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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)
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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 |
Select Jurisdiction
Paralegal
Other
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.
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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