Using AI for Document Review: Paralegal Dos and Don'ts
Credits Available
| Credit | Status | Total |
|---|---|---|
| California MCLE Paralegal |
|
1 Total |
| Delaware Certified Paralegal Program |
|
1 Total |
| Florida Registered Paralegal |
|
1 Total |
| Indiana Paralegal CLE |
|
1 Total |
| NALA |
|
1 Total |
| Montana CLE Credit for Paralegals |
|
1 Total |
| North Carolina Continuing Paralegal Education |
|
1 Total |
| New Mexico Paralegal Division, State Bar of |
|
1 Total |
| Ohio Certified Paralegals |
|
1 Total |
| NFPA |
|
1 Total |
| Texas State Bar of Paralegal Division |
|
1 Total |
| Washington Paralegal Association |
|
1 Total |
Wed, Jan 06, 00:00 AM – 00:00 PM
Wed, Jan 06, 00:00 AM – 00:00 PM
Register For Course
Live Webinar Registration
OnDemand Recording
Course Book Download
Overview
Organize, Search, and Summarize Documents Faster - Without Falling Prey to Pitfalls
From organizing large volumes of data to spotting key issues faster, AI tools can dramatically enhance efficiency - if used properly. This timely program will show you how to leverage AI tools in document review with both competence and care. Ensure you're applying the latest best practices so you're cutting review time and not corners - register today!
- Learn what NOT to input into AI platforms.
- Discover how to use AI to efficiently sort, search, flag, and summarize documents.
- Know AI's limitations and find out what it tends to miss so you can laser in on oversights.
*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
- Top AI Tools Every Legal Team Should Know
- Platforms to Avoid and Client Data That is Off-Limits for Inputting
- Using AI for Organizing, Sorting, and Searching Documents
- Issue Spotting and Flagging for Privileged or Sensitive Content
- Generating Summaries or Bulleted Notes
- Preserving Audit Trails
- Don't Skip the Human Review Step! What AI Tends to Miss
- Best Practices Summary for Using AI in Document Review
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 |
|
1 Total |
| Delaware Certified Paralegal Program |
|
1 Total |
| Florida Registered Paralegal |
|
1 Total |
| Indiana Paralegal CLE |
|
1 Total |
| NALA |
|
1 Total |
| Montana CLE Credit for Paralegals |
|
1 Total |
| North Carolina Continuing Paralegal Education |
|
1 Total |
| New Mexico Paralegal Division, State Bar of |
|
1 Total |
| Ohio Certified Paralegals |
|
1 Total |
| NFPA |
|
1 Total |
| Texas State Bar of Paralegal Division |
|
1 Total |
| Washington Paralegal Association |
|
1 Total |
Credit Details by Jurisdiction
Live Webinar Registration
Paralegal
Credits
California MCLE Paralegal Approved · 1 Total Credits
Live - California MCLE Paralegal - 1: This program meets the California MCLE Paralegal requirement as specified in Business and Professions Code Section 6450(d).
Delaware Certified Paralegal Program Approved · 1 Total Credits
Live - Delaware Certified Paralegal Program - 1: This course qualifies for 1.0 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 · 1 Total Credits
- 1 Technology
Live - Florida Registered Paralegal - 1: This course qualifies for 1.0 hours of continuing education for paralegals, including 1.0 hour 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 · 1 Total Credits
Live - Indiana Paralegal CLE - 1: This course qualifies for 1.0 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 · 1 Total Credits
- 1 Technology
Live - NALA - 1: This seminar meets the requirements of NALA The Paralegal Association Certifying Board for 1.0 hours, including 1.0 technology and 0.0 ethics, of continuing legal education credit required to maintain the CP (Certified Paralegal) credential.
Montana CLE Credit for Paralegals Approved · 1 Total Credits
Live - Montana CLE Credit for Paralegals - 1: This course has been approved for 1.0 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 Pending · 1 Total Credits
Live - North Carolina Continuing Paralegal Education - 1: This course has been submitted to the North Carolina State Bar Board of Paralegal Certification. Approval Pending. This course is not sponsored by the Board of Paralegal Certification.
New Mexico Paralegal Division, State Bar of Approved · 1 Total Credits
Live - New Mexico Paralegal Division, State Bar of - 1: Approved by the Paralegal Division of the State Bar of New Mexico for 1.0 general and 0.0 ethics (for a total of 1.0 hours CLE).
Ohio Certified Paralegals Approved · 1 Total Credits
Live - Ohio Certified Paralegals - 1: This course qualifies for 1.0 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 · 1 Total Credits
Live - NFPA - 1: This seminar has been approved by The National Federation of Paralegal Associations, Inc. (NFPA) for 1.0 hours of Continuing Legal Education, including 0.0 hour of ethics.
