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Course Book Download
Overview
Stop Rebuilding the Same Documents From Scratch - Build Systems That Draft Them for You
You have drafted the same engagement letters, pleadings, agreements, estate plans, closing documents, or client communications again and again. And every version still takes time you don't have. Worse, every manual rebuild is a fresh chance for the wrong client name, a stale clause, or a missed conditional provision to slip through. The backlog grows, the write-offs pile up, and the work that actually requires your judgment keeps getting pushed to the evening.
This practical, step-by-step program shows you how to turn your most repetitive documents into reliable automated templates, starting with the documents you already have. You will learn how to identify which documents are worth automating, how to build a working template with variables and conditional logic, how to feed client data in without rekeying it, where AI genuinely helps and where it must be verified, and what your ethical duties look like once a system is doing the drafting. Walk out with a repeatable process you can put to work immediately, and hours you can put back into practicing law. Register today!
- Get a clear picture of what document automation can and cannot do in a law practice.
- Learn how to spot the documents in your practice worth automating first.
- Build a working template from a static document, step by step.
- Find out how to move client data into your documents without rekeying it.
- Understand where AI fits into automated drafting - and where verification is required.
- Get a practical plan for testing, launching, and maintaining your templates.
- Review the ethical duties that follow you into an automated drafting workflow.
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
- Document Automation Fundamentals
- Auditing Your Practice: Finding Automation-Ready Documents
- Microsoft Word: Building a Solid Foundation for More Advanced Automation
- Building Your First Template, Step by Step
- Client Intake, Data Collection, and Clause Libraries
- Using AI in Document Automation: Capabilities and Guardrails
- Testing, Rollout, and Ongoing Maintenance
- Ethical Considerations in Document Automation
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Credit Details
Credits Available
| Credit | Status | Total |
|---|---|---|
| California MCLE Paralegal |
|
6 Total |
| Alaska CLE |
|
6 Total |
| Alabama CLE |
|
6 Total |
| Arkansas CLE |
|
6 Total |
| Arizona CLE |
|
6 Total |
| California CLE |
|
6 Total |
| Colorado CLE |
|
7 Total |
| Connecticut CLE |
|
6 Total |
| Delaware CLE |
|
6 Total |
| Florida CLE |
|
7 Total |
| Georgia CLE |
|
6 Total |
| Hawaii CLE |
|
6 Total |
| Iowa CLE |
|
6 Total |
| Idaho CLE |
|
6 Total |
| Illinois CLE |
|
6 Total |
| Indiana CLE |
|
6 Total |
| Kansas CLE |
|
3 Total |
| Kentucky CLE |
|
6 Total |
| 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 |
| Utah CLE |
|
6 Total |
| Virginia CLE |
|
6 Total |
| Vermont CLE |
|
6 Total |
| Washington CLE |
|
6 Total |
| Wisconsin CLE |
|
7 Total |
| West Virginia CLE |
|
7.2 Total |
| Wyoming CLE |
|
6 Total |
| Delaware Certified Paralegal Program |
|
6 Total |
| Florida Registered Paralegal |
|
7 Total |
| Indiana Paralegal CLE |
|
6 Total |
| Montana CLE Credit for Paralegals |
|
6 Total |
| North Carolina Continuing Paralegal Education |
|
6 Total |
| New Mexico Paralegal Division, State Bar of |
|
6 Total |
| Ohio Certified Paralegals |
|
6 Total |
| Texas State Bar of Paralegal Division |
|
6 Total |
Credit Details by Jurisdiction
Live Webinar Registration
CLE
Credits
Alaska CLE Reciprocity · 6 Total Credits
- 1 MECLE Ethics
Live - Alaska CLE - 6: Alaska Bar members may claim credit for attending CLE programs that have been accredited by other mandatory CLE jurisdictions. This program qualifies for 6.0 hours of credit, which includes 5.0 hours of MCLE credit and 1.0 hour of MECLE credit.
Alabama CLE Approved · 6 Total Credits
- 1 Ethics/Professionalism
Live - Alabama CLE - 6: This course or a portion thereof has been approved by the Alabama State Bar Mandatory Continuing Legal Education Commission for a maximum of 6.0 credit hours, including 1.0 ethics/professionalism credit.
Arkansas CLE Approved · 6 Total Credits
- 1 Ethics
Live - Arkansas CLE - 6: NBI, Inc. is an accredited sponsor in the state of Arkansas. This program is approved for 6.0 hours of continuing legal education credit, including 1.0 hour of ethics, consistent with the rules and regulations of the Arkansas Supreme Court of Professional Programs.
Arizona CLE Approved · 6 Total Credits
- 1 Professional Responsibility
Live - Arizona CLE - 6: The State Bar of Arizona does not approve or accredit CLE activities for the Mandatory Continuing Legal Education requirement. This activity qualifies for 6.0 hours toward your annual CLE requirement for the State of Arizona, including 1.0 hour of professional responsibility.
California CLE Approved · 6 Total Credits
- 1 Technology
- 1 Legal Ethics
Live - California CLE - 6: This activity has been approved for Minimum Continuing Legal Education credit by the State Bar of California in the amount of 6.0 hours, of which 1.0 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 · 7 Total Credits
- 1.2 Professional Responsibility
Live - Colorado CLE - 7: 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 7.0 hours of General Colorado Continuing Legal Education Credit, including 1.20 professional responsibility credit.
Connecticut CLE Approved · 6 Total Credits
- 6 Ethics/Professionalism
Live - Connecticut CLE - 6: 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 6.0 hours toward your annual CLE requirement in Connecticut, including 6.0 hour(s) of ethics/professionalism.
Delaware CLE Approved · 6 Total Credits
- 1 Ethics
Live - Delaware CLE - 6: NBI, Inc. is an accredited sponsor of the Delaware Commission on Continuing Legal Education and recommends this program for 6.0 hours of eCLE credit, including 1.0 hour of ethics.
Florida CLE Approved · 7 Total Credits
- 2.5 Technology
- 1 Professional Responsibility
Live - Florida CLE - 7: Approved by The Florida Bar for a maximum of 7.0 general hours of CLER credit including 1.0 hour of professional responsibility (may include legal ethics, professionalism, substance abuse or mental illness and wellness programs) and 2.50 hours of technology.
Georgia CLE Approved · 6 Total Credits
- 1 Ethics
Live - Georgia CLE - 6: This program is approved by the Commission on Continuing Lawyer Competency of the State Bar of Georgia. This program qualifies for 6.0 hours of distance learning continuing legal education credit with the Georgia Commission on Continuing Lawyer Competency, which includes 1.0 hour of distance learning ethics.
