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Overview
Master AI at Every Stage of the Deal - From Intake to Post-Closing
This comprehensive, six-hour program walks you through the entire transactional life cycle - step by step - showing you exactly where AI can accelerate your work and where your judgment must take over. Through live, on-screen demonstrations at every stage, you'll leave with a practical, repeatable system for using AI responsibly across intake, research, drafting, review, negotiation, closing, and beyond. Register today!
- Turn client goals into a workable deal plan with AI-assisted intake tools.
- Streamline legal research and due diligence with AI-powered review techniques.
- Draft faster and smarter without sacrificing accuracy or client-specific nuance.
- Catch missing provisions and inconsistencies before they become problems.
- Negotiate with confidence using AI to analyze redlines and counter language.
- Close deals efficiently with AI-assisted checklists and final reviews.
- Keep post-closing obligations on track with AI-driven tracking systems.
- Understand your ethical duties when using AI throughout a transaction.
Abbreviated Agenda
- Step 1: Intake and Transaction Planning - Setting the Foundation for AI-Assisted Deals
- Step 2: Conducting Legal Research and Due Diligence - Working Smarter, Not Harder
- Step 3: Preparing the First Draft - From Term Sheet to Working Document
- Step 4: Reviewing and Analyzing the Agreement - Catching What Matters
- Step 5: Negotiating and Redlining - Holding Your Ground With AI Support
- Step 6: Finalizing and Closing the Transaction - The Final Stretch
- Step 7: Post-Closing With AI - Keeping the Deal on Track After the Ink Dries
- Ethics and AI in Legal Transactions - Practicing Responsibly at Every Step
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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 |
|
7 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 Hampshire 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 |
| NFPA |
|
0 Total |
| Texas State Bar of Paralegal Division |
|
6 Total |
Select Jurisdiction
CLE
Paralegal
Agenda
-
Step 1: Intake and Transaction Planning - Setting the Foundation for AI-Assisted Deals
- Turning Client Objectives Into an Actionable Deal Plan
- Summarizing Client Information and Preliminary Deal Terms
- Identifying Legal Issues and Questions Requiring Research
- Building Transaction Timelines and Checklists With AI
- Where AI Can - and Should Not - Be Used at the Outset
-
Step 2: Conducting Legal Research and Due Diligence - Working Smarter, Not Harder
- Researching Laws and Regulatory Requirements With AI Tools
- Developing Due Diligence Requests and Checklists
- Reviewing Contracts and Other Diligence Materials (On-Screen Demonstration)
- Extracting Key Terms, Obligations, and Potential Liabilities
- Creating Issue and Risk Summaries
-
Step 3: Preparing the First Draft - From Term Sheet to Working Document
- Turning Term Sheets and Deal Points Into Initial Drafts
- Working With Existing Forms and Templates
- Drafting Common Contractual Provisions (On-Screen Demonstration)
- Modifying Documents for Client-Specific Circumstances
- Verifying AI-Generated Provisions Before They Leave Your Desk
-
Step 4: Reviewing and Analyzing the Agreement - Catching What Matters
- Identifying Missing or Problematic Provisions (On-Screen Demonstration)
- Checking Defined Terms and Internal Consistency
- Analyzing Representations, Warranties, Indemnification, Termination, and Liability
- Comparing Language Against Preferred Provisions
- Generating Client-Friendly Summaries
-
Step 5: Negotiating and Redlining - Holding Your Ground With AI Support
- Analyzing Opposing Counsel's Changes (On-Screen Demonstration)
- Summarizing Significant Redlines
- Identifying Provisions That Warrant Negotiation
- Generating Alternative Language
- Preparing Negotiation Positions and Responses
-
Step 6: Finalizing and Closing the Transaction - The Final Stretch
- Creating and Updating Closing Checklists
- Performing Final Document Review (On-Screen Demonstration)
- Checking Names, Dates, Amounts, Exhibits, Schedules, and Cross-References
- Identifying Outstanding Documents and Approvals
- Preparing Closing Communications
-
Step 7: Post-Closing With AI - Keeping the Deal on Track After the Ink Dries
- Creating Closing and Transaction Summaries (On-Screen Demonstration)
- Identifying Continuing Contractual Obligations
- Tracking Deadlines, Renewals, Notices, and Milestones
- Creating Post-Closing Checklists
- Organizing Information for Future Matters
-
Ethics and AI in Legal Transactions - Practicing Responsibly at Every Step
- The Duty of Technological Competence in an AI-Driven Practice
- Confidentiality and Client Data When Using AI Tools
- Supervising AI-Generated Work Product and Avoiding Hallucinated Terms
- Billing and Fee Considerations for AI-Assisted Work
- Disclosure Obligations to Clients Regarding AI Use
- Lessons From Recent Sanctions and Disciplinary Actions Involving AI
Who Should Attend
This program is designed for attorneys. Paralegals and other transactional support staff are also encouraged to attend.Speakers
Speaker bio
Melinda R. Lewis
is an attorney at PilieroMazza PLLC. She is a government contracts and technology attorney who helps contractors position themselves to win, perform, and defend their most critical work. Ms. Lewis brings a rare combination of frontline operational experience, top-tier law firm training, and in-house leadership at a multi-billion-dollar contractor to advise on high-stakes disputes, compliance requirements, and strategic transactions. Her practice spans the full lifecycle of government contracting—from capture and teaming through performance, investigations, and claims—with a particular focus on cybersecurity, data privacy, and artificial intelligence. As a former in-house counsel and Data Protection Officer for a multi-billion-dollar global contractor, Ms. Lewis led enterprise cybersecurity, privacy, and AI governance, advising on FAR/DFARS and a broad spectrum of U.S. and international data protection laws, including but not limited to GDPR, CCPA, PIPEDA, HIPAA, and GLBA, and breach notification regimes worldwide, while architecting enterprise-wide compliance programs. Clients turn to her to manage risk where legal, technical, and operational issues intersect. Ms. Lewis has deep experience handling cyber incidents, internal investigations, regulatory scrutiny, and False Claims Act exposure, including matters involving subcontractor breaches and complex disclosure decisions. She is equally adept at structuring deals and relationships—negotiating teaming agreements, joint ventures, and mentor-protégé arrangements—and guiding contractors through disputes, REAs, and claims. In addition to her broad practice supporting clients, Ms. Lewis is a frequent speaker and instructor on government contracts, cybersecurity, and AI governance, and has taught at Georgetown University Law Center and leading industry forums. She earned her B.A. degree from Roanoke College and her J.D. degree, cum laude, from Georgetown University Law Center.
