By a legal professional with 26 years of courtroom experience

Put AI to work in your law practice, safely and confidently.

Learn to use AI without risking client confidentiality or your credibility.

In-person training for lawyers, paralegals, legal secretaries, court staff and law enforcement. We start where you are, whether that is “I have no idea” or “I already use it daily.”

Three steps to putting AI to work in your office.

1

Check your starting point

Answer a short set of questions about the tools you use, what you can do, and what you want AI to do for you. About 15 minutes.

2

Join the right group

Your answers place you in a beginner, intermediate or advanced group, so nobody is bored and nobody is lost.

3

Learn hands-on, in person

Hands-on sessions of 1 to 2 hours for up to two people, at your firm or at my office, using your materials or mine. Learn more.

Not a test. It’s a skills inventory so we can place you in the right training group.

What you can do with AI in your practice

These are the kinds of work AI can help with in a law practice, drawn from what I do every day. AI assists; a lawyer reviews and verifies everything.

Review and analysis

  • Review discovery
  • Prepare timelines
  • Prepare summaries
  • Analyze and summarize medical records
  • Analyze and summarize financial records
  • Organize, rename and index case files

Trial preparation

  • Prepare trial outlines
  • Prepare direct and cross-examination outlines
  • Prepare deposition outlines and summarize deposition transcripts
  • Prepare audio, video, and image transcripts and exhibits
  • Create trial exhibit list
  • Document redaction

Drafting

  • Draft pleadings
  • Review, edit and revise memoranda and briefs
  • Answer discovery
  • Draft discovery requests, motions in limine and proposed jury instructions
  • Prepare mediation briefs and settlement demand letters
  • Prepare notices, subpoenas and proposed orders
  • Prepare sentencing memoranda and letters of support
  • Draft emails and letters to clients
  • Explain charges, procedure and next steps to clients in plain language

Research and compliance

  • Legal research, including statutory databases
  • Summarize cases and statutes in plain language
  • Prepare research memoranda with verified citations
  • Rule checks and rule-compliance preparation
  • Cite-check briefs and verify citations against primary sources

Running the office

  • Manage and review your email: sort, summarize and flag what needs attention
  • Build and maintain your to-do and task-completion list
  • Scheduling and calendar management
  • Deadline tracking
  • Dictate notes, memos and letters by voice, and summarize recorded meetings or hearings

Use AI confidently and avoid the pitfalls of hallucination and bad facts

AI is a fast assistant and an unreliable authority. You will learn to keep the speed and lose the risk, with a review habit you can use on every filing.

Catch hallucinated citations

Check every case, quote and statute against the primary source before it goes in a filing, and learn the warning signs of an invented case or a misquoted holding.

Keep bad facts out

Ground the AI in your own file, make it point to the page for every fact, and recognize when it is filling a gap with a guess.

Protect client confidentiality

Know what is safe to put into which tool, and the settings and habits that keep client information protected.

AI drafts. You verify. You sign.

Ready to see where you stand?

The assessment takes about 15 minutes. When you finish, you’ll download a PDF of your answers and can email it straight to us.

Legal News and Recent AI Developments

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