Hawaii CLE Approved · 6 Total Credits
- 1 Ethics/Professional Responsibility
Live - Hawaii CLE - 6: NBI, Inc. is an Accredited Provider with the Hawaii State Board of Continuing Legal Education. This alternative format activity has been approved for 6.0 hours of credit for the state of Hawaii, which includes 1.0 hour of ethics or professional responsibility education.
Iowa CLE Approved · 6 Total Credits
- 1 Legal Ethics
Live - Iowa CLE - 6: "Document Automation and AI for Lawyers: The Complete Guide" 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 6.0 hours of regular credit toward the mandatory continuing legal education requirements under the Iowa rule, including 1.0 hour of legal ethics credit.
Idaho CLE Pending · 6 Total Credits
- 1 Legal Ethics/Professional Responsibility
Live - Idaho CLE - 6: This program has been submitted for continuing legal education credit in the state of Idaho.
Illinois CLE Approved · 6 Total Credits
- 1 Professional Responsibility
Live - Illinois CLE - 6: Ethics Pending. This program has been approved by the Illinois MCLE Board for 6.0 hours of CLE credit and has been submitted to the Illinois Supreme Court Commission on Professionalism for ethics credit review.
Indiana CLE Approved · 6 Total Credits
- 1 Ethics
Live - Indiana CLE - 6: This course has been approved by the Indiana Supreme Court Office of Admissions & Continuing Education. Participating attorneys are eligible to receive 6.0 hours of distance education, which includes 1.0 hour of ethics.
Kansas CLE Approved · 3 Total Credits
- 2 Law Practice Management
- 1 Ethics/Professionalism
Live - Kansas CLE - 3: Approved by Kansas CLE for 3.0 hours of continuing legal education credit, which includes 1.0 hour of ethics and professionalism credit and 2.0 hours of law practice management credit.
Kentucky CLE Approved · 6 Total Credits
- 1 Ethics
Live - Kentucky CLE - 6: This activity has been approved by the Kentucky Bar Association Continuing Legal Education Commission for a maximum of 6.0 credits, including 1.0 ethics credits.
Maine CLE Approved · 6 Total Credits
- 1 Ethics
Live - Maine CLE - 6: This course has been approved by the State of Maine Board of Overseers of the Bar. Lawyers who complete this course shall receive 6.0 hours of CLE credit including 1.0 ethics hours.
Course Book - Maine CLE - 6: This course has been approved by the State of Maine Board of Overseers of the Bar. Lawyers who complete this course will receive 6.0 hours of self-study CLE credit.
Minnesota CLE Pending · 6 Total Credits
- 1 Ethics
Live - Minnesota CLE - 6: This program has been submitted to the Minnesota Board of Continuing Legal Education. Approval pending.
Missouri CLE Approved · 7.2 Total Credits
- 1.2 Ethics, Professionalism or Malpractice Prevention
Live - Missouri CLE - 7.2: NBI, Inc. is an accredited sponsor with Missouri Minimum Continuing Legal Education. This program qualifies for 7.20 hours of CLE credit, which includes 1.20 hour of ethics, professionalism or malpractice prevention credit.
Course Book - Missouri CLE - 6: NBI, Inc. is an accredited sponsor with Missouri Minimum Continuing Legal Education. This program qualifies for 6.0 self-study CLE credit hours.
Northern Mariana Islands CLE Approved · 6 Total Credits
Live - Northern Mariana Islands CLE - 6: This course has been approved by the Commonwealth of the Northern Mariana Islands. Lawyers who complete this course shall receive 6.0 hours of CLE credit.
Course Book - Northern Mariana Islands CLE - 6: This course has been approved by the Commonwealth of the Northern Mariana Islands. Lawyers who complete this course shall receive 6.0 hours of self-study CLE credit.
Mississippi CLE Approved · 6 Total Credits
- 1 Ethics/Professionalism
Live - Mississippi CLE - 6: This course has been approved by the Mississippi Commission on Continuing Legal Education for a maximum of 6.0 hours of Online credit, which includes 1.0 hour of ethics/ professionalism.
Montana CLE Approved · 6 Total Credits
- 1 Professional Fitness and Integrity
Live - Montana CLE - 6: Approved for 6.0 hours of CLE credit by the Montana Commission of Continuing Legal Education, including 1.0 hour of professional fitness and integrity credit.
North Carolina CLE Approved · 6 Total Credits
- 1 Technology
- 1 Professional Responsibility
Live - North Carolina CLE - 6: NBI, Inc. is an accredited sponsor with the North Carolina State Board of Continuing Legal Education. Attendance of this program will result in 6.0 hours of CLE credit, including 1.0 professional responsibility and 1.0 technology.
North Dakota CLE Approved · 6 Total Credits
- 1 Ethics
Live - North Dakota CLE - 6: This program has been approved by the North Dakota Commission for Continuing Legal Education for 6.0 hours of CLE credit, including 1.0 hour of ethics credit.
Nebraska CLE Approved · 6 Total Credits
- 1 Professional Responsibility
Live - Nebraska CLE - 6: NBI, Inc. is an accredited CLE sponsor in the state of Nebraska. This activity has been approved for 6.0 distance learning CLE credits, including 1.0 hour of professional responsibility credit.
New Hampshire CLE Approved · 6 Total Credits
- 1 Ethics/Professionalism
Live - New Hampshire CLE - 6: 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 · 7.2 Total Credits
- 7.2 Technology
- 1.2 Ethics/Professionalism
Live - New Jersey CLE - 7.2: This program has been approved by the Board on Continuing Legal Education of the Supreme Court of New Jersey for 7.20 hours of total CLE credit. Of these, 1.20 qualifies as hours of credit for ethics/professionalism and 7.20 qualifies as hours of credit for technology.
New Mexico CLE Approved · 6 Total Credits
- 1 Ethics
Live - New Mexico CLE - 6: This program has been approved by the Board of Bar Commissioners of the State Bar of New Mexico for 6.0 hours of credit, including 1.0 hour of ethics.
Nevada CLE Approved · 6 Total Credits
- 1 Ethical Considerations
Live - Nevada CLE - 6: This course has been approved by the Nevada Board of Continuing Legal Education. This program qualifies for 6.0 hours of alternative format CLE credits by the Nevada Board of Continuing Legal Education, which includes 1.0 hour of alternative format ethical considerations.
New York CLE Approved · 7 Total Credits
- 6 Law Practice Management
- 1 Cybersecurity, Privacy and Data Protection-Ethics
Live - New York CLE - 7: This course has been approved in accordance with the requirements of the New York State Continuing Legal Education Board for a maximum of 7.0 credit hours. 6.0 hours can be applied to the law practice management requirement and 1.0 hour can be applied toward the cybersecurity, privacy and data protection requirement or the Ethics/Professionalism requirement. This nontraditional format program is approved for newly admitted 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 · 6 Total Credits
- 6 New Lawyer Training
- 1 Professional Conduct
Live - Ohio CLE - 6: This course has been approved by the Supreme Court of Ohio Commission on Continuing Legal Education for 6.0 CLE credit hours, including 1.0 hour of attorney professional conduct instruction. This course is approved for 6.0 hours of New Lawyer Training credit. NLT credit is only available on “Live Webcast” and "Webcast Replay" versions of this program.
