Generative AI

Live Online

Researching People, Assets, and Businesses Using Web Tools and AI

Credits Available
Credit Status Total
California MCLE Paralegal Approved 3 Total
Delaware Certified Paralegal Program Approved 3 Total
Florida Registered Paralegal Approved 3 Total
Indiana Paralegal CLE Approved 3 Total
NALA Approved 3 Total
Montana CLE Credit for Paralegals Approved 3 Total
North Carolina Continuing Paralegal Education Approved 3 Total
New Mexico Paralegal Division, State Bar of Approved 3 Total
Ohio Certified Paralegals Approved 3 Total
NFPA Approved 3 Total
Texas State Bar of Paralegal Division Approved 3 Total
Washington Paralegal Association Approved 3 Total
Live Online + OnDemand
3 hours
Sarah Barnes
With Sarah J Barnes from National Benefits Services, LLC

Product ID 101312

Register For Course

Course Includes
$219

Live Webinar Registration

OnDemand Video

Video Download

Course Book Download

OnDemand content will be available within 14 days of event date.

or
Upgrade to IPE Unlimited Pass and Get This Course
$69/Month

Overview

Save Time and Reduce Research Bottlenecks

You don't have time to waste - and when it comes to legal research, every minute counts. That's why you need the right mix of traditional websites and next-level AI tools to get the job done efficiently. Whether you're looking for background info, asset information, or business details, this course will teach you how to find the information you need faster and more thoroughly than before. Register today!

  • Get direct website links so you can quickly find information without getting lost in the weeds.
  • Discover how AI can uncover background information, assets, and highlight connections in seconds.
  • Blend the reliability of go-to websites with the speed and aggregation capabilities of AI.
  • Cross-reference information to ensure complete and accurate research.

*Any mention of specific products in this program is intended as part of a general overview and does not constitute IPE's endorsement or recommendation of any specific product or provider. This program is not sponsored by any technology or electronics provider.

Abbreviated Agenda

  1. Researching People: The Best Websites and AI Tips
  2. Uncovering Assets, Income, and Debt: Mastering Digital Research Tools
  3. Decoding Business Financials, Connections, and Legal Footprints With Web Tools and AI

Related Topics

Product ID 101312

Credit Details

Credits Available
Credit Status Total
California MCLE Paralegal Approved 3 Total
Delaware Certified Paralegal Program Approved 3 Total
Florida Registered Paralegal Approved 3 Total
Indiana Paralegal CLE Approved 3 Total
NALA Approved 3 Total
Montana CLE Credit for Paralegals Approved 3 Total
North Carolina Continuing Paralegal Education Approved 3 Total
New Mexico Paralegal Division, State Bar of Approved 3 Total
Ohio Certified Paralegals Approved 3 Total
NFPA Approved 3 Total
Texas State Bar of Paralegal Division Approved 3 Total
Washington Paralegal Association Approved 3 Total
Select Jurisdiction
Paralegal

Agenda

All times are shown in

  1. Researching People: The Best Websites and AI Tips

    1. Current and Past Addresses, Contact Info
    2. Social Media Activity, Familial and Social Connections
    3. Employment History
    4. Professional Licenses, Disciplinary Records, Expert Testimony Records
    5. Criminal History
    6. Litigation History

  2. Uncovering Assets, Income, and Debt: Mastering Digital Research Tools

    1. Real Estate, Vehicles, Business Interests, Investments, and Other Assets
    2. Income, Financial Accounts, and Bank Records
    3. Government Benefits
    4. Loans, Bankruptcies, Liens, Judgments, UCC Filings, and Transfers

  3. Decoding Business Financials, Connections, and Legal Footprints With Web Tools and AI

    1. Ownership Structure and Business Relationships or Affiliations
    2. Financial Information, Assets, and Liabilities
    3. Business Filings and Compliance Information
    4. Litigation History
    5. Digital Presence
    6. Public Reputation

Who Should Attend

This intermediate level course will show attendees how to blend both classic web tools with modern AI technologies to find accurate information fast. Those who should attend include:

  • Paralegals
  • Legal Assistants
  • Legal Support Staff

Speakers

Sarah J Barnes
Sarah
Barnes
National Benefits Services, LLC
Speaker bio
Sarah J Barnes

Sarah Barnes

National Benefits Services, LLC
Sarah Barnes

is an attorney and legal counsel with National Benefits Services LLC, where she handles all levels of trust and estate administration matters. She was previously in private practice for many years, where she practiced in the areas of estate planning and elder law. Ms. Barnes earned her B.A. degree from Edgewood College and her J.D. degree from Marquette University Law School. Her professional memberships include the State Bar of Wisconsin, Dane County Bar Association, Legal Association of Women, and the Madison Estate Planning Council. Ms. Barnes serves on a number of non-profit boards, is a frequent speaker at various continuing legal education seminars, and has served as guest faculty at the University of Wisconsin-Madison. She is admitted to practice in the state of Wisconsin.

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Top FAQs

What is included with my course purchase?

When you enroll prior to the live event date you will receive access to the live-streaming webinar which will allow you to interact with faculty in real-time.

With each course, you will receive access to the content via OnDemand Streaming and the Video Download.

Course reference materials are included with each course purchase in a downloadable PDF format.
How do I access my courses?

Courses are available within your account. Simply login to your account and click on My Courses. If you require additional assistance please call our Customer Service Department at 800-793-5274.
Do you have options for attendees who are deaf or hard of hearing?

Closed captioning is available for all online live courses. Attendees may enable the closed captioning functionality within the event room once they have accessed the event by simply clicking the "cc" button in the lower right of the event room.
Are multiple attendee discounts available?

Yes, the more people you bring from your organization, the more you save. Please call out Customer Service Department to inquire about savings for your team at 800-793-5274.
When will the OnDemand be available and how long will I have access to the content?

The OnDemand Video will be available to stream within 14 days of live broadcast date. You will have access to the content for 6 months in your account.

If you're a subscriber, you'll have access to your course recordings until 7 days after the expiration date of the subscription.

Have more questions? Please Contact Us