Texas State Bar of Paralegal Division Approved · 1 Total Credits
Live - Texas State Bar of Paralegal Division - 1: This course qualifies for 1.0 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 · 1 Total Credits
Live - Washington Paralegal Association - 1: Approved for 1.0 CLE credits by the Washington State Paralegal Association (WSPA).
OnDemand Video
Paralegal
Credits
California MCLE Paralegal Approved · 1 Total Credits
Earn Until
OnDemand - California MCLE Paralegal - 1: This program meets the California MCLE Paralegal requirement as specified in Business and Professions Code Section 6450(d).
Video Download - California MCLE Paralegal - 1: This program meets the California MCLE Paralegal requirement as specified in Business and Professions Code Section 6450(d).
Delaware Certified Paralegal Program Approved · 1 Total Credits
Earn Until
OnDemand - Delaware Certified Paralegal Program - 1: This course qualifies for 1.0 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 - 1: This course qualifies for 1.0 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 · 1 Total Credits
- 1 Technology
Earn Until
OnDemand - Florida Registered Paralegal - 1: This course qualifies for 1.0 hours of self-study continuing education for paralegals, including 1.0 hour 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 - 1: This course qualifies for 1.0 hours of self-study continuing education for paralegals, including 1.0 hour 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 · 1 Total Credits
Earn Until
OnDemand - Indiana Paralegal CLE - 1: This course qualifies for 1.0 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 - 1: This course qualifies for 1.0 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 · 1 Total Credits
- 1 Technology
Earn Until
OnDemand - NALA - 1: This seminar meets the requirements of NALA The Paralegal Association Certifying Board for 1.0 hours, including 1.0 technology and 0.0 ethics, of continuing legal education self-study credit required to maintain the CP(Certified Paralegal) credential.
Video Download - NALA - 1: This seminar meets the requirements of NALA The Paralegal Association Certifying Board for 1.0 hours, including 1.0 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 · 1 Total Credits
Earn Until
OnDemand - Montana CLE Credit for Paralegals - 1: This course has been approved for 1.0 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 - 1: This course has been approved for 1.0 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 Pending · 1 Total Credits
OnDemand - North Carolina Continuing Paralegal Education - 1: This course has been submitted to the North Carolina State Bar Board of Paralegal Certification. Approval Pending. This course is not sponsored by the Board of Paralegal Certification.
New Mexico Paralegal Division, State Bar of Approved · 1 Total Credits
Earn Until
OnDemand - New Mexico Paralegal Division, State Bar of - 1: Approved by the Paralegal Division of the State Bar of New Mexico for 1.0 general self-study credit and 0.0 ethics self-study credit (for a total of 1.0 hours CLE).
Video Download - New Mexico Paralegal Division, State Bar of - 1: Approved by the Paralegal Division of the State Bar of New Mexico for 1.0 general self-study credit and 0.0 ethics self-study credit (for a total of 1.0 hours CLE).
Ohio Certified Paralegals Approved · 1 Total Credits
Earn Until
OnDemand - Ohio Certified Paralegals - 1: This course qualifies for 1.0 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 - 1: This course qualifies for 1.0 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 · 1 Total Credits
Earn Until
OnDemand - NFPA - 1: This seminar has been approved by The National Federation of Paralegal Associations, Inc. (NFPA) for 1.0 hours of Continuing Legal Education self-study credit, including 0.0 hour of ethics.
Video Download - NFPA - 1: This seminar has been approved by The National Federation of Paralegal Associations, Inc. (NFPA) for 1.0 hours of Continuing Legal Education self-study credit, including 0.0 hour of ethics.
Texas State Bar of Paralegal Division Approved · 1 Total Credits
Earn Until
OnDemand - Texas State Bar of Paralegal Division - 1: This course qualifies for 1.0 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 - 1: This course qualifies for 1.0 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 · 1 Total Credits
Earn Until
OnDemand - Washington Paralegal Association - 1: Approved for 1.0 CLE self-study credits by the Washington State Paralegal Association (WSPA).
Video Download - Washington Paralegal Association - 1: Approved for 1.0 CLE self-study credits by the Washington State Paralegal Association (WSPA).