Oklahoma CLE Approved · 7 Total Credits
- 1 Legal Ethics
Live - Oklahoma CLE - 7: This course has been approved by the Oklahoma Bar Association Mandatory Continuing Legal Education Commission for 7.0 hours of CLE credit, which includes 1.0 hour of legal ethics.
Oregon CLE Approved · 6 Total Credits
- 1 Ethics
Live - Oregon CLE - 6: NBI, Inc. is an approved sponsor with the Oregon MCLE. This program is approved for 5.0 hours of general continuing legal education credit and 1.0 hour of ethics credit.
Pennsylvania CLE Approved · 6 Total Credits
- 1 Ethics
Live - Pennsylvania CLE - 6: This program has been approved by the Pennsylvania Continuing Legal Education Board for a total of 6.0 hours, including 5.0 hours of substantive law, practice and procedure CLE credit and 1.0 hour of ethics, professionalism or substance abuse CLE credit.
Rhode Island CLE Approved · 7 Total Credits
- 1 Legal Ethics
Live - Rhode Island CLE - 7: NBI is an accredited sponsor with the Rhode Island MCLE Commission. This program is approved for 7.0 hours of CLE credit in Rhode Island, including 1.0 of legal ethics.
South Carolina CLE Approved · 6 Total Credits
- 1 Legal Ethics/Professional Responsibility
Live - South Carolina CLE - 6: This course is accredited by the South Carolina Commission on Continuing Legal Education and Specialization for 6.0 alternatively delivered hours, of which 1.0 hour relates to legal ethics and professional responsibility.
Tennessee CLE Approved · 6 Total Credits
- 1 Ethics/Professionalism
Live - Tennessee CLE - 6: This course has been approved by the Tennessee Commission on Continuing Legal Education for a maximum of 6.0 hours of Distance Learning credit, including 1.0 hour of ethics/professionalism (EP) credit.
Utah CLE Approved · 6 Total Credits
- 1 Ethics
Live - Utah CLE - 6: National Business Institute is an approved "presumptive provider" with the Utah State Board of Continuing Legal Education. This program qualifies for a maximum of 6.0 hours of Live CLE credit for Utah attorneys, which includes 1.0 hour of ethics credit.
Virginia CLE Approved · 6 Total Credits
- 1 Ethics/Professionalism
Live - Virginia CLE - 6: This course has been approved by the Virginia Mandatory Continuing Legal Education Board for 6.0 hours of credit, of which 1.0 hour will also apply in the area of legal ethics or professionalism.
Vermont CLE Approved · 6 Total Credits
- 1 Ethics
Live - Vermont CLE - 6: This course has been approved by the Vermont Board of Mandatory Continuing Legal Education for 6.0 hours of credit, including 1.0 hour of ethics.
Washington CLE Approved · 6 Total Credits
- 5 Office Management
- 1 Ethics/Professional Responsibility
Live - Washington CLE - 6: Approved for 6.0 hours of Washington continuing legal education credit, which includes 0.0 hours of Law and Legal Procedure, 5.0 hours of Other Approved Subject Areas in the area of Office Management and 1.0 hour of ethics/professionalism.
Wisconsin CLE Pending · 7 Total Credits
- 6 Law Practice Management
- 1 Ethics/Professional Responsibility
Live - Wisconsin CLE - 7: NBI, Inc. is a GPA Sponsor with the Wisconsin Board of Bar Examiners. Application is pending with the Board of Bar Examiners.
West Virginia CLE Approved · 7.2 Total Credits
- 1.2 Ethics
Live - West Virginia CLE - 7.2: This program qualifies for 7.20 hours of credit, which includes 1.20 hour of ethics, under the West Virginia Rules for Mandatory Continuing Legal Education.
Wyoming CLE Upon Request · 6 Total Credits
- 1 Ethics
Live - Wyoming CLE - 6: Upon course completion and credit request submittal, an application will be submitted to the Bar.
Paralegal
Credits
California MCLE Paralegal Approved · 6 Total Credits
- 1 Ethics
Live - California MCLE Paralegal - 6: This program meets the California MCLE Paralegal requirement as specified in Business and Professions Code Section 6450(d).
Delaware Certified Paralegal Program Approved · 6 Total Credits
- 1 Ethics
Live - Delaware Certified Paralegal Program - 6: This course qualifies for 6.0 DCP CLE credit hours, including 1.0 DCP ethics credit hour, toward the eligibility requirements of the DPA Delaware Certified Paralegal Program.
Florida Registered Paralegal Approved · 7 Total Credits
- 1 Ethics
Live - Florida Registered Paralegal - 7: This course qualifies for 7.0 hours of continuing education for paralegals, including 1.0 hour of ethics and 7.0 hours of technology, toward the eligibility requirements of the Florida Registered Paralegal Program. This course has been approved by NFPA.
Indiana Paralegal CLE Approved · 6 Total Credits
- 1 Ethics
Live - Indiana Paralegal CLE - 6: This course qualifies for 6.0 hours of continuing education, including 1.0 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 · 6 Total Credits
- 1 Ethics
Live - Montana CLE Credit for Paralegals - 6: This course has been approved for 6.0 hours of CLE credit, including 1.0 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 · 6 Total Credits
- 1 Professional Responsibility
Live - North Carolina Continuing Paralegal Education - 6: This program has been approved by the North Carolina State Bar Board of Paralegal Certification for continuing paralegal education credit in the amount of 6.0 hours, of which 1.0 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 · 6 Total Credits
- 1 Ethics
Live - New Mexico Paralegal Division, State Bar of - 6: Approved by the Paralegal Division of the State Bar of New Mexico for 5.0 general and 1.0 ethics (for a total of 6.0 hours CLE).
Ohio Certified Paralegals Approved · 6 Total Credits
- 1 Ethics
Live - Ohio Certified Paralegals - 6: This course qualifies for 6.0 hours of continuing education for paralegals, including 1.0 hour of ethics, toward the eligibility requirements of the Ohio State Bar Association Paralegal Certification program.
Texas State Bar of Paralegal Division Approved · 6 Total Credits
Live - Texas State Bar of Paralegal Division - 6: This course qualifies for 6.0 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 · 6 Total Credits
- 1 MECLE Ethics
Earn Until
OnDemand - Alaska CLE - 6: Alaska Bar members may claim credit for attending CLE programs that have been accredited by other mandatory CLE jurisdictions. This program qualifies for 6.0 hours of credit, which includes 5.0 hours of MCLE credit and 1.0 hour of MECLE credit.
