Generative AI

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The AI-Powered Paralegal: Family Law Case Management Masterclass

Credits Available
Credit Status Total
California MCLE Paralegal Approved 6 Total
Delaware Certified Paralegal Program Approved 6 Total
Florida Registered Paralegal Approved 6 Total
Indiana Paralegal CLE Approved 6 Total
NALA Approved 6 Total
Montana CLE Credit for Paralegals Approved 6 Total
North Carolina Continuing Paralegal Education Approved 6 Total
New Mexico Paralegal Division, State Bar of Approved 6 Total
Ohio Certified Paralegals Approved 6 Total
NFPA Approved 6 Total
Texas State Bar of Paralegal Division Approved 6 Total
Washington Paralegal Association Approved 6 Total
Live Online
6 hours
Alan Funk
Lynndolyn Mitchell
Kevin Knight
Chad Ratashak
With Alan S. Funk from Wechsler Becker, LLP + 3 others

Thu, Sep 10, 00:00 AM – 00:00 PM

Product ID 102330

Register For Course

Course Includes
$319

Live Webinar Registration

OnDemand Recording

Course Book Download

OnDemand content will be available within 7 days of event date.

Overview

Goodbye Manual Misery, Hello AI-Driven Efficiency

The legal industry has hit a point of no return. The divide is already here: paralegals who leverage AI to handle triple the caseload without the burnout, and those still manually indexing bank statements while the world moves on. This course is your survival guide to the most significant professional shift in a generation. We are stripping away the hype to give you the hard skills required to remain indispensable. Stop being clerical support and become a strategic operator in family law matters. Register today!

  • Discover how to layer AI into the tools you already use to create a seamless, invisible workflow.
  • Use automated pattern recognition to spot hidden assets and anomalies in bank records.
  • Learn to prompt AI for high-quality first drafts of petitions, motions, and agreements.
  • Stop eating hours on tedious administrative tasks by automating the baseline work.
  • Build case chronologies, witness outlines, and exhibit lists in a fraction of the time.

*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. AI Without the Hype: Tools, Limits, and Real-World Use in Family Law
  2. AI in Client Intake, Communication, and Email Management
  3. Drafting With AI: Sample Prompts and Demonstrations
  4. Document, Discovery, and Financial Data Management With AI
  5. AI-Driven Workflows, Deadline Tracking, and Dashboards
  6. Trial-Ready in Less Time: AI for Exhibits, Notebooks, and Witness Prep
  7. Ethics, Redaction, and the Hallucination Trap

Can't Attend Live?

Get the OnDemand Instead

Watch the recording of this event on your own schedule. We'll notify you when its ready.

Product ID 102330

Credit Details

Credits Available
Credit Status Total
California MCLE Paralegal Approved 6 Total
Delaware Certified Paralegal Program Approved 6 Total
Florida Registered Paralegal Approved 6 Total
Indiana Paralegal CLE Approved 6 Total
NALA Approved 6 Total
Montana CLE Credit for Paralegals Approved 6 Total
North Carolina Continuing Paralegal Education Approved 6 Total
New Mexico Paralegal Division, State Bar of Approved 6 Total
Ohio Certified Paralegals Approved 6 Total
NFPA Approved 6 Total
Texas State Bar of Paralegal Division Approved 6 Total
Washington Paralegal Association Approved 6 Total
Select Jurisdiction
Paralegal

Agenda

All times are shown in
  1. AI Without the Hype: Tools, Limits, and Real-World Use in Family Law

    1. How to Choose AI Tools Worth Using (and What to Ignore)
    2. How to Layer AI Into the Tools You Already Use (Word, Outlook, Clio)
    3. What AI Can and Can't Do (and When NOT to Use it)
    4. Prompt Engineering for Paralegals
  2. AI in Client Intake, Communication, and Email Management

    1. Client Intake and Issue Spotting: How AI Can Help
    2. Drafting Client Emails and the Plain-Language Bridge
    3. AI as a Professional Buffer: Tactfully Handling High-Conflict Client Emails
    4. Creating Status Updates, Next Steps, and Follow-Up Tasks
    5. Taming Your Email Inbox With AI
  3. Drafting With AI: Sample Prompts and Demonstrations

