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Overview
Discover What You're Missing Out On
AI can do a lot more than draft an email or summarize a document—but are you using the right tools and taking advantage of what they can actually do?
This practical CLE cuts through the crowded AI landscape to show you what’s currently out there, what’s worth using, and which powerful features you may be missing. Compare leading AI platforms. Explore capabilities hiding beyond the basic chat box. See what AI can do for legal research, drafting, Microsoft Office, contracts, and litigation—and discover the tools that do it best. Finally, learn how to spot security, confidentiality, and contract risks before trusting a new AI vendor with firm or client information.
Stop scratching the surface of AI. Find the right tools, uncover the features you should be using, and put more of AI's capabilities to work in your practice. Register today!
- Cut through AI overload and identify which general-purpose and legal-specific tools are worth your attention and money.
- Uncover powerful AI features you may already have access to—but aren't using.
- Take legal research beyond basic case searches with deeper analysis, verification, and research agents.
- Draft, redline, compare, and revise documents faster with AI and Word-native legal tools.
- Spot the AI contract provisions that can expose your firm and clients to unnecessary risk.
*Any mention of specific products in this program is intended as part of a general overview and does not constitute NBI's endorsement or recommendation of any specific product or provider. This program is not sponsored by any technology or electronics provider.
Abbreviated Agenda
- AI Overload: Sorting Through the Tools, Platforms, and Plans
- 8 AI Features and Tools You're Not Using (But Should Be)
- Legal Research and Case Analysis: Beyond "Find Me a Case"
- Drafting, Editing, and Microsoft Office Superpowers
- AI-Powered Litigation: What You Didn’t Know AI Could Do (and Which Tools Do it Best)
- Vendor Contracts, Security, and the Questions You Need to Ask
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Credit Details
Credits Available
| Credit | Status | Total |
|---|---|---|
| California MCLE Paralegal |
|
4 Total |
| Alaska CLE |
|
4 Total |
| Alabama CLE |
|
4 Total |
| Arkansas CLE |
|
4 Total |
| Arizona CLE |
|
4 Total |
| California CLE |
|
4 Total |
| Colorado CLE |
|
5 Total |
| Connecticut CLE |
|
4 Total |
| Delaware CLE |
|
4 Total |
| Florida CLE |
|
5 Total |
| Georgia CLE |
|
4 Total |
| Hawaii CLE |
|
4 Total |
| Iowa CLE |
|
4 Total |
| Idaho CLE |
|
4 Total |
| Illinois CLE |
|
4 Total |
| Indiana CLE |
|
4 Total |
| Kansas CLE |
|
2 Total |
| Kentucky CLE |
|
4 Total |
| Louisiana CLE |
|
4 Total |
| Maine CLE |
|
4 Total |
| Minnesota CLE |
|
4 Total |
| Missouri CLE |
|
4.8 Total |
| Northern Mariana Islands CLE |
|
4 Total |
| Mississippi CLE |
|
4 Total |
| Montana CLE |
|
4 Total |
| North Carolina CLE |
|
4 Total |
| North Dakota CLE |
|
4 Total |
| Nebraska CLE |
|
4 Total |
| New Hampshire CLE |
|
4 Total |
| New Jersey CLE |
|
4.8 Total |
| New Mexico CLE |
|
4 Total |
| Nevada CLE |
|
4 Total |
| New York CLE |
|
4.5 Total |
| Ohio CLE |
|
4 Total |
| Oklahoma CLE |
|
5 Total |
| Pennsylvania CLE |
|
4 Total |
| Rhode Island CLE |
|
4.5 Total |
| South Carolina CLE |
|
4 Total |
| Tennessee CLE |
|
4 Total |
| Texas CLE |
|
4 Total |
| Utah CLE |
|
4 Total |
| Virginia CLE |
|
4 Total |
| Vermont CLE |
|
4 Total |
| Washington CLE |
|
4 Total |
| Wisconsin CLE |
|
4.5 Total |
| West Virginia CLE |
|
4.8 Total |
| Wyoming CLE |
|
4 Total |
| Delaware Certified Paralegal Program |
|
4 Total |
| Florida Registered Paralegal |
|
5 Total |
| Indiana Paralegal CLE |
|
4 Total |
| Montana CLE Credit for Paralegals |
|
4 Total |
| North Carolina Continuing Paralegal Education |
|
4 Total |
| New Mexico Paralegal Division, State Bar of |
|
4 Total |
| Ohio Certified Paralegals |
|
4 Total |
| Texas State Bar of Paralegal Division |
|
4 Total |
Select Jurisdiction
CLE
Paralegal
Agenda
-
AI Overload: Sorting Through the Tools, Platforms, and Plans
- General-Purpose vs. Legal-Specific AI: When Each Makes Sense
- ChatGPT, Claude, Gemini, and Microsoft Copilot: Strengths and Best Uses
- Legal AI Platforms: CoCounsel, Lexis+ with Protégé, Harvey, and Others
- Free, Individual, Business, and Enterprise Versions: Why the Difference Matters
- AI Tools to Avoid—or Approach With Caution
-
8 AI Features and Tools You're Not Using (But Should Be)
