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Overview
Stop Switching Windows - Connect Your AI Tools and Reclaim Your Day
Most attorneys now use at least one AI tool - but few are getting real value from it. Instead, they're toggling between browser tabs, re-typing the same prompts, and manually copying results back into their practice management or document management systems. The result is lost time, broken workflows, and - often without anyone noticing - client data being pasted into tools that were never vetted for it.
This course cuts through the noise and shows you how to actually connect the AI tools you already have to the tech stack you already use. You'll leave with a clear, vendor-neutral framework for identifying integration options, evaluating which ones fit your practice, and building AI into your daily workflow instead of bolting it on as one more browser tab. Register today!
- Learn the four core types of AI integration and which fits your workflow.
- Get more from tools you already own via built-in AI features you may be missing.
- Cut down on tab-switching with browser-based AI extensions.
- Automate repetitive work by connecting AI to your existing apps.
- Understand the next wave of AI connectivity through APIs and MCP.
- Protect client data and confidentiality across connected AI tools.
Abbreviated Agenda
- Understanding AI Connectors and the Modern Legal Tech Stack
- AI in Your Current Tools (Native/Built-in AI): Getting More From What You Already Own
- Browser-Based and Extension Tools - Reducing Tab Chaos
- AI Connectors Behind the Scenes (Middleware and Workflow Automation Platforms)
- Advanced Controls Over AI's Access to Your Data (API- and MCP-Based Integrations)
- Ethics, Confidentiality, and Risk Management in Connected AI Workflows
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Credit Details
Credits Available
| Credit | Status | Total |
|---|---|---|
| California MCLE Paralegal |
|
4 Total |
| Alaska 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 |
|
3 Total |
| Kentucky CLE |
|
4 Total |
| Louisiana CLE |
|
4 Total |
| Maine CLE |
|
3 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 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 |
| Oregon CLE |
|
4 Total |
| Pennsylvania CLE |
|
4 Total |
| Rhode Island CLE |
|
4.5 Total |
| South Carolina CLE |
|
3 Total |
| Tennessee CLE |
|
4 Total |
| Utah CLE |
|
4 Total |
| Vermont CLE |
|
3 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 |
| 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
-
Understanding AI Connectors and the Modern Legal Tech Stack
- What Is an "AI Connector"?
- Why Window-Switching Is Costing You Time - and Trust
- Map Your Current Tech Stack: Practice Management, Document Management, Email, and AI Tools
- Four Categories of Integration: Native, Extension-Based, Middleware, and API/MCP-Based
-
AI in Your Current Tools (Native/Built-in AI): Getting More From What You Already Own
- AI in Microsoft 365 (Copilot Features You May Have Missed)
- Find the AI Features Already Hiding in Your Practice Management Software
- AI Within Document Management and Email Platforms
- Know the Limits: What Native Integrations Can and Can't Do
- Simple Steps for Auditing and Activating Existing AI Features
- Live Demo: Turning On and Testing a Native AI Feature in Real Time
-
Browser-Based and Extension Tools - Reducing Tab Chaos
- Sidebar and Extension-Based AI Tools: How They Work
- Use Cases: Research, Drafting, and Summarization Without Leaving Your Workflow
- Know Before You Install: Risks and Limitations in a Law Firm Setting
- Live Demo: Installing and Using an AI Browser Extension From Scratch
-
AI Connectors Behind the Scenes (Middleware and Workflow Automation Platforms)
- What Middleware Tools (e.g., Zapier, Make) Do - and Don't Do
- Build Your First Automated Workflow: A Step-by-Step Framework
- Real-World Starting Points: Intake, Document Routing, and Client Communication
- Evaluating Cost, Complexity, and Fit
- Live Demo: Building a Basic Automation
-
Advanced Controls Over AI's Access to Your Data (API- and MCP-Based Integrations)
- Understanding APIs and MCP (Model Context Protocol)
- How Deeper Integrations Differ From Point Solutions
- Your Vendor Conversation Checklist: What to Ask Before Adopting
- Planning Ahead So Your Tools Can Grow With You
-
Ethics, Confidentiality, and Risk Management in Connected AI Workflows
- Confidentiality Risks When Data Moves Between Connected Tools
- Vendor Due Diligence and Data Handling Agreements
- Supervisory Duties Over AI Tool Use (Model Rules 5.1 and 5.3)
- Data Hygiene and Building Healthy Daily AI Habits
Who Should Attend
This program is designed for attorneys. Paralegals and legal administrative staff responsible for supporting technology adoption will also benefit, as will IT professionals serving legal teams and practice management staff evaluating individual and firm-wide AI workflows.Speakers
Speaker bio
Elizabeth Prout Lefler
is an independent compliance consultant and attorney. She serves on two Boards of Directors (one as chair), and is an owner of a product development company. Ms. Lefler served for 13 years as managing director, compliance for global investment banks, and ultimately as chief compliance and AML Officer of KeyBanc Capital Markets. Previously, she held positions as senior counsel with the U.S. SEC, legal advisor to Commissioner Isaac C. Hunt, and associate with Morgan Lewis & Bockius. Ms. Lefler has served as chair of FINRA's Market Regulation Committee, as FINRA Panelist (i.e., judge) in enforcement actions, and as an expert witness on securities legal matters. Ms. Lefler earned her J.D. degree from George Mason University School of Law and her B.A. degree from Bates College. She is licensed to practice law in Florida and Virginia. Ms. Lefler has held various financial licenses, including NYSE Series 14 (chief compliance officer), FINRA (supervisory principal), and deemed "Fit & Proper" to serve as chief compliance & AML officer of an Irish Bank. Ms. Lefler is also a Certified U.S. Sailing Judge.
