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2025-05-22 11:00:00

Cloud vs. on-premises legal document drafting solutions: security, cost, AI integration, and practical guidance for modern law firms.

2025-05-22 11:00:00

Cloud vs. on-premises legal document drafting solutions: security, cost, AI integration, and practical guidance for modern law firms.

2025-05-22 11:00:00

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Trusted by Legal Professionals

1000+

Live stream programs

24/7

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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

10,000+

Trusted by Legal Professionals

Course Overview

Leveraging Cloud Solutions for Legal Document Drafting

Participants will learn to evaluate and implement cloud-based document drafting solutions while maintaining security and compliance. These skills enable firms to enhance collaboration, reduce costs, and access cutting-edge AI capabilities.

Technology Fundamentals

Compare on-premises and cloud-based system architectures.

Vendor Evaluation

Assess security, compliance, and cost transparency criteria.

Client Communication

Explain data handling and governance practices effectively.

Future Innovation

Access generative AI through cloud infrastructure deployment.

Course Overview

Leveraging Cloud Solutions for Legal Document Drafting

Participants will learn to evaluate and implement cloud-based document drafting solutions while maintaining security and compliance. These skills enable firms to enhance collaboration, reduce costs, and access cutting-edge AI capabilities.

Technology Fundamentals

Compare on-premises and cloud-based system architectures.

Vendor Evaluation

Assess security, compliance, and cost transparency criteria.

Client Communication

Explain data handling and governance practices effectively.

Future Innovation

Access generative AI through cloud infrastructure deployment.

Why Attend

Why this 
program matters

Understanding cloud-based document drafting solutions is essential for legal practitioners to meet ethical technology competency requirements, enhance client service, and maintain competitive advantage in an increasingly digital profession.
75%
Of attorneys now use cloud computing for work-related tasks, up from 69% in 2023.
42
States plus D.C. and Puerto Rico have formally adopted the ABA technology competency requirement for lawyers.
68%
Of legal document automation implementations are now cloud-based solutions.
82%
Time savings reported by lawyers using document automation for routine legal drafting tasks.

Agenda

Session 1

Automating Legal Document Drafting for Modern Practice

Session 2

On-Premises vs Cloud Solutions for Legal Technology

Session 3

Strategic Considerations for Cloud Migration Success

Session 4

Overcoming Cloud Security and Privacy Challenges

Session 5

Future Legal Tech Trends and Generative AI

clock 11:00 am - 11:10 am EST

Automating Legal Document Drafting for Modern Practice

Bob Ambrogi

Above the Law

Sherry Kappel

Litera

Pasquale Colella

Litera

Matthew Roberts

Litera

Beth Kowalczyk

Litera

This session explores why document automation is essential for legal professionals, examining how Microsoft Word’s universal design creates challenges that require specialized legal tools. Attendees will learn about lawyers’ ethical obligations under ABA technology competency rules and how staying current with document technology serves client interests.

Bob Ambrogi

Above the Law

Sherry Kappel

Litera

Pasquale Colella

Litera

Matthew Roberts

Litera

Beth Kowalczyk

Litera

clock 11:10 am - 11:30 am EST

On-Premises vs Cloud Solutions for Legal Technology

Bob Ambrogi

Above the Law

Sherry Kappel

Litera

Pasquale Colella

Litera

Matthew Roberts

Litera

Beth Kowalczyk

Litera

A comprehensive comparison of on-premises and cloud-based software systems, covering deployment, security, cost structures, and scalability considerations. Participants will discover how cloud capabilities enable device-agnostic access, enhanced collaboration, and hybrid approaches that reduce the productivity-draining toggle tax.

Bob Ambrogi

Above the Law

Sherry Kappel

Litera

Pasquale Colella

Litera

Matthew Roberts

Litera

Beth Kowalczyk

Litera

clock 11:30 am - 11:40 am EST

Strategic Considerations for Cloud Migration Success

Bob Ambrogi

Above the Law

Sherry Kappel

Litera

Pasquale Colella

Litera

Matthew Roberts

Litera

Beth Kowalczyk

Litera

This session covers critical vendor selection criteria including security standards, data privacy compliance, backup procedures, and SLA requirements. Attendees will learn key questions to ask about cost transparency, training support, and integration with existing case management and billing systems.

