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Live Online

Clio Draft in Practice: Better Templates, Fewer Errors, Smoother Workflows

Credits Available
Credit Status Total
California MCLE Paralegal Approved 3 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 Pending 3 Total
Illinois CLE Approved 3 Total
Indiana CLE Approved 3 Total
Kansas CLE Approved 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
Mississippi 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 Hampshire 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 Approved 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
Delaware Certified Paralegal Program Approved 3 Total
Florida Registered Paralegal Approved 3.5 Total
Indiana Paralegal CLE Approved 3 Total
Montana CLE Credit for Paralegals Approved 3 Total
North Carolina Continuing Paralegal Education Approved 3 Total
New Mexico Paralegal Division, State Bar of Approved 3 Total
Ohio Certified Paralegals Approved 3 Total
Texas State Bar of Paralegal Division Approved 3 Total
Live Online
3 hours
Brittany Truszkowski
Amanda Cesnek
Kaitlyn Monck
With Brittany L. Truszkowski from Grand Canyon Law Group + 2 others

Mon, Nov 30, 00:00 AM – 00:00 PM

Product ID 102993

Register For Course

Course Includes
$299

Live Webinar Registration

OnDemand Recording

Course Book Download

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

Overview

Practical Training for Attorneys and Legal Teams, Plus an Introduction to Clio Work and Vincent AI

Clio Draft can turn hours of document preparation into minutes - but only if your templates, field mappings, and matter data are set up correctly. This practical program shows you how to get reliable results from Clio Draft, following a fictional matter from template setup through document generation, attorney review, and delivery. Learn how to build reusable templates, troubleshoot common errors, and create a repeatable workflow your entire team can follow. You'll also get a look at how Clio Work and Vincent AI can support legal research, drafting, and review. Spend less time preparing documents, reduce costly mistakes, and put your document automation tools to better use. Register today!

  • Set up client and matter data in Clio Manage so Clio Draft populates documents accurately the first time.
  • Convert recurring Word documents into tested, reusable Clio Draft templates with consistent merge fields.
  • Build Clio Draft document sets and trace errors to their source: matter data, field mapping, or the template.
  • Review Clio Draft court forms and e-signature packages before filing or delivery.
  • Map a complete Clio Draft workflow from staff preparation to attorney approval.
  • See what Clio Work and Vincent AI can do for you.

*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. Start With Accurate Client and Matter Information
  2. Build and Test Reusable Templates
  3. Create Document Sets and Fix Common Errors
  4. Review Court Forms and Manage E-Signatures
  5. Bring It Together: A Complete Document Workflow
  6. Explore Clio Work and Vincent: Practical Uses for Attorneys and Staff

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Related Topics

Product ID 102993

Credit Details

Credits Available
Credit Status Total
California MCLE Paralegal Approved 3 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 Pending 3 Total
Illinois CLE Approved 3 Total
Indiana CLE Approved 3 Total
Kansas CLE Approved 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
Mississippi 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 Hampshire 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 Approved 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
Delaware Certified Paralegal Program Approved 3 Total
Florida Registered Paralegal Approved 3.5 Total
Indiana Paralegal CLE Approved 3 Total
Montana CLE Credit for Paralegals Approved 3 Total
North Carolina Continuing Paralegal Education Approved 3 Total
New Mexico Paralegal Division, State Bar of Approved 3 Total
Ohio Certified Paralegals Approved 3 Total
Texas State Bar of Paralegal Division Approved 3 Total

Credit Details by Jurisdiction

Live Webinar Registration

CLE Credits
Alaska CLE Reciprocity · 3 Total Credits

Live - Alaska CLE - 3: Alaska Bar members may claim credit for attending CLE programs that have been accredited by other mandatory CLE jurisdictions. This program qualifies for 3.0 hours of credit, which includes 3.0 hours of MCLE credit and 0.0 hour of MECLE credit.

Alabama CLE Approved · 3 Total Credits

Live - Alabama CLE - 3: This course or a portion thereof has been approved by the Alabama State Bar Mandatory Continuing Legal Education Commission for a maximum of 3.0 credit hours, including 0.0 ethics/professionalism credit.

Arkansas CLE Approved · 3 Total Credits

Live - Arkansas CLE - 3: NBI, Inc. is an accredited sponsor in the state of Arkansas. This program is approved for 3.0 hours of continuing legal education credit, including 0.0 hour of ethics, consistent with the rules and regulations of the Arkansas Supreme Court of Professional Programs.

Arizona CLE Approved · 3 Total Credits

Live - Arizona CLE - 3: The State Bar of Arizona does not approve or accredit CLE activities for the Mandatory Continuing Legal Education requirement. This activity qualifies for 3.0 hours toward your annual CLE requirement for the State of Arizona, including 0.0 hour of professional responsibility.

California CLE Approved · 3 Total Credits
  • 1 Technology

Live - California CLE - 3: This activity has been approved for Minimum Continuing Legal Education credit by the State Bar of California in the amount of 3.0 hours, of which 0.0 hour will apply to legal ethics and 1.0 hour will apply to Technology. NBI, Inc. certifies this activity conforms to the standards for approved education activities prescribed by the rules and regulations of the State Bar of California governing minimum continuing legal education. NBI, Inc. is a State Bar of California approved MCLE provider - #53.

Colorado CLE Approved · 4 Total Credits

Live - Colorado CLE - 4: NBI, Inc. is a Certified Provider, as recognized by the Colorado Supreme Court Continuing Legal and Judicial Education Committee. This program has been accredited for 4.0 hours of General Colorado Continuing Legal Education Credit, including 0.0 professional responsibility credit.

Connecticut CLE Approved · 3 Total Credits

Live - Connecticut CLE - 3: Neither the Connecticut Judicial Branch nor the Commission on Minimum Continuing Legal Education approve or accredit CLE providers or activities. It is the opinion of NBI, Inc. that this activity qualifies for 3.0 hours toward your annual CLE requirement in Connecticut, including 0.0 hour(s) of ethics/professionalism.

Delaware CLE Approved · 3 Total Credits

Live - Delaware CLE - 3: NBI, Inc. is an accredited sponsor of the Delaware Commission on Continuing Legal Education and recommends this program for 3.0 hours of eCLE credit, including 0.0 hour of ethics.

Florida CLE Approved · 3.5 Total Credits
  • 3.5 Technology

Live - Florida CLE - 3.5: Approved by The Florida Bar for a maximum of 3.50 general hours of CLER credit including 0.0 hour of professional responsibility (may include legal ethics, professionalism, substance abuse or mental illness and wellness programs) and 3.50 hours of technology.

Georgia CLE Approved · 3 Total Credits

Live - Georgia CLE - 3: This program is approved by the Commission on Continuing Lawyer Competency of the State Bar of Georgia. This program qualifies for 3.0 hours of distance learning continuing legal education credit with the Georgia Commission on Continuing Lawyer Competency, which includes 0.0 hour of distance learning ethics.

Hawaii CLE Approved · 3 Total Credits

Live - Hawaii CLE - 3: NBI, Inc. is an Accredited Provider with the Hawaii State Board of Continuing Legal Education. This alternative format activity has been approved for 3.0 hours of credit for the state of Hawaii, which includes 0.0 hour of ethics or professional responsibility education.

Iowa CLE Approved · 3 Total Credits

Live - Iowa CLE - 3: "Clio Draft in Practice: Better Templates, Fewer Errors, Smoother Workflows" is an accredited program under the regulations of the Iowa Supreme Court Commission on Continuing Legal Education. It is planned that this program will provide a maximum of 3.0 hours of regular credit toward the mandatory continuing legal education requirements under the Iowa rule, including 0.0 hour of legal ethics credit.

