A Practical Guide to Claude for Paralegals
Credits Available
| Credit | Status | Total |
|---|---|---|
| California MCLE Paralegal |
|
3 Total |
| Delaware Certified Paralegal Program |
|
3 Total |
| Florida Registered Paralegal |
|
3 Total |
| Indiana Paralegal CLE |
|
3 Total |
| NALA |
|
3 Total |
| Montana CLE Credit for Paralegals |
|
3 Total |
| North Carolina Continuing Paralegal Education |
|
3 Total |
| New Mexico Paralegal Division, State Bar of |
|
3 Total |
| Ohio Certified Paralegals |
|
3 Total |
| NFPA |
|
3 Total |
| Texas State Bar of Paralegal Division |
|
3 Total |
| Washington Paralegal Association |
|
3 Total |
Wed, Dec 16, 00:00 AM – 00:00 PM
Wed, Dec 16, 00:00 AM – 00:00 PM
Register For Course
Live Webinar Registration
OnDemand Recording
Course Book Download
Overview
Finally - An AI Guide Built for How Paralegals Actually Work
Paralegals are doing more with less. The caseload grows, deadlines do not move, and the expectation to keep pace - accurately, efficiently, and within your authorized scope - has never been higher. AI could help. But most paralegals either have no clear starting point for tools like Claude, or they are worried about crossing lines that no one has clearly defined for them.
This applied, demonstration-driven program removes the guesswork. You will learn exactly how Claude works, what it can legitimately support in a paralegal workflow, and how to use it without exposing yourself or your firm to confidentiality or unauthorized practice of law concerns. You will also discover how Claude connects directly to the tools your firm already uses - Clio, Microsoft 365, Google Drive, and more - and how to automate the administrative work that quietly consumes your day. Watch real paralegal tasks completed live and leave with prompt templates and a practical adoption plan ready to use immediately. Register today!
- Understand how Claude works and where it fits in a legal support role.
- Get clear on AI ethics for paralegals: confidentiality obligations, UPL boundaries, and how to stay within your authorized scope.
- Master paralegal-specific prompting techniques that produce consistent, attorney-reviewable results.
- Automate the admin work that eats your day: billing narratives, client status emails, docket summaries, and more.
- Connect Claude to Clio, Microsoft 365, Google Drive, and the tools your firm already uses, no IT department required.
- Watch live demos of real paralegal tasks completed start to finish - and leave ready to replicate them immediately.
*Mention of specific products or providers is informational only and does not constitute IPE endorsement. This program is not sponsored by any technology or electronics provider.
Abbreviated Agenda
- What Claude Is and How It Works
- Before You Prompt: Building Verification Workflows and Protecting Data
- How to Talk to Claude to Get Reliable Results: Prompting, Reviewing, and Refining (With Demos)
- High-Value Use Cases: Research, Drafting, and Case Support (With Demos)
- Admin Automation: Powering Up the Work Behind the Work (With Demos)
- Connectors: Linking Claude to the Tools Your Firm Already Uses (With Demos)
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.
Credit Details
Credits Available
| Credit | Status | Total |
|---|---|---|
| California MCLE Paralegal |
|
3 Total |
| Delaware Certified Paralegal Program |
|
3 Total |
| Florida Registered Paralegal |
|
3 Total |
| Indiana Paralegal CLE |
|
3 Total |
| NALA |
|
3 Total |
| Montana CLE Credit for Paralegals |
|
3 Total |
| North Carolina Continuing Paralegal Education |
|
3 Total |
| New Mexico Paralegal Division, State Bar of |
|
3 Total |
| Ohio Certified Paralegals |
|
3 Total |
| NFPA |
|
3 Total |
| Texas State Bar of Paralegal Division |
|
3 Total |
| Washington Paralegal Association |
|
3 Total |
Credit Details by Jurisdiction
Live Webinar Registration
Paralegal
Credits
California MCLE Paralegal Approved · 3 Total Credits
Live - California MCLE Paralegal - 3: This program meets the California MCLE Paralegal requirement as specified in Business and Professions Code Section 6450(d).