- Projects and Workspaces: Give AI Persistent Matter or Client Context
- Custom GPTs/Assistants: Build an AI Around Your Templates, Checklists, and Playbooks
- Connectors and Integrations: Let AI Work Across Email, Documents, Calendars, and Other Systems
- Scheduled Tasks and Monitoring: Have AI Watch for Something Instead of Repeatedly Checking It Yourself
- Voice Mode: Dictate, Brainstorm, Prep for Depositions, and Rehearse Arguments
- Vision and Multimodal AI: Analyze Photos, Screenshots, Charts, Handwriting, and Other Visual Evidence
- File Analysis: PDFs, Spreadsheets, Large Document Sets, and Data
- Artifacts and Code: Create Calculators, Timelines, Dashboards, Charts, and Other Interactive Tools Without Being a Programmer
-
Legal Research and Case Analysis: Beyond "Find Me a Case"
- AI-Powered Research With Westlaw/CoCounsel, Lexis+ with Protégé, and General AI Tools
- Deep Research vs. Traditional Legal Research
- Researching Across Cases, Statutes, Regulations, and Secondary Sources
- Upload a Brief → Identify Missing Authority, Counterarguments, and Weak Points
- Citation Checking and Source Verification
- Judge, Court, Opposing Counsel, and Litigation Analytics
- Research Agents: From Question → Research → Sources → Draft Analysis
-
Drafting, Editing, and Microsoft Office Superpowers
- Draft From Firm Templates Instead of Starting From Scratch
- Compare Documents and Identify Substantive Differences
- Turn Notes, Emails, and Source Documents Into a First Draft
- Redline, Rewrite, and Negotiate Contract Language
- Microsoft Copilot in Word, Outlook, Excel, and PowerPoint: What it Can Do
- Spellbook and Other Word-Native Legal AI Tools and Connectors
- Build Clause Libraries, Drafting Playbooks, and Reusable AI Instructions
-
AI-Powered Litigation: What You Didn’t Know AI Could Do (and Which Tools Do it Best)
-
Vendor Contracts, Security, and the Questions You Need to Ask
- "Does Your AI Train on My Data?" Getting a Real Answer
- Prompts, Uploads, Outputs, Logs, and Metadata: What Gets Retained?
- Confidentiality, Privilege, and Data-Security Requirements
- Model Providers and Subprocessors: Who Else Gets the Data?
- Ownership of Inputs, Outputs, Custom Assistants, and Firm Knowledge
- Training Data, Copyright, and IP Indemnification
- Accuracy Warranties, Disclaimers, and Allocation of AI Risk
- Liability Caps and Indemnification Gaps
- Model Changes: What Happens When the Vendor Swaps the AI Underneath the Product?
- Data Portability, Deletion, and Exit Rights
- AI Vendor Contract Checklist: Clauses to Review Before You Sign
Who Should Attend
This course is designed for attorneys who want to better understand, evaluate, and use today's AI tools and features. Paralegals and legal support professionals may also benefit.
Speakers
Speaker bio
Velvet Johnson
is a highly experienced privacy attorney with a diverse background spanning both public and private sectors. Currently serving as senior corporate counsel at Cox Communications, she counsels clients on privacy-related issues, including in the areas of digital advertising and marketing, and technology contracting and procurement. Ms. Johnson also advises clients on cybersecurity matters, including data security compliance and due diligence, cybersecurity preparedness, and security incident response. Previously, she served as an Obama Administration appointee at the U.S. Department of Defense where she developed national policies and programs in support of cybersecurity and critical infrastructure. In addition, Ms. Johnson held several senior leadership posts on Capitol Hill and served as senior counsel to the U.S. Senate Committee on Homeland Security and Governmental Affairs. In that role, she was a principal in drafting and negotiations for comprehensive cybersecurity legislation and conducted oversight of critical infrastructure protection programs, privacy, and federal IT programs. Ms. Johnson has been recognized for her leadership both professionally and civically. She was named a Manfred Worner Fellow in 2016, the flagship leadership development program of the German Marshall Fund of the United States. Ms. Johnson has also been profiled in major publications such as Bloomberg Law and Politico, and featured in Capitol Hill's Top 40 under 40. She earned her bachelor's degree, cum laude, in business administration from the University of Richmond and her J.D. degree from the University of Maryland School of Law. Ms. Johnson holds a Certification in cybersecurity strategy from Georgetown University and is also a Certified Information Privacy Professional (CIPP/US).
