Legal Fundamentals: LegalTech
Course Details
- smart_display Format
Interactive E-Learning
- signal_cellular_alt Difficulty Level
Beginner
- work Practice Area
Professional Skills
- event Date
Monday, June 30, 2025
- schedule Time
1:00 PM E.T.
- timer Program Length
144 minutes
Technology is transforming the legal profession and staying ahead is crucial. This series explores the evolving LegalTech landscape, offering practical insights on working effectively with digital tools and leveraging generative AI. Whether optimizing document review, streamlining research, or enhancing collaboration, this course equips you with the skills to harness LegalTech for a smarter, more effective legal practice.
Course Format and CLE Credit Information
This course includes two types of learning components:
- A 90-minute webinar, which is eligible for CLE credit in most jurisdictions (subject to individual state approval)
- A set of interactive self-study eLearning modules, which are not eligible for CLE credit
While the total course duration is approximately 174 minutes, only the 90-minute webinar may qualify for CLE credit. CLE credit is awarded only for participation in the webinar, and credit eligibility may vary by state. We recommend verifying credit eligibility with your specific state bar or accrediting authority prior to enrollment.
As an intellectual property litigator, Mr. Suarez focuses his practice on patent, copyright, and trade secret trials and appeals before every level of the U.S. court system, including federal district courts, U.S. courts of appeals, the U.S. Supreme Court, the U.S. Patent Trial and Appeal Board, and other administrative tribunals. Aside from litigation, Mr. Suarez provides counseling at the intersection of IP and emerging technology. He has written and spoken extensively on topics at the intersection of the Internet of Things and AI, and helps his clients navigate the challenges and opportunities with those technologies. To that end, Mr. Suarez assists clients with developing their IP policies and procedures—including their efforts to balance patent, trade secret, and copyright protections in the context of AI and IoT technology.
Professor Grossman, J.D., Ph.D., is a Research Professor in the David R. Cheriton School of Computer Science at the University of Waterloo, an Adjunct Professor at Osgoode Hall Law School of York University, and an affiliate faculty member at the Vector Institute of Artificial Intelligence, all in Ontario, Canada. She also is Principal at Maura Grossman Law, an eDiscovery law and consulting firm in Buffalo, New York. Professor Grossman is most well known for her scholarly work on technology-assisted review (“TAR”), which has been widely cited in the case law, both in the U.S. and abroad. She is also known for her appointments as a special master and/or as an expert in multiple, high-profile federal and state court cases. In addition to her J.D. from the Georgetown University Law Center, Professor Grossman also holds M.A. and Ph.D. degrees in Psychology from the Derner Institute of Adelphi University.
Mr. Kahana is an experienced technology and IP lawyer, and also a Research Fellow at Stanford Law School. He counsel clients on a wide variety of matters related to intellectual property and cyber security and serves in a variety of cyber security thought-leadership roles. He works closely with the FBI, DOJ and colleagues from the private and academic sectors to promote and sustain cyber security best practices. At Stanford, he writes and lectures on the intersect between law and artificial intelligence. He has been interviewed on the BBC, KABC radio, Minnesota Public Radio, TheStreet.com and Stanford University Radio, KZSU FM.
Course Modules and Webinar Include:
- The LegalTech Landscape (14 min) In this module, you will learn about common categories of legal technology applications as they relate to typical workflows in any law firm. You will gain a basic understanding of the different outcomes each application is intended to achieve, as well as some example products within that category. You will also gain an appreciation of how the rise of generative AI has prompted those applications to change, for example by adding new capabilities or addressing new use cases.
- Working Securely With Digital Tools (11 min) This module will help you understand some of the most common challenges for lawyers working securely with client data and communications, and the types of technology tools available to help. Through reference to common functions of a modern lawyer, you will gain a deeper understanding of how you can work safely and productively in an increasingly digital world, all while meeting and exceeding client expectations.
- Generative AI Facts and Foundations (16 min) In this module we meet Nolan, a lawyer at a prominent law firm who is seeking to understand Generative AI tools and their applications for legal work. We'll accompany Nolan as he learns about some key concepts behind this technology, the differences between Generative AI and other types of AI systems, and how AI is currently being utilized in legal practice. Throughout the module, we'll demystify some of the associated technical jargon, offering a clear and straightforward understanding of what Generative AI signifies for today's law firms.
- Mastering Copilot for Law Firms (13 min) In this module, you will learn what Copilot from Microsoft is and how the desktop, embedded, and web-based versions differ. You will gain a basic understanding of the security and privacy aspects of working with Copilot. You will then examine a series of scenarios demonstrating ways in which Copilot can create efficiencies in common workflows, before considering how you might achieve similar or even better results.
- Webinar: AI and the Legal Industry: Ethical Issues, Privacy/Security Considerations, Best Practices for Using AI This CLE webinar will guide counsel on navigating the challenges when using AI in the practice of law. The panel will address ethical issues and privacy and security considerations. The panel will also offer best practices for ensuring compliance with ethical obligations and protecting confidential information.
I. Ethical challenges
A. Duty of competence
B. Duty of confidentiality
C. Duty of supervision
II. Privacy and security considerations
III. Best practices for ethical compliance and protection of confidential information
The panel will review these and other critical issues:
- What hurdles confront counsel in ensuring confidentiality of client information when using AI?
- What steps should counsel take to comply with the ethical obligations?
- What procedures should be in place to ensure supervision when using AI?
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