Delaware Certified Paralegal Program Approved · 3 Total Credits
Live - Delaware Certified Paralegal Program - 3: This course qualifies for 3.0 DCP CLE credit hours, including 0.0 DCP ethics credit hour, toward the eligibility requirements of the DPA Delaware Certified Paralegal Program.
Florida Registered Paralegal Approved · 3 Total Credits
- 3 Technology
Live - Florida Registered Paralegal - 3: This course qualifies for 3.0 hours of continuing education for paralegals, including 3.0 hours of technology credit, toward the eligibility requirements of the Florida Registered Paralegal Program. This course has been approved by NALA and NFPA.
Indiana Paralegal CLE Approved · 3 Total Credits
Live - Indiana Paralegal CLE - 3: This course qualifies for 3.0 hours of continuing education, including 0.0 hour of ethics and satisfies the CLE requirement for Indiana State Bar Association Paralegal Members and Indiana Registered Paralegals (IRP).
NALA Approved · 3 Total Credits
- 3 Technology
Live - NALA - 3: This seminar meets the requirements of NALA The Paralegal Association Certifying Board for 3.0 hours, including 3.0 technology and 0.0 ethics, of continuing legal education credit required to maintain the CP (Certified Paralegal) credential.
Montana CLE Credit for Paralegals Approved · 3 Total Credits
Live - Montana CLE Credit for Paralegals - 3: This course has been approved for 3.0 hours of paralegal CLE credit, including 0.0 hour of ethics, by NALA The Paralegal Association Certifying Board. 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 · 3 Total Credits
Live - North Carolina Continuing Paralegal Education - 3: This program has been approved by the North Carolina State Bar Board of Paralegal Certification for continuing paralegal education credit in the amount of 3.0 hours, of which 0.0 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 · 3 Total Credits
Live - New Mexico Paralegal Division, State Bar of - 3: Approved by the Paralegal Division of the State Bar of New Mexico for 3.0 general and 0.0 ethics (for a total of 3.0 hours CLE).
Ohio Certified Paralegals Approved · 3 Total Credits
Live - Ohio Certified Paralegals - 3: This course qualifies for 3.0 hours of continuing education for paralegals, including 0.0 hour of ethics, toward the eligibility requirements of the Ohio State Bar Association Paralegal Certification program.
NFPA Approved · 3 Total Credits
Live - NFPA - 3: This seminar has been approved by The National Federation of Paralegal Associations, Inc. (NFPA) for 3.0 hours of Continuing Legal Education, including 0.0 hour of ethics.
Texas State Bar of Paralegal Division Approved · 3 Total Credits
Live - Texas State Bar of Paralegal Division - 3: This course qualifies for 3.0 CLE credit hours, including 0.0 ethics credit hour, toward the eligibility requirements of The Paralegal Division of the State Bar of Texas.
Washington Paralegal Association Approved · 3 Total Credits
Live - Washington Paralegal Association - 3: Approved for 3.0 CLE credits by the Washington State Paralegal Association (WSPA).
OnDemand Video
Paralegal
Credits
California MCLE Paralegal Approved · 3 Total Credits
Earn Until
OnDemand - California MCLE Paralegal - 3: This program meets the California MCLE Paralegal requirement as specified in Business and Professions Code Section 6450(d).
Video Download - California MCLE Paralegal - 3: This program meets the California MCLE Paralegal requirement as specified in Business and Professions Code Section 6450(d).
Delaware Certified Paralegal Program Approved · 3 Total Credits
Earn Until
OnDemand - Delaware Certified Paralegal Program - 3: This course qualifies for 3.0 DCP CLE credit hours, including 0.0 DCP ethics credit hour, toward the eligibility requirements of the DPA Delaware Certified Paralegal Program.
Video Download - Delaware Certified Paralegal Program - 3: This course qualifies for 3.0 DCP CLE credit hours, including 0.0 DCP ethics credit hour, toward the eligibility requirements of the DPA Delaware Certified Paralegal Program.
Florida Registered Paralegal Approved · 3 Total Credits
- 3 Technology
Earn Until
OnDemand - Florida Registered Paralegal - 3: This course qualifies for 3.0 hours of self-study continuing education for paralegals, including 3.0 hours of self-study technology credit, toward the eligibility requirements of the Florida Registered Paralegal Program. This course has been approved by NALA and NFPA.
