Generative AI

Live Online

Claude for Lawyers: From Chat to Integrated Practice Tool

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 Upon Request 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
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 Upon Request 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
Ana Juneja
Arnice Foster
Adam Williams
With Ana Juneja from Ana Law® + 2 others

Tue, Dec 15, 00:00 AM – 00:00 PM

Product ID 102935

Register For Course

Course Includes
$319

Live Webinar Registration

OnDemand Recording

Course Book Download

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

Overview

Turn Claude From a Chat Window Into a Working Part of Your Practice

Most attorneys who have tried Claude are stuck in the same place: typing one-off questions into a chat window, copying the answer out, and starting over next time. The real value comes from setting it up properly, organizing it around your matters, and letting it run multi-step work while you review the output. This course walks you through that progression: configuring your account and data settings, connecting Claude to the documents and tools you already use, organizing matters with projects and reusable templates, and building agentic workflows that carry a task from start to finish instead of one prompt at a time. Every topic includes a live, hands-on demonstration so you watch each capability built in real time. By the end, Claude functions as an integrated part of how you practice, not a tab you occasionally open. Break through - register today!

  • Move past basic prompting to understand the full range of Claude use cases in a law practice.
  • Configure your Claude account, data settings, and office tool connections correctly from day one.
  • Organize ongoing matters and recurring work using projects, artifacts, templates, and brand kits.
  • Build multi-step agentic workflows that complete full tasks instead of single, isolated prompts.
  • Roll agentic workflows out across a practice group with review checkpoints and measurable results.

*Mention of specific products or providers is informational only and does not constitute NBI endorsement. This program is not sponsored by any technology or electronics provider.

Abbreviated Agenda

  1. Claude Overview, Use Cases, and Prompting Foundations for Legal Work
  2. Setting Up Your Practice for Claude: Accounts, Data Security, and Integrations
  3. Organizing Legal Work in Claude: Projects, Artifacts, and Reusable Templates
  4. Deploying Agentic Tools Firmwide: Governance, Oversight, and Scaling Adoption
  5. From Chatbot to Agent: Building Individual Agentic Workflows for Legal Tasks

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 102935

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 Upon Request 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
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 Upon Request 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. Claude Overview, Use Cases, and Prompting Foundations for Legal Work

    1. What Claude Is and How It Fits Into a Law Practice Workflow
    2. High-Value Use Cases: Research, Drafting, Review, and Client Communication
    3. Prompting Fundamentals: Context, Constraints, and Iteration
    4. Demo: Live prompt-and-refine walkthrough, turning a vague request into a usable first-draft client letter

  2. Setting Up Your Practice for Claude: Accounts, Data Security, and Integrations

    1. Choosing the Right Claude Plan for a Solo, Small, or Mid-Sized Practice
    2. Data Handling, Retention, and Security Settings to Configure Before You Start
    3. Connecting Claude to Microsoft 365, Google Drive, and Everyday Office Tools
    4. Legal Tech Integrations, Connectors, and Plugins
    5. Demo: Live Connecting Claude to Microsoft 365 and putting firm documents to work

  3. Organizing Legal Work in Claude: Projects, Artifacts, and Reusable Templates

    1. Structuring Matters and Practice Areas Using Projects
    2. Creating Client-Ready Deliverables With Artifacts
    3. Building Reusable Templates and Brand Kits for Consistent Firm Output
    4. Demo: Live build of a sample matter project ending in a populated, firm-branded client update template

  4. Deploying Agentic Tools Firmwide: Governance, Oversight, and Scaling Adoption

    1. Rolling Out Agentic Workflows Across a Practice Group
    2. Setting Review Checkpoints and Output Verification Steps
    3. Measuring Time Savings and Return on Investment From Agentic Adoption
    4. Troubleshooting Common Failure Points in Agentic Workflows
    5. Demo: Live review of a completed contract redline-to-summary output against a firm verification checklist

  5. From Chatbot to Agent: Building Individual Agentic Workflows for Legal Tasks

    1. What Agentic Workflows Are and How They Differ from Single Prompts
    2. Giving Claude Instructions, Context, Tools, and Guardrails
    3. Chaining Research, Drafting, and Review Into a Single Workflow
    4. Practical Legal Use Cases: Intake-to-Memo, Contract Redline-to-Summary, Discovery Triage
    5. Demo: Live build of an intake-to-memo agentic workflow, ending in a completed client intake memo

Who Should Attend

This program is designed for attorneys. Paralegals and other legal support staff who use or help administer Claude and similar AI tools will also benefit, as will legal operations and firm administrators responsible for rolling AI tools out across a practice group.