    1. Petitions and Motions
    2. Agreements: Prenups, Marital Settlement Agreements, and Parenting Plans
    3. QDRO Drafting and Review With AI
    4. Court Compliance and Formatting Pitfalls
  4. Document, Discovery, and Financial Data Management With AI

    1. Organizing, Tracking, Reviewing, and Summarizing Documents
    2. Identifying Gaps, Inconsistencies, and Missing Information
    3. Social Media and Text Scraping
    4. Drafting, Reviewing, and Managing Discovery With AI
    5. Building Case Timelines and Narratives
    6. Categorizing Financial Records and Identifying Patterns and Anomalies
    7. Turning Raw Document Data Into Financial Disclosures
    8. Support Scenarios and Visualizing the Marital Estate
  5. AI-Driven Workflows, Deadline Tracking, and Dashboards

    1. Using AI to Generate Summaries and Task Lists After Meetings and Hearings
    2. Building Workflows for Ongoing Case Management
    3. Tracking Deadlines, Court Dates, and Required Actions
    4. Creating Case Dashboards and Status Summaries
  6. Trial-Ready in Less Time: AI for Exhibits, Notebooks, and Witness Prep

    1. Trial Prep Checklists and Workflow
    2. Deposition CliffsNotes
    3. Using AI to Organize, Summarize, and Build Exhibits
    4. Automatically Generating Exhibit Lists
    5. Witness Preparation Outlines
    6. Trial Notebook Dashboards
    7. Building Case Chronologies for Trial
  7. Ethics, Redaction, and the Hallucination Trap

    1. Client Confidentiality and the Golden Rule of Redaction
    2. Hallucinations, Errors, and Bias - Oh My!
    3. AI Output Review Checklist for Paralegals
    4. Efficiency vs. Fair Billing Practices
    5. Reporting AI Use

Who Should Attend

This intermediate level course will show attendees how to revolutionize family law case management using artificial intelligence (AI). Those who should attend include:

  • Paralegals
  • Legal Assistants
  • Legal Support Staff

Speakers

Alan S Funk
Alan S.
Funk
Wechsler Becker, LLP
Lynndolyn T Mitchell
Lynndolyn T.
Mitchell
Law Office of Lynndolyn T. Mitchell P.C.
Kevin T Knight
Kevin T.
Knight
DSK Law
Chad Ratashak
Chad
Ratashak
Midwest Frontier AI Consulting
Speaker bio
Alan S Funk

Alan S. Funk

Wechsler Becker, LLP
Alan Funk

is a partner with Wechsler Becker, LLP in Seattle, a ten attorney firm exclusively practicing family law. He has been practicing family law since 1992, and has acted as a Title 26 guardian ad litem and a volunteer court appointed special advocate. Mr. Funk's presentations include: "Working with Pro Se Litigants as Opposing Party," at the WSTLA Family Law & Criminal Law CLE (11/30/06); "Evaluating the Evaluator; Preparation for and Deposition of the Parenting Evaluator," at KCBA Family Law Section Hot Topics CLE (10/5/07); "Advanced Family Law Practice for Paralegals;" "Drafting Child Support Orders and Worksheets," (8/14/08); "Financial Settlement Strategies for Your Divorce Clients;" "Getting A Divorce Case Off to the Right Foot," (12/11/08); "Legal Strategies for Coping with Parents Who Alienate," (2010); "Parenting Disputes from A to Z: In the Best Interests of the Child;" "Ethical Considerations," (3/3/2010); "Effective Use of Parenting Evaluations in Divorce," (2011); "Discovery of Electronic Records, How to Discover, Produce and Review Electronic Data;" and, "Tools and Tips for Dealing with New Technologies," (2009). He earned his B.A. degree from the University of Washington and his J.D. degree from Willamette's College of Law. Mr. Funk is a member of the Washington State Bar Association and the State Bar of California. His volunteer work includes Eastside Legal Clinic, an arbitrator on King County Mandatory Arbitration Panel, King County Superior Court Settlement Conference Master, an instructor for a King County "How to Finish Your Divorce" class, and a member of the King County Bar Association Courts and Judiciary Committee, and the Judicial Evaluations Committee. Mr. Funk is past secretary and then member of the King County Bar Association's Board of Trustees, past secretary of the King County Bar Association Family Law Section, past vice-chair of King County Bar Association Family Law Section, and past chairman of King County Bar Association Family Law Section.