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.
Speaker bio
Dana A. Jonson
is a dedicated civil rights attorney based in Connecticut. As a special education attorney, her private practice is devoted to championing the civil and legal rights of children with disabilities; advocating for them in every step of the special education process, from IEP meetings to potential litigation in state or federal court. In addition to her legal work, Ms. Jonson hosts the podcast " Special Ed on Special Ed," where she and other special education experts discuss vital topics that inform and empower special education parents. She conducts workshops for parents and educators alike, equipping them with the knowledge to understand their rights and responsibilities within the special education legal sphere. Ms. Jonson is admitted to the Connecticut Bar Association, Federal Bar and the U.S. Supreme Court.
Speaker bio
Charles L. Slamowitz
is a renowned leader and trailblazer in the disciplines of AI, Web3, and sustainable technologies. With an illustrious legal career, his journey began by selling two tech startups and realizing the gap between the complexities of emerging tech and the lack of true legal expertise in existence. Since graduating from top-tier programs at both Stanford University and Emory University Law School, Mr. Slamowitz has quickly emerged as the go-to lawyer to navigate the next digital frontier because of his proven, cutting-edge approach to legal complexities in the face of rapid technological change. He has provided counsel to over 150 projects, navigating the intricate realms of compliance, transactions, and litigation. Mr. Slamowitz's diverse roster of clients includes high-profile entities such as Alfa Romeo Formula One, Call of Duty, U.S. Olympics, New York Mets, and Snoop Dogg, underlining his expertise in handling a wide array of legal challenges. As a former counsel at Omnicom Media Group, the second largest ad agency in the world with $3bn under him, he worked with tech industry giants, including Google, Amazon, Meta, and X (formerly Twitter) with clients including AT&T, Warner Bros. Discovery, P&G, and FedEx. Before this, Mr. Slamowitz practiced in a nationally ranked Sports and Entertainment firm and leading litigation groups.
Speaker bio
Ecleynne Mercy
is a highly accomplished attorney the proud owner and operator of Mercy Law P.C. She has also established Legal Upgrade, a company that offers various services and products related to legal guidance, instruction and wellness-based frameworks. The primary focus of Legal Upgrade is to assist individuals, businesses and communities in integrating wellness-based strategies into their daily legal lives and infrastructure. One of the key services provided by Legal Upgrade is an extensive workshop specifically designed to help students maximize their scores on the essay portion of the Georgia Bar Exam. Ms. Mercy has years of experience in helping repeat bar takers pass the bar, and she utilizes her expertise to provide valuable guidance and instruction to aspiring lawyers. Additionally, she oversees and directs various activities within Legal Upgrade. This includes training and supervising paralegal/support staff, conducting bar compliance reviews, providing case management training, monitoring deadlines, and performing firm audits. Ms. Mercy offers staff training programs in areas such as PI case management, family law case management, criminal defense case management, bar compliance, and system assessments. Furthermore, she conducts attorney trainings on a range of legal topics, including bar compliance, family law, criminal defense, general civil litigation, automobile and motorcycle accidents, slip and falls, dog bites, pedestrian impact cases, premises liability cases, and negligent security cases. Ms. Mercy's expertise in these areas allows her to provide comprehensive and specialized training to attorneys and law students. She is also actively involved in promoting legal awareness and civil rights. Ms. Mercy trains attorneys and law students to become legal observers, enabling them to monitor legal proceedings and ensure fairness. She conducts "Know Your Rights" seminars across the country, educating citizens about their constitutional rights when dealing with law enforcement. Additionally, Ms. Mercy serves as a legal commentator for Court TV, where she shares her insights and expertise on various legal matters. Her educational background includes a B.A. degree from Howard University and a J.D. degree from Western Michigan University Cooley Law School. Ms. Mercy holds memberships in several professional organizations, including the DeKalb Bar Association, State Bar of Georgia, Georgia Association of Black Women Attorneys, Haitian American Lawyers Association of Georgia, and Sister Care Alliance. These affiliations demonstrate her commitment to professional development, networking, and community engagement within the legal field.
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