Select Jurisdiction
Paralegal
Agenda
-
Using AI for Document Review: Paralegal Dos and Don'ts
- Top AI Tools Every Legal Team Should Know
- Platforms to Avoid and Client Data That is Off-Limits for Inputting
- Using AI for Organizing, Sorting, and Searching Documents
- Issue Spotting and Flagging for Privileged or Sensitive Content
- Generating Summaries or Bulleted Notes
- Preserving Audit Trails
- Don't Skip the Human Review Step! What AI Tends to Miss
- Best Practices Summary for Using AI in Document Review
Who Should Attend
This intermediate level course will reveal best practices and pitfalls for using AI in document review. Those who should attend include:
- Paralegals
- Legal Assistants
- Legal Support Staff
Speakers
Speaker bio
Kristine Custodio Suero
is an award-winning legal professional, educator, coach, and change agent with extensive experience in legal operations, paralegal education, professional development, leadership, and business development. She is a highly sought-after speaker who focuses on helping legal professionals build purpose-driven careers, develop leadership skills, embrace change, and adapt to the evolving legal profession. Ms. Suero serves as Senior Paralegal and Business Development Director at Butterfield Schechter LLP, and has served as an Adjunct Faculty member with the University of San Diego School of Law’s Paralegal Studies Program since 2018. Her professional background includes business litigation, ERISA litigation and compliance, employee benefits, business development, change management, and legal operations. She has also taught paralegal studies at ITT Technical Institute. A recognized leader within the legal professional community, Ms. Suero has held numerous leadership positions with the San Diego Paralegal Association, California Alliance of Paralegal Associations, and National Association of Legal Assistants. She currently serves on the University of California, Santa Barbara Professional & Continuing Education Women in Leadership Advisory Board, the University of San Diego Paralegal Program Advisory Board, and the Center for Judicial Education and Research Advisory Committee. She is also a member of the California Lawyers Association Law Practice Management & Technology Section, and the International Practice Management Association. Ms. Suero has extensive speaking and teaching experience before legal and professional organizations. Her presentations have addressed legal operations, the changing role of the paralegal, professional development, leadership, career advancement, legal project management, technical competency, cybersecurity and ethical obligations in remote work, e-discovery, employee benefits law, ethics, and the future of the legal profession. She has presented for NALA, the American Association for Paralegal Education, the California Alliance of Paralegal Associations, the International Practice Management Association, One Legal, the University of San Diego, UC San Diego, and numerous other legal and educational organizations. Her professional accomplishments include being named California Paralegal of the Year by the California Alliance of Paralegal Associations in 2020, receiving the Lifetime Achievement Award from the San Diego Paralegal Association in 2018, and being recognized as one of the 100 Most Influential Filipina Women in the U.S. She has also been recognized for leadership, professional service, and community involvement. Ms. Suero is a Certified Paralegal and holds advanced certifications in Trial Practice, Discovery, and e-Discovery through the National Association of Legal Assistants. She also holds a JAMS Certification in Alternative Dispute Resolution, a Human Resource Management Certificate from the University of California, San Diego, a Paralegal Certificate from UC San Diego, and a B.A. in Human Development from California State University, Long Beach. She is the author and co-author of numerous articles addressing legal careers, legal operations, professional development, leadership, coaching, inclusion, technology, and the changing role of legal professionals.
Speaker bio
Kelli L. Radnothy
is a litigation paralegal with over 20 years of experience in the legal industry. She runs her own legal professional solutions company, contracting with law firms and non-profit organizations to enhance the delivery of legal services. Ms. Radnothy works as a Legal Researcher for the Nevada Attorney General's Office, and as a course developer and instructor for the University of Washington Paralegal Program. She serves as Treasurer for the Paralegal Division of the Nevada State Bar and as Second VP of Sierra Nevada Paralegal Association. Her passion focuses on advancing the paralegal profession and empowering others to make an impact in their community. Ms. Radnothy is a frequent author and speaker on legal topics, including "Future-Proofing the Paralegal Profession: Navigating AI, Ethics, and Emerging Workflows". She holds a B.S. in Criminal Justice, a paralegal certificate from San Miramar College, and an E-discovery & Litigation Technology Certificate from University of California - San Diego and GenAI in Action: Impact & Possibilities, Micro-Learning Credential from University of Southern Florida.
Speaker bio
Tracey N. Perkins
is a litigation paralegal with more than 20 years of experience supporting complex, high-stakes litigation. She serves as a Paralegal with Clark Hill PLC in Los Angeles, where she works with the firm’s Consumer Warranty Group and assists attorneys in managing complex civil litigation and high-volume warranty matters from inception through resolution. Ms. Perkins has extensive experience supporting litigation teams with discovery management, motion preparation, case timelines, trial readiness, case organization, deadline management, and the analysis of large volumes of case materials. Her background includes working with AmLaw firms and litigation boutiques on extensive discovery, multi-party litigation, and demanding case schedules. Throughout her career, Ms. Perkins has supported attorneys in a broad range of litigation matters, including complex commercial litigation, intellectual property, mass torts, insurance defense, and other high-stakes disputes. Her experience provides a practical perspective on the organizational, procedural, and operational demands involved in managing complex litigation. In addition to her litigation practice, Ms. Perkins is involved in paralegal education and training. She brings an interdisciplinary perspective to legal practice, with particular insight into the relationship between business, law, technology, and ethics. Her experience is especially relevant to CLE programs addressing the evolving role of the modern paralegal, litigation technology, discovery, legal operations, and technology-driven changes in legal practice. Ms. Perkins is a member of the National Association of Legal Assistants (NALA), the Los Angeles Paralegal Association, and the National Society of Leadership and Success. She earned her M.B.A. from the University of Maryland in 2025 and her B.A. from the University of Virginia in 2005.
Top FAQs
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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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