Idaho CLE Pending · 3 Total Credits

Live - Idaho CLE - 3: This program has been submitted for continuing legal education credit in the state of Idaho.

Illinois CLE Approved · 3 Total Credits

Live - Illinois CLE - 3: This program has been approved by the Illinois MCLE Board for 3.0 hours of CLE credit, which includes approval for 0.0 hour of legal ethics, civility, professionalism CLE credit by the Illinois Supreme Court Commission on Professionalism.

Indiana CLE Approved · 3 Total Credits
  • 3 Non-Legal Subject

Live - Indiana CLE - 3: This course has been approved by the Indiana Supreme Court Office of Admissions & Continuing Education. Participating attorneys are eligible to receive 3.0 hours of distance education, which includes 3.0 hours of non-legal subject credit.

Kansas CLE Approved · 2 Total Credits
  • 2 Law Practice Management

Live - Kansas CLE - 2: Approved by Kansas CLE for 2.0 hours of continuing legal education credit, which includes 2.0 hours of law practice management credit.

Kentucky CLE Approved · 3 Total Credits

Live - Kentucky CLE - 3: This activity has been approved by the Kentucky Bar Association Continuing Legal Education Commission for a maximum of 3.0 credits, including 0.0 ethics credits.

Louisiana CLE Approved · 3 Total Credits

Live - Louisiana CLE - 3: This course or a portion thereof has been approved by the Louisiana Mandatory Continuing Legal Education Committee of the Louisiana State Bar Association. This program qualifies for 3.0 hours (based on a 60-minute credit hour) of computer based credit, of which 0.0 hour will apply to computer based ethics credit. This course will apply toward the fulfillment of the newly admitted member requirement.

Maine CLE Approved · 3 Total Credits

Live - Maine CLE - 3: This course has been approved by the State of Maine Board of Overseers of the Bar. Lawyers who complete this course shall receive 3.0 hours of CLE credit including 0.0 ethics hours.

Course Book - Maine CLE - 3: This course has been approved by the State of Maine Board of Overseers of the Bar. Lawyers who complete this course will receive 3.0 hours of self-study CLE credit.

Minnesota CLE Approved · 3 Total Credits

Live - Minnesota CLE - 3: This course has been approved by the Minnesota Board of Continuing Legal Education for 3.0 hours of standard CLE credit, including 0.0 hour of ethics credit.

Missouri CLE Approved · 3.6 Total Credits

Live - Missouri CLE - 3.6: NBI, Inc. is an accredited sponsor with Missouri Minimum Continuing Legal Education. This program qualifies for 3.60 hours of CLE credit, which includes 0.0 hour of ethics, professionalism or malpractice prevention credit.

Course Book - Missouri CLE - 3.6: NBI, Inc. is an accredited sponsor with Missouri Minimum Continuing Legal Education. This program qualifies for 3.60 self-study CLE credit hours.

Northern Mariana Islands CLE Approved · 3 Total Credits

Live - Northern Mariana Islands CLE - 3: This course has been approved by the Commonwealth of the Northern Mariana Islands. Lawyers who complete this course shall receive 3.0 hours of CLE credit.

Course Book - Northern Mariana Islands CLE - 3: This course has been approved by the Commonwealth of the Northern Mariana Islands. Lawyers who complete this course shall receive 3.0 hours of self-study CLE credit.

Mississippi CLE Approved · 3 Total Credits

Live - Mississippi CLE - 3: This course has been approved by the Mississippi Commission on Continuing Legal Education for a maximum of 3.0 hours of Online credit, which includes 0.0 hour of ethics/ professionalism.

Montana CLE Approved · 3 Total Credits

Live - Montana CLE - 3: Approved for 3.0 hours of CLE credit by the Montana Commission of Continuing Legal Education, including 0.0 hour of professional fitness and integrity credit.

North Carolina CLE Approved · 3 Total Credits
  • 1 Technology

Live - North Carolina CLE - 3: NBI, Inc. is an accredited sponsor with the North Carolina State Board of Continuing Legal Education. Attendance of this program will result in 3.0 hours of CLE credit, including 0.0 professional responsibility and 1.0 technology.

North Dakota CLE Approved · 3 Total Credits

Live - North Dakota CLE - 3: This program has been approved by the North Dakota Commission for Continuing Legal Education for 3.0 hours of CLE credit, including 0.0 hour of ethics credit.

Nebraska CLE Approved · 3 Total Credits

Live - Nebraska CLE - 3: NBI, Inc. is an accredited CLE sponsor in the state of Nebraska. This activity has been approved for 3.0 distance learning CLE credits, including 0.0 hour of professional responsibility credit.

New Hampshire CLE Approved · 3 Total Credits

Live - New Hampshire CLE - 3: NHMCLE does not approve or accredit CLE activities for the NH Minimum CLE requirement. NBI, Inc. believes this course meets the requirements of NH Supreme Court Rule 53 toward the annual NHMCLE requirement.

New Jersey CLE Approved · 3.6 Total Credits
  • 3.6 Technology

Live - New Jersey CLE - 3.6: This program has been approved by the Board on Continuing Legal Education of the Supreme Court of New Jersey for 3.60 hours of total CLE credit. Of these, 3.60 qualifies as hours of credit for technology.

New Mexico CLE Approved · 3 Total Credits

Live - New Mexico CLE - 3: This program has been approved by the Board of Bar Commissioners of the State Bar of New Mexico for 3.0 hours of credit, including 0.0 hour of ethics.

Nevada CLE Approved · 3 Total Credits

Live - Nevada CLE - 3: This course has been approved by the Nevada Board of Continuing Legal Education. This program qualifies for 3.0 hours of alternative format CLE credits by the Nevada Board of Continuing Legal Education, which includes 0.0 hour of alternative format ethical considerations.

New York CLE Approved · 3.5 Total Credits
  • 3.5 Skills

Live - New York CLE - 3.5: This course has been approved in accordance with the requirements of the New York State Continuing Legal Education Board for a maximum of 3.50 credit hours. 3.50 hours can be applied to the skills requirement. This nontraditional format program is approved for experienced attorneys. NBI, Inc. offers a Financial Hardship Policy for qualifying individuals. To apply, please submit a request via email to our Tuition Discount Committee at customerservice@nbi-sems.com.

Ohio CLE Approved · 3 Total Credits
  • 3 New Lawyer Training

Live - Ohio CLE - 3: This course has been approved by the Supreme Court of Ohio Commission on Continuing Legal Education for 3.0 CLE credit hours, including 0.0 hour of attorney professional conduct instruction. This course is approved for 3.0 hours of New Lawyer Training credit. NLT credit is only available on “Live Webcast” and "Webcast Replay" versions of this program.

Oklahoma CLE Approved · 3.5 Total Credits

Live - Oklahoma CLE - 3.5: This course has been approved by the Oklahoma Bar Association Mandatory Continuing Legal Education Commission for 3.50 hours of CLE credit, which includes 0.0 hour of legal ethics.

Oregon CLE Approved · 3 Total Credits
  • 3 Practical Skills

Live - Oregon CLE - 3: NBI, Inc. is an approved sponsor with the Oregon MCLE. This program is approved for 3.0 hours of practical skills credit and 0.0 hour of ethics credit.

Pennsylvania CLE Approved · 3 Total Credits

Live - Pennsylvania CLE - 3: This program has been approved by the Pennsylvania Continuing Legal Education Board for a total of 3.0 hours, including 3.0 hours of substantive law, practice and procedure CLE credit and 0.0 hour of ethics, professionalism or substance abuse CLE credit.

Rhode Island CLE Approved · 3.5 Total Credits

Live - Rhode Island CLE - 3.5: NBI is an accredited sponsor with the Rhode Island MCLE Commission. This program is approved for 3.50 hours of CLE credit in Rhode Island, including 0.0 of legal ethics.

