From Workflow to Automation: Expert AI Use in Legal Practice

CLE Courses Available on DVDs, Audio CDs, USB Stick, Online & iOS/Android App and Live Webinars!

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LIVE WEBINAR
July 29
Wednesday, July 29, 2026
1:00PM - 2:30PM Eastern Time (EDT)

About This Course

This CLE course is intended to be the third course in the AI for Legal Practice series. The first course introduces attorneys to basic AI use and prompting. The second course focuses on advanced ChatGPT features such as Projects, Memory, Tasks, Custom GPTs, file uploads, model selection, and drafting quality control. This third course builds on that foundation by focusing on how attorneys and law firms can use AI at an expert level to create supervised, repeatable, and controlled workflows. The course will focus less on one-off prompting and more on how a law office can implement AI systems responsibly. I will discuss how firms can create approved AI workflows, build Custom GPTs for repeated legal tasks, use Agents for supervised multi-step work, use Deep Research for more formal source-heavy research reports, and organize internal resources such as prompt libraries, templates, checklists, and prior memos. I will also cover AI-assisted document assembly, administrative automation, client communication systems, and the governance needed to safely test and roll out these workflows. The main theme of the course is that expert AI use is not about replacing the lawyer. It is about building better systems around the lawyer’s judgment.

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