Bob Ambrogi

Above the Law

Sherry Kappel

Litera

Pasquale Colella

Litera

Matthew Roberts

Litera

Beth Kowalczyk

Litera

clock 11:40 am - 11:50 am EST

Overcoming Cloud Security and Privacy Challenges

Bob Ambrogi

Above the Law

Sherry Kappel

Litera

Pasquale Colella

Litera

Matthew Roberts

Litera

Beth Kowalczyk

Litera

Addressing common misconceptions about cloud security, data control, and system integration that often delay adoption decisions. The session provides best practices for client communication during cloud transitions and outlines employee training obligations for protecting confidentiality.

Bob Ambrogi

Above the Law

Sherry Kappel

Litera

Pasquale Colella

Litera

Matthew Roberts

Litera

Beth Kowalczyk

Litera

clock 11:50 am - 12:00 pm EST

Future Legal Tech Trends and Generative AI

Bob Ambrogi

Above the Law

Sherry Kappel

Litera

Pasquale Colella

Litera

Matthew Roberts

Litera

Beth Kowalczyk

Litera

Exploring how cloud delivery accelerates innovation with continuous updates, bug fixes, and new feature deployment. This forward-looking session explains why generative AI capabilities require cloud infrastructure and how cloud adoption future-proofs firms for emerging legal technology advancements.

Bob Ambrogi

Above the Law

Sherry Kappel

Litera

Pasquale Colella

Litera

Matthew Roberts

Litera

Beth Kowalczyk

Litera

01 05
Prev
Next

Key topics that will be covered

What will you learn

Attorneys will learn the critical differences between on-premises and cloud-based software systems for legal document drafting and how to leverage each approach.

What will you gain

Attorneys will gain practical guidance on enhancing workflows, addressing cloud misconceptions, and understanding future trends including generative AI integration.

Document Technology
Microsoft Word must be supplemented with tools supporting specific legal drafting needs.
Cloud Computing
Cloud solutions offer device-agnostic access, enhanced collaboration, and mobile functionality for legal teams.
Vendor Selection
Evaluate security, data privacy, backup recovery, uptime guarantees, and cost transparency.
Cloud Misconceptions
Cloud providers invest heavily in enterprise-wide security exceeding many on-premises implementations.
Professional Responsibility
ABA technology competency rules adopted by 41 states require lawyers understand technology.
AI Integration
Generative AI technologies are typically only available through cloud infrastructure adoption.

What will you learn

Attorneys will learn the critical differences between on-premises and cloud-based software systems for legal document drafting and how to leverage each approach.

What will you gain

Attorneys will gain practical guidance on enhancing workflows, addressing cloud misconceptions, and understanding future trends including generative AI integration.

Plans

Proven CLE solutions for every legal professional

Access type Individual Purchase Basic Premium Most Popular Corporate CLE Plan
Price
$95 – $245
Price varies based
on the course duration
of 1 to 3+ hours
$395/year
One-time purchase
Custom
based on firm size
Access type Pay per class Unlimited annual access Unlimited access for all firm members
Number of Available Webinars 1 1,000+ 1,000+
Number of New Webinars Added Yearly Limited 500+ 500+
Earn "Live" CLE credit Included Included Included
Ability to Ask Questions During
the Presentation via a Chat Box
Included Included Included
Attend "Live" Re-Broadcasts Included Included Included
Exclusive Partner Webinars & Events Included Included
Special credits (Ethics, Elimination
of Bias, etc.)
Included Included
Instant Certificates After Completion Included Included
Personalized CLE Platform Included Included
Live Conferences Included
Bootcamps Included
Individual Purchase
Basic
Premium
Corporate CLE Plan
$95 – $245
Price varies based
on the course duration
of 1 to 3+ hours
Access type Pay per
class
Number of Available Webinars 1
Number of New Webinars Added Yearly Limited
Earn "Live" CLE credit Included
Ability to Ask Questions During
the Presentation via a Chat Box
Included
Attend "Live" Re-Broadcasts Included
Exclusive Partner Webinars & Events
Special credits (Ethics, Elimination
of Bias, etc.)
Instant Certificates After Completion
Personalized CLE Platform
Live Conferences
Bootcamps

speakers

Joe Ervin

The Law Firm for Truck Safety, LLP
A Partner at The Law Firm for Truck Safety. He focuses exclusively on cases involving commercial motor vehicle crashes and wrongful death. Joe also holds a valid class “A” commercial driver’s license with endorsements for double/triple trailers and tankers.

Education & Credentials

A 2013 graduate of the Gerry Spence Trial Lawyers College in Dubois, Wyoming, Joe is rated AV Preeminent™ by Martindale-Hubbell — the highest peer rating for exceptional legal ability and ethics. He is among the first nine attorneys nationwide to earn board certification in Truck Accident Law from the National Board of Trial Advocacy.