South Carolina CLE Approved · 3 Total Credits

Live - South Carolina CLE - 3: This course is accredited by the South Carolina Commission on Continuing Legal Education and Specialization for 3.0 alternatively delivered hours, of which 0.0 hour relates to legal ethics and professional responsibility.

Tennessee CLE Approved · 3 Total Credits

Live - Tennessee CLE - 3: This course has been approved by the Tennessee Commission on Continuing Legal Education for a maximum of 3.0 hours of Distance Learning credit, including 0.0 hour of ethics/professionalism (EP) credit.

Texas CLE Approved · 3 Total Credits

Live - Texas CLE - 3: This course is accredited for Minimum Continuing Legal Education credit by the State Bar of Texas Committee on MCLE in the amount of 3.0 credit hours, of which 0.0 credit hour will apply to legal ethics/professional responsibility credit. Hours in attendance at National Business Institute CLE seminars may be applied to the minimum Judicial Education requirement.

Utah CLE Approved · 3 Total Credits

Live - Utah CLE - 3: National Business Institute is an approved "presumptive provider" with the Utah State Board of Continuing Legal Education. This program qualifies for a maximum of 3.0 hours of Live CLE credit for Utah attorneys, which includes 0.0 hour of ethics credit.

Virginia CLE Approved · 3 Total Credits

Live - Virginia CLE - 3: This course has been approved by the Virginia Mandatory Continuing Legal Education Board for 3.0 hours of credit, of which 0.0 hour will also apply in the area of legal ethics or professionalism.

Vermont CLE Approved · 3 Total Credits

Live - Vermont CLE - 3: This course has been approved by the Vermont Board of Mandatory Continuing Legal Education for 3.0 hours of credit, including 0.0 hour of ethics.

Washington CLE Approved · 3 Total Credits

Live - Washington CLE - 3: Approved for 3.0 hours of Washington continuing legal education credit, which includes 3.0 hours of Law and Legal Procedure and 0.0 hour of ethics and professional responsibility.

Wisconsin CLE Approved · 3.5 Total Credits
  • 3.5 Law Practice Management

Live - Wisconsin CLE - 3.5: Approved for 3.50 hours of CLE credit by the Board of Bar Examiners, including 3.5 hours of law practice management (LPM) credit.

West Virginia CLE Approved · 3.6 Total Credits

Live - West Virginia CLE - 3.6: This program qualifies for 3.60 hours of credit, which includes 0.0 hour of ethics, under the West Virginia Rules for Mandatory Continuing Legal Education.

Wyoming CLE Approved · 3 Total Credits

Live - Wyoming CLE - 3: The Wyoming State Board of Continuing Legal Education has granted 3.0 hours of Continuing Legal Education Credit, including 0.0 hour of ethics.

Paralegal Credits
California MCLE Paralegal Approved · 3 Total Credits

Live - California MCLE Paralegal - 3: This program meets the California MCLE Paralegal requirement as specified in Business and Professions Code Section 6450(d).

Delaware Certified Paralegal Program Approved · 3 Total Credits

Live - Delaware Certified Paralegal Program - 3: This course qualifies for 3.0 DCP CLE credit hours, including 0.0 DCP ethics credit hour, toward the eligibility requirements of the DPA Delaware Certified Paralegal Program.

Florida Registered Paralegal Approved · 3.5 Total Credits
  • 3.5 Technology

Live - Florida Registered Paralegal - 3.5: This course qualifies for 3.50 hours of continuing education for paralegals, including 0.0 hour of ethics and 3.50 hours of technology, toward the eligibility requirements of the Florida Registered Paralegal Program. This course has been approved by NFPA.

Indiana Paralegal CLE Approved · 3 Total Credits

Live - Indiana Paralegal CLE - 3: This course qualifies for 3.0 hours of continuing education, including 0.0 hour of ethics and satisfies the CLE requirement for Indiana State Bar Association Paralegal Members and Indiana Registered Paralegals (IRP).

Montana CLE Credit for Paralegals Approved · 3 Total Credits

Live - Montana CLE Credit for Paralegals - 3: This course has been approved for 3.0 hours of CLE credit, including 0.0 hour of ethics, by the Montana Commission of Continuing Legal Education. The Montana Association of Legal Assistants (MALA) and the Paralegal Section of the State Bar of Montana will honor this credit approval.

North Carolina Continuing Paralegal Education Approved · 3 Total Credits

Live - North Carolina Continuing Paralegal Education - 3: This program has been approved by the North Carolina State Bar Board of Paralegal Certification for continuing paralegal education credit in the amount of 3.0 hours, of which 0.0 hour will also apply in the area of professional responsibility. This course is not sponsored by the Board of Paralegal Certification.

New Mexico Paralegal Division, State Bar of Approved · 3 Total Credits

Live - New Mexico Paralegal Division, State Bar of - 3: Approved by the Paralegal Division of the State Bar of New Mexico for 3.0 general and 0.0 ethics (for a total of 3.0 hours CLE).

Ohio Certified Paralegals Approved · 3 Total Credits

Live - Ohio Certified Paralegals - 3: This course qualifies for 3.0 hours of continuing education for paralegals, including 0.0 hour of ethics, toward the eligibility requirements of the Ohio State Bar Association Paralegal Certification program.

Texas State Bar of Paralegal Division Approved · 3 Total Credits

Live - Texas State Bar of Paralegal Division - 3: This course qualifies for 3.0 CLE credit hours, including 0.0 ethics credit hour, toward the eligibility requirements of The Paralegal Division of the State Bar of Texas.

OnDemand Video

CLE Credits
Alaska CLE Reciprocity · 3 Total Credits

Earn Until

OnDemand - Alaska CLE - 3: Alaska Bar members may claim credit for attending CLE programs that have been accredited by other mandatory CLE jurisdictions. This program qualifies for 3.0 hours of credit, which includes 3.0 hours of MCLE credit and 0.0 hour of MECLE credit.

Video Download - Alaska CLE - 3: Alaska Bar members may claim credit for attending CLE programs that have been accredited by other mandatory CLE jurisdictions. This program qualifies for 3.0 hours of credit, which includes 3.0 hours of MCLE credit and 0.0 hour of MECLE credit.

Alabama CLE Approved · 3 Total Credits

Earn Until

OnDemand - Alabama CLE - 3: This course or a portion thereof has been approved by the Alabama State Bar Mandatory Continuing Legal Education Commission for a maximum of 3.0 on-demand credit hours, including 0.0 ethics/professionalism credit.

Arkansas CLE Approved · 3 Total Credits

Earn Until

OnDemand - Arkansas CLE - 3: NBI, Inc. is an accredited sponsor in the state of Arkansas. This program qualifies for 3.0 hours of on demand continuing legal education credit, including 0.0 hour of ethics, consistent with the rules and regulations of the Arkansas Supreme Court of Professional Programs.

Video Download - Arkansas CLE - 3: NBI, Inc. is an accredited sponsor in the state of Arkansas. This program qualifies for 3.0 hours of on demand continuing legal education credit, including 0.0 hour of ethics, consistent with the rules and regulations of the Arkansas Supreme Court of Professional Programs.

Arizona CLE Approved · 3 Total Credits

Earn Until

OnDemand - Arizona CLE - 3: The State Bar of Arizona does not approve or accredit CLE activities for the Mandatory Continuing Legal Education requirement. This activity qualifies for 3.0 hours toward your annual CLE requirement for the State of Arizona, including 0.0 hour of professional responsibility.

Video Download - Arizona CLE - 3: The State Bar of Arizona does not approve or accredit CLE activities for the Mandatory Continuing Legal Education requirement. This activity qualifies for 3.0 hours toward your annual CLE requirement for the State of Arizona, including 0.0 hour of professional responsibility.

