Register For Course
Live Webinar Registration
OnDemand Recording
Course Book Download
or
Overview
Reimagine (and Improve) Your Workflows at Every Step of the Case
It's 4:45 on a Friday. An attorney drops a new matter on your desk, opposing counsel just emailed, and the client is asking for a status update - again. You've got twelve browser tabs open, two software platforms that don't talk to each other, and a to-do list that keeps getting longer. Sound familiar?
This full-day workshop is built for paralegals who are ready to stop drowning in tasks and start running their caseload with confidence. This full-day workshop shows you how to put AI to work across the entire case lifecycle: from intake and docketing through research, drafting, billing, and client communication. You'll also cover the ethical guardrails you need to use AI responsibly, including UPL risks, confidentiality, and what emerging rules to watch for next. Learn how to get more out of the tools you already have - and how to layer AI on top of them without disrupting the workflows your team depends on. Register today!
-
Use AI with confidence - not anxiety.
Walk away knowing exactly where AI helps, where it creates risk, and how to protect yourself, clients, and your firm every time you use it. -
Get more out of the tools you already have.
Stop leaving time on the table. You'll uncover features and integrations already sitting in your CMS that can cut hours of manual work from your week. -
Open matters faster and close them neater.
From AI-assisted intake to automated docketing, you'll build a matter-setup workflow that's thorough, consistent, and hard to mess up - even on the busiest days. -
Do in 20 minutes what used to take two hours.
Research, summarize, and draft with AI assistance - then learn the quality-control habits that keep your name on work you're proud to hand to an attorney. -
Bill accurately, get paid faster, and keep clients in the loop.
AI-assisted time entries, cleaner invoices, and client updates that take minutes to write - so the administrative tail stops wagging the dog. -
Become the paralegal who makes everyone else's job easier.
When you run a tighter, faster, more reliable caseload, attorneys notice. This course gives you the fluency to lead your team's AI adoption - not just keep up with it.
*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
- Ethical Guardrails for Paralegal AI Use
- Making Your Case and Document Management Tools and AI Work Harder for You
- Intake, Conflicts, and Matter Setup
- Never Miss a Deadline: Calendaring and Docket Control
- Case Research Tips With Screensharing Demos
- Review and Drafting With Live Walkthroughs
- Billing, Time Tracking, and Client Communication
Can't Attend Live?
Pre-Order the OnDemand
We will notify you when the ondemand recording is available.
Credit Details
Credits Available
| Credit | Status | Total |
|---|---|---|
| California MCLE Paralegal |
|
6 Total |
| Delaware Certified Paralegal Program |
|
6 Total |
| Florida Registered Paralegal |
|
6 Total |
| Indiana Paralegal CLE |
|
6 Total |
| NALA |
|
6 Total |
| Montana CLE Credit for Paralegals |
|
6 Total |
| North Carolina Continuing Paralegal Education |
|
6 Total |
| Ohio Certified Paralegals |
|
6 Total |
| NFPA |
|
6 Total |
| Texas State Bar of Paralegal Division |
|
6 Total |
| Washington Paralegal Association |
|
6 Total |
Select Jurisdiction
Paralegal
Agenda
-
Ethical Guardrails for Paralegal AI Use
- AI Tech Competence Duty
- Top UPL Risks for AI-Integrated Law Practices
- Ensuring Robust and Consistent Attorney Review Protocols
- Confidentiality and Data Security: Safest AI Setup and Daily Use Data Hygiene
- Duty of Candor: Verifying AI-Generated Citations
- When and How to Disclose AI Use
- Firm Policies, Bar Guidance, and Emerging Rules
-
Making Your Case and Document Management Tools and AI Work Harder for You
- Case Management Software (CMS) Features That'll Make Your Day
- Optimizing Integrations: How Your CMS Connects to Email, Calendaring, E-Filing, Document Storage, Payment and Accounting Tools, etc.
- Document Management Systems (DMS): Improving Version Control, Search, and Retrieval
- Layering AI Tools Onto Existing Firm Workflows Across the Case Lifecycle
- Adding Small Efficiencies to Your Tech Stack: Plugins, etc.
