Generative AI

Live Online

Agentic AI: A How-To Guide

Credits Available
Credit Status Total
Alaska CLE Reciprocity 4 Total
Alabama CLE Approved 4 Total
Arkansas CLE Approved 4 Total
Arizona CLE Approved 4 Total
California CLE Approved 4 Total
Colorado CLE Approved 5 Total
Connecticut CLE Approved 4 Total
Delaware CLE Approved 4 Total
Florida CLE Approved 5 Total
Georgia CLE Approved 4 Total
Hawaii CLE Approved 4 Total
Iowa CLE Approved 4 Total
Idaho CLE Pending 4 Total
Illinois CLE Approved 4 Total
Indiana CLE Approved 4 Total
Kansas CLE Approved 2 Total
Kentucky CLE Approved 4 Total
Louisiana CLE Approved 4 Total
Maine CLE Approved 4 Total
Minnesota CLE Approved 4 Total
Missouri CLE Approved 4.8 Total
Northern Mariana Islands CLE Approved 4 Total
Mississippi CLE Approved 4 Total
Montana CLE Approved 4 Total
North Carolina CLE Approved 4 Total
North Dakota CLE Approved 4 Total
Nebraska CLE Approved 4 Total
New Hampshire CLE Approved 4 Total
New Jersey CLE Approved 4.8 Total
New Mexico CLE Approved 4 Total
Nevada CLE Approved 4 Total
New York CLE Approved 4.5 Total
Ohio CLE Approved 4 Total
Oklahoma CLE Approved 5 Total
Oregon CLE Approved 4 Total
Pennsylvania CLE Approved 4 Total
Rhode Island CLE Approved 4.5 Total
South Carolina CLE Approved 4 Total
Tennessee CLE Approved 4 Total
Utah CLE Approved 4 Total
Virginia CLE Approved 4 Total
Vermont CLE Approved 4 Total
Washington CLE Approved 4 Total
Wisconsin CLE Approved 4.5 Total
West Virginia CLE Approved 4.8 Total
Wyoming CLE Approved 4 Total
Live Online
4 hours
John Keary
Daniel Yoon Sik Choi
Tod Kupstas
With John Keary from Tarter Krinsky & Drogin LLP + 2 others

Tue, Dec 29, 00:00 AM – 00:00 PM

Product ID 102989

Register For Course

Course Includes
$389

Live Webinar Registration

OnDemand Recording

Course Book Download

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

Overview

What it Is and How to Use it - With Step-by-Step Instructions and Demos

The next evolution of legal AI is already here. Agentic AI can break complex assignments into steps, conduct research, analyze documents, make decisions, use connected tools, and carry tasks forward with far less human direction than traditional generative AI. For lawyers and law firms, that creates enormous opportunities - and entirely new risks. This CLE program will show you what agentic AI is, how it works, and - most importantly - how to use it in practical legal workflows. Through real-world demonstrations and practical guidance, you will learn how to effectively and safely bring agentic AI into your practice. Register today!

  • Understand what agentic AI is and how it differs from generative AI.
  • See how AI agents can perform multi-step legal work.
  • Identify practical opportunities to use agents in your practice.
  • Understand key technology concepts - no prior tech training required.
  • Recognize risks, failures, and unsafe agent behavior.
  • Develop a practical plan for adopting and implementing agentic AI.