California CLE Approved · 3 Total Credits
  • 1 Technology

Earn Until

OnDemand - California CLE - 3: This activity has been approved for Minimum Continuing Legal Education credit by the State Bar of California and qualifies for 3.0 hours of participatory credit, of which 0.0 hour will apply to legal ethics and 1.0 hour will apply to Technology credit. NBI, Inc. certifies this activity conforms to the standards for approved education activities prescribed by the rules and regulations of the State Bar of California governing minimum continuing legal education. NBI, Inc. is a State Bar of California approved MCLE provider - #53.

Video Download - California CLE - 3: This activity has been approved for Minimum Continuing Legal Education credit by the State Bar of California and qualifies for 3.0 hours of self-study credit, of which 0.0 hour will apply to legal ethics and 1.0 hour will apply to Technology credit. NBI, Inc. certifies this activity conforms to the standards for approved education activities prescribed by the rules and regulations of the State Bar of California governing minimum continuing legal education. NBI, Inc. is a State Bar of California approved MCLE provider - #53.

Colorado CLE Approved · 4 Total Credits

Earn Until

OnDemand - Colorado CLE - 4: NBI, Inc. is a Certified Provider, as recognized by the Colorado Supreme Court Continuing Legal and Judicial Education Committee. This program qualifies for 4.0 hours of home study general Colorado Continuing Legal Education Credit, including 0.0 professional responsibility credit.

Video Download - Colorado CLE - 4: NBI, Inc. is a Certified Provider, as recognized by the Colorado Supreme Court Continuing Legal and Judicial Education Committee. This program qualifies for 4.0 hours of home study general Colorado Continuing Legal Education Credit, including 0.0 professional responsibility credit.

Connecticut CLE Approved · 3 Total Credits

Earn Until

OnDemand - Connecticut CLE - 3: Neither the Connecticut Judicial Branch nor the Commission on Minimum Continuing Legal Education approve or accredit CLE providers or activities. It is the opinion of NBI, Inc. that this activity qualifies for 3.0 self-study hours toward your annual CLE requirement in Connecticut, including 0.0 self-study hour(s) of ethics/professionalism.

Video Download - Connecticut CLE - 3: Neither the Connecticut Judicial Branch nor the Commission on Minimum Continuing Legal Education approve or accredit CLE providers or activities. It is the opinion of NBI, Inc. that this activity qualifies for 3.0 self-study hours toward your annual CLE requirement in Connecticut, including 0.0 self-study hour(s) of ethics/professionalism.

Delaware CLE Approved · 3 Total Credits

Earn Until

OnDemand - Delaware CLE - 3: NBI, Inc. is an accredited sponsor of the Delaware Commission on Continuing Legal Education and recommends this program for 3.0 hours of eCLE credit, including 0.0 hour of ethics.

Florida CLE Approved · 3.5 Total Credits
  • 3.5 Technology

Earn Until

OnDemand - Florida CLE - 3.5: Approved by The Florida Bar, this program qualifies for 3.50 general hours of CLER self-study credit including 0.0 hour of self-study professional responsibility (may include legal ethics, professionalism, substance abuse or mental illness and wellness programs) and 3.50 hours of self-study technology.

Video Download - Florida CLE - 3.5: Approved by The Florida Bar, this program qualifies for 3.50 general hours of CLER self-study credit including 0.0 hour of self-study professional responsibility (may include legal ethics, professionalism, substance abuse or mental illness and wellness programs) and 3.50 hours of self-study technology.

Georgia CLE Approved · 3 Total Credits

Earn Until

OnDemand - Georgia CLE - 3: This program is approved by the Commission on Continuing Lawyer Competency of the State Bar of Georgia. This program qualifies for 3.0 hours of distance learning continuing legal education credit with the Georgia Commission on Continuing Lawyer Competency, which includes 0.0 hour of distance learning ethics.

Video Download - Georgia CLE - 3: This program is approved by the Commission on Continuing Lawyer Competency of the State Bar of Georgia. This program qualifies for 3.0 hours of distance learning continuing legal education credit with the Georgia Commission on Continuing Lawyer Competency, which includes 0.0 hour of distance learning ethics.

Hawaii CLE Approved · 3 Total Credits

Earn Until

OnDemand - Hawaii CLE - 3: NBI, Inc. is an Accredited Provider with the Hawaii State Board of Continuing Legal Education. This alternative format activity has been approved for 3.0 hours of credit for the state of Hawaii, which includes 0.0 hour of ethics or professional responsibility education.

Video Download - Hawaii CLE - 3: NBI, Inc. is an Accredited Provider with the Hawaii State Board of Continuing Legal Education. This alternative format activity has been approved for 3.0 hours of credit for the state of Hawaii, which includes 0.0 hour of ethics or professional responsibility education.

Iowa CLE Approved · 3 Total Credits

Earn Until

OnDemand - Iowa CLE - 3: This program has been submitted to the Iowa Supreme Court Commission on Continuing Legal Education for credit towards the mandatory continuing legal education requirements under the Iowa rule.

Idaho CLE Pending · 3 Total Credits

OnDemand - Idaho CLE - 3: This program has been submitted for continuing legal education credit in the state of Idaho.

Video Download - Idaho CLE - 3: This program has been submitted for continuing legal education credit in the state of Idaho.

Illinois CLE Approved · 3 Total Credits

Earn Until

OnDemand - Illinois CLE - 3: This program has been approved by the Illinois MCLE Board for 3.0 hours of recorded technology CLE credit, which includes approval for 0.0 hour of legal ethics, civility, professionalism CLE credit by the Illinois Supreme Court Commission on Professionalism.

Video Download - Illinois CLE - 3: This program has been approved by the Illinois MCLE Board for 3.0 hours of recorded technology CLE credit, which includes approval for 0.0 hour of legal ethics, civility, professionalism CLE credit by the Illinois Supreme Court Commission on Professionalism.

Indiana CLE Approved · 3 Total Credits
  • 3 Non-Legal Subject

Earn Until

OnDemand - Indiana CLE - 3: This course has been approved by the Indiana Supreme Court Office of Admissions & Continuing Education. Participating attorneys are eligible to receive 3.0 hours of distance education, which includes 3.0 hours of non-legal subject credit.

Kansas CLE Approved · 2 Total Credits
  • 2 Law Practice Management

Earn Until

OnDemand - Kansas CLE - 2: Approved by Kansas CLE for 2.0 hours of prerecorded format continuing legal education credit, which includes 2.0 hours of law practice management credit.

Video Download - Kansas CLE - 2: Approved by Kansas CLE for 2.0 hours of prerecorded format continuing legal education credit, which includes 2.0 hours of law practice management credit.

Kentucky CLE Approved · 3 Total Credits

Earn Until

OnDemand - Kentucky CLE - 3: This program has been approved as a technological CLE activity by the Kentucky Bar Association Continuing Legal Education Commission and qualifies for 3.0 credits, including 0.0 ethics credits.

Video Download - Kentucky CLE - 3: This program has been approved as a technological CLE activity by the Kentucky Bar Association Continuing Legal Education Commission and qualifies for 3.0 credits, including 0.0 ethics credits.

Louisiana CLE Approved · 3 Total Credits

Earn Until

OnDemand - Louisiana CLE - 3: This course or a portion thereof has been approved by the Louisiana Mandatory Continuing Legal Education Committee of the Louisiana State Bar Association. This program qualifies for 3.0 hours (based on a 60-minute credit hour) of computer based credit, of which 0.0 hour will apply to computer-based ethics credit. This course will apply toward the fulfillment of the newly admitted member requirement.