Speaker bio
Douglas L. Lineberry
is a Shareholder with Maynard Nexsen. Whether he is assisting clients with the protection of intellectual property through patent, trademark, and copyright prosecution, or intellectual property litigation, he focuses on building relationships founded on trust and constant communication. Mr. Lineberry successfully prosecutes patent applications for mechanical, medical, and chemical technologies. He helps clients with establishing and protecting trademark portfolios, guarding against improper third-party use, and conducting enforcement actions. Mr. Lineberry advises his clients on all matters involving intellectual property, trade secrets, branding and marketing issues, and contractual and other business matters. He also works with mid-level companies within the biotech industry. This gives Mr. Lineberry the opportunity to use his broad connections to help bring their inventions to market safely while protecting their intellectual property every step of the way. He is a member of the South Carolina Bar, American Bar Association, Greenville Bar Association, Trademark & Copyright Law Association and The Carolina Patent Trademark Copyright Law Association. Mr. Lineberry earned his B.A. degree from Emory & Henry College and his J.D. degree from Mercer University School of Law.
Speaker bio
Frank X. Wukovits
practices with the firm's tech, privacy and data innovations group, and corporate & securities group. He dedicates his practice to working with entities at the intersection of law, business, and emerging technologies, ranging from startups, emerging growth companies, private companies and Fortune 500 companies to private equity funds, venture capital funds, corporate VCs, family offices, and angel investors that invest in those companies. He regularly advises on, negotiates, and drafts a myriad of agreements involving application development, end user licenses, Software-as-a-Service (SaaS), Payments-as-a-Service (PaaS), secure cloud computing, mobile computing, information technology, data licensing, e-commerce, AdTech, marketing tech, and healthcare with service providers, vendors, partners, developers, business associates, manufacturers, suppliers, customers and other entities. His speaking engagements include presentations for board members, executives, in-house counsel, managers, industry experts, attorneys, and law students in the realm of data security and privacy, risk management, current and trending issues, threat analysis, cost benefit analysis, and compliance. Prior to joining CSG Law, Mr. Wukovits litigated complex disputes in federal, state, appellate, and arbitration proceedings ranging from contract disputes to class actions and federal Racketeer Influenced and Corrupt Organizations Act (RICO) claims. He received his Juris Doctorate from Seton Hall University School of Law, with a concentration in data privacy & security. Mr. Wukovits also earned his Masters of Engineering from The George Washington University - School of Engineering and Applied Science, with a concentration in cybersecurity policy and compliance. He earned his Bachelor of Arts in political science from Colgate University.
Speaker bio
Sarah J. Barnes
is an attorney and legal counsel with Voya Financial, where she handles all levels of trust and estate administration matters. She was previously in private practice for many years, where she practiced in the areas of estate planning and elder law. Ms. Barnes earned her B.A. degree from Edgewood College and her J.D. degree from Marquette University Law School. Her professional memberships include the State Bar of Wisconsin, Dane County Bar Association, Legal Association of Women, and the Madison Estate Planning Council. Ms. Barnes serves on a number of non-profit boards, is a frequent speaker at various continuing legal education seminars, and has served as adjunct faculty at the University of Wisconsin-Madison and Marquette University Law School. She is admitted to practice in the state of Wisconsin.
Speaker bio
Eric K. Johnson
has been in practice since 1996. He is the owner of Utah Family Law, LC, a firm that practices specifically in divorce and family law. Mr. Johnson is the author of West's Utah Practice Series, Volume 2, Utah Family Law, which has been published annually since 2006. He is a member of the Utah State Bar. Mr. Johnson provides legal education through Utah Family Law TV - UFLTV, Quora, and the firm's website. He earned his B.A. degree from Brigham Young University and his J.D. degree from Brigham Young University J. Reuben Clark Law School.
Speaker bio
Carl Lamb
is an attorney at his firm, Carl Lamb & Associates, PC. He has extensive experience in both civil and criminal trial law throughout central and southern Indiana. Mr. Lamb earned his B.S. degree from Indiana University and his J.D. degree from Indiana University School of Law. He is a member of the Indiana State Bar and Monroe County Bar Association.
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