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Overview
One Day. 6+ CLE Hours. Everything You Need to Get Up to Speed on AI.
This one-day program gives you a practical foundation in AI for the legal profession, starting with the basics of machine learning and today’s leading tools before moving into prompting, customization, practice-tailored use cases, and everyday legal workflows. Through demonstrations and practical examples, you’ll see what these technologies can—and cannot—do and how they can fit into your practice. Whether you are new to AI, have experimented with a few tools, or simply want to understand what all the AI talk means for your practice, this program will give you the knowledge and practical foundation to use AI more confidently and responsibly. Register today!
- Sort through the glut of AI tools and distinguish useful technology from products that may not justify the cost, learning curve, or privacy risks.
- Improve AI results with practical prompting techniques and customization tools.
- Understand agentic AI and how it differs from traditional generative AI, including the risks of giving AI access to firm systems, documents, and data.
- Put AI to work on everyday tasks, including email, client communications, meeting summaries, task lists, calendars, and Microsoft Office applications.
- Use AI for legal research, including finding, verifying, and summarizing case law.
- Apply AI to litigation tasks such as drafting, discovery, document review, deposition summaries, and trial exhibits.
- Explore AI use cases for transactional work, including contract review, clause-level redlining, negotiations, and due diligence.
- Identify opportunities to use AI in law firm operations, including marketing, finance, knowledge management, and more.
*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
- AI Basics and Finding the Right Tools
- Transactional Use Cases and Prompts
- Working With AI: From Prompts to Agents
- Everyday AI Efficiencies
- Legal Research Demos: Finding, Verifying, and Summarizing Case Law With AI
- Litigation Use Cases and Prompts
- Business of Law Use Cases and AI Governance
- Legal Ethics of AI
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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 |
| Texas 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
-
AI Basics and Finding the Right Tools
- Understanding Machine Learning, Generative AI, and LLMs
- General Tools (ChatGPT, Gemini, etc.)
- Legal-Specific Tools
- Enterprise vs. Consumer Accounts
- Demo: Same Prompt, Three Different Tools
- Vendor Due Diligence and AI Contract Terms
-
Transactional Use Cases and Prompts
- Contract Review and Clause-Level Redlining
- Negotiation Support
- Due Diligence Document Summarization
- Other Transactional Use Cases and Sample Prompt Language
-
Working With AI: From Prompts to Agents
- Prompting Best Practices
- Examples of Good vs. Bad Prompt Language
- AI Customization Tools: Claude Projects, ChatGPT Custom GPTs, Gemini Gems, etc.
- AI Connectors and Integrations
- Agentic AI: What It Is and How It Works
- Risks of Giving AI Access to Firm Systems and Data
-
Everyday AI Efficiencies
- Email, Client Communications, and Status Updates
- Meeting Transcripts, Summaries, and Task Lists
- Calendar, Deadline, and Administrative Support
- Word, Excel, PowerPoint, and Other Everyday Tools
-
Legal Research Demos: Finding, Verifying, and Summarizing Case Law With AI
-
Litigation Use Cases and Prompts
- Drafting Support – Demands, Pleadings, Motions, and Briefs
- Document Review and Discovery
- Deposition and Transcript Summarization
- Trial Exhibit and Demonstrative Support
- Other Litigation Use Cases and Sample Prompt Language
-
Business of Law Use Cases and AI Governance
- Marketing and Business Development
- HR and Recruiting
- Finance
- Knowledge Management
- Building an Institutional AI Policy
- Governance
- Training and Adoption
- AI Provisions in Engagement Letters
-
Legal Ethics of AI
- Duty of Competence and Duty of Confidentiality
- What Makes AI-Assisted Work Product Attorney Work Product?
- Why and Where AI Hallucinates
- Candor to the Tribunal – The Sanctions Cases
- Supervisory Responsibility
- Billing for Time “Saved” by AI and Disclosing AI Use to Clients
- Client-Facing Chatbots – UPL Considerations
Who Should Attend
This program is designed for attorneys at all levels of AI experience who want a practical understanding of how AI can be used in legal practice. It is particularly valuable for attorneys who are new to AI, have experimented with AI tools, or want to move toward a more intentional use of AI in their practice. Paralegals and other legal professionals may also benefit from the program.
Speakers
Speaker bio
Tony Arias
is an associate with the Denver office of Holland & Hart LLP, where he helps clients navigate complex and rapidly evolving laws and regulations, deploying industry best practices across AI, privacy, security, consumer finance, and risk management issues. He holds CIPP/US, CIPM, and AIGP certifications from the International Association of Privacy Professionals. With clients ranging from nimble startups to prominent Fortune 500 companies, Mr. Arias provides counsel on U.S. and international privacy, security, and fintech regulatory compliance and contractual matters. As corporate counsel and data privacy officer for a fintech company, he gained valuable experience providing SaaS solutions to top-tier financial institutions. In this role, Mr. Arias negotiated and executed complex, high-value transactions and improved the business's data management and privacy compliance. He also brings private practice experience representing clients in consumer finance regulatory compliance matters, complex commercial lawsuits, and federal and state government investigations. Beyond his professional commitments, Mr. Arias is deeply involved with his community, serving as a mentor and adopting leadership roles in various professional and civic organizations. He has been instrumental in establishing and distributing scholarship funds for deserving individuals, championing equity in education, and contributing to increased visibility for local artists. Mr. Arias earned his B.A. degree from University of Evansville and his J.D. degree from University of Denver Sturm College of Law.