Maine CLE Approved · 3 Total Credits

Earn Until

OnDemand - Maine CLE - 3: This course has been approved by the State of Maine Board of Overseers of the Bar. Lawyers who complete this course will receive 3.0 hours of self-study CLE credit.

Video Download - Maine CLE - 3: This course has been approved by the State of Maine Board of Overseers of the Bar. Lawyers who complete this course will receive 3.0 hours of self-study CLE credit.

Course Book - Maine CLE - 3: This course has been approved by the State of Maine Board of Overseers of the Bar. Lawyers who complete this course will receive 3.0 hours of self-study CLE credit.

Minnesota CLE Approved · 3 Total Credits

Earn Until

OnDemand - Minnesota CLE - 3: Approved for 3.0 hours of standard on-demand CLE credit, including 0.0 hour of ethics credit by the Minnesota Board of Continuing Legal Education.

Video Download - Minnesota CLE - 3: Approved for 3.0 hours of standard on-demand CLE credit, including 0.0 hour of ethics credit by the Minnesota Board of Continuing Legal Education.

Missouri CLE Approved · 3.6 Total Credits

Earn Until

OnDemand - Missouri CLE - 3.6: NBI, Inc. is an accredited sponsor with Missouri Minimum Continuing Legal Education. This program qualifies for 3.60 self-study CLE credit hours.

Video Download - Missouri CLE - 3.6: NBI, Inc. is an accredited sponsor with Missouri Minimum Continuing Legal Education. This program qualifies for 3.60 self-study CLE credit hours.

Course Book - Missouri CLE - 3.6: NBI, Inc. is an accredited sponsor with Missouri Minimum Continuing Legal Education. This program qualifies for 3.60 self-study CLE credit hours.

Northern Mariana Islands CLE Approved · 3 Total Credits

Earn Until

OnDemand - Northern Mariana Islands CLE - 3: This course has been approved by the Commonwealth of the Northern Mariana Islands. Lawyers who complete this course shall receive 3.0 hours of self-study CLE credit.

Video Download - Northern Mariana Islands CLE - 3: This course has been approved by the Commonwealth of the Northern Mariana Islands. Lawyers who complete this course shall receive 3.0 hours of self-study CLE credit.

Course Book - Northern Mariana Islands CLE - 3: This course has been approved by the Commonwealth of the Northern Mariana Islands. Lawyers who complete this course shall receive 3.0 hours of self-study CLE credit.

Mississippi CLE Approved · 3 Total Credits

Earn Until

OnDemand - Mississippi CLE - 3: This course has been approved by the Mississippi Commission on Continuing Legal Education for a maximum of 3.0 hours of Online credit, which includes 0.0 hour of ethics/ professionalism.

Montana CLE Approved · 3 Total Credits

Earn Until

OnDemand - Montana CLE - 3: This program qualifies for 3.0 hours of self-study CLE credit by the Montana Commission of Continuing Legal Education, including 0.0 hour of professional fitness and integrity credit.

Video Download - Montana CLE - 3: This program qualifies for 3.0 hours of self-study CLE credit by the Montana Commission of Continuing Legal Education, including 0.0 hour of professional fitness and integrity credit.

North Carolina CLE Approved · 3 Total Credits
  • 1 Technology

Earn Until

OnDemand - North Carolina CLE - 3: NBI, Inc. is an accredited sponsor with the North Carolina State Board of Continuing Legal Education. Attendance of this program qualifies for 3.0 hours of online CLE credit, including 0.0 professional responsibility and 1.0 technology.

Video Download - North Carolina CLE - 3: NBI, Inc. is an accredited sponsor with the North Carolina State Board of Continuing Legal Education. Attendance of this program qualifies for 3.0 hours of online CLE credit, including 0.0 professional responsibility and 1.0 technology.

North Dakota CLE Approved · 3 Total Credits

Earn Until

OnDemand - North Dakota CLE - 3: North Dakota attorneys completing this program may claim 3.0 North Dakota self-study CLE credit hours, including 0.0 hour of self-study ethics credit, on the Report of Compliance.

Video Download - North Dakota CLE - 3: North Dakota attorneys completing this program may claim 3.0 North Dakota self-study CLE credit hours, including 0.0 hour of self-study ethics credit, on the Report of Compliance.

Nebraska CLE Approved · 3 Total Credits

Earn Until

OnDemand - Nebraska CLE - 3: NBI, Inc. is an accredited CLE sponsor in the state of Nebraska. This activity has been approved for 3.0 distance learning CLE credits, including 0.0 hour of professional responsibility credit.

Video Download - Nebraska CLE - 3: NBI, Inc. is an accredited CLE sponsor in the state of Nebraska. This activity has been approved for 3.0 distance learning CLE credits, including 0.0 hour of professional responsibility credit.

New Hampshire CLE Approved · 3 Total Credits

Earn Until

OnDemand - New Hampshire CLE - 3: NHMCLE does not approve or accredit CLE activities for the NH Minimum CLE requirement. NBI, Inc. believes this course meets the requirements of NH Supreme Court Rule 53 toward the annual NHMCLE requirement.

Video Download - New Hampshire CLE - 3: NHMCLE does not approve or accredit CLE activities for the NH Minimum CLE requirement. NBI, Inc. believes this course meets the requirements of NH Supreme Court Rule 53 toward the annual NHMCLE requirement.

New Jersey CLE Approved · 3.6 Total Credits
  • 3.6 Technology

Earn Until

OnDemand - New Jersey CLE - 3.6: This program has been approved by the Board on Continuing Legal Education of the Supreme Court of New Jersey for 3.60 hours of alternative format CLE credit. Of these, 3.60 qualifies as hours of alternative learning format credit for technology.

Video Download - New Jersey CLE - 3.6: This program has been approved by the Board on Continuing Legal Education of the Supreme Court of New Jersey for 3.60 hours of alternative format CLE credit. Of these, 3.60 qualifies as hours of alternative learning format credit for technology.

New Mexico CLE Approved · 3 Total Credits

Earn Until

OnDemand - New Mexico CLE - 3: This program has been approved by the Board of Bar Commissioners of the State Bar of New Mexico. This program qualifies for 3.0 hours of self-study credit, including 0.0 hour of self-study ethics credit.

Video Download - New Mexico CLE - 3: This program has been approved by the Board of Bar Commissioners of the State Bar of New Mexico. This program qualifies for 3.0 hours of self-study credit, including 0.0 hour of self-study ethics credit.

Nevada CLE Approved · 3 Total Credits

Earn Until

OnDemand - Nevada CLE - 3: This course has been approved by the Nevada Board of Continuing Legal Education. This program qualifies for 3.0 hours of alternative format CLE credits by the Nevada Board of Continuing Legal Education, which includes 0.0 hour of alternative format ethical considerations.

Video Download - Nevada CLE - 3: This course has been approved by the Nevada Board of Continuing Legal Education. This program qualifies for 3.0 hours of alternative format CLE credits by the Nevada Board of Continuing Legal Education, which includes 0.0 hour of alternative format ethical considerations.

New York CLE Approved · 3.5 Total Credits
  • 3.5 Skills

Earn Until

OnDemand - New York CLE - 3.5: This nontraditional format course has been approved in accordance with the requirements of the New York State Continuing Legal Education Board for up to 3.50 credit hours. 3.50 hours can be applied to the skills requirement and is approved for experienced attorneys. NBI, Inc. offers a Financial Hardship Policy for qualifying individuals. To apply, please submit a request via email to our Tuition Discount Committee at customerservice@nbi-sems.com.

