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Overview
Make Everyday Legal Work Faster, Easier, and Better
Save hours each week with AI-driven solutions for the law firm! In this full-day seminar, our knowledgeable practitioners unpack tips and tricks for transforming legal workflows with AI. Find out how to phrase prompts for accuracy and reliability, unearth tactics for integrating AI within the law firm effectively, and dig into the dos and don'ts of using AI to draft legal documents. Take the next step in AI literacy - register today!
- Discover the top AI tools that attorneys are using to automate daily tasks.
- Examine best practices for crafting prompts that deliver results.
- Determine how to harness AI tools for legal document drafting and review.
- Conduct quicker and more accurate legal research and investigations with AI.
- Formulate strategies for mitigating the various risks posed by AI.
*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
- Top AI Tools and Tips for Strategic Adoption
- Prompt Engineering for Everyday Legal Practice
- Employing AI to Tackle Common Litigation Tasks
- Smart Tips for Drafting Contracts and Legal Documents With AI
- AI-Powered Legal Research and Investigations
- Staying Organized and On Track With AI
- AI Ethical Considerations for Legal Professionals
The Location
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Credit Details
Credits Available
| Credit | Status | Total |
|---|---|---|
| North Carolina CLE |
|
6 Total |
| South Carolina CLE |
|
6 Total |
| North Carolina Continuing Paralegal Education |
|
6 Total |
Credit Details by Jurisdiction
CLE
Credits
North Carolina CLE Approved · 6 Total Credits
- 1 Technology
- 1 Professional Responsibility
Live - North Carolina CLE - 6: NBI, Inc. is an accredited sponsor with the North Carolina State Board of Continuing Legal Education. Attendance of this program will result in 6.0 hours of CLE credit, including 1.0 professional responsibility and 1.0 technology.
South Carolina CLE Approved · 6 Total Credits
- 1 Legal Ethics/Professional Responsibility
Live - South Carolina CLE - 6: This course is accredited by the South Carolina Commission on Continuing Legal Education and Specialization for 6.0 hours, of which 1.0 hour relates to legal ethics and professional responsibility.
Paralegal
Credits
North Carolina Continuing Paralegal Education Approved · 6 Total Credits
- 1 Professional Responsibility
Live - North Carolina Continuing Paralegal Education - 6: This program has been approved by the North Carolina State Bar Board of Paralegal Certification for continuing paralegal education credit in the amount of 6.0 hours, of which 1.0 hour will also apply in the area of professional responsibility. This course is not sponsored by the Board of Paralegal Certification.
Select Jurisdiction
CLE
Paralegal
Agenda
-
Top AI Tools and Tips for Strategic Adoption
- Popular AI Tools and Hidden Gems
- Identifying Tasks You Can Automate (and Those You Should NOT)
- The 3 Worst AI Mistakes Attorneys Are Making Right Now
- AI Use Policies: What They Must Include
-
Prompt Engineering for Everyday Legal Practice
- Ensuring Your Prompt Provides Enough Context and the Right Information
- How to Phrase a Prompt for Accuracy and Reliability
- Teaching AI Your Firm's Preferred Tone and Writing Style
- Useful Tips for Making AI Outputs More Concise
- Tailoring the Prompt to a Specific Audience
- Iterative Refinement and Validation Techniques
-
Employing AI to Tackle Common Litigation Tasks
- Leveraging AI in Early Case Assessment
- AI in Discovery Review and Data Organization
- Discovery and Authentication of AI-Generated or Influenced Evidence
- Supporting Motion Practice With AI
- AI-Driven Solutions for Managing Heavy Litigation Workloads
- Using AI to Streamline Trial Preparation
-
Smart Tips for Drafting Contracts and Legal Documents With AI
- Tapping AI to Draft or Review Contracts
- Drafting and Reviewing Pleadings, Motions, and Other Litigation Documents
- Best Practices in Maintaining Attorney Voice
- Version Control and Auditability
-
AI-Powered Legal Research and Investigations
- Case Law
- Regulatory, Public Records, and Filings Research
- Background Research on People
- Business and Financial Investigation
-
Staying Organized and On Track With AI
- Meeting Notes, Action Items, and Follow-Ups
- AI-Assisted Client Status Updates and Communications
- Matter Timelines, Checklists, and Deadline Tracking
- Task Prioritization and Workload Management
- Workflow Coordination, Handoffs, and Status Reporting
-
AI Ethical Considerations for Legal Professionals
- The Duty of Candor
- Safeguarding Attorney-Client Privilege and Confidentiality
- Cybersecurity Concerns
- Delegation and UPL Risks
- Trust But Verify: Handling Hallucinations and Other AI Mistakes
- When Does AI-Generated Content Become Attorney Work Product?