Speaker bio
Timothy J. Plunkett
is of Senior Counsel at Harris Beach Murtha Cullina PLLC. He has more than 25 years of experience providing strategic counsel to governments and businesses. Mr. Plunkett is adept at navigating the intersection of law, business and government, helping guide clients through complicated political and business environments within heavily regulated industries. His career spans litigation, government relations and advising on complex regulatory environments, with experience in roles at law firms, on Wall Street, in state government and at a technology startup. Mr. Plunkett is admitted to practice in New York and Connecticut, counsels on procurement and government contracting, political law and compliance, data privacy and security, infrastructure and transportation development, contract management, education, employment, public finance and AI governance, among many other legal areas. As a certified AI Governance Professional (AIGP), Mr. Plunkett is well-positioned to navigate the legal and ethical challenges posed by emerging technologies. He provides forward-thinking guidance on issues such as AI regulation, compliance, governance and assisting organizations to mitigate risks while responsibly capitalizing on innovation. Mr. Plunkett previously worked at an early AI machine learning company focused on translation and localization. He also completed a Stanford University Rock Center for Corporate Governance (AI Governance) Course and is One Trust Certified for Risk Management & Governance Tools. Mr. Plunkett represents clients subject to federal, state and local regulations and is passionate about creating value and impact for those clients and their communities. He represents clients before state legislators, Congressional delegations, executive branch members, various state and local agencies and in state and federal courts, leveraging his extensive network and relationships with public sector officials, agency staff and regulators to achieve his clients' business goals. In addition to founding his own law firm, Mr. Plunkett previously held positions as an investment banking analyst in a Wall Street banking firm's public finance department; a business analyst at a technology startup; and as a senior policy analyst with the New York State Assembly, where he helped establish a new office and acted as lead contact regarding the financial, economic and social impacts of the 9/11 terrorist attacks upon the New York State and City economy, recovery and rebuilding efforts. He earned his B.A. degree from Georgetown University and his J.D. degree from Fordham University School of Law.
Speaker bio
Chelsea Vaughna Hale, Esq.
is an Associate with Courington Kiefer & Ankerson, L.L.C. She applies extensive courtroom and judicial experience to the defense of complex civil litigation throughout Louisiana. Prior to joining private practice, Ms. Hale served as Judicial Law Clerk to the Honorable Jennifer M. Medley in Orleans Parish Civil District Court, where she gained firsthand insight into the management, adjudication, and resolution of some of Louisiana's most challenging civil disputes. Her practice focuses on commercial litigation, product liability, insurance defense, toxic tort claims, personal injury defense, and other complex civil matters. Ms. Hale is recognized for her attention to detail, strong analytical skills, and practical approach to dispute resolution. She is licensed to practice law in Louisiana, is a certified Louisiana Family and Civil Mediator, and serves as a Louisiana Notary Public.
Speaker bio
Ellen T. Mathews
is a partner with Burr & Forman LLP's general commercial litigation and intellectual property groups. She represents institutional clients and individuals in a broad range of litigation matters, including contract disputes between businesses, disputes between franchisors and franchisees, financial services matters involving retail banks, credit card companies, and mortgage originators or servicers, disputes relating to distributorship, manufacturing, license, and warranty agreements, and operating agreement and shareholder disputes. Ms. Mathews also regularly represents clients in intellectual property litigation, including patent, trademark, copyright, and trade secret matters. Her patent experience involves a wide variety of technologies, such as devices for remotely communicating with and controlling electronic apparatuses, programmable light timers, work gear and tools, medical devices, and sporting goods and equipment. Ms. Mathews' trademark and copyright practice focuses primarily on the food and beverage, retail clothing, and music industries. Her intellectual property practice also extends to patent, trademark, and copyright prosecution, maintaining intellectual property portfolios, policing intellectual property rights, and assisting in franchise due diligence. Ms. Mathews is licensed to practice law in Alabama, Florida and North Carolina. She has represented clients in federal district courts in Alabama, California, Florida, New York, North Carolina and Texas. Ms. Mathews also represents clients in USPTO and US Copyright Office matters. She has been listed in The Best Lawyers in America® for her commercial litigation practice since 2023.
Speaker bio
Emily M. Holpert
is of senior counsel at Conn Kavanaugh Rosenthal Peisch & Ford, LLP. She advises clients on complex technology, outsourcing, and commercial transactions, helping them structure practical agreements that support growth, innovation, and operational efficiency. Clients rely on Ms. Holpert to negotiate strategic deals and deliver business-focused legal guidance in highly regulated and fast-moving industries. She advises clients on complex technology, outsourcing, fintech, and commercial transactions across a broad range of industries, including financial services, fintech, payments, blockchain and digital assets, technology, healthcare, energy, hospitality, consumer products, and e-commerce. Ms. Holpert's practice includes negotiating and managing cloud services, SaaS, software licensing, data and API agreements, strategic partnerships, outsourcing and managed services arrangements, payment processing and fintech agreements, and other technology-enabled commercial transactions. She also supports clients in connection with large-scale technology implementations, digital transformation initiatives, and the development and commercialization of innovative products and services. Clients value her practical approach to sophisticated transactions and her ability to advise on evolving technology, data, and regulatory issues in complex commercial arrangements. In addition to transactional matters, she counsels clients on a wide range of product, regulatory, and operational issues associated with technology-driven businesses and emerging technologies. She advises on artificial intelligence and AI-enabled products and services, including AI governance, data use and licensing, privacy and cybersecurity considerations, vendor and third-party risk management, and responsible AI risk assessment and compliance. Her experience also includes counseling clients on customer-facing terms and disclosures, technology procurement and implementation strategies, and scalable contracting and governance frameworks designed to support rapidly evolving business and operational needs. She earned her B.A. degree from Tulane University, her M.B.A. degree from Loyola University Chicago School of Business and her J.D. degree from Loyola University Chicago School of Law.
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