Video Download - New York CLE - 3.5: This nontraditional format course has been approved in accordance with the requirements of the New York State Continuing Legal Education Board for up to 3.50 credit hours. 3.50 hours can be applied to the skills requirement and is approved for experienced attorneys. NBI, Inc. offers a Financial Hardship Policy for qualifying individuals. To apply, please submit a request via email to our Tuition Discount Committee at customerservice@nbi-sems.com.

Ohio CLE Approved · 3 Total Credits

Earn Until

OnDemand - Ohio CLE - 3: This course has been approved by the Supreme Court of Ohio Commission on Continuing Legal Education for 3.0 CLE credit hours, including 0.0 hour of attorney professional conduct instruction.

Video Download - Ohio CLE - 3: This course has been approved by the Supreme Court of Ohio Commission on Continuing Legal Education for 3.0 CLE credit hours, including 0.0 hour of attorney professional conduct instruction.

Oklahoma CLE Approved · 3.5 Total Credits

Earn Until

OnDemand - Oklahoma CLE - 3.5: This course has been approved by the Oklahoma Bar Association Mandatory Continuing Legal Education Commission. This program qualifies for 3.50 of On Demand CLE credit hours, which includes 0.0 hour of legal ethics.

Video Download - Oklahoma CLE - 3.5: This course has been approved by the Oklahoma Bar Association Mandatory Continuing Legal Education Commission. This program qualifies for 3.50 of On Demand CLE credit hours, which includes 0.0 hour of legal ethics.

Oregon CLE Approved · 3 Total Credits
  • 3 Practical Skills

Earn Until

OnDemand - Oregon CLE - 3: NBI, Inc. is an approved sponsor with the Oregon MCLE. This program qualifies for 3.0 hours of practical skills credit and 0.0 hour of ethics credit.

Video Download - Oregon CLE - 3: NBI, Inc. is an approved sponsor with the Oregon MCLE. This program qualifies for 3.0 hours of practical skills credit and 0.0 hour of ethics credit.

Pennsylvania CLE Approved · 3 Total Credits

Earn Until

OnDemand - Pennsylvania CLE - 3: This program has been approved by the Pennsylvania Continuing Legal Education Board. This program qualifies for 3.0 hours of distance learning credit, including 3.0 hours of substantive law, practice and procedure CLE credit and 0.0 hour of ethics, professionalism or substance abuse distance learning CLE credit.

Video Download - Pennsylvania CLE - 3: This program has been approved by the Pennsylvania Continuing Legal Education Board. This program qualifies for 3.0 hours of distance learning credit, including 3.0 hours of substantive law, practice and procedure CLE credit and 0.0 hour of ethics, professionalism or substance abuse distance learning CLE credit.

Rhode Island CLE Approved · 3.5 Total Credits

Earn Until

OnDemand - Rhode Island CLE - 3.5: NBI is an accredited sponsor with the Rhode Island MCLE Commission. This program is approved for 3.50 hours of CLE video replay credit in Rhode Island, including 0.0 of legal ethics.

Video Download - Rhode Island CLE - 3.5: NBI is an accredited sponsor with the Rhode Island MCLE Commission. This program is approved for 3.50 hours of CLE video replay credit in Rhode Island, including 0.0 of legal ethics.

South Carolina CLE Approved · 3 Total Credits

Earn Until

OnDemand - South Carolina CLE - 3: This course is accredited by the South Carolina Commission on Continuing Legal Education and Specialization for 3.0 alternatively delivered hours, of which 0.0 hour relates to legal ethics and professional responsibility.

Video Download - South Carolina CLE - 3: This course is accredited by the South Carolina Commission on Continuing Legal Education and Specialization for 3.0 alternatively delivered hours, of which 0.0 hour relates to legal ethics and professional responsibility.

Tennessee CLE Approved · 3 Total Credits

Earn Until

OnDemand - Tennessee CLE - 3: This course has been approved by the Tennessee Commission on Continuing Legal Education for a maximum of 3.0 hours of Distance Learning credit, including 0.0 hour of ethics/professionalism (EP) credit.

Texas CLE Approved · 3 Total Credits

Earn Until

OnDemand - Texas CLE - 3: This course is accredited for Minimum Continuing Legal Education credit by the State Bar of Texas Committee on MCLE in the amount of 3.0 credit hours, of which 0.0 credit hour will apply to legal ethics/professional responsibility credit. Hours in attendance at National Business Institute CLE seminars may be applied to the minimum Judicial Education requirement.

Video Download - Texas CLE - 3: This course is accredited for Minimum Continuing Legal Education credit by the State Bar of Texas Committee on MCLE in the amount of 3.0 credit hours, of which 0.0 credit hour will apply to legal ethics/professional responsibility credit. Hours in attendance at National Business Institute CLE seminars may be applied to the minimum Judicial Education requirement.

Utah CLE Approved · 3 Total Credits

Earn Until

OnDemand - Utah CLE - 3: National Business Institute is an approved "presumptive provider" with the Utah State Board of Continuing Legal Education. This program qualifies for 3.0 hours of self-study CLE credit for Utah attorneys, which includes 0.0 hour of ethics credit.

Video Download - Utah CLE - 3: National Business Institute is an approved "presumptive provider" with the Utah State Board of Continuing Legal Education. This program qualifies for 3.0 hours of self-study CLE credit for Utah attorneys, which includes 0.0 hour of ethics credit.

Virginia CLE Approved · 3 Total Credits

Earn Until

OnDemand - Virginia CLE - 3: This course has been approved by the Virginia Mandatory Continuing Legal Education Board for 3.0 hours of prerecorded credit, of which 0.0 hour will also apply in the area of legal ethics or professionalism.

Video Download - Virginia CLE - 3: This course has been approved by the Virginia Mandatory Continuing Legal Education Board for 3.0 hours of prerecorded credit, of which 0.0 hour will also apply in the area of legal ethics or professionalism.

Vermont CLE Approved · 3 Total Credits

Earn Until

OnDemand - Vermont CLE - 3: This course has been approved by the Vermont Board of Mandatory Continuing Legal Education. This program qualifies for 3.0 hours of self-study credit, including 0.0 hour of self-study ethics credit.

Video Download - Vermont CLE - 3: This course has been approved by the Vermont Board of Mandatory Continuing Legal Education. This program qualifies for 3.0 hours of self-study credit, including 0.0 hour of self-study ethics credit.

Washington CLE Approved · 0 Total Credits

OnDemand - Washington CLE - 0: This content has been approved for Washington Continuing Legal Education credit. Credit hours will be awarded based on the actual run time.

Video Download - Washington CLE - 0: This content has been approved for Washington Continuing Legal Education credit. Credit hours will be awarded based on the actual run time.

Wisconsin CLE Approved · 3.5 Total Credits
  • 3.5 Law Practice Management

Earn Until

OnDemand - Wisconsin CLE - 3.5: Approved for 3.50 hours of repeated on-demand CLE credit by the Board of Bar Examiners, including 3.5 hours of law practice management (LPM) credit.

Video Download - Wisconsin CLE - 3.5: Approved for 3.50 hours of repeated on-demand CLE credit by the Board of Bar Examiners, including 3.5 hours of law practice management (LPM) credit.

West Virginia CLE Approved · 3.6 Total Credits

Earn Until

OnDemand - West Virginia CLE - 3.6: This program qualifies for 3.60 hours of pre-recorded credit, which includes 0.0 hour of pre-recorded ethics credit, under the West Virginia Rules for Mandatory Continuing Legal Education.

Video Download - West Virginia CLE - 3.6: This program qualifies for 3.60 hours of pre-recorded credit, which includes 0.0 hour of pre-recorded ethics credit, under the West Virginia Rules for Mandatory Continuing Legal Education.

