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AI-Powered Case Management for Paralegals

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Date and Time

Wednesday, September 30, 2026, 10:00 AM until 5:00 PM

Category

IPE/NBI CLE

Registration Info

Registration is required

About this event

Overview

Reimagine (and Improve) Your Workflows at Every Step of the Case

It's 4:45 on a Friday. An attorney drops a new matter on your desk, opposing counsel just emailed, and the client is asking for a status update - again. You've got twelve browser tabs open, two software platforms that don't talk to each other, and a to-do list that keeps getting longer. Sound familiar?

This full-day workshop is built for paralegals who are ready to stop drowning in tasks and start running their caseload with confidence. This full-day workshop shows you how to put AI to work across the entire case lifecycle: from intake and docketing through research, drafting, billing, and client communication. You'll also cover the ethical guardrails you need to use AI responsibly, including UPL risks, confidentiality, and what emerging rules to watch for next. Learn how to get more out of the tools you already have - and how to layer AI on top of them without disrupting the workflows your team depends on. Register today!

  • Use AI with confidence - not anxiety.
    Walk away knowing exactly where AI helps, where it creates risk, and how to protect yourself, clients, and your firm every time you use it.
  • Get more out of the tools you already have.
    Stop leaving time on the table. You'll uncover features and integrations already sitting in your CMS that can cut hours of manual work from your week.
  • Open matters faster and close them neater.
    From AI-assisted intake to automated docketing, you'll build a matter-setup workflow that's thorough, consistent, and hard to mess up - even on the busiest days.
  • Do in 20 minutes what used to take two hours.
    Research, summarize, and draft with AI assistance - then learn the quality-control habits that keep your name on work you're proud to hand to an attorney.
  • Bill accurately, get paid faster, and keep clients in the loop.
    AI-assisted time entries, cleaner invoices, and client updates that take minutes to write - so the administrative tail stops wagging the dog.
  • Become the paralegal who makes everyone else's job easier.
    When you run a tighter, faster, more reliable caseload, attorneys notice. This course gives you the fluency to lead your team's AI adoption - not just keep up with it.

*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

  1. Ethical Guardrails for Paralegal AI Use
  2. Making Your Case and Document Management Tools and AI Work Harder for You
  3. Intake, Conflicts, and Matter Setup
  4. Never Miss a Deadline: Calendaring and Docket Control
  5. Case Research Tips With Screensharing Demos
  6. Review and Drafting With Live Walkthroughs
  7. Billing, Time Tracking, and Client Communication

Registration Fee $319.00
Register Now

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