Generative AI

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Optimizing Client Service With AI: Practical Tips for Paralegals

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
Eric Evans
Kevin Knight
Robert West
With Eric B. Evans from Perkins Coie LLP + 2 others

Tue, Jun 02, 00:00 AM – 00:00 PM

Product ID 102064

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

Harness AI to Deliver Smarter, Faster, and More Personalized Service

In this paralegal-focused course, our dynamic faculty demonstrate how to use artificial intelligence (AI) to optimize client service. Identify core data points to collect at client intake, determine which client inquiries require human attention, and much more. Take the next step in modernizing your workflows with AI - register today!

  • Discover how to use AI to streamline client intake and onboarding.
  • Find out how paralegals are employing AI to automate routine client inquiries.
  • Develop strategies for using AI insights to supercharge the client experience.
  • Uncover practical guidance for integrating AI tools into your daily workflows.

*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. Harnessing AI to Streamline Client Intake and Onboarding
  2. Automating Routine Client Inquiries: A Guide for Paralegals
  3. Improving the Client Experience With AI Insights
  4. Tips and Tricks for Incorporating AI Into Your Daily Workflow

Related Topics

Product ID 102064

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. Harnessing AI to Streamline Client Intake and Onboarding

    1. Key Data Points to Collect at Intake
    2. AI Tools to Automate Onboarding Forms
    3. Ensuring Accuracy and Compliance in Client Data
    4. Common Pitfalls and Troubleshooting in Intake Automation

  2. Automating Routine Client Inquiries: A Guide for Paralegals

    1. Differentiating Routine Questions vs. Inquiries That Require Human Attention
    2. How to Ensure AI-Generated Responses Maintain the Firm's Voice
    3. Tips for Creating Reusable AI Templates
    4. Quality Control Measures: Reviewing AI-Generated Replies Before Sending

  3. Improving the Client Experience With AI Insights

    1. Analyzing Client Behavior and Feedback With AI
    2. Utilizing AI Recommendations to Anticipate Client Needs
    3. Using AI to Flag Potential Follow-Ups or Pending Actions for Clients
    4. How to Measure If AI Integration Is Actually Improving Client Satisfaction

  4. Tips and Tricks for Incorporating AI Into Your Daily Workflow

    1. Incorporating AI Tools Into Existing Workflows Without Slowing Down Tasks
    2. Best Practices for Using AI to Prioritize Competing Clients
    3. Balancing AI-Assisted Drafting With the Need for Legal Accuracy
    4. Integrating AI Outputs With Team Collaboration Tools

Who Should Attend

This intermediate level course will show attendees how to utilize AI to optimize client service. Those who should attend include:

  • Paralegals
  • Legal Assistants
  • Legal Support Staff

Speakers

Eric B Evans
Eric B.
Evans
Perkins Coie LLP
Kevin Knight
Kevin
Knight
DSK Law
Robert A West Jr.
Robert A.
West, Jr.
Reminger Co., LPA
Speaker bio
Eric B Evans

Eric B. Evans

Perkins Coie LLP
Eric Evans

is a partner with the Palo Alto office of Perkins Coie LLP. He represents innovative companies in trade secret cases and large-scale federal false advertising, privacy, and antitrust class actions. Mr. Evans also helps leading technology companies navigate complex data and information governance issues, including the use of generative AI tools in their businesses. His advice to clients on generative AI and information governance is informed by his experience as an information technology professional. Before law school, Mr. Evans was associate director of instructional technology at Denison University, where he lived through the dot-com boom as Denison's Digital Millennium Copyright Act agent. In that role, he also enforced and redrafted the university's Acceptable Use Policy for Network Resources during the heyday of peer-to-peer filesharing. Mr. Evans earned his A.M. and A.B. degrees, summa cum laude, from Harvard University; and his J.D. degree, magna cum laude, from University of Michigan Law School.

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Speaker bio
Kevin Knight

Kevin Knight

DSK Law
Kevin Knight

is a partner in the law offices of DSK Law. He is board-certified as a trial lawyer by both The Florida Bar and the National Board of Trial Advocacy. Over the course of his practice, Mr. Knight has generally focused on personal injury litigation. He earned his B.S.B.A. degree, summa cum laude, from the University of Central Florida and his J.D. degree from Stetson University College of Law.

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Speaker bio
Robert A West Jr.

Robert A. West, Jr.

Reminger Co., LPA
Robert West

is a seasoned litigator with twenty years of experience. He serves as a trusted advisor to insurance providers, financial institutions, private and public corporations, and individuals across numerous sectors and industries. Mr. West is deeply committed to helping entrepreneurs and businesses thrive by creating, developing, and leveraging their intellectual property portfolios to achieve business goals. His practice encompasses all facets of intellectual property litigation, including pre-suit investigations and searches, trials, appeals, and post-grant patent matters. Mr. West represents clients before the U.S. Patent and Trademark Office (USPTO), various boards, and federal courts in a wide range of IP matters. He is also a registered patent attorney handling prosecutorial matters before the USPTO. Mr. West routinely uses this knowledge to his advantage in IP litigation. His IP practice further includes managing IP portfolios to ensure competitors do not infringe, as well as negotiating, drafting, and reviewing license, royalty, and purchase agreements. Mr. West has been leveraging forms of AI in his legal practice since before the term was widely recognized. He utilizes AI-powered tools for all forms of drafting, including the preparation of demand letters and settlement agreements, providing clients with innovative and efficient legal solutions. Mr. West's expertise in AI-driven legal processes enhances his ability to deliver strategic advice and analysis regarding the formation, management, and enforcement of intellectual property assets.

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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