Who Should Attend
This program is designed for attorneys. Paralegals may also benefit.
Speakers
Speaker bio
Katie Brown
is the associate dean for information resources at Charleston School of Law. Her research and scholarship interests are in the areas of intellectual property, acting skills for lawyers, law and literature, management, and a variety of legal research related topics. Ms. Brown has taught specialized, beginner, and advanced legal research courses and seminars on legal technology for practice, art of advocacy, and contracts. She is a very active member of the American Association of Law Libraries (AALL). Ms. Brown has participated in a variety of leadership roles throughout the association chapters and special interest sections. She earned her B.F.A. degree from DePaul University, her master's degree in library and information science from the Drexel University iSchool and her J.D. degree from Seattle University School of Law. In 2024, Ms. Brown also received the Inaugural Technology & Ethics Award from the Association of American Law Schools Section on Technology, Law and Legal Education (AALS).
Speaker bio
Allyson Haynes Stuart
is a law professor at Charleston School of Law, where she teaches contracts, civil procedure, evidence, information privacy law and e-discovery. She has published articles on internet privacy and personal jurisdiction in journals such as the University of Miami Law Review, the Penn State Law Review, and the Vanderbilt Journal for Entertainment and Technology Law. Her latest article, "Google Search Results: Buried If Not Forgotten", appears in the Spring 2014 edition of the North Carolina Journal of Legal Technology. Ms. Stuart joined the Charleston School of Law faculty in 2004, after serving as a director of the legal department at Sony Corporation of America. She also served as law clerk to the Hon. David C. Norton, U.S. District Judge for the District of South Carolina, and was an associate in the New York firm of Cleary, Gottlieb, Steen and Hamilton. Ms. Stuart has also taught as an adjunct professor at Brooklyn Law School and at the Institut de Empresa (I.E.) Law School in Madrid, Spain. She received he B.A. degree from Duke University and her J.D. degree, magna cum laude, from University of South Carolina School of Law.
Speaker bio
Macy Cope
is an Associate with Womble Bond Dickinson LLP. Her practice is grounded in careful legal analysis and a practical understanding of how legal advice supports business objectives. Ms. Cope approaches each matter with the client’s end goal in mind, guided by honesty, integrity, and sound judgment. Early in her career, she provided onsite legal support to a major manufacturing operation, where she partnered closely with business leaders on day to day legal issues. In that role, Ms. Cope collaborated with internal stakeholders, supported the negotiation of supplier agreements, and provided research and guidance on employment and compliance topics. She has worked on a broad range of litigation matters, gaining firsthand experience with complex, high-stakes disputes. In her current practice, Ms. Cope balances a diverse workload that spans litigation, employment counseling, and day to day legal support. She serves as a case leader on large volume product liability matters, managing strategy and execution while coordinating with internal and external parties. Ms. Cope also supports a range of organizations with the development and refinement of workplace policies, employee handbooks, and training materials. She earned her BSBA degree, summa cum laude, from University of South Carolina and JD degree, with honors, from University of North Carolina School of Law.
Speaker bio
Beth Bailey
is a visiting professor at Charleston School of Law. Ms. Bailey teaches Legal Research, Analysis, and Writing (LRAW), bringing her more than 24 years of litigation experience to the classroom. She is a Charleston-based attorney, and prior to joining Charleston School of Law, her practice included commercial litigation and related practice areas, contract negotiation and development, risk analysis and mitigation, and trial administration, including working with multiple in-house counsel in their roles. Ms. Bailey has tried numerous cases to verdict and often assists counsel in jury selection and motion practice. She taught LRAW twice as an adjunct while remaining in full-time practice, and she is often asked to speak nationwide on employment, non-profit governance, conflict management, and leadership. Ms. Bailey enjoys assisting local non-profits and mentoring the next generation of lawyers. While in law school, she was a member of the Moot Court Bar, Order of the Barristers, 2001 National Moot Court Team, Phi Delta Phi, and Senior Articles Editor, ABA Real Property, Probate and Trust Journal. Ms. Bailey was a fellow for Professor F. Ladson Boyle. She was also active while a student at the University of South Carolina Honors College as a member of the USC Judicial Board, Omicron Delta Kappa, Mock Trial team, and interning for Senator Ernest F. Hollings and the South Carolina Legislative Council.