-
Intake, Conflicts, and Matter Setup
- AI-Assisted Client Intake Forms and Summaries
- Conflict Checking
- Auto-Populating Your CMS From Intake Data
- Live Walkthrough: Intake to Open Matter in Real Time
-
Never Miss a Deadline: Calendaring and Docket Control
- Court Date Tracking and Rules-Based Deadline Automation
- Statute Limitations Alerts
- CRM: Linking Contracts to Matters
- Task Assignment, Prioritization, and Reminder Across the Team
- AI+CMS Integrations That Do the Calendar Math for You
-
Case Research Tips With Screensharing Demos
- Legal Research Platform Settings and Shortcuts to Save Time, Every Time
- Organizing and Tagging Discovery Documents
- Privilege Review Workflows with AI
- Timeline and Chronology Building
- Hands-On Demonstration: Case Research, Summary, and Verification
-
Review and Drafting With Live Walkthroughs
- AI-Powered Contract Review
- Prompting for Legal Summaries and Redlines
- Drafting Pleadings, Memos, and Correspondence
- Quality Control: Spotting AI Errors and Hallucinations
-
Billing, Time Tracking, and Client Communication
- AI-Assisted Time-Entry Narration
- Reviewing and Correcting AI-Generated Billing Descriptions
- Trust Accounting Basics (IOLTA)
- Invoicing Workflows and Payment Integrations
- Summarizing Case Activity for Client-Facing Updates
- AI-Drafted Status Emails Clients Actually Read
Who Should Attend
This intermediate level program is designed to provide attendees with best practices for AI-powered case management. Those who should attend include:
- Paralegals
- Legal Technicians
- Legal Assistants
- Legal Support Staff
Speakers
Speaker bio
Louis G. Guzzo
is a sole practitioner in the Law Office of Louis G. Guzzo, where he concentrates his practice in all issues relating to family law, including divorce, custody, child support, adoption, and domestic violence matters. He serves as an early settlement panelist for Burlington and Camden counties; and is a member of the Camden County (member, Family Law Committee); New Jersey State and American bar associations. Mr. Guzzo is also a former member of the Thomas S. Forkin Inns of Court. He earned his B.S. degree from John Jay College of Criminal Justice and his J.D. degree from Rutgers University School of Law.
Speaker bio
Ryan P. Sayler
has built his career upon advocating for children and helping families safely manage challenging situations. He began his work counseling and caring for youth to help them work through mental and behavioral issues, so that they could heal and move beyond past issues. Through this experience, Mr. Sayler saw first-hand how important support and security is for our youth, which made him passionate about advocating for children and helping families better communicate and function together. After spending six years in the social work field as a counselor and mental health worker, he found himself wanting to make a bigger impact. Now in the family law field, Mr. Sayler is able to apply his knowledge and commitment toward helping families navigate through difficult circumstances so they can move forward with their lives. He is skilled at identifying areas of leverage in negotiation, and encourages clients toward a favorable outcome prior to litigation. Mr. Sayler's efficient and adaptable approach serves his clients well when it is necessary to take their case to the courtroom. He practices family law throughout central Pennsylvania, including Dauphin, Cumberland, Lebanon, Lancaster, Perry, York, Adams and Franklin counties. Mr. Sayler earned his bachelor's degree in youth development psychology from North Central University. He went on to earn his law degree from The Penn State Dickinson School of Law in Carlisle, Pennsylvania, where he still remains involved consulting the Community Law Clinic. Additionally, Mr. Sayler's experience with public speaking, legal drafting and creative research serve as a tremendous benefit to his clients and their cases.