Video Download - Alaska CLE - 6: Alaska Bar members may claim credit for attending CLE programs that have been accredited by other mandatory CLE jurisdictions. This program qualifies for 6.0 hours of credit, which includes 5.0 hours of MCLE credit and 1.0 hour of MECLE credit.
Alabama CLE Approved · 6 Total Credits
- 1 Ethics/Professionalism
Earn Until
OnDemand - Alabama CLE - 6: This course or a portion thereof has been approved by the Alabama State Bar Mandatory Continuing Legal Education Commission for a maximum of 6.0 on-demand credit hours, including 1.0 ethics/professionalism credit.
Arkansas CLE Approved · 6 Total Credits
- 1 Ethics
Earn Until
OnDemand - Arkansas CLE - 6: NBI, Inc. is an accredited sponsor in the state of Arkansas. This program qualifies for 6.0 hours of on demand continuing legal education credit, including 1.0 hour of ethics, consistent with the rules and regulations of the Arkansas Supreme Court of Professional Programs.
Video Download - Arkansas CLE - 6: NBI, Inc. is an accredited sponsor in the state of Arkansas. This program qualifies for 6.0 hours of on demand continuing legal education credit, including 1.0 hour of ethics, consistent with the rules and regulations of the Arkansas Supreme Court of Professional Programs.
Arizona CLE Approved · 6 Total Credits
- 1 Professional Responsibility
Earn Until
OnDemand - Arizona CLE - 6: The State Bar of Arizona does not approve or accredit CLE activities for the Mandatory Continuing Legal Education requirement. This activity qualifies for 6.0 hours toward your annual CLE requirement for the State of Arizona, including 1.0 hour of professional responsibility.
Video Download - Arizona CLE - 6: The State Bar of Arizona does not approve or accredit CLE activities for the Mandatory Continuing Legal Education requirement. This activity qualifies for 6.0 hours toward your annual CLE requirement for the State of Arizona, including 1.0 hour of professional responsibility.
California CLE Approved · 6 Total Credits
- 1 Technology
- 1 Legal Ethics
Earn Until
OnDemand - California CLE - 6: This activity has been approved for Minimum Continuing Legal Education credit by the State Bar of California and qualifies for 6.0 hours of participatory credit, of which 1.0 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 - 6: This activity has been approved for Minimum Continuing Legal Education credit by the State Bar of California and qualifies for 6.0 hours of self-study credit, of which 1.0 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 · 7 Total Credits
- 1.2 Professional Responsibility
Earn Until
OnDemand - Colorado CLE - 7: NBI, Inc. is a Certified Provider, as recognized by the Colorado Supreme Court Continuing Legal and Judicial Education Committee. This program qualifies for 7.0 hours of home study general Colorado Continuing Legal Education Credit, including 1.20 professional responsibility credit.
Video Download - Colorado CLE - 7: NBI, Inc. is a Certified Provider, as recognized by the Colorado Supreme Court Continuing Legal and Judicial Education Committee. This program qualifies for 7.0 hours of home study general Colorado Continuing Legal Education Credit, including 1.20 professional responsibility credit.
Connecticut CLE Approved · 6 Total Credits
- 6 Ethics/Professionalism
Earn Until
OnDemand - Connecticut CLE - 6: 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 6.0 self-study hours toward your annual CLE requirement in Connecticut, including 6.0 self-study hour(s) of ethics/professionalism.
Video Download - Connecticut CLE - 6: 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 6.0 self-study hours toward your annual CLE requirement in Connecticut, including 6.0 self-study hour(s) of ethics/professionalism.
Delaware CLE Approved · 6 Total Credits
- 1 Ethics
Earn Until
OnDemand - Delaware CLE - 6: NBI, Inc. is an accredited sponsor of the Delaware Commission on Continuing Legal Education and recommends this program for 6.0 hours of eCLE credit, including 1.0 hour of ethics.
Florida CLE Approved · 7 Total Credits
- 2.5 Technology
- 1 Professional Responsibility
Earn Until
OnDemand - Florida CLE - 7: Approved by The Florida Bar, this program qualifies for 7.0 general hours of CLER self-study credit including 1.0 hour of self-study professional responsibility (may include legal ethics, professionalism, substance abuse or mental illness and wellness programs) and 2.50 hours of self-study technology.
Video Download - Florida CLE - 7: Approved by The Florida Bar, this program qualifies for 7.0 general hours of CLER self-study credit including 1.0 hour of self-study professional responsibility (may include legal ethics, professionalism, substance abuse or mental illness and wellness programs) and 2.50 hours of self-study technology.
Georgia CLE Approved · 6 Total Credits
- 1 Ethics
Earn Until
OnDemand - Georgia CLE - 6: This program is approved by the Commission on Continuing Lawyer Competency of the State Bar of Georgia. This program qualifies for 6.0 hours of distance learning continuing legal education credit with the Georgia Commission on Continuing Lawyer Competency, which includes 1.0 hour of distance learning ethics.
Video Download - Georgia CLE - 6: This program is approved by the Commission on Continuing Lawyer Competency of the State Bar of Georgia. This program qualifies for 6.0 hours of distance learning continuing legal education credit with the Georgia Commission on Continuing Lawyer Competency, which includes 1.0 hour of distance learning ethics.
Hawaii CLE Approved · 6 Total Credits
- 1 Ethics/Professional Responsibility
Earn Until
OnDemand - Hawaii CLE - 6: NBI, Inc. is an Accredited Provider with the Hawaii State Board of Continuing Legal Education. This alternative format activity has been approved for 6.0 hours of credit for the state of Hawaii, which includes 1.0 hour of ethics or professional responsibility education.
Video Download - Hawaii CLE - 6: NBI, Inc. is an Accredited Provider with the Hawaii State Board of Continuing Legal Education. This alternative format activity has been approved for 6.0 hours of credit for the state of Hawaii, which includes 1.0 hour of ethics or professional responsibility education.
Iowa CLE Approved · 6 Total Credits
- 1 Legal Ethics
Earn Until
OnDemand - Iowa CLE - 6: "Document Automation and AI for Lawyers: The Complete Guide" 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 6.0 hours of unmoderated activity credit toward the mandatory continuing legal education requirements under the Iowa rule, including 1.0 hour of legal ethics unmoderated activity credit.
Idaho CLE Pending · 6 Total Credits
- 1 Legal Ethics/Professional Responsibility
OnDemand - Idaho CLE - 6: This program has been submitted for continuing legal education credit in the state of Idaho.
Video Download - Idaho CLE - 6: This program has been submitted for continuing legal education credit in the state of Idaho.