Speaker bio
William Love
is the managing partner of EsqLove, a Chicago law firm. His practice focuses on corporate counseling, commercial contracts, commercial litigation, intellectual property, and emerging-technology issues in law firm operations and professional responsibility. Mr. Love is a legal advisor on the intersection of AI and Law for legal tech, medical, and regulated industries. He has more than twenty years of experience analyzing business structures, workflows, and profit centers, with a background in technology, statistics, and science before entering law. He authored a chapter in the 2024 edition of Business Law: Miscellaneous Operating Issues, published by the Illinois Institute for Continuing Legal Education, and has delivered more than 150 presentations on startups, directors and officers liability, contracting, and business and litigation risk. He is the lead attorney of OurStartups and runs Legal Office Hours for a professional community of more than 29k members. Mr. Love is a member of the American Bar Association and Illinois State Bar Association, judges the ABA Law Student Division National Appellate Advocacy Competition, and is admitted to practice in Illinois. He earned his J.D. degree from Loyola University Chicago School of Law.
Speaker bio
Robert D. Ward
is a shareholder at Greenberg Traurig, LLP. He counsels startup companies, venture capital firms, and global technology leaders on intellectual property (IP) and technology related matters including strategic patent counseling, IP due diligence, and technology transactions. Mr. Ward is recognized as a go-to Artificial Intelligence (AI) and health care attorney with broad experience across various medtech and digital health technologies as well as generative AI and physical AI. With over a decade of experience working in artificial intelligence and a bachelor’s and master’s degree in engineering, he is well-positioned to counsel companies in the robotics, automation, manufacturing, e-commerce, filtration/purification, and electromechanics space. Leveraging his engineering background, Mr. Ward works closely with clients to identify and protect core aspects of their technology with an emphasis on developing robust patent portfolios and resilient IP strategies that can withstand the scrutiny of diligence and litigation. He is routinely relied upon by venture capital firms and companies alike to prepare freedom-to-operate, invalidity, and patentability opinions. Mr. Ward also assists with all IP related aspects of mergers and acquisitions and has guided numerous medical device and artificial intelligence startup companies through exits. In addition, he has deep experience preparing and negotiating agreements involving intellectual property and related corporate transactions including licensing, acquisition, development, services, consulting, confidentiality, and various other agreements. Mr. Ward also has experience in intellectual property disputes including litigation before courts and the USPTO. He earned his B.S. degree from University of Southern California, his M.S. degree from Loyola Marymount University and his J.D. degree from Notre Dame Law School.
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.
Speaker bio
Lael Bellamy
is a partner at InfoLawGroup LLP. She has over 30 years of experience advising clients on privacy, data protection and cyber security laws with a focus on AdTech, AI, data use and governance, M&A, consumer protection, security and data breaches at DLA Piper and Fenwick & West. Previously, Ms. Bellamy spent most of her career in-house supporting CIOs and CMOs and was the Chief Privacy Officer of Voya/ING and The Weather Channel (later IBM) and led the privacy office at The Home Depot, where she addressed privacy and data use globally. She is honored to have been named a Westin Emeritus Fellow by the International Association of Privacy Professionals (IAPP), an award commemorating privacy legal scholar, Alan Westin, and designating Distinguished Privacy Professionals who have contributed significantly to the field, and a Senior Fellow at the Future of Privacy Forum. Ms. Bellamy has served on the Executive Board of Directors and Educational Board of the IAPP and as President of the Association of Corporate Counsel (ACC) GA Chapter as well as on ACC National Committees. The ACC named her "Member of the Year" for her volunteer leadership and contributions to the in-house legal community. Ms. Bellamy currently serves on the Advisory Committee of the Pro Bono Partnership of Atlanta, a nonprofit organization that provides free legal services to community-based nonprofits, is a frequent speaker on privacy, AdTech, AI and technology issues and is an adjunct privacy professor at the Emory University School of Law. She understands her clients' businesses with direct experience in the insurance and financial services, technology, retail, and AdTech industries. Ms. Bellamy earned her B.S. degree from Cornell University and her J.D. degree from Emory University School of Law.
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