*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. Understanding Agentic AI: What It Is, How It Works, and Where It Fits
  2. Using Agentic AI: Practical Steps and Best Practices
  3. Demos: Real-World Agentic AI Workflows for Lawyers
  4. Agentic AI for the Rest of Us: Coding Concepts Made Simple
  5. Your Next Steps: Building an Agentic AI Use Strategy

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 102989

Credit Details

Credits Available
Credit Status Total
Alaska CLE Reciprocity 4 Total
Alabama CLE Approved 4 Total
Arkansas CLE Approved 4 Total
Arizona CLE Approved 4 Total
California CLE Approved 4 Total
Colorado CLE Approved 5 Total
Connecticut CLE Approved 4 Total
Delaware CLE Approved 4 Total
Florida CLE Approved 5 Total
Georgia CLE Approved 4 Total
Hawaii CLE Approved 4 Total
Iowa CLE Approved 4 Total
Idaho CLE Pending 4 Total
Illinois CLE Approved 4 Total
Indiana CLE Approved 4 Total
Kansas CLE Approved 2 Total
Kentucky CLE Approved 4 Total
Louisiana CLE Approved 4 Total
Maine CLE Approved 4 Total
Minnesota CLE Approved 4 Total
Missouri CLE Approved 4.8 Total
Northern Mariana Islands CLE Approved 4 Total
Mississippi CLE Approved 4 Total
Montana CLE Approved 4 Total
North Carolina CLE Approved 4 Total
North Dakota CLE Approved 4 Total
Nebraska CLE Approved 4 Total
New Hampshire CLE Approved 4 Total
New Jersey CLE Approved 4.8 Total
New Mexico CLE Approved 4 Total
Nevada CLE Approved 4 Total
New York CLE Approved 4.5 Total
Ohio CLE Approved 4 Total
Oklahoma CLE Approved 5 Total
Oregon CLE Approved 4 Total
Pennsylvania CLE Approved 4 Total
Rhode Island CLE Approved 4.5 Total
South Carolina CLE Approved 4 Total
Tennessee CLE Approved 4 Total
Utah CLE Approved 4 Total
Virginia CLE Approved 4 Total
Vermont CLE Approved 4 Total
Washington CLE Approved 4 Total
Wisconsin CLE Approved 4.5 Total
West Virginia CLE Approved 4.8 Total
Wyoming CLE Approved 4 Total
Select Jurisdiction
CLE

Agenda

All times are shown in

  1. Understanding Agentic AI: What It Is, How It Works, and Where It Fits

    1. What Agentic AI Is and How It Works
    2. Generative AI vs. Agentic AI
    3. Where Lawyers Are Already Encountering Agentic AI
    4. Identifying and Evaluating Agentic AI Tools

  2. Using Agentic AI: Practical Steps and Best Practices

    1. Scoping the Task
    2. Setting Checkpoints and Human Oversight
    3. Reviewing the Agent's Steps and Activity Log
    4. Verification and Quality Control
    5. Knowing When to Stop or Intervene

  3. Demos: Real-World Agentic AI Workflows for Lawyers

    1. Document Review: Finding and Flagging Issues
    2. Multi-Step Legal Research
    3. Learning and Applying Voice: Style Mining
    4. Drafting and Flagging Gaps
    5. Automating Ongoing and Recurring Tasks

  4. Agentic AI for the Rest of Us: Coding Concepts Made Simple

    1. Basic Coding Concepts Every Lawyer Should Understand in the Age of AI
    2. Designing Better Agent Workflows
    3. Building Guardrails and Human-in-the-Loop Controls
    4. Permissions, Access, and Scope: What Can (and Should) the Agent Actually Do?
    5. Understanding APIs and Connected Tools
    6. When an Agent Produces a Bad Result: Debugging the Workflow
    7. Recognizing When an Agent Is Unsafe

  5. Your Next Steps: Building an Agentic AI Use Strategy

    1. Choosing the Right Tasks for Agents
    2. Mapping Existing Workflows
    3. Designing and Launching Pilot Projects
    4. Training Lawyers and Staff
    5. Developing Policies and Governance

Who Should Attend

This program is designed for attorneys. Paralegals may also benefit.