Illinois CLE Approved · 6 Total Credits
- 1 Professional Responsibility
Earn Until
OnDemand - Illinois CLE - 6: Ethics Pending. This program has been approved by the Illinois MCLE Board for 6.0 hours of CLE credit and has been submitted to the Illinois Supreme Court Commission on Professionalism for ethics credit review.
Video Download - Illinois CLE - 6: Ethics Pending. This program has been approved by the Illinois MCLE Board for 6.0 hours of CLE credit and has been submitted to the Illinois Supreme Court Commission on Professionalism for ethics credit review.
Indiana CLE Approved · 6 Total Credits
- 1 Ethics
Earn Until
OnDemand - Indiana CLE - 6: This course has been approved by the Indiana Supreme Court Office of Admissions & Continuing Education. Participating attorneys are eligible to receive 6.0 hours of distance education, which includes 1.0 hour of ethics.
Kansas CLE Approved · 3 Total Credits
- 2 Law Practice Management
- 1 Ethics/Professionalism
Earn Until
OnDemand - Kansas CLE - 3: Approved by Kansas CLE for 3.0 hours of prerecorded format continuing legal education credit, which includes 1.0 hour of ethics and professionalism credit and 2.0 hours of law practice management credit.
Video Download - Kansas CLE - 3: Approved by Kansas CLE for 3.0 hours of prerecorded format continuing legal education credit, which includes 1.0 hour of ethics and professionalism credit and 2.0 hours of law practice management credit.
Kentucky CLE Approved · 6 Total Credits
- 1 Ethics
Earn Until
OnDemand - Kentucky CLE - 6: This program has been approved as a technological CLE activity by the Kentucky Bar Association Continuing Legal Education Commission and qualifies for 6.0 credits, including 1.0 ethics credits.
Video Download - Kentucky CLE - 6: This program has been approved as a technological CLE activity by the Kentucky Bar Association Continuing Legal Education Commission and qualifies for 6.0 credits, including 1.0 ethics credits.
Maine CLE Approved · 6 Total Credits
Earn Until
OnDemand - Maine CLE - 6: This course has been approved by the State of Maine Board of Overseers of the Bar. Lawyers who complete this course will receive 6.0 hours of self-study CLE credit.
Video Download - Maine CLE - 6: This course has been approved by the State of Maine Board of Overseers of the Bar. Lawyers who complete this course will receive 6.0 hours of self-study CLE credit.
Course Book - Maine CLE - 6: This course has been approved by the State of Maine Board of Overseers of the Bar. Lawyers who complete this course will receive 6.0 hours of self-study CLE credit.
Minnesota CLE Pending · 6 Total Credits
- 1 Ethics
OnDemand - Minnesota CLE - 6: This program has been submitted to the Minnesota Board of Continuing Legal Education. Approval pending.
Video Download - Minnesota CLE - 6: This program has been submitted to the Minnesota Board of Continuing Legal Education. Approval pending.
Missouri CLE Approved · 6 Total Credits
Earn Until
OnDemand - Missouri CLE - 6: NBI, Inc. is an accredited sponsor with Missouri Minimum Continuing Legal Education. This program qualifies for 6.0 self-study CLE credit hours.
Video Download - Missouri CLE - 6: NBI, Inc. is an accredited sponsor with Missouri Minimum Continuing Legal Education. This program qualifies for 6.0 self-study CLE credit hours.
Course Book - Missouri CLE - 6: NBI, Inc. is an accredited sponsor with Missouri Minimum Continuing Legal Education. This program qualifies for 6.0 self-study CLE credit hours.
Northern Mariana Islands CLE Approved · 6 Total Credits
Earn Until
OnDemand - Northern Mariana Islands CLE - 6: This course has been approved by the Commonwealth of the Northern Mariana Islands. Lawyers who complete this course shall receive 6.0 hours of self-study CLE credit.
Video Download - Northern Mariana Islands CLE - 6: This course has been approved by the Commonwealth of the Northern Mariana Islands. Lawyers who complete this course shall receive 6.0 hours of self-study CLE credit.
Course Book - Northern Mariana Islands CLE - 6: This course has been approved by the Commonwealth of the Northern Mariana Islands. Lawyers who complete this course shall receive 6.0 hours of self-study CLE credit.
Mississippi CLE Approved · 6 Total Credits
- 1 Ethics/Professionalism
Earn Until
OnDemand - Mississippi CLE - 6: This course has been approved by the Mississippi Commission on Continuing Legal Education for a maximum of 6.0 hours of Online credit, which includes 1.0 hour of ethics/ professionalism.
Montana CLE Approved · 6 Total Credits
- 1 Professional Fitness and Integrity
Earn Until
OnDemand - Montana CLE - 6: This program qualifies for 6.0 hours of self-study CLE credit by the Montana Commission of Continuing Legal Education, including 1.0 hour of professional fitness and integrity credit.
Video Download - Montana CLE - 6: This program qualifies for 6.0 hours of self-study CLE credit by the Montana Commission of Continuing Legal Education, including 1.0 hour of professional fitness and integrity credit.
North Carolina CLE Approved · 6 Total Credits
- 1 Technology
- 1 Professional Responsibility
Earn Until
OnDemand - North Carolina CLE - 6: NBI, Inc. is an accredited sponsor with the North Carolina State Board of Continuing Legal Education. Attendance of this program qualifies for 6.0 hours of online CLE credit, including 1.0 professional responsibility and 1.0 technology.
Video Download - North Carolina CLE - 6: NBI, Inc. is an accredited sponsor with the North Carolina State Board of Continuing Legal Education. Attendance of this program qualifies for 6.0 hours of online CLE credit, including 1.0 professional responsibility and 1.0 technology.
North Dakota CLE Approved · 6 Total Credits
- 1 Ethics
Earn Until
OnDemand - North Dakota CLE - 6: North Dakota attorneys completing this program may claim 6.0 North Dakota self-study CLE credit hours, including 1.0 hour of self-study ethics credit, on the Report of Compliance.
Video Download - North Dakota CLE - 6: North Dakota attorneys completing this program may claim 6.0 North Dakota self-study CLE credit hours, including 1.0 hour of self-study ethics credit, on the Report of Compliance.
Nebraska CLE Approved · 6 Total Credits
- 1 Professional Responsibility
Earn Until
OnDemand - Nebraska CLE - 6: NBI, Inc. is an accredited CLE sponsor in the state of Nebraska. This activity has been approved for 6.0 distance learning CLE credits, including 1.0 hour of professional responsibility credit.
Video Download - Nebraska CLE - 6: NBI, Inc. is an accredited CLE sponsor in the state of Nebraska. This activity has been approved for 6.0 distance learning CLE credits, including 1.0 hour of professional responsibility credit.
