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The AI-Powered Paralegal: Practical Tools, Smart Prompts, and Real-World Workflow Transformation

AI tools and prompting strategies to streamline paralegal workflows while maintaining compliance and ethical standards.

2025-11-21 12:00:00

Program Details

2025-11-21 12:00:00

Program Details

2025-11-21 12:00:00

Over 1,000+ webinars

2025-11-21 12:00:00

Course Overview

AI-Powered Paralegal Workflow Transformation

2025-11-21 12:00:00

Participants will learn practical AI prompting techniques and workflow optimization strategies for legal work. These skills enable paralegals to enhance efficiency while maintaining ethical compliance standards.

Format

CLE Credit

2h CLE Credits

Level

Intermediate

Length

2

Key topics that will be covered

01
AI Tools
Overview of ChatGPT, Gemini, and Notebook LLM modes for legal work.
02
Prompting Framework
The TCREI method: Task, Context, References, Evaluate, and Iterate for results.
03
Public vs. Internal
When to use public AI versus secure in-house systems for confidential work.
04
Compliance
Best practices for verifying AI outputs and maintaining client confidentiality standards.
05
Workflow Optimization
Transform routine tasks into automated processes using master prompts and templates.
06
Firm Adoption
Strategic implementation approaches and overcoming cultural resistance to AI tools.

Program schedule

clock 12:00 pm - 1:00 pm EST

Leveraging AI Tools in Your Daily Legal Practice

This session explores practical GenAI tools including ChatGPT, Google Gemini, and Notebook LLM that paralegals can integrate into their daily workflows. Participants will learn the TCREI prompting framework (Task, Context, References, Evaluate, Iterate) and see real-world examples of AI-assisted legal research, document translation, and SOP creation while understanding when to use public versus in-house AI systems.

Marisa RuaMarisa Rua
Jasmine LoJasmine Lo
clock 1:10 pm - 2:10 pm EST

AI-Powered Paralegals: Becoming Strategic Process Optimizers

This session examines how the paralegal role has evolved from manual document preparation to technology-enhanced strategic work, driven by client demands for faster communication and efficiency. Attendees will learn to identify time-consuming routine tasks, build master prompts for workflow automation, and implement firm-wide AI adoption strategies while addressing compliance concerns and preventing burnout.

Marisa RuaMarisa Rua
Jasmine LoJasmine Lo
Marisa Rua

Marisa Rua

Best Era Consultancy

Jasmine Lo

Jasmine Lo

Dana-Farber Cancer Institute, Inc

Marisa Rua

Marisa Rua

Best Era Consultancy

Marisa Rua is a seasoned paralegal and legal professional dedicated to elevating standards within the legal field through training, leadership, and innovation. With a strong background as a Lead Paralegal Trainer, she has developed and delivered comprehensive onboarding programs designed to equip legal teams with the skills and knowledge needed for immediate success. She is deeply committed to supporting paralegals and case managers, recognizing their essential role in high-functioning legal teams. In her current work with Best Era and as Co-Founder of Para Era, she focuses on advancing professional development while integrating emerging technologies, including AI, into legal training. Her forward-thinking approach emphasizes practical growth, performance, and leadership within modern legal environments.

Education & Credentials

Marisa Rua’s credentials are rooted in her extensive professional experience as a paralegal and Lead Paralegal Trainer, where she has specialized in developing onboarding and training programs for legal teams. Her expertise includes staying current with emerging legal technologies, particularly artificial intelligence tools relevant to legal practice.

Recognition & Leadership

Marisa Rua has demonstrated leadership as a Lead Paralegal Trainer and as Co-Founder of Para Era, where she has built programs that support the professional growth of paralegals and case managers. Her leadership is reflected in her ability to design impactful training systems and her commitment to advancing the role of paralegals within the legal industry.

Professional Involvement

Marisa Rua is actively involved in training and mentoring paralegals and legal staff, focusing on onboarding, continuing education, and the integration of new technologies into legal workflows. She remains engaged with evolving trends in the legal field, particularly artificial intelligence, to ensure that legal teams are equipped with modern tools and best practices.

Experience

Marisa Rua’s experience includes serving as a Lead Paralegal Trainer, where she designed and implemented onboarding programs that prepare legal teams for success from their first day. Her work now includes supporting paralegals and case managers through her roles at Best Era and Para Era, where she develops ongoing training initiatives and introduces legal professionals to emerging AI tools. Her hands-on approach to learning and development, combined with her focus on innovation, enables her to help legal teams improve performance, adapt to new technologies, and strengthen overall effectiveness.
Jasmine Lo

Jasmine Lo

Dana-Farber Cancer Institute, Inc

Jasmine Lo is the Lead Intellectual Property Paralegal at Dana-Farber Cancer Institute with 8+ years in IP, overseeing a large global IP asset portfolio and driving metrics-led IP operations, SOPs, vendor management, and workflow automation.

Education & Credentials

Currently pursuing a part-time MBA at Babson College, concentrating in Business Analytics and Machine Learning.

Professional Involvement

Passionate about applying AI-enabled operations while being an advocate for responsible AI usage.

