Program Details
2026-11-16 14:30:00
Over 1,000+ webinars
Course Overview
2026-11-16 14:30:00
2h CLE Credits
Intermediate
2
2:30 pm - 3:30 pm ESTThis practical session explores how deal counsel on technology, video game, and venture-backed company exits, and on private equity acquisitions of those companies, can use AI tools to review purchase agreements and support other stages of an M&A transaction while retaining responsibility for legal judgment and final work product. Using a purchase agreement review as the central example, we will cover setting review instructions, checking AI-generated markups and issues lists, and identifying departures from the deal’s agreed terms and negotiating positions. We will also discuss applications in ancillary documents (such as NDAs), diligence, disclosure schedules and closing coordination. The session concludes with how to build an escalation matrix that defines which issues a reviewer can resolve, which require specialist or supervising lawyer review, and which require client approval before proceeding.
Caitlin M. Velasco 3:40 pm - 4:40 pm ESTArtificial intelligence can identify issues, summarize agreements, generate diligence reports, and even propose transaction-document markups in a fraction of the time historically required by deal teams. Yet AI-generated work product is never the deliverable. The deliverable remains the lawyer’s verified analysis and professional judgment.
This session examines what transactional counsel should do between receiving AI-generated work product and delivering advice to a client, circulating an issues list, negotiating agreement language, or relying on the analysis in connection with a transaction. The program focuses on the practical verification process that transforms machine-generated outputs into client-ready legal work product, including source validation, coverage verification, testing assumptions and omissions, materiality assessment, consequence analysis, and creation of a defensible review record.
Rather than concentrating on extreme examples of hallucinations or generic discussions of AI ethics, the presentation explores the more difficult and increasingly common challenge of professionally plausible AI-generated analysis that appears correct but contains hidden assumptions, omitted context, unsupported conclusions, incomplete coverage, or subtle drafting errors capable of affecting negotiations, risk allocation, diligence conclusions, and transaction outcomes.
Drawing on real-world experience using AI-assisted tools in M&A transactions, the session will discuss practical verification frameworks, recurring failure modes, lessons learned from actual deal workflows, and the evolving role of lawyer judgment as the final quality-control layer before AI-assisted work product reaches a client or counterparty.
Steven E. BartzSteven E. Bartz is a Shareholder at Greenberg Traurig, LLP in Dallas, where his practice centers on private equity transactions, including M&A, joint ventures and strategic alliances, private placements and fund formations. He advises private equity sponsors, portfolio companies, and strategic buyers and sellers on the acquisitions, investments and divestitures at the core of their strategic initiatives, and he serves on the American Bar Association’s Artificial Intelligence and Robotics Committee within the Section of Science & Technology Law.
Caitlin M. Velasco is a Partner in the Corporate group at K&L Gates LLP in Seattle, where her practice concentrates on mergers and acquisitions, emerging growth and venture capital, and private equity transactions, with an industry focus on technology and on video games and immersive technology. She represents startup and emerging growth companies from formation through financing to exit, and her clients include private equity, technology, energy and manufacturing businesses.
Steven E. Bartz is a Shareholder at Greenberg Traurig, LLP in Dallas, where his practice centers on private equity transactions, including M&A, joint ventures and strategic alliances, private placements and fund formations. He advises private equity sponsors, portfolio companies, and strategic buyers and sellers on the acquisitions, investments and divestitures at the core of their strategic initiatives, and he serves on the American Bar Association’s Artificial Intelligence and Robotics Committee within the Section of Science & Technology Law.
Caitlin M. Velasco is a Partner in the Corporate group at K&L Gates LLP in Seattle, where her practice concentrates on mergers and acquisitions, emerging growth and venture capital, and private equity transactions, with an industry focus on technology and on video games and immersive technology. She represents startup and emerging growth companies from formation through financing to exit, and her clients include private equity, technology, energy and manufacturing businesses.
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.
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