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Overview
Work Faster, Stay Compliant: Master AI Essentials for Paralegal Practice
Paralegals are quickly and quietly becoming the AI power users of the legal profession, often without formal training or firm guidance. But when something goes wrong, it's your workflow that gets scrutinized first. This six-hour program delivers a practical framework for using AI with confidence: where it genuinely saves time, where the unauthorized practice of law line sits, how to protect client confidentiality, and how to verify your work before it reaches an attorney. Build your skills - register today!
- Understand what generative AI does and why it hallucinates.
- Pinpoint where AI saves real time: review, research, and drafting.
- Know exactly where paralegal support ends and UPL begins.
- See real demos in the platforms and connectors reshaping the work.
*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
- AI Fundamentals for the Paralegal Practice
- Paralegal Ethics and AI: UPL, Confidentiality, and Professional Responsibility
- AI for Document Review and Drafting
- AI in Legal Research and Case Preparation
- AI for Discovery, Document Management, and Case Administration
- Practical Workflow Integration: Tools and Connectors
- Building Your Personal AI Use Framework
Can't Attend Live?
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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 |
|
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 |
| New Mexico Paralegal Division, State Bar of |
|
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
-
AI Fundamentals for the Paralegal Practice
- What Generative AI Actually Does
- Large Language Models, Hallucinations, and Why Accuracy Isn't Guaranteed
- Legal-Specific AI Platforms vs. Consumer Tools
- Prompting Essentials: Giving AI Better Instructions
-
Paralegal Ethics and AI: UPL, Confidentiality, and Professional Responsibility
- UPL: Where Paralegal Support Ends and Legal Advice Begins
- Protecting Client Confidentiality Across AI Platforms
- ABA Formal Opinion 512 and Disclosure Obligations
- Firm Policy, Supervision, and State-by-State Variation
- Verification Protocols Before Work Product Goes to an Attorney
-
AI for Document Review and Drafting
- Summarizing and Abstracting Case Files and Discovery
- Extracting Key Facts, Dates, Names, and Issues From Documents
- Drafting and Editing Correspondence, Pleadings Support, and Memos
- Redlining and Comparing Contracts and Agreements
- Verifying AI Output Against the Source Documents
-
AI in Legal Research and Case Preparation
- Accelerating Case Law and Statutory Research
- Building Chronologies, Timelines, and Fact Summaries
- Trial and Deposition Prep Support
-
AI for Discovery, Document Management, and Case Administration
- Document Review and Privilege Log Assistance
- Organizing and Tagging Large Document Sets
- Automating Routine Administrative Tasks: Scheduling, Intake, and Billing Narratives
-
Practical Workflow Integration: Tools and Connectors
- Legal-Specific Platforms in Practice
- Connecting AI to Firm Systems: Document Management and Cloud Storage
- Building an AI-Assisted Workflow Without Losing Oversight
- Automating Routine Administrative Tasks
-
Building Your Personal AI Use Framework
- Building Reusable Prompts and Task-Specific Prompt Libraries
- How to Train Your AI: Customizing Voice, Style, and Preferences
- From AI Assistants to AI Agents: Understanding Agentic Workflows
- AI Fluency as a Career Growth Skill
Who Should Attend
This basic level course is designed to teach attendees to safely and effectively use AI. Those who should attend include:
- Paralegals
- Legal Technicians
- Legal Assistants
- Legal Support Staff
Speakers
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.
Speaker bio
Eric K. Johnson
has been in practice since 1996. He is the owner of Utah Family Law, LC, a firm that practices specifically in divorce and family law. Mr. Johnson is the author of West's Utah Practice Series, Volume 2, Utah Family Law, which has been published annually since 2006. He is a member of the Utah State Bar. Mr. Johnson provides legal education through Utah Family Law TV - UFLTV, Quora, and the firm's website. He earned his B.A. degree from Brigham Young University and his J.D. degree from Brigham Young University J. Reuben Clark Law School.
Speaker bio
Robert A. West, Jr.
is a seasoned attorney with more than twenty years of experience advising businesses, institutions, and individuals in diverse industries. His expertise covers AI legal consultancy, intellectual property litigation, patent and trademark matters, and general business litigation. He advises clients on legal issues related to AI, such as governance structures, privacy laws, risk mitigation, policy formulation, regulatory advice, and responsible AI adoption strategies for organizations at any stage of implementing AI. Mr. West represents clients before the U.S. Patent and Trademark Office, various administrative boards, and federal and state courts in complex matters, including pre-suit investigations, trials, appeals, and post-grant proceedings. He is a registered patent attorney. His practice further includes portfolio strategy, enforcement, licensing, and the drafting and negotiation of royalty and technology-related agreements. Mr. West has been involved with AI in legal practice since before the term became widely used. He advises clients on selecting AI tools, implementation procedures, workforce policies, and the legal and ethical risks associated with generative AI, automated decision-making, and data-driven systems. He also acts as an AI implementation leader at his firm, helping to develop governance structures, training programs, and firmwide AI policies. Combining extensive IP expertise with practical AI advice, he provides strategic guidance at the crossroads of innovation, compliance, and responsible technology use.
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.
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.
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