Recognition & Leadership

Joe received the Roadway Safety Award from the American Association for Justice (AAJ) for his commitment to improving highway safety.
 He currently serves as Co-Chair of the Academy of Truck Accident Attorneys (ATAA) Safety Committee, advocating for higher safety standards across the trucking industry.

Professional Involvement

Joe serves on the faculty of the AAJ Advanced Trial Advocacy College: Litigating Truck Collision Cases (2015 & 2024).
 He is an active member of AAJ’s Trucking Litigation Group and sits on the Board of Regents for the Academy of Truck Accident Attorneys.

Experience

Joe frequently consults and co-counsels on complex commercial truck cases. His proven track record includes numerous successful trials against motor carriers and truck leasing companies — delivering justice for victims of commercial vehicle accidents.

Kevin Foley

Reminger Co
A Partner at The Law Firm for Truck Safety. He focuses exclusively on cases involving commercial motor vehicle crashes and wrongful death. Joe also holds a valid class “A” commercial driver’s license with endorsements for double/triple trailers and tankers.

Education & Credentials

A 2013 graduate of the Gerry Spence Trial Lawyers College in Dubois, Wyoming, Joe is rated AV Preeminent™ by Martindale-Hubbell — the highest peer rating for exceptional legal ability and ethics. He is among the first nine attorneys nationwide to earn board certification in Truck Accident Law from the National Board of Trial Advocacy.

Recognition & Leadership

Joe received the Roadway Safety Award from the American Association for Justice (AAJ) for his commitment to improving highway safety.
 He currently serves as Co-Chair of the Academy of Truck Accident Attorneys (ATAA) Safety Committee, advocating for higher safety standards across the trucking industry.

Professional Involvement

Joe serves on the faculty of the AAJ Advanced Trial Advocacy College: Litigating Truck Collision Cases (2015 & 2024).
 He is an active member of AAJ’s Trucking Litigation Group and sits on the Board of Regents for the Academy of Truck Accident Attorneys.

Experience

Joe frequently consults and co-counsels on complex commercial truck cases. His proven track record includes numerous successful trials against motor carriers and truck leasing companies — delivering justice for victims of commercial vehicle accidents.

Grant H. Lawson

The Law Firm for Truck Safety, LLP
A Partner at The Law Firm for Truck Safety. He focuses exclusively on cases involving commercial motor vehicle crashes and wrongful death. Joe also holds a valid class “A” commercial driver’s license with endorsements for double/triple trailers and tankers.

Education & Credentials

A 2013 graduate of the Gerry Spence Trial Lawyers College in Dubois, Wyoming, Joe is rated AV Preeminent™ by Martindale-Hubbell — the highest peer rating for exceptional legal ability and ethics. He is among the first nine attorneys nationwide to earn board certification in Truck Accident Law from the National Board of Trial Advocacy.

Recognition & Leadership

Joe received the Roadway Safety Award from the American Association for Justice (AAJ) for his commitment to improving highway safety.
 He currently serves as Co-Chair of the Academy of Truck Accident Attorneys (ATAA) Safety Committee, advocating for higher safety standards across the trucking industry.

Professional Involvement

Joe serves on the faculty of the AAJ Advanced Trial Advocacy College: Litigating Truck Collision Cases (2015 & 2024).
 He is an active member of AAJ’s Trucking Litigation Group and sits on the Board of Regents for the Academy of Truck Accident Attorneys.

Experience

Joe frequently consults and co-counsels on complex commercial truck cases. His proven track record includes numerous successful trials against motor carriers and truck leasing companies — delivering justice for victims of commercial vehicle accidents.

Bob Ambrogi

Above the Law

Sherry Kappel

Litera

Pasquale Colella

Litera

Matthew Roberts

Litera

Beth Kowalczyk

Litera

Bob Ambrogi

Above the Law

Bob is a lawyer and journalist who has been writing and speaking about legal technology and innovation for more than two decades.

Recognition & Leadership

He writes the award winning blog LawSites, is a columnist for Above the Law, hosts the podcast about legal innovation LawNext, and hosts the weekly legal tech journalists' roundtable Legaltech Week.

Experience

Bob has been writing and speaking about legal technology and innovation for more than two decades. He is also co-founder of the LawNext Legal Technology Directory.

Bob Ambrogi

Above the Law

Bob is a lawyer and journalist who has been writing and speaking about legal technology and innovation for more than two decades.

Recognition & Leadership

He writes the award winning blog LawSites, is a columnist for Above the Law, hosts the podcast about legal innovation LawNext, and hosts the weekly legal tech journalists' roundtable Legaltech Week.