Video Download - Florida Registered Paralegal - 3: This course qualifies for 3.0 hours of self-study continuing education for paralegals, including 3.0 hours of self-study technology credit, toward the eligibility requirements of the Florida Registered Paralegal Program. This course has been approved by NALA and NFPA.
Indiana Paralegal CLE Approved · 3 Total Credits
Earn Until
OnDemand - Indiana Paralegal CLE - 3: This course qualifies for 3.0 hours of distancing learning continuing education, including 0.0 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 - 3: This course qualifies for 3.0 hours of distancing learning continuing education, including 0.0 hour of ethics and satisfies the CLE requirement for Indiana State Bar Association Paralegal Members and Indiana Registered Paralegals (IRP).
NALA Approved · 3 Total Credits
- 3 Technology
Earn Until
OnDemand - NALA - 3: This seminar meets the requirements of NALA The Paralegal Association Certifying Board for 3.0 hours, including 3.0 technology and 0.0 ethics, of continuing legal education self-study credit required to maintain the CP(Certified Paralegal) credential.
Video Download - NALA - 3: This seminar meets the requirements of NALA The Paralegal Association Certifying Board for 3.0 hours, including 3.0 technology and 0.0 ethics, of continuing legal education self-study credit required to maintain the CP(Certified Paralegal) credential.
Montana CLE Credit for Paralegals Approved · 3 Total Credits
Earn Until
OnDemand - Montana CLE Credit for Paralegals - 3: This course has been approved for 3.0 hours of self-study CLE credit, including 0.0 hour of ethics, by NALA The Paralegal Association Certifying Board. 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 - 3: This course has been approved for 3.0 hours of self-study CLE credit, including 0.0 hour of ethics, by NALA The Paralegal Association Certifying Board. 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 · 3 Total Credits
Earn Until
OnDemand - North Carolina Continuing Paralegal Education - 3: 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 3.0 hours, of which 0.0 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 · 3 Total Credits
Earn Until
OnDemand - New Mexico Paralegal Division, State Bar of - 3: Approved by the Paralegal Division of the State Bar of New Mexico for 3.0 general self-study credit and 0.0 ethics self-study credit (for a total of 3.0 hours CLE).
Video Download - New Mexico Paralegal Division, State Bar of - 3: Approved by the Paralegal Division of the State Bar of New Mexico for 3.0 general self-study credit and 0.0 ethics self-study credit (for a total of 3.0 hours CLE).
Ohio Certified Paralegals Approved · 3 Total Credits
Earn Until
OnDemand - Ohio Certified Paralegals - 3: This course qualifies for 3.0 hours of self-study continuing education for paralegals, including 0.0 hour of ethics, toward the eligibility requirements of the Ohio State Bar Association Paralegal Certification program.
Video Download - Ohio Certified Paralegals - 3: This course qualifies for 3.0 hours of self-study continuing education for paralegals, including 0.0 hour of ethics, toward the eligibility requirements of the Ohio State Bar Association Paralegal Certification program.
NFPA Approved · 3 Total Credits
Earn Until
OnDemand - NFPA - 3: This seminar has been approved by The National Federation of Paralegal Associations, Inc. (NFPA) for 3.0 hours of Continuing Legal Education self-study credit, including 0.0 hour of ethics.
Video Download - NFPA - 3: This seminar has been approved by The National Federation of Paralegal Associations, Inc. (NFPA) for 3.0 hours of Continuing Legal Education self-study credit, including 0.0 hour of ethics.
Texas State Bar of Paralegal Division Approved · 3 Total Credits
Earn Until
OnDemand - Texas State Bar of Paralegal Division - 3: This course qualifies for 3.0 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 - 3: This course qualifies for 3.0 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.
Washington Paralegal Association Approved · 3 Total Credits
Earn Until
OnDemand - Washington Paralegal Association - 3: Approved for 3.0 CLE self-study credits by the Washington State Paralegal Association (WSPA).