Speaker bio
Frank B. Ulmer
is a Legal Research, Analysis & Writing Professor at Charleston School of Law. Since law school, he has worked in various legal roles, including as an active duty Army JAG Corps officer, a federal law clerk, a defense lawyer, and a plaintiffs lawyer. This diverse experience—from military to civilian, criminal to civil, plaintiffs to defense, and even pure appellate practice—provides broad perspective to Mr. Ulmer’s academic pursuits. In the JAG Corps, most of his assignments centered on litigation, including two years at the Defense Appellate Division in Washington, D.C., where he focused solely on appellate practice. During that time, Mr. Ulmer briefed and argued numerous cases before the United States Army Court of Criminal Appeals and the United States Court of Appeals for the Armed Forces. He also served as lead counsel on a petition for certiorari to the Supreme Court of the United States. After his military service, Mr. Ulmer moved to Charleston to clerk for Judge David C. Norton of the United States District Court for the District of South Carolina. Following his clerkship, he joined a defense firm and litigated mostly commercial foreclosure and lender liability actions throughout South Carolina. Most recently, Mr. Ulmer worked at a plaintiffs firm, where he litigated complex class action cases in state and federal courts throughout the country. His experience on behalf of plaintiffs includes serving in a court-appointed leadership position in a data breach multi-district litigation, representing indirect purchasers in a price fixing class action, and drafting appellate briefs for claimants in the BP oil spill litigation.
Speaker bio
Tiffany Payne
is counsel with the Charleston office of Moore & VanAllen where she advises companies, financial institutions, and individuals in government investigations, regulatory enforcement matters, and complex commercial litigation involving artificial intelligence, digital assets, derivatives, prediction markets, and other emerging technologies. A certified IAPP Artificial Intelligence Governance Professional (AIGP), she combines her experience in government investigations, financial regulation, and commercial litigation to help clients manage legal risk in fast-moving areas where enforcement risk and business innovation intersect. With nearly two decades of experience in private practice in New York, Washington, D.C., and the Carolinas, Ms. Payne counsels clients through complex regulatory frameworks, government investigations, internal reviews, and high-stakes business disputes. She works proactively with organizations to identify legal, operational, and reputational risks before they become enforcement actions or litigation, providing strategic advice that aligns with each client's business objectives. She has developed a niche practice advising clients operating in highly regulated industries—particularly financial services, healthcare, and manufacturing—on the legal and regulatory implications of artificial intelligence, digital assets, and other emerging technologies. She helps organizations evaluate and implement AI responsibly while addressing regulatory compliance, governance, internal investigations, vendor management, data privacy, and emerging operational and litigation risks. Ms. Payne understands the importance of balancing innovation with compliance and risk mitigation, enabling clients to adopt new technologies confidently while protecting their organizations. She also serves as an Adjunct Professor at the Charleston School of Law, where she teaches Corporate Internal Investigations. Drawing on her extensive experience conducting internal investigations and defending clients in government enforcement matters, she provides students with a practical understanding of how organizations identify, investigate, and respond to allegations of misconduct while navigating legal, regulatory, and ethical considerations. She earned her B.S. degree from University of Virginia and her J.D. degree from George Washington University Law School.
Speaker bio
David Vyborny
is the founder of Firmatic AI, a Charleston-based consultancy focused on practical AI adoption for professional firms. A Virginia-licensed immigration attorney, he has run his own law firm since 2016. Since late 2023, Mr. Vyborny has used AI extensively in his practice. He has built the firm's internal operating system, systematized its workflows, and created a website and knowledge base that he continues to grow with AI. That firsthand work shapes Mr. Vyborny's approach to Firmatic AI: understand how a team actually works, use AI to improve organization and handoffs, and keep professional judgment with the people accountable for the work. He earned his J.D. degree from the University of Richmond School of Law and a B.A. degree in business administration from Seton Hall University.
Speaker bio
Douglas L. 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.
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