Experience

Bob has been writing and speaking about legal technology and innovation for more than two decades. He is also co-founder of the LawNext Legal Technology Directory.

Sherry Kappel

Litera

Sherry Kappel is Director of Client Value and Innovation at Litera with over 40 years of experience in innovation, design, development and transformation around drafting technologies with a focus on Microsoft 365 applications.

Recognition & Leadership

Recognized by ILTA as Innovative Thought Leader in 2017 and Innovative Consultant of the Year in 2014.

Experience

40+ years' experience in the innovation, design, development and transformation around drafting technologies. Has written, spoken and consulted widely to address the needs, goals and strategies of document-intensive businesses.

Pasquale Colella

Litera

Pasquale Colella is Vice President of Global SaaS Operations at Litera, a seasoned IT leader with expertise in strategy, infrastructure, knowledge management, and M&A operations.

Experience

Over 20 years of experience driving innovation in IT and SaaS operations. His expertise spans strategy, infrastructure, knowledge management, M&A, and more. Leverages deep industry knowledge to ensure Litera's technology delivers efficiency, security, and long-term stability for the legal profession.

Matthew Roberts

Litera

Matthew Roberts is Senior Product Manager at Litera with comprehensive understanding of the challenges faced by legal professionals, specializing in Product Management to improve the lives of lawyers.

Experience

17 years of experience in the legal tech space, working closely with firms of all sizes. Has undertaken a variety of roles including providing technical support and guiding clients through the implementation of solutions.

Beth Kowalczyk

Litera

Beth Kowalczyk is Product Manager at Litera, leading the product innovation and development of the Check suite of Drafting products with comprehensive understanding of product development and complex user needs.

Experience

Over the past three years, successfully guided the transformation of Check suite products from traditional on-premise desktop solutions into the new cloud-based SaaS platform Litera One. Career encompasses a diverse range of operations and product roles.

Explore Our Featured Programs

Tax strategies for self-employed attorneys covering deductions, S corp structures, and retirement planning to maximize savings legally.

March 27, 2026

3 Hours Program

MCLE Credits

Being an attorney is hard enough without the bookkeeping/IOLTA nonsense. Ready to keep more of what you earn? Whether you’re launching a new law practice or been in your own practice for forty years, this program is your roadmap to slashing your tax bill and building real wealth. Want to write off that second home, or discover how to deduct your vacation? In this dynamic, eye-opening session, civil and criminal tax controversy attorney Eric Green will walk you through often-overlooked strategies to dramatically cut taxes, increase deductions, and protect your law practice from IRS audit adjustments. You’ll walk away armed with actionable insights you can put to work immediately and easily earn back 8-10X what you invested in this seminar!
The program will cover not just how to deduct these expenses but what documentation you need to maintain to make sure you are audit proof if Uncle Sam comes calling!

In this new expanded webinar, Eric and Leighanne will review other benefits like converting your practice to an S Corporation, retirement planning and discuss apps that can help tie all this together and make your record keeping a breeze!

Who Should Attend:

  • Self-Employed Attorneys in a partnership
  • Solo Attorneys running their own firm
  • Any attorney considering opening their own firm

Don’t miss this opportunity to transform the way you think about taxes—and take home the tools you need to save thousands year after year.

Key topics to be discussed:

  • How running a home-based business can open the door to massive deductions
  • The secrets to deducting meals, vacations, and even your kids’ college tuition—legally
  • Audit-proof your tax return and ensure your business isn’t labeled a “hobby” by the IRS
  • How to choose the best business entity (and where to set it up) to maximize tax advantages
  • Why a Subchapter S Corporation could be the golden ticket to saving thousands
  • Unlock the power of home office deductions and car write-offs without triggering red flags
  • How to safely write off a second home and maximize real estate tax savings that most people miss
  • Strategies for supercharging your fringe benefits and saving up to 40% on taxes by turbocharging your retirement savings
  • Critical Apps that can make tracking auto miles and expenses a breeze!

Date / Time: December 31, 2025

  • 1:00 pm – 4:20 pm Eastern
  • 12:00 pm – 3:20 pm Central
  • 11:00 am – 2:20 pm Mountain
  • 10:00 am – 1:20 pm Pacific

Closed-captioning available

2026-03-27 13:00:00

Learn generative AI fundamentals and build custom GPTs to automate legal workflows—no coding required.