New Hampshire CLE Approved · 6 Total Credits
- 1 Ethics/Professionalism
Earn Until
OnDemand - New Hampshire CLE - 6: 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 - 6: 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 · 7.2 Total Credits
- 7.2 Technology
- 1.2 Ethics/Professionalism
Earn Until
OnDemand - New Jersey CLE - 7.2: This program has been approved by the Board on Continuing Legal Education of the Supreme Court of New Jersey for 7.20 hours of alternative format CLE credit. Of these, 1.20 qualifies as hours of alternative learning format credit for ethics/professionalism and 7.20 qualifies as hours of alternative learning format credit for technology.
Video Download - New Jersey CLE - 7.2: This program has been approved by the Board on Continuing Legal Education of the Supreme Court of New Jersey for 7.20 hours of alternative format CLE credit. Of these, 1.20 qualifies as hours of alternative learning format credit for ethics/professionalism and 7.20 qualifies as hours of alternative learning format credit for technology.
New Mexico CLE Approved · 6 Total Credits
- 1 Ethics
Earn Until
OnDemand - New Mexico CLE - 6: This program has been approved by the Board of Bar Commissioners of the State Bar of New Mexico. This program qualifies for 6.0 hours of self-study credit, including 1.0 hour of self-study ethics credit.
Video Download - New Mexico CLE - 6: This program has been approved by the Board of Bar Commissioners of the State Bar of New Mexico. This program qualifies for 6.0 hours of self-study credit, including 1.0 hour of self-study ethics credit.
Nevada CLE Approved · 6 Total Credits
- 1 Ethical Considerations
Earn Until
OnDemand - Nevada CLE - 6: This course has been approved by the Nevada Board of Continuing Legal Education. This program qualifies for 6.0 hours of alternative format CLE credits by the Nevada Board of Continuing Legal Education, which includes 1.0 hour of alternative format ethical considerations.
Video Download - Nevada CLE - 6: This course has been approved by the Nevada Board of Continuing Legal Education. This program qualifies for 6.0 hours of alternative format CLE credits by the Nevada Board of Continuing Legal Education, which includes 1.0 hour of alternative format ethical considerations.
New York CLE Approved · 7 Total Credits
- 6 Law Practice Management
- 1 Cybersecurity, Privacy and Data Protection-Ethics
Earn Until
OnDemand - New York CLE - 7: This nontraditional format course has been approved in accordance with the requirements of the New York State Continuing Legal Education Board for up to 7.0 credit hours. 6.0 hours can be applied to the law practice management requirement and is approved for newly admitted attorneys. 1.0 hour can be applied toward the cybersecurity, privacy and data protection requirement or the Ethics/Professionalism 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 - 7: This nontraditional format course has been approved in accordance with the requirements of the New York State Continuing Legal Education Board for up to 7.0 credit hours. 6.0 hours can be applied to the law practice management requirement and is approved for newly admitted attorneys. 1.0 hour can be applied toward the cybersecurity, privacy and data protection requirement or the Ethics/Professionalism 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 · 6 Total Credits
- 1 Professional Conduct
Earn Until
OnDemand - Ohio CLE - 6: This course has been approved by the Supreme Court of Ohio Commission on Continuing Legal Education for 6.0 CLE credit hours, including 1.0 hour of attorney professional conduct instruction.
Video Download - Ohio CLE - 6: This course has been approved by the Supreme Court of Ohio Commission on Continuing Legal Education for 6.0 CLE credit hours, including 1.0 hour of attorney professional conduct instruction.
Oklahoma CLE Approved · 7 Total Credits
- 1 Legal Ethics
Earn Until
OnDemand - Oklahoma CLE - 7: This course has been approved by the Oklahoma Bar Association Mandatory Continuing Legal Education Commission. This program qualifies for 7.0 of On Demand CLE credit hours, which includes 1.0 hour of legal ethics.
Video Download - Oklahoma CLE - 7: This course has been approved by the Oklahoma Bar Association Mandatory Continuing Legal Education Commission. This program qualifies for 7.0 of On Demand CLE credit hours, which includes 1.0 hour of legal ethics.
Oregon CLE Approved · 6 Total Credits
- 1 Ethics
Earn Until
OnDemand - Oregon CLE - 6: NBI, Inc. is an approved sponsor with the Oregon MCLE. This program qualifies for 5.0 hours of general continuing legal education credit and 1.0 hour of ethics credit.
Video Download - Oregon CLE - 6: NBI, Inc. is an approved sponsor with the Oregon MCLE. This program qualifies for 5.0 hours of general continuing legal education credit and 1.0 hour of ethics credit.
Pennsylvania CLE Approved · 6 Total Credits
- 1 Ethics
Earn Until
OnDemand - Pennsylvania CLE - 6: This program has been approved by the Pennsylvania Continuing Legal Education Board. This program qualifies for 6.0 hours of distance learning credit, including 5.0 hours of substantive law, practice and procedure CLE credit and 1.0 hour of ethics, professionalism or substance abuse distance learning CLE credit.
Video Download - Pennsylvania CLE - 6: This program has been approved by the Pennsylvania Continuing Legal Education Board. This program qualifies for 6.0 hours of distance learning credit, including 5.0 hours of substantive law, practice and procedure CLE credit and 1.0 hour of ethics, professionalism or substance abuse distance learning CLE credit.
Rhode Island CLE Approved · 6 Total Credits
- 1 Legal Ethics
Earn Until
OnDemand - Rhode Island CLE - 6: NBI is an accredited sponsor with the Rhode Island MCLE Commission. This program is approved for 6.0 hours of CLE video replay credit in Rhode Island, including 1.0 of legal ethics.
Video Download - Rhode Island CLE - 6: NBI is an accredited sponsor with the Rhode Island MCLE Commission. This program is approved for 6.0 hours of CLE video replay credit in Rhode Island, including 1.0 of legal ethics.
South Carolina CLE Approved · 6 Total Credits
- 1 Legal Ethics/Professional Responsibility
Earn Until
OnDemand - South Carolina CLE - 6: This course is accredited by the South Carolina Commission on Continuing Legal Education and Specialization for 6.0 alternatively delivered hours, of which 1.0 hour relates to legal ethics and professional responsibility.
Video Download - South Carolina CLE - 6: This course is accredited by the South Carolina Commission on Continuing Legal Education and Specialization for 6.0 alternatively delivered hours, of which 1.0 hour relates to legal ethics and professional responsibility.
Tennessee CLE Approved · 6 Total Credits
- 1 Ethics/Professionalism
Earn Until
OnDemand - Tennessee CLE - 6: This course has been approved by the Tennessee Commission on Continuing Legal Education for a maximum of 6.0 hours of Distance Learning credit, including 1.0 hour of ethics/professionalism (EP) credit.