Speaker bio
S. Leigh King
, J.D., LL.M., earned her J.D. degree in May 2002 from Texas Wesleyan University School of Law (now Texas A&M University School of Law), where she was a senior editor on the Law Review. During that tenure, Ms. King was a judicial intern at both the federal and state appellate courts in Fort Worth, Texas. She earned her LL.M. degree in intellectual property law from Southern Methodist University in May 2009. Currently, Ms. King practices civil trial law including breach of contract cases, consumer rights, deceptive trade practices, consumer law, family law, and estate planning, She is a former auxiallary professor at Lyon College, a former professor at Emory & Henry College, and a former professor at Concordia University of Texas. Ms. King is the author of three law review articles. Her first law review article titled "While You Were Sleeping," 11 SMU Sci. & Tech. L. Rev. 291 (2008), has been incorporated in its entirety in the casebook "Cyber Crime and Digital Evidence Materials and Cases" by Prof. Thomas K. Clancy at the National Center for Justice and the Rule of Law located at the University of Mississippi School of Law. Ms. King is the author of "Abandonment: How the Texas Legislature and Family Court System Fail to Meet the Needs of Texas Children," 51 S. Tex. L. Rev. 75 (2009); and "Failure to Launch: How the Delinquent Politics and Policies of the Texas Legislature Have Failed to Remedy Texas' Antiquated Judicial System and How Voters Have Accepted the Status Quo for Far Too Long," 16 Tex. Wesleyan L. Rev. 369 (2010). Prior to entering law school, she was the senior paralegal for a boutique law firm in Fort Worth, Texas. Currently, Ms. King practices law in central Texas and is an active mentor for Southern Methodist University law students.
Speaker bio
Thomas Cammack
is founder of Cammack Law PLLC. Prior to starting his own firm, he gained experience at a large personal injury firm, focusing on severe injury cases. He has handled both plaintiff's employment cases and employment defense litigation, with experience across Texas and the United States. His practice includes all aspects of employment law and serious personal injury matters in both state and federal courts - from initial client intake through jury verdict, judgment collection, and appeals. In addition to his litigation work, Mr. Cammack is also a practicing mediator. He has managed a docket of over 100 clients, with both pre-litigation and litigation matters involving a broad range of issues including: the Americans with Disabilities Act, Age Discrimination in Employment Act, commercial vehicle claims, construction and contract disputes, Department of Labor hearings, Family and Medical Leave Act, Fair Labor Standards Act, MSPB appeals, negligence claims, premises liability, OSHA, Section 1981 and 1983, Title VII, the Texas Deceptive Trade Practices Act, Texas Labor Code, Texas Tort Claims Act, UM/UIM claims, USERRA, whistleblower and retaliation claims, and more. Mr. Cammack is Board Certified in Labor and Employment Law by the Texas Board of Legal Specialization. He is admitted to practice in Texas. Mr. Cammack earned his law degree from St. Mary's University School of Law.
Speaker bio
Christopher D. Warren
is a business litigator with over a decade of experience representing business owners, investors, and executives in high-stakes disputes across New York and New Jersey state and federal courts, and in arbitration. As New Jersey managing partner and co-chair of FRB’s Artificial Intelligence Practice Group, he is building the firm’s new Newark office at 3 Gateway Center as a native-AI incubator, a dedicated testing ground for agentic AI tools developed inside an active litigation and transactional practice. Working alongside co-managing partner Moish Peltz, Mr. Warren leads an initiative in which tools proven in Newark are released firm-wide, combining hands-on AI deployment with the governance frameworks he writes and teaches about. His practice concentrates on complex commercial disputes, including shareholder and partnership conflicts, business dissolutions, breach of fiduciary duty and accounting claims, and business-to-business contract litigation. Mr. Warren also represents individuals and businesses in securities regulatory matters before the SEC and state Attorneys General. He is an active thought leader on AI governance, data privacy, and legal ethics for the modern practice of law. Mr. Warren serves on the New Jersey Supreme Court District VI Ethics Committee for the 2025 to 2029 term, chairs the Artificial Intelligence Committee of the Hudson County Bar Association, and serves on the New York State Bar Association Committee on Artificial Intelligence, Cybersecurity, and Data Privacy. He also hosts and publishes Moral Machine, which is now relaunched at frblaw.com/podcast-category/moral-machine/. Before joining FRB, Mr. Warren combined his boutique New York City litigation practice into a mid-sized New Jersey firm, where he served on the firm’s Executive Management Committee and managed the firm’s New York City office. A former licensed securities professional and real estate entrepreneur, he brings a pragmatic, business-minded approach to litigation and client counseling. Clients rely on Mr. Warren for direct, practical advocacy, clear strategy, disciplined execution, and business-focused solutions, grounded in close collaboration, cost discipline, and informed risk assessment across court and arbitration forums. He earned his B.S. degree from University of Phoenix and his J.D. degree, cum laude, from New York Law School.
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