Speaker bio
Lynndolyn T Mitchell

Lynndolyn T. Mitchell

Law Office of Lynndolyn T. Mitchell P.C.
Lynndolyn Mitchell

is the owner of the Law Office of Lynndolyn T. Mitchell P.C. in Rockville, Maryland. She has been representing clients from all economic and social backgrounds in juvenile, family, misdemeanor criminal, and traffic matters in Maryland, Virginia and the District of Columbia for more than 30 years. Ms. Mitchell has served as a senior assistant public defender in Virginia Beach in the Juvenile Division and Felony Trial Division, and deputy public defender in the Juvenile Division of the Riverside County Public Defender's Office. She has represented juveniles in delinquency and dependency matters in California, Virginia and Maryland. Ms. Mitchell served an assistant adjunct professor for the University of Maryland Global Campus (Formerly UMUC) in the disciplines of paralegal studies and criminal justice. She has extensive experience representing military families in all aspects of family law matters. Ms. Mitchell is a member of Maryland State Bar Association's Solo Small Firm Section, served as co-chair of the Education Law Section, and has served as a member of the School Board at Montrose Christian School in Rockville. She is admitted to practice in Virginia, District of Columbia, Maryland and Montgomery County. Ms. Mitchell earned her B.A. degree from the University of Irvine and her J.D. degree from Antioch School of Law, Washington, D.C. She has handled pro bono education law matters for the Maryland Disability Law Center.

Speaker bio
Kevin T Knight

Kevin T. 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.

Speaker bio
Chad Ratashak

Chad Ratashak

Midwest Frontier AI Consulting
Chad Ratashak

founded Midwest Frontier AI Consulting to help law firms and businesses use generative artificial intelligence (GenAI) responsibly through professional continuing education and training. He has spoken to numerous audiences on generative artificial intelligence, speaking to well over over one thousand people, presenting live and in person, presenting to record audiences (National Insider Threat Awareness Month 2024; ACAMS National Capital Chapter 2026), delivered keynote addresses, and provided live and recorded training. Prior to starting his consultancy, Mr. Ratashak was a senior financial crimes officer, VP, in the Financial Crimes Intelligence team of a major financial institution and was the private sector leader for the Department of Homeland Security’s Public-Private Analytic Exchange Program (AEP) on Ransomware Attacks on Critical Infrastructure in 2022. ChatGPT was not his first encounter with AI risk as an intelligence analyst: in Q4 2017, he received two awards from an employer while working as an intelligence analyst: a company-wide Commitment Award for the quality of a monthly analytical product; and a Teamwork Award for leading a multidisciplinary team that used machine learning to detect influence bots targeting an Arabic-speaking country. Mr. Ratashak is from central Iowa, where he graduated from Southeast Polk and was a Page in the Iowa House of Representatives. He attended the University of Oklahoma as a National Merit Scholar, where he earned both his B.A. degree, major in Arabic and a 5-year BA/MA in International Studies. Mr. Ratashak also completed the Arabic Language Flagship Capstone Year in Meknes, Morocco, and ran a podcast on the linguistics of Moroccan Arabic with his professor for several years after. He has spoken to audiences ranging from law firms and financial crimes professionals to small business owners and developers. At his prior role at a major financial institution,Mr. Ratashak also created two recorded trainings available to all employees (Introduction to Generative AI and Generative AI for Financial Crimes and Cybersecurity) and delivered Lunch & Learns for departments from Commercial Banking to Consumer Lending to Financial Crimes Investigations, reaching collectively well over a thousand employees.

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.

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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.

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