Utah CLE Approved · 6 Total Credits
- 1 Ethics
Earn Until
OnDemand - Utah CLE - 6: National Business Institute is an approved "presumptive provider" with the Utah State Board of Continuing Legal Education. This program qualifies for 6.0 hours of self-study CLE credit for Utah attorneys, which includes 1.0 hour of ethics credit.
Video Download - Utah CLE - 6: National Business Institute is an approved "presumptive provider" with the Utah State Board of Continuing Legal Education. This program qualifies for 6.0 hours of self-study CLE credit for Utah attorneys, which includes 1.0 hour of ethics credit.
Virginia CLE Approved · 6 Total Credits
- 1 Ethics/Professionalism
Earn Until
OnDemand - Virginia CLE - 6: This course has been approved by the Virginia Mandatory Continuing Legal Education Board for 6.0 hours of prerecorded credit, of which 1.0 hour will also apply in the area of legal ethics or professionalism.
Video Download - Virginia CLE - 6: This course has been approved by the Virginia Mandatory Continuing Legal Education Board for 6.0 hours of prerecorded credit, of which 1.0 hour will also apply in the area of legal ethics or professionalism.
Vermont CLE Approved · 6 Total Credits
- 1 Ethics
Earn Until
OnDemand - Vermont CLE - 6: This course has been approved by the Vermont Board of Mandatory Continuing Legal Education. This program qualifies for 6.0 hours of self-study credit, including 1.0 hour of self-study ethics credit.
Video Download - Vermont CLE - 6: This course has been approved by the Vermont Board of Mandatory Continuing Legal Education. This program qualifies for 6.0 hours of self-study credit, including 1.0 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 Pending · 7 Total Credits
- 6 Law Practice Management
Earn Until
OnDemand - Wisconsin CLE - 7: NBI, Inc. is a GPA Sponsor with the Wisconsin Board of Bar Examiners. Application is pending with the Board of Bar Examiners.
Video Download - Wisconsin CLE - 7: NBI, Inc. is a GPA Sponsor with the Wisconsin Board of Bar Examiners. Application is pending with the Board of Bar Examiners.
West Virginia CLE Approved · 7.2 Total Credits
- 1.2 Ethics
Earn Until
OnDemand - West Virginia CLE - 7.2: This program qualifies for 7.20 hours of pre-recorded credit, which includes 1.20 hour of pre-recorded ethics credit, under the West Virginia Rules for Mandatory Continuing Legal Education.
Video Download - West Virginia CLE - 7.2: This program qualifies for 7.20 hours of pre-recorded credit, which includes 1.20 hour of pre-recorded ethics credit, under the West Virginia Rules for Mandatory Continuing Legal Education.
Wyoming CLE Upon Request · 6 Total Credits
- 1 Ethics
OnDemand - Wyoming CLE - 6: Upon course completion and credit request submittal, an application will be submitted to the Bar.
Video Download - Wyoming CLE - 6: Upon course completion and credit request submittal, an application will be submitted to the Bar.
Paralegal
Credits
California MCLE Paralegal Approved · 6 Total Credits
- 1 Ethics
Earn Until
OnDemand - California MCLE Paralegal - 6: This program meets the California MCLE Paralegal requirement as specified in Business and Professions Code Section 6450(d).
Video Download - California MCLE Paralegal - 6: This program meets the California MCLE Paralegal requirement as specified in Business and Professions Code Section 6450(d).
Delaware Certified Paralegal Program Approved · 6 Total Credits
- 1 Ethics
Earn Until
OnDemand - Delaware Certified Paralegal Program - 6: This course qualifies for 6.0 DCP CLE credit hours, including 1.0 DCP ethics credit hour, toward the eligibility requirements of the DPA Delaware Certified Paralegal Program.
Video Download - Delaware Certified Paralegal Program - 6: This course qualifies for 6.0 DCP CLE credit hours, including 1.0 DCP ethics credit hour, toward the eligibility requirements of the DPA Delaware Certified Paralegal Program.
Florida Registered Paralegal Approved · 7 Total Credits
- 1 Ethics
Earn Until
OnDemand - Florida Registered Paralegal - 7: This course qualifies for 7.0 hours of self-study continuing education for paralegals, including 1.0 hour of self-study ethics credit and 7.0 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 - 7: This course qualifies for 7.0 hours of self-study continuing education for paralegals, including 1.0 hour of self-study ethics credit and 7.0 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 · 6 Total Credits
- 1 Ethics
Earn Until
OnDemand - Indiana Paralegal CLE - 6: This course qualifies for 6.0 hours of distancing learning continuing education, including 1.0 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 - 6: This course qualifies for 6.0 hours of distancing learning continuing education, including 1.0 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 · 6 Total Credits
- 1 Ethics
Earn Until
OnDemand - Montana CLE Credit for Paralegals - 6: This course has been approved for 6.0 hours of self-study CLE credit, including 1.0 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 - 6: This course has been approved for 6.0 hours of self-study CLE credit, including 1.0 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 · 6 Total Credits
- 1 Professional Responsibility
Earn Until
OnDemand - North Carolina Continuing Paralegal Education - 6: 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 6.0 hours, of which 1.0 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 · 6 Total Credits
- 1 Ethics
Earn Until
OnDemand - New Mexico Paralegal Division, State Bar of - 6: Approved by the Paralegal Division of the State Bar of New Mexico for 5.0 general self-study credit and 1.0 ethics self-study credit (for a total of 6.0 hours CLE).
Video Download - New Mexico Paralegal Division, State Bar of - 6: Approved by the Paralegal Division of the State Bar of New Mexico for 5.0 general self-study credit and 1.0 ethics self-study credit (for a total of 6.0 hours CLE).
Ohio Certified Paralegals Approved · 6 Total Credits
- 1 Ethics
Earn Until
OnDemand - Ohio Certified Paralegals - 6: This course qualifies for 6.0 hours of self-study continuing education for paralegals, including 1.0 hour of ethics, toward the eligibility requirements of the Ohio State Bar Association Paralegal Certification program.
Video Download - Ohio Certified Paralegals - 6: This course qualifies for 6.0 hours of self-study continuing education for paralegals, including 1.0 hour of ethics, toward the eligibility requirements of the Ohio State Bar Association Paralegal Certification program.
Texas State Bar of Paralegal Division Approved · 6 Total Credits
Earn Until
OnDemand - Texas State Bar of Paralegal Division - 6: This course qualifies for 6.0 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 - 6: This course qualifies for 6.0 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 · 6 Total Credits
Earn Until
Course Book - Maine CLE - 6: This course has been approved by the State of Maine Board of Overseers of the Bar. Lawyers who complete this course will receive 6.0 hours of self-study CLE credit.