Speakers

John Keary
John
Keary
Tarter Krinsky & Drogin LLP
Daniel Yoon Sik Choi
Daniel
Yoon Sik Choi
Litera
Tod A Kupstas
Tod A.
Kupstas
Pierson Ferdinand LLP
Speaker bio
John Keary

John Keary

Tarter Krinsky & Drogin LLP
John Keary

is an attorney and director of AI and Innovation at Tarter Krinsky & Drogin LLP, a first-of-its-kind leadership role created to advance the firm's strategic use of artificial intelligence and technology. A member of the firm's senior leadership team, he spearheads the design and implementation of AI and process improvement initiatives across the firm. Working across all departments, including legal and business functions, Mr. Keary helps enhance efficiency, client value, and competitive advantage. He collaborates with attorneys, practice group leaders, and professional departments—including Finance, HR, Marketing, Operations, and IT—to integrate cutting-edge tools and workflows into Tarter Krinsky & Drogin LLP's operations. Prior to joining Tarter Krinsky & Drogin LLP, he served as program manager, legal AI integration & compliance at NYU Langone Health, where he led the development and deployment of AI-enabled legal operations tools and financial operations agents supporting litigation, intellectual property, contract review, financial forecasting and compliance initiatives across the institution. A licensed attorney, Mr. Keary began his career as an associate at Kim, Cho & Lim LLC in New Jersey, where he managed commercial litigation matters, developed discovery strategies, drafted pleadings and motions, and advised clients on regulatory and risk considerations in transactions and disputes. He also negotiated and assessed lease and land-use agreements. Mr. Keary earned his B.A. degree, cum laude, from Baruch College and his J.D. degree from Seton Hall University School of Law.

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Speaker bio
Daniel Yoon Sik Choi

Daniel Yoon Sik Choi

Litera
Daniel Yoon Sik Choi

is a Legal Product Consultant at Litera where he focuses on generative artificial intelligence (AI) solutions for lawyers. He formerly practiced New York capital markets law for a multinational law firm where he represented corporate clients on a broad range of capital markets matters with a particular focus on cross-border transactions. Mr. Choi holds a J.D. degree from Osgoode Hall Law School, a M.A. degree from McMaster University, and a B.A. degree from the University of Toronto. He is also a research fellow for Osgoode's Investor Protection Clinic and is currently completing an LLM degree at the University of Toronto. Mr. Choi's research interests are in AI and the legal profession, comparative securities law, and legal theory.

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Speaker bio
Tod A Kupstas

Tod A. Kupstas

Pierson Ferdinand LLP
Tod Kupstas

is a partner at Pierson Ferdinand LLP. He is an intellectual property attorney focused on patent strategy, technology commercialization, and innovation-driven business counseling. Mr. Kupstas' practice spans patent preparation and prosecution, trademark strategy, licensing, portfolio management, and IP advisory work for emerging growth companies, established enterprises, and technology-focused clients across a range of industries. He advises clients operating at the intersection of software, artificial intelligence, SaaS platforms, advanced manufacturing, electronics, and emerging technologies. In addition to traditional IP protection, he works closely with clients on broader strategic issues involving monetization, competitive positioning, valuation of intangible assets, and innovation-focused business growth. Mr. Kupstas has experience counseling clients through all stages of the intellectual property lifecycle, from invention harvesting and portfolio development to enforcement strategy, due diligence, licensing, and transactional support. His work often involves translating highly technical subject matter into commercially actionable legal strategies designed to align with broader business objectives. Mr. Kupstas is also deeply engaged in the evolving relationship between artificial intelligence and intellectual property law, including AI-assisted innovation, software patent eligibility, trade secret strategy, and the commercialization of data- and technology-driven assets. In addition to his legal practice, he is involved in innovation and business communities through investor and technology-focused initiatives, including content and thought leadership centered on intellectual property, entrepreneurship, and emerging technology trends. Mr. Kupstas is recognized for combining legal analysis with practical business judgment and for helping clients navigate complex intellectual property issues in rapidly evolving markets. He earned his B.A. degree from University of Pennsylvania and his J.D. degree from George Washington University Law School.

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