Video Download - Washington Paralegal Association - 3: Approved for 3.0 CLE self-study credits by the Washington State Paralegal Association (WSPA).
Select Jurisdiction
Paralegal
Agenda
-
What Claude Is and How It Works
- How Claude Works, Claude vs. Other AI Tools: What Matters for Paralegal Use
- Honest Limitations: Hallucination, Accuracy Gaps, and Why You Always Verify
- Consumer vs. Professional vs. Enterprise Accounts: What Your Firm Should Be Using
- How Claude Scales: From One-Off Prompts to Repeatable Firm Workflows
-
Before You Prompt: Building Verification Workflows and Protecting Data
- Paralegal Duties Regarding AI and Getting Your Supervising Attorney Onboard
- Confidentiality and Client Data: Understanding Data Training and Refining Your Inputs
- Anonymization and Hypothetical Framing
-
How to Talk to Claude to Get Reliable Results: Prompting, Reviewing, and Refining (With Demos)
- The Anatomy of a High-Quality Paralegal Prompt
- Context, Constraints, and Instructions: The Three Levers of Useful Output
- Spotting Errors Before They Reach Your Attorney: A Review Checklist
- Refining Outputs With Follow-Up Prompting
- Human-in-the-Loop: Your Role in Every AI-Assisted Task
- Document Hygiene: Removing AI Signatures and Metadata From Final Deliverables
-
High-Value Use Cases: Research, Drafting, and Case Support (With Demos)
- Legal Research Assistance: Finding, Summarizing, and Organizing Case Law and Statutes
- Discovery and Deposition Support: Chronologies, Summaries, and Privilege Logs
- Client Intake and Matter Setup: Turning Raw Notes Into Structured Summaries
- Drafting Support: Correspondence, Demand Letters, and Routine Pleadings
- Claude Projects: Matter-Specific Workspaces With Persistent Instructions and Reference Documents
-
Admin Automation: Powering Up the Work Behind the Work (With Demos)
- Billing Narratives: From Raw Time Notes to Polished, Partner-Ready Entries
- Client Status Updates: Drafting Matter Summaries and Progress Emails From Notes
- Docket and Deadline Summaries: Letting Claude Organize Your Calendar View
- Meeting Prep: Agendas, Follow-Up Memos, and Action Item Tracking
- Document Naming, Indexing, and File Organization at Scale
- Building Repeatable Admin Templates for Recurring Task Types
-
Connectors: Linking Claude to the Tools Your Firm Already Uses (With Demos)
- What Connectors Are and How They Work -- No IT Department Required
- Clio + Claude: Pulling Matter Data Into AI-Assisted Drafting and Status Workflows
- Microsoft 365 + Claude: Word, Outlook, and Teams Integration
- Google Drive + Claude: Document Access, Summarization, and Analysis
- Box + Claude: File-Level AI Assistance for Document-Heavy Practices
- What Is Possible Today vs. What Is Coming: Setting Realistic Expectations
Who Should Attend
This program is designed for paralegals and legal assistants. Legal secretaries, law clerks, and other legal support staff will also benefit. Attorneys and firm administrators evaluating AI tools for their support teams will find this course valuable for understanding paralegal-specific implementation and supervision considerations.
Speakers
Speaker bio
Elizabeth Prout Lefler
is an independent compliance consultant and attorney. She serves on two Boards of Directors (one as chair), and is an owner of a product development company. Ms. Lefler served for 13 years as managing director, compliance for global investment banks, and ultimately as chief compliance & AML Officer of KeyBanc Capital Markets. Previously, she held positions as senior counsel with the U.S. SEC, legal advisor to Commissioner Isaac C. Hunt, and associate with Morgan Lewis & Bockius. Ms. Lefler has served as chair of FINRA's Market Regulation Committee, as FINRA Panelist (i.e., judge) in enforcement actions, and as an expert witness on securities legal matters. Ms. Lefler earned her J.D. degree from George Mason University School of Law and her B.A. degree from Bates College. She is licensed to practice law in Florida and Virginia. Ms. Lefler has held various financial licenses, including NYSE Series 14 (chief compliance officer), FINRA (supervisory principal), and deemed "Fit & Proper" to serve as chief compliance & AML officer of an Irish Bank. Ms. Lefler is also a certified U.S. sailing judge.