Missouri CLE Approved · 6 Total Credits
Earn Until
Course Book - Missouri CLE - 6: NBI, Inc. is an accredited sponsor with Missouri Minimum Continuing Legal Education. This program qualifies for 6.0 self-study CLE credit hours.
Northern Mariana Islands CLE Approved · 6 Total Credits
Earn Until
Course Book - Northern Mariana Islands CLE - 6: This course has been approved by the Commonwealth of the Northern Mariana Islands. Lawyers who complete this course shall receive 6.0 hours of self-study CLE credit.
Select Jurisdiction
CLE
Paralegal
Agenda
-
Document Automation Fundamentals
- Automation, Templates, and AI Drafting: Drawing the Lines
- The Building Blocks - Variables, Conditional Logic, and Clause Libraries
- Where Automation Delivers the Biggest Return in a Law Practice
- Common Misconceptions and Realistic Expectations
- Making the Business Case: Time, Cost, and Consistency
- Legal Document Automation Platforms and CMSs
-
Auditing Your Practice: Finding Automation-Ready Documents
- Taking Inventory of Your Document Types
- The Automation Scorecard - Volume, Repeatability, and Risk
- Choosing Your Gold Standard Source Document
- Standardizing Your Language Before You Automate Anything
- Picking a First Project You Can Actually Finish
-
Microsoft Word: Building a Solid Foundation for More Advanced Automation
-
Building Your First Template, Step by Step
- Breaking a Static Document Into Fixed and Variable Text
- Naming Conventions and Variable Fields That Scale
- Conditional Logic: If/Then Drafting Without the Headaches
- Repeating Sections, Multi-Party Documents, and Optional Exhibits
- Formatting, Numbering, and Cross-Reference Pitfalls
- Walk-Through: Automating an Engagement Letter Start to Finish
-
Client Intake, Data Collection, and Clause Libraries
- Designing Intake Questionnaires That Feed Your Templates
- Single-Source Data Entry - Eliminating Rekeying Errors
- Connecting Matter and Practice Management Data to Documents
- Building and Maintaining a Clause Library
- Version Control, Ownership, and Approval Workflows
- Handling Exceptions, Edge Cases, and One-Off Documents
-
Using AI in Document Automation: Capabilities and Guardrails
- What Generative AI Adds to Automation - and Where It Falls Short
- Using AI to Draft, Summarize, and Standardize Clause Language
- Prompting Techniques for Consistent Drafting Output
- Verification Workflows: Catching Hallucinated Terms, Clauses, and Citations
- Confidentiality, Data Handling, and Vendor Diligence Questions to Ask
- Documenting Your Firm's AI Use Policy for Document Drafting
-
Testing, Rollout, and Ongoing Maintenance
- Testing Templates Against Real Matter Data
- Quality Control Checkpoints Before a Document Leaves the Firm
- Training Your Team and Assigning Template Ownership
- Tracking Errors and Capturing Staff Feedback
- Keeping Templates Current as the Law and Your Forms Change
- Measuring Results: What to Track After Launch
-
Ethical Considerations in Document Automation
- Competence and Technology: What the Rules Require
- Confidentiality and Client Data in Automated Systems
- Supervising Nonlawyer Staff and Automated Processes
- Unauthorized Practice of Law and Client-Facing Automation
- Billing, Fee Agreements, and Passing Along Efficiency Gains
- Malpractice Risk: How One Template Error Multiplies Across Matters
Who Should Attend
This program is designed for attorneys. Paralegals, legal assistants, legal administrators, office managers, legal operations professionals, and law firm IT and practice technology staff will also benefit.
Speakers
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
Keehle Amicon
is an intellectual property associate handling a broad range of litigation, prosecution, and licensing matters. Her practice is informed by her experience in the fashion industry, where she developed a practical understanding of how legal strategy intersects with evolving business and technological considerations. Ms. Amicon incorporates AI into her practice as a strategic tool, developing targeted prompts to support problem-solving in trademark clearance, prosecution, and disputes as well as to enhance the precision, efficiency, and clarity of legal drafting. She earned her B.A. degree, magna cum laude, from Rollins College and her J.D. degree, summa cum laude, from New York Law School.
Speaker bio
Susan M. Kayser
is a Partner with Baker Hostetler. She is a nationally recognized brand strategist, IP litigator, and AI strategist with more than 30 years of experience helping companies protect and grow iconic brands in a rapidly changing marketplace. Ms. Kayser advises clients across the fashion, technology, consumer products, and food and beverage sectors on trademark, copyright, trade dress, false advertising, packaging protection, social media, AI-generated content, and high-stakes intellectual property disputes. As a member of her firm’s Legal Services AI Task Force and a frequent speaker and author on AI prompting, AI governance, and AI evidentiary issues, she is at the forefront of the legal challenges created by emerging technologies. Known for her practical, business-focused approach, Ms. Kayser helps organizations turn complex legal risks into competitive advantages. She is ranked by Chambers USA, recognized as a Managing IP "All Star," and consistently recognized by World Trademark Review and The Legal 500 as a leading trademark practitioner. Ms. Kayser earned her B.A. degree from American University and her J.D. degree, magna cum laude, from American University Washington College of Law.
Speaker bio
Gail D. Moore
is the associate dean for the College of Business & Technology at Lander University. She serves as professor of accounting, and brings extensive experience in both academia and professional practice. In addition to her academic leadership roles, Ms. Moore has served as internship program director and has spent more than a decade in private practice as a tax attorney and certified public accountant with Greene & Company, LLP, advising corporate and individual clients on tax planning, financial reporting, estate and gift taxation, and fiduciary matters. Her professional background includes representing clients in complex business transactions and developing strategic solutions to tax and accounting issues. Ms. Moore is admitted to practice law and as a certified public accountant. She earned her J.D. degree from the University of South Carolina Joseph F. Rice School of Law, and completed post-doctoral graduate work in accounting and finance at the University of Florida.
Speaker bio
Stefan Savic
is a partner at Reinhardt Savic Foley LLP. He represents clients in all stages of litigation, administrative, and alternative dispute resolution proceedings. Mr. Savic's litigation practice focuses on commercial litigation in federal and state courts across the country as well as before administrative bodies. While his work focuses heavily on civil litigation, he also assists businesses in avoiding costly litigation by assuring that clients have safeguards in place at all stages of their ventures. Mr. Savic works with clients on formation, employment, shareholders, and licensing agreements, using his litigation experience to account for worst-case scenarios and minimize any potential headaches in the long term. Some of his past work experience includes working at the United Nations Development Programme, United States District Court for the District of Connecticut, one of Connecticut's largest law firms, and a Fortune 500 company's legal department. Mr. Savic is also a FINRA arbitrator and a certified mediator in the state of Connecticut. He earned his B.A degree from Columbia University and his J.D degree from Quinnipiac University.
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