Experience

8+ years in IP, manages a team of four, oversees a large global IP asset portfolio, drives metrics-led IP operations, SOPs, vendor management, and workflow automation to improve speed, quality, and cost.
Marisa Rua

Marisa Rua

Best Era Consultancy

Marisa Rua is a seasoned paralegal and legal professional dedicated to elevating standards within the legal field through training, leadership, and innovation. With a strong background as a Lead Paralegal Trainer, she has developed and delivered comprehensive onboarding programs designed to equip legal teams with the skills and knowledge needed for immediate success. She is deeply committed to supporting paralegals and case managers, recognizing their essential role in high-functioning legal teams. In her current work with Best Era and as Co-Founder of Para Era, she focuses on advancing professional development while integrating emerging technologies, including AI, into legal training. Her forward-thinking approach emphasizes practical growth, performance, and leadership within modern legal environments.

Education & Credentials

Marisa Rua’s credentials are rooted in her extensive professional experience as a paralegal and Lead Paralegal Trainer, where she has specialized in developing onboarding and training programs for legal teams. Her expertise includes staying current with emerging legal technologies, particularly artificial intelligence tools relevant to legal practice.

Recognition & Leadership

Marisa Rua has demonstrated leadership as a Lead Paralegal Trainer and as Co-Founder of Para Era, where she has built programs that support the professional growth of paralegals and case managers. Her leadership is reflected in her ability to design impactful training systems and her commitment to advancing the role of paralegals within the legal industry.

Professional Involvement

Marisa Rua is actively involved in training and mentoring paralegals and legal staff, focusing on onboarding, continuing education, and the integration of new technologies into legal workflows. She remains engaged with evolving trends in the legal field, particularly artificial intelligence, to ensure that legal teams are equipped with modern tools and best practices.

Experience

Marisa Rua’s experience includes serving as a Lead Paralegal Trainer, where she designed and implemented onboarding programs that prepare legal teams for success from their first day. Her work now includes supporting paralegals and case managers through her roles at Best Era and Para Era, where she develops ongoing training initiatives and introduces legal professionals to emerging AI tools. Her hands-on approach to learning and development, combined with her focus on innovation, enables her to help legal teams improve performance, adapt to new technologies, and strengthen overall effectiveness.
Jasmine Lo

Jasmine Lo

Dana-Farber Cancer Institute, Inc

Jasmine Lo is the Lead Intellectual Property Paralegal at Dana-Farber Cancer Institute with 8+ years in IP, overseeing a large global IP asset portfolio and driving metrics-led IP operations, SOPs, vendor management, and workflow automation.

Education & Credentials

Currently pursuing a part-time MBA at Babson College, concentrating in Business Analytics and Machine Learning.

Professional Involvement

Passionate about applying AI-enabled operations while being an advocate for responsible AI usage.

Experience

8+ years in IP, manages a team of four, oversees a large global IP asset portfolio, drives metrics-led IP operations, SOPs, vendor management, and workflow automation to improve speed, quality, and cost.

Credits by state

AK2.0
AL2.0
AR2.0
AZ2.0
CA2.0
CO2.0
CT2.0
DC
DE2.0
FL2.0
GA2.0
HI2.0
IA2.0
ID2.0
IL2.0
IN2.0
KS2.0
KY2.0
LA2.0
MA2.0
MD2.0
ME2.0
MI2.0
MN2.0
MO2.4
MS2.0
MT2.0
NC2.0
ND2.0
NE2.0
NH120.0
NJ2.0
NM2.0
NV2.0
NY2.0
OH2.0
OK2.0
OR2.0
PA2.0
RI2.5
SC2.0
SD2.0
TN2.0
TX2.0
UT2.0
VA2.0
VT2.0
WA2.0
WV2.4
WY2.0

1000+

Live stream programs

24/7

Access to live webinars & recordings

70,000+

Trusted by Legal Professionals

1000+

Live stream programs

24/7

Access to live webinars & recordings

70,000+

Trusted by Legal Professionals

1000+

Live stream programs

24/7

Access to live webinars & recordings

10,000+

Trusted by Legal Professionals

1000+

Live stream programs

24/7

Access to live webinars & recordings

70,000+

Trusted by Legal Professionals

MCLE Credits

Alabama
Approved
Alaska
Approved
Arizona
Approved
Arkansas
Approved
California
Approved
Colorado
Pending
Connecticut
Approved
Delaware
Pending
District of Columbia
No Required
Florida
Approved
Georgia
Approved
Hawaii
Approved
Idaho
Pending
Illinois
Approved
Indiana
Pending
Iowa
Pending
Kansas
Pending
Kentucky
Pending
Louisiana
Pending
Maine
Pending
Maryland
No Required
Massachusetts
No Required
Michigan
No Required
Minnesota
Approved
Mississippi
Pending
Missouri
Approved
Montana
Pending
Nebraska
Pending
Nevada
Pending
New Hampshire
Approved
New Jersey
Approved
New Mexico
Approved
New York
Approved
North Carolina
Pending
North Dakota
Approved
Ohio
Approved
Oklahoma
Approved
Oregon
Pending
Pennsylvania
Approved
Rhode Island
Pending
South Carolina
Pending
South Dakota
No Required
Tennessee
Approved
Texas
Approved
Utah
Pending
Vermont
Approved
Virginia
Not Eligible
Washington
Approved
West Virginia
Pending
Wyoming
Pending

Alabama

Requirements

The Alabama State Bar MCLE Commission requires attorneys to complete 12 credits, including 1 ethics, by December 31 of each year. All credits must be reported by February 15 of the following year. A maximum of 12 credits, including 1 ethics credit, may be carried over for 1 year only.  

Formats

  • Attorneys can earn unlimited “live” credit through live seminars, live webcasts, and co-sponsored locations with MyLAWCLE-Alabama approved programs
  • Attorneys are limited to 6 credits per compliance period of “online” programs through MyLAwCLE On-Demand programs