Wyoming CLE Approved · 3 Total Credits

Earn Until

OnDemand - Wyoming CLE - 3: The Wyoming State Board of Continuing Legal Education has granted 3.0 hours of Continuing Legal Education Credit, including 0.0 hour of ethics.

Video Download - Wyoming CLE - 3: The Wyoming State Board of Continuing Legal Education has granted 3.0 hours of Continuing Legal Education Credit, including 0.0 hour of ethics.

Paralegal Credits
California MCLE Paralegal Approved · 3 Total Credits

Earn Until

OnDemand - California MCLE Paralegal - 3: This program meets the California MCLE Paralegal requirement as specified in Business and Professions Code Section 6450(d).

Video Download - California MCLE Paralegal - 3: This program meets the California MCLE Paralegal requirement as specified in Business and Professions Code Section 6450(d).

Delaware Certified Paralegal Program Approved · 3 Total Credits

Earn Until

OnDemand - Delaware Certified Paralegal Program - 3: This course qualifies for 3.0 DCP CLE credit hours, including 0.0 DCP ethics credit hour, toward the eligibility requirements of the DPA Delaware Certified Paralegal Program.

Video Download - Delaware Certified Paralegal Program - 3: This course qualifies for 3.0 DCP CLE credit hours, including 0.0 DCP ethics credit hour, toward the eligibility requirements of the DPA Delaware Certified Paralegal Program.

Florida Registered Paralegal Approved · 3.5 Total Credits
  • 3.5 Technology

Earn Until

OnDemand - Florida Registered Paralegal - 3.5: This course qualifies for 3.50 hours of self-study continuing education for paralegals, including 0.0 hour of self-study ethics credit and 3.50 hours of self-study technology, toward the eligibility requirements of the Florida Registered Paralegal Program. This course has been approved by NFPA.

Video Download - Florida Registered Paralegal - 3.5: This course qualifies for 3.50 hours of self-study continuing education for paralegals, including 0.0 hour of self-study ethics credit and 3.50 hours of self-study technology, toward the eligibility requirements of the Florida Registered Paralegal Program. This course has been approved by NFPA.

Indiana Paralegal CLE Approved · 3 Total Credits

Earn Until

OnDemand - Indiana Paralegal CLE - 3: This course qualifies for 3.0 hours of distancing learning continuing education, including 0.0 hour of ethics and satisfies the CLE requirement for Indiana State Bar Association Paralegal Members and Indiana Registered Paralegals (IRP).

Video Download - Indiana Paralegal CLE - 3: This course qualifies for 3.0 hours of distancing learning continuing education, including 0.0 hour of ethics and satisfies the CLE requirement for Indiana State Bar Association Paralegal Members and Indiana Registered Paralegals (IRP).

Montana CLE Credit for Paralegals Approved · 3 Total Credits

Earn Until

OnDemand - Montana CLE Credit for Paralegals - 3: This course has been approved for 3.0 hours of self-study CLE credit, including 0.0 hour of ethics, by Montana Commission of Continuing Legal Education. The Montana Association of Legal Assistants (MALA) and the Paralegal Section of the State Bar of Montana will honor this credit approval.

Video Download - Montana CLE Credit for Paralegals - 3: This course has been approved for 3.0 hours of self-study CLE credit, including 0.0 hour of ethics, by Montana Commission of Continuing Legal Education. The Montana Association of Legal Assistants (MALA) and the Paralegal Section of the State Bar of Montana will honor this credit approval.

North Carolina Continuing Paralegal Education Approved · 3 Total Credits

Earn Until

OnDemand - North Carolina Continuing Paralegal Education - 3: This program has been approved by the North Carolina State Bar Board of Paralegal Certification for computer-based continuing paralegal education credit in the amount of 3.0 hours, of which 0.0 hour will also apply in the area of professional responsibility. This course is not sponsored by the Board of Paralegal Certification.

New Mexico Paralegal Division, State Bar of Approved · 3 Total Credits

Earn Until

OnDemand - New Mexico Paralegal Division, State Bar of - 3: Approved by the Paralegal Division of the State Bar of New Mexico for 3.0 general self-study credit and 0.0 ethics self-study credit (for a total of 3.0 hours CLE).

Video Download - New Mexico Paralegal Division, State Bar of - 3: Approved by the Paralegal Division of the State Bar of New Mexico for 3.0 general self-study credit and 0.0 ethics self-study credit (for a total of 3.0 hours CLE).

Ohio Certified Paralegals Approved · 3 Total Credits

Earn Until

OnDemand - Ohio Certified Paralegals - 3: This course qualifies for 3.0 hours of self-study continuing education for paralegals, including 0.0 hour of ethics, toward the eligibility requirements of the Ohio State Bar Association Paralegal Certification program.

Video Download - Ohio Certified Paralegals - 3: This course qualifies for 3.0 hours of self-study continuing education for paralegals, including 0.0 hour of ethics, toward the eligibility requirements of the Ohio State Bar Association Paralegal Certification program.

Texas State Bar of Paralegal Division Approved · 3 Total Credits

Earn Until

OnDemand - Texas State Bar of Paralegal Division - 3: This course qualifies for 3.0 self-study CLE credit hours, including 0.0 ethics credit hour, toward the eligibility requirements of The Paralegal Division of the State Bar of Texas.

Video Download - Texas State Bar of Paralegal Division - 3: This course qualifies for 3.0 self-study CLE credit hours, including 0.0 ethics credit hour, toward the eligibility requirements of The Paralegal Division of the State Bar of Texas.

Course Book (PDF Download)

CLE Credits
Maine CLE Approved · 3 Total Credits

Earn Until

Course Book - Maine CLE - 3: This course has been approved by the State of Maine Board of Overseers of the Bar. Lawyers who complete this course will receive 3.0 hours of self-study CLE credit.

Missouri CLE Approved · 3.6 Total Credits

Earn Until

Course Book - Missouri CLE - 3.6: NBI, Inc. is an accredited sponsor with Missouri Minimum Continuing Legal Education. This program qualifies for 3.60 self-study CLE credit hours.

Northern Mariana Islands CLE Approved · 3 Total Credits

Earn Until

Course Book - Northern Mariana Islands CLE - 3: This course has been approved by the Commonwealth of the Northern Mariana Islands. Lawyers who complete this course shall receive 3.0 hours of self-study CLE credit.
Select Jurisdiction
CLE
Paralegal

Agenda

All times are shown in

  1. Start With Accurate Client and Matter Information

    1. Selecting recurring documents and workflows that are good candidates for automation
    2. Organizing client information, related contacts, and matter custom fields in Clio Manage
    3. Assigning responsibility for entering, checking, and updating information
    4. Identifying missing or inconsistent data before generating documents
    5. Establishing clear handoffs between staff preparation and attorney review
    6. Practical application: Review a fictional matter to identify information that could produce document errors.
    7. Takeaway: A client and matter information checklist.

  2. Build and Test Reusable Templates

    1. Preparing existing Word documents for use as Clio Draft templates
    2. Adding merge fields and using consistent field names
    3. Identifying standard language and provisions requiring attorney review
    4. Testing populated templates for accuracy and formatting
    5. Managing template updates, ownership, and version control
    6. Practical application: Demonstrate how a recurring document becomes a reusable template and test the results.
    7. Takeaway: A template preparation and testing checklist.

  3. Create Document Sets and Fix Common Errors

    1. Grouping related documents into reusable sets
    2. Populating document sets with Clio Manage information
    3. Checking custom-field mappings and related-contact roles
    4. Identifying whether an error comes from matter data, field mapping, or the template
    5. Correcting information, refreshing data, and reviewing regenerated documents
    6. Saving the reviewed document package to the appropriate matter
    7. Practical application: Diagnose and correct a document package containing common errors.
    8. Takeaway: A guide to identifying and correcting document-generation errors.

