families in cases involving motor vehicle accidents, medical malpractice, defective products, and premises liability. In less than two years as a plaintiff's attorney, he has recovered more than $12 million for his clients. Before joining The Champion Firm, Mr. Krasinski spent more than a decade at large defense firms representing corporations and insurance companies in complex litigation across the country. That experience - knowing how the other side thinks and prepares - now informs every case he handles on behalf of injured Georgians. Mr. Krasinski has developed deep expertise in integrating artificial intelligence and workflow automation tools into legal practice management. He uses AI tools daily to streamline his practice, and is passionate about helping other legal professionals do the same. Mr. Krasinski is a graduate of the United States Military Academy at West Point and a veteran of the United States Army, where he served as a Rifle and Mortar Platoon Leader, an Aide-de-Camp, and an instructor at the U.S. Army's Ranger School. After leaving the Army, he earned his J.D. from the University of Georgia School of Law, where he was a member of the Moot Court team and inducted into the Order of the Coif.
Speaker bio
Spencer Rubin
is an associate in Grellas Shah LLP's Corporate practice. He has a proven track record of providing practical, strategic advice and counsel to stakeholders on a variety of corporate and transactional matters in the emerging companies and venture capital ecosystem. Mr. Rubin advises clients on a range of complex transactions, including corporate governance, equity financings, and mergers and acquisitions, and works with startups and established companies alike to guide them through every stage of growth. Before joining Grellas Shah, he practiced at Fortis Law Partners, Bryan Cave Leighton Paisner LLP, and Sherman & Howard LLC, where he represented clients across industries such as technology, financial services, manufacturing, and entertainment. Mr. Rubin's experience includes counseling companies on M&A transactions, data privacy and security compliance, and intellectual property matters, as well as serving as lead counsel on multimillion-dollar acquisitions. He earned his his B.S. degree, summa cum laude, from Tufts University and his J.D. degree from the University of Colorado Law School, where he won the Federal Communications Bar Association Moot Court National Championship.
Speaker bio
Bradley D. Honnold
is the founding partner with the Leawood law firm of Goza & Honnold, LLC with more than 30 years of experience trying lawsuits and managing high stake litigation throughout the country. After graduating and before starting his own law firm, he was a partner at a large nationally known firm. Mr. Honnold was a defense attorney from 1989 to 2004, representing hospitals, pharmaceutical manufacturers, and physicians in product liability and medical negligence litigation. In 2005, he made the switch to representing plaintiffs. Mr. Honnold, along with his friend and law partner Kirk Goza, started Goza & Honnold, LLC. After working as a defense lawyer, he wanted to use his expertise to represent clients who had experienced an injury caused by medical malpractice. Because of his experience as a defense lawyer, Mr. Honnold brings a different perspective to cases, and he felt a calling to do something different, something that would help people in their time of need. As a partner of Goza & Honnold, LLC, he focuses on medical negligence, pharmaceutical and prescription drugs, medical devices, and general personal injury cases. Since partnering and working on national litigations, the firm has represented thousands of clients, including Vioxx, Bextra/Celebrex, Fleets Phospho Soda, Trans Vaginal Mesh, DePuy ASR, Zimmer Durom, Pradaxa, Fosamax, Actos, and Power Morcellator. Mr. Honnold's most recent notable cases include JUUL Labs, Inc., MDL No. 2913 (Appointed by Hon. William Orrick, III, District Court Judge, Northern District of California, to serve on Plaintiffs' Steering Committee, In Re JUUL Products Liability Litigation), Proton-Pump Inhibitor, MDL No. 2789 (Mr. Honnold is a co-chair of the Discovery Committee and is on the Plaintiff's Steering Committee) and 3M Products Liability Litigation, MDL No. 2885 (Appointed by the Hon. M. Casey Rodgers, District Court Judge, Northern District of Florida, to serve on Plaintiffs' Steering Committee, 3M Combat Arms Ear Plug Litigation, MDL #2885). His recent verdict and settlement includes $775 million settlement against Xarelto. Mr. Honnold has been named "Lawyer of the Year" by Best Lawyers for Medical Malpractice Law - Plaintiffs, Kansas City-KS (2018 and 2020). He has been recognized in The Best Lawyers in America for work in Medical Malpractice Law - Plaintiffs and Personal Injury Litigation - Plaintiffs. Mr. Honnold earned his B.B.A. degree With Distinction from the University of Iowa and his J.D. degree, with distinction, from the University of Iowa College of Law. He is a member of the Kansas City Metropolitan Bar Association, Phi Eta Sigma National Honor Society, University of Iowa Beta Gamma Sigma Business Honor Society, Order of Omega (Greek Honor Society) and the Delta Tau Delta Social Fraternity. He is also a member of the plaintiff's steering committee in the federal multidistrict litigations (MDL) for Xarelto, Proton Pump Inhibitor (PPI), JUUL Inc., and 3M Military Ear Plugs, as well as a co-chair of the discovery committee for the PPI and JUUL MDLs. As a frequent speaker addressing medical malpractice, trial practice, and product liability, Mr. Honnold is dedicated to teaching how to get the best possible outcome. He is admitted to practice in Kansas, Missouri, U.S. District Court, District of Kansas, U.S. District Court, Western District of Missouri and The Missouri Association of Trial Lawyers.
Speaker bio
Sarah J. 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
Eric B. Evans
is a partner with Kilpatrick Townsend & Stockton LLP. He represents innovative companies in trade secret cases and large-scale federal false advertising, privacy, and antitrust class actions. Mr. Evans also helps leading technology companies navigate complex data and information governance issues, including the use of generative AI tools in their businesses. His advice to clients on generative AI and information governance is informed by his experience as an information technology professional. Before law school, Mr. Evans was associate director of instructional technology at Denison University, where he lived through the dot-com boom as Denison's Digital Millennium Copyright Act agent. In that role, he also enforced and redrafted the university's Acceptable Use Policy for Network Resources during the heyday of peer-to-peer filesharing. Mr. Evans earned his A.M. and A.B. degrees, summa cum laude, from Harvard University and his J.D. degree, magna cum laude, from University of Michigan Law School.
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