Speakers

Ana Juneja
Ana
Juneja
Ana Law®
Arnice Foster
Arnice
Foster
The Foster Firm, LLC
Adam J Williams
Adam J.
Williams
Pennywise Tax Strategies
Speaker bio
Ana Juneja

Ana Juneja

Ana Law®
Ana Juneja

is an award-winning intellectual property attorney and the founder of Ana Law®. She advises corporations, SMEs, start-ups, celebrities, and athletes with all facets of intellectual property in America and globally. Ms. Juneja focuses her day-to-day practice on IP prosecution, IP litigation, and IP portfolio management. By combining IP strategy, corporate structuring, and AI-driven workflows, she equips founders and companies with infrastructure that scales and survives attack. Ana Law® is the first and only law firm that offers guaranteed patent, trademark, and copyright services. Ms. Juneja has a 100% success rate for IP registrations. She often teaches and speaks on emerging issues surrounding technology, security, AI, and global IP theft. Ms. Juneja is licensed in several states including New York, Washington DC, Illinois, Texas, and Wyoming. She is admitted in SDNY, NDIL, and EDTX.

View full profile
Speaker bio
Arnice Foster

Arnice Foster

The Foster Firm, LLC
Arnice Foster

is a founding partner and attorney at The Foster Firm, LLC located near Atlanta in College Park. She focuses on personal injury cases, including car and truck accidents, slip and falls, and wrongful death claims. Ms. Foster earned her J.D. degree from the University of Tennessee, Knoxville. She is admitted to practice law in Georgia.

View full profile
Speaker bio
Adam J Williams

Adam J. Williams

Pennywise Tax Strategies
Adam Williams

is a co-founder of Pennywise Tax Strategies. As a serial entrepreneur, he is inspired by entrepreneurship and small business, direct response marketing, non-traditional and unexpected solutions, mindset & personal development, helping create businesses that serve the owners, and high-performance driving. Mr. Williams earned his undergraduate degree from Penn State Behrend, and his MBA and J.D. degrees from the University of Pittsburgh. A Cathedral Prep graduate and active member of the community, he has served on the Board of Directors for the Erie County Bar Association, Lakeshore Community Services, Innovation Collaborative, and Erie Art Museum. Mr. Williams was named to the 2013 Erie Reader 40 Under 40, and has also been listed as a Pennsylvania Super Lawyers Rising Star in 2016, 2017, 2018 and 2019.

View full profile
Loading recommendations...

TOP FAQs

How do I access my courses?
Courses are available within your account. Simply login to your account and click on My Courses. If you require additional assistance please call our Customer Service Department at 800-930-6182.
Do you have options for attendees who are deaf or hard of hearing?
Closed captioning is available for all Live Webinars. After you've joined the event room, you can enable closed captioning by clicking the "cc" button in the lower right of the player.
What happens if my course is cancelled?
In the unlikely event that NBI cancels or reschedules an upcoming program, each registered attendee will be contacted via email by a representative of NBI. Outreach to attendees begins as soon as NBI is made aware that a program will not move forward at its originally scheduled date and time.
Are multiple attendee discounts available?
Yes, the more people you bring from your organization, the more you save. After the first registration, each additional attendee receives a special discount off of their total tuition.
When will the OnDemand be available and how long will I have access to the content?
The OnDemand Video will be available to stream within 7 days of live broadcast date. You will have access to the content for 6 months in your account. If you’re a subscriber, you’ll have access to your course recordings until 7 days after the expiration date of the subscription.
What is included with my course purchase?
When you enroll prior to the live event date you will receive access to the live-streaming webinar which will allow you to interact with faculty in real-time. With each course, you will receive access to the content via OnDemand Streaming and the Video Download. Course reference materials are included with each course purchase in a downloadable PDF format.
Will I receive a certificate of completion?
Yes, we'll email you a certificate of completion and store in your account for any future reporting needs.
Can multiple people watch courses and request credit?
While only paid registrants can receive continuing education credit for attending, there are no limitations to the number of viewers at each connection.

Have more questions? Please Contact Us