Speaker bio
Sam Thomas, III
is an attorney with Sam Thomas III Esquire & Associates. He has practiced for 28 years in the areas of probate, foreclosure prevention, tax resolution, and debt relief. Currently, Mr. Thomas's practice focuses on estate planning. He earned his B.A. degree from Cleveland State University, his M.S. degree from Indiana University and his J.D. degree from Cleveland Marshall College of Law.
Speaker bio
Sarah J. Barnes
is an attorney and legal counsel with Voya Financial, 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 adjunct faculty at the University of Wisconsin-Madison and Marquette University Law School. She is admitted to practice in the state of Wisconsin.
Speaker bio
Bradley D. Honnold
is the founding partner with the Leawood law firm of Goza & Honnold, LLC with more than 30 years of experience trying lawsuits and managing high stake litigation throughout the country. After graduating and before starting his own law firm, he was a partner at a large nationally known firm. Mr. Honnold was a defense attorney from 1989 to 2004, representing hospitals, pharmaceutical manufacturers, and physicians in product liability and medical negligence litigation. In 2005, he made the switch to representing plaintiffs. Mr. Honnold, along with his friend and law partner Kirk Goza, started Goza & Honnold, LLC. After working as a defense lawyer, he wanted to use his expertise to represent clients who had experienced an injury caused by medical malpractice. Because of his experience as a defense lawyer, Mr. Honnold brings a different perspective to cases, and he felt a calling to do something different, something that would help people in their time of need. As a partner of Goza & Honnold, LLC, he focuses on medical negligence, pharmaceutical and prescription drugs, medical devices, and general personal injury cases. Since partnering and working on national litigations, the firm has represented thousands of clients, including Vioxx, Bextra/Celebrex, Fleets Phospho Soda, Trans Vaginal Mesh, DePuy ASR, Zimmer Durom, Pradaxa, Fosamax, Actos, and Power Morcellator. Mr. Honnold's most recent notable cases include JUUL Labs, Inc., MDL No. 2913 (Appointed by Hon. William Orrick, III, District Court Judge, Northern District of California, to serve on Plaintiffs' Steering Committee, In Re JUUL Products Liability Litigation), Proton-Pump Inhibitor, MDL No. 2789 (Mr. Honnold is a co-chair of the Discovery Committee and is on the Plaintiff's Steering Committee) and 3M Products Liability Litigation, MDL No. 2885 (Appointed by the Hon. M. Casey Rodgers, District Court Judge, Northern District of Florida, to serve on Plaintiffs' Steering Committee, 3M Combat Arms Ear Plug Litigation, MDL #2885). His recent verdict and settlement includes $775 million settlement against Xarelto. Mr. Honnold has been named "Lawyer of the Year" by Best Lawyers for Medical Malpractice Law - Plaintiffs, Kansas City-KS (2018 and 2020). He has been recognized in The Best Lawyers in America for work in Medical Malpractice Law - Plaintiffs and Personal Injury Litigation - Plaintiffs. Mr. Honnold earned his B.B.A. degree With Distinction from the University of Iowa and his J.D. degree, with distinction, from the University of Iowa College of Law. He is a member of the Kansas City Metropolitan Bar Association, Phi Eta Sigma National Honor Society, University of Iowa Beta Gamma Sigma Business Honor Society, Order of Omega (Greek Honor Society) and the Delta Tau Delta Social Fraternity. He is also a member of the plaintiff's steering committee in the federal multidistrict litigations (MDL) for Xarelto, Proton Pump Inhibitor (PPI), JUUL Inc., and 3M Military Ear Plugs, as well as a co-chair of the discovery committee for the PPI and JUUL MDLs. As a frequent speaker addressing medical malpractice, trial practice, and product liability, Mr. Honnold is dedicated to teaching how to get the best possible outcome. He is admitted to practice in Kansas, Missouri, U.S. District Court, District of Kansas, U.S. District Court, Western District of Missouri and The Missouri Association of Trial Lawyers.
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