October 30, 2025

2 Hours Program

MCLE Credits

This program begins with the foundations of generative AI, introducing large language models and transformer architecture, then moves into practical applications for legal professionals. Participants will learn how to design and deploy custom GPTs in OpenAI and build agent-based automations in Microsoft Copilot, both of which enable legal teams to streamline repetitive work across transactional matters, litigation management, and broader legal operations. The program also highlights how to use OpenAI projects and Microsoft’s integrated tools to scale and organize AI-driven efficiencies across the legal function.

Key topics to be discussed:

  • Foundations of generative AI
  • Custom GPTs & Copilot agents
  • Scaling with projects & platforms

Date / Time: December 19, 2025

  • 2:00 pm – 4:10 pm Eastern
  • 1:00 pm – 3:10 pm Central
  • 12:00 pm – 2:10 pm Mountain
  • 11:00 am – 1:10 pm Pacific

Closed-captioning available

2025-10-30 14:00:00

Comprehensive guide to revocable and irrevocable trusts covering structure, tax implications, Medicaid planning, and practical administration strategies for estate planners.

March 30, 2026

2 Hours Program

MCLE Credits

Session I – Considerations: Revocable vs. Irrevocable – Georgia Bender

In this session, attorney Georgia Bender will present a brief analysis of the structures and considerations involved in revocable and irrevocable trusts and when each type of trust may be appropriate. Next, Ms. Bender will go into a broad discussion of revocable trusts and the advantages they bring in flexibility of administration, probate avoidance, and estate tax planning. She’ll then review who might be an ideal candidate for this type of trust.

Key topics to be discussed:

  • Revocable vs. irrevocable
    • Flexibility
    • Tax treatment
    • Asset protection
    • Life circumstances
  • Revocable trusts
    • Joint vs. his & hers
    • Income taxes
    • Estate taxes
    • Ideal candidates

Session II – Irrevocable Trusts and Trust Administration – Joseph Donohue

In this session, Attorney Joseph Donohue will review four common types of irrevocable trusts and the contexts in which they are best used. Next, Mr. Donohue will offer some helpful drafting tips for trusts. Lastly, he will dive into topics surrounding trust administration from tax reporting to key phases, avoiding trust contests, and drafting documents to protect your fiduciary clients.

Key topics to be discussed:

  • Common types of irrevocable trusts
    • Medicaid asset protection
    • Spousal lifetime access
    • Irrevocable life insurance
    • Special needs
    • Drafting tips
  • Trust administration
    • Separate EIN needs
    • 4 key phases of trust administration
    • Avoiding trust contests
    • Protecting your fiduciary

Date / Time: December 11, 2025

  • 1:00 pm – 3:10 pm Eastern
  • 12:00 pm – 2:10 pm Central
  • 11:00 am – 1:10 pm Mountain
  • 10:00 am – 12:10 pm Pacific

Closed-captioning available

2026-03-30 14:00:00

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Yes — myLawCLE is an officially accredited CLE provider and seeks CLE approval in all 50 states. Our live webinars, on-demand programs, and replays meet or exceed state bar requirements, ensuring your CLE credits are fully recognized wherever you practice.

Yes — after completing the CLE webinar, attendees select their state for CLE credit and fill out an online evaluation form. Once submitted, a CLE certificate is emailed to them and uploaded to their dashboard.

Yes — myLawCLE develops CLE programs meeting all required CLE types, including mental health, ethics, professionalism, technology, substance abuse, and elimination of bias.

myLawCLE maintains all CLE programs in its library for 12 months following the original broadcast date. Attendees can access any program that remains available in the system during this period.

Yes — all of myLawCLE’s programs are originally broadcast live, with a chat box available for attendees to submit questions during the webinar. Additionally, replays and on-demand versions offer email correspondence with the presenters for any follow-up questions.

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Join live events with top attorneys and real-world case insights.
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Attend expert-led sessions in real time and earn accredited CLE credit from anywhere.
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Deep-dive training programs designed to build advanced, practical legal skills fast.
Expanding practice
Expand your expertise and grow your client reach with new practice areas.
Live conferences
Join live events with top attorneys and real-world case insights.
Live webinars
Attend expert-led sessions in real time and earn accredited CLE credit from anywhere.
Legal Bootcamps
Deep-dive training programs designed to build advanced, practical legal skills fast.

MCLE Credits

Alabama
Pending
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Approved
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Approved
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Approved
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Approved
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Pending
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Approved
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Pending
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No Required
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Approved
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Approved
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No Required
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No Required
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Approved
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Pending
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Approved
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Approved
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Approved
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Approved
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Approved
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Virginia
Not Eligible
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Approved
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Pending
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Approved
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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