  4. Review Court Forms and Manage E-Signatures

    1. Selecting the appropriate court forms and checking current versions
    2. Verifying jurisdiction-specific filing and signature requirements
    3. Reviewing captions, party information, attachments, and populated fields
    4. Preparing and tracking e-signature requests
    5. Identifying formatting, PDF, and execution errors before filing or delivery
    6. Retaining completed documents and signature records
    7. Practical application: Review a sample California family-law form package, highlighting checks attendees can adapt to their own jurisdictions.
    8. Takeaway: A pre-signature and pre-filing review checklist.

  5. Bring It Together: A Complete Document Workflow

    1. Following a fictional matter from initial information through document preparation
    2. Demonstrating the staff-to-attorney review handoff
    3. Resolving factual inconsistencies and questions requiring legal judgment
    4. Documenting approval and saving the final version
    5. Choosing a first workflow to implement within the firm
    6. Practical application: Walk through a complete document workflow from operational, paralegal, and attorney perspectives.
    7. Takeaway: A workflow responsibility chart and a 30-day implementation worksheet.

  6. Explore Clio Work and Vincent: Practical Uses for Attorneys and Staff

    1. Understanding when to use reusable templates versus AI-assisted research, analysis, and drafting
    2. Selecting practical firm use cases and establishing expectations for use
    3. Preparing documents and factual context to support useful results
    4. Getting started with Vincent from a newer attorney user’s perspective
    5. Reviewing factual accuracy, cited authority, draft quality, and confidentiality considerations
    6. Identifying where attorney judgment and verification are required
    7. Practical application: Demonstrate one fictional example, addressing implementation, staff preparation, and sharing the attorney review and newer-user perspective.
    8. Takeaway: A first-use worksheet and AI-output review checklist.

Who Should Attend

This program is designed for attorneys. Paralegals and legal assistants who manage document drafting will find this session essential, and it is especially valuable for attorneys and staff in family law, estate planning, immigration, and bankruptcy practices, where high-volume, form-heavy filings are routine.

Speakers

Brittany L Truszkowski
Brittany L.
Truszkowski
Grand Canyon Law Group
Amanda Cesnek
Amanda
Cesnek
Grand Canyon Law Group
Kaitlyn D Monck
Kaitlyn D.
Monck
Law Office of Ariel Brownell Lee
Speaker bio
Brittany L Truszkowski

Brittany L. Truszkowski

Grand Canyon Law Group
Brittany Truszkowski

is the Chief Operating Officer of Grand Canyon Law Group, an Arizona criminal defense firm, where she turns ambitious growth goals into operational results. With approximately 19 years of experience in legal operations and leadership, Ms. Truszkowski brings deep experience in strategic planning, talent development, technology implementation, intake and sales, and client service. She builds the systems and accountability that allow law firms to scale while keeping their people and clients at the center of their work. Ms. Truszkowski brings a hands-on perspective to artificial intelligence and legal technology, grounded in implementing tools within a working law firm. With more than eight years of experience using Clio, alongside her work with Vincent AI, HubSpot, and Lexidesk.ai, she bridges business strategy and daily execution, helping attorneys, paralegals, and administrative teams translate technology into practical workflows. Her approach connects process improvement with training, adoption, and measurable outcomes, ensuring innovation delivers value beyond the demonstration. A national speaker, webinar leader, and panelist, Ms. Truszkowski has shared her expertise at ClioCon, Legalweek, and International Legal Technology Association (ILTA) events, and has lead panel discussions for Clio and ILTA. She has appeared on multiple podcasts and has been featured in articles on law firm leadership, culture, operations, and technology, including StrategicCHRO360's "How This Leader Transformed Her Law Firm Culture." Her recognitions include being named a Phoenix Business Journal 40 Under 40 honoree in 2025, an ATHENA Awards nominee in 2025 and 2026, and runner-up in the Small Business category of the Operations Council's COO of the Year Awards in 2023 and 2024. A dedicated mentor, Ms. Truszkowski invests in helping others build confidence, develop leadership skills, and advance their careers. She shares practical guidance drawn from her own experience and helps emerging leaders turn their goals into action. That commitment extends into Arizona’s philanthropic community, where she serves on the board of Big Brothers Big Sisters of Central Arizona, is a partner with Social Venture Partners Arizona, and supports the Televerde Foundation through mentoring and educational seminars. She also contributes to organizations such as the Southwest Autism Research & Resource Center (SARRC) in Phoenix. Across her professional and community work, she believes that investing in people creates lasting change. She brings a candid, practical voice to conversations about the future of legal services, giving audiences concrete ways to strengthen their teams, improve performance, and adopt technology without losing the human side of a law firm.

View full profile
Speaker bio
Amanda Cesnek

Amanda Cesnek

Grand Canyon Law Group
Amanda Cesnek

is the Managing Paralegal at Grand Canyon Law Group, an Arizona criminal defense firm, where she oversees a team of 12 and focuses on legal operations, process improvement, technology, and team development. With more than a decade of experience in criminal law, she has worked in private criminal defense, public defense, and municipal prosecution, giving her a broad perspective on the criminal legal system and the demands of modern law practice. Ms. Cesnek specializes in building practical systems that improve efficiency, consistency, and client service. She has extensive experience in case preparation, discovery, legal research, trial support, staff training, and workflow development. She is also experienced with legal technology, including Clio Manage and focuses on helping legal teams translate technology into effective, sustainable workflows. A committed mentor and leader, Ms. Cesnek has obtained a Leadership Certificate from Arizona State University and NALA certificates in Legal Research and Writing and Strategic Storytelling for Legal Leaders. She holds a B.S. degree in Criminal Justice and Criminology from Arizona State University and a Certificate of Completion in Paralegal Studies from Phoenix College’s ABA-certified program. Ms. Cesnek is also a certified Clio Administrator and certified in Clio Work (foundation, litigation, & transactional). She brings a practical, people-centered approach to legal operations and leadership, helping firms strengthen their teams, improve their processes, and adopt technology while maintaining a strong focus on client service.

View full profile
Speaker bio
Kaitlyn D Monck

Kaitlyn D. Monck

Law Office of Ariel Brownell Lee
Kaitlyn Monck

is an attorney at Law Office of Ariel Brownell Lee. She is a California family law attorney who has exclusively practiced family law throughout the Greater Sacramento and Bay Area regions since becoming licensed. Her practice encompasses a broad range of family law matters, including dissolution, prenuptial and post-nuptial agreements, child custody and visitation, restraining orders, adoptions, and termination of parental rights. Ms. Monck brings a practical, compassionate approach to family law, with a particular appreciation for the complexities that families face during periods of significant transition. She earned her law degree from the University of the Pacific, McGeorge School of Law, where she worked full time while completing the evening program. During law school, Ms. Monck participated in the Homeless Advocacy Clinic, representing individuals experiencing homelessness and advocating for clients seeking Social Security disability benefits and restraining orders. Her commitment to hands-on advocacy was recognized with the Outstanding Student Achievement Award. Prior to becoming an attorney, Ms. Monck began her legal career as a paralegal before transitioning to the nonprofit sector, where she served as a Housing Director for an organization supporting women and children experiencing homelessness. Her experiences working in both the legal and nonprofit communities have shaped her perspective on advocacy and strengthened her understanding of the real-world challenges facing individuals and families navigating the legal system. Ms. Monck is passionate about the practice of family law and the opportunity to help clients navigate some of the most personal and consequential legal issues of their lives. She brings a grounded, client-focused perspective to conversations about family law, drawing on both her legal experience and her background in community-based advocacy. Outside of her legal practice, Ms. Monck enjoys playing volleyball, baking with her sourdough starter, and tending to her garden.

View full profile
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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.

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