WHO IT IS FOR
Workshop-style, not a lecture series.
Built for attorneys, administrators, and operations leaders who want to move on automation but will not put the firm at risk to do it. Each course is self-paced and ends with the worksheet filled in for your own practice.
You do not need to take them all. Start with the Two-Track Test, which is the foundation the rest build on.
A note on scope
These courses are thinking tools, not compliance guarantees, and they are not legal advice. Confirm the current rules in your jurisdiction with your own counsel before relying on any framework here.
The legal track does not carry SHRM recertification credit.
THE COURSES
Start where the friction is in your firm.
The Two-Track Test
Classify any process in your practice in about a minute. Track A, or Track B and the five duties that come with it.
The Five Duties in Plain English
Competence, confidentiality, supervision, fees, and candor, walked through the rules you already know.
Automated Intake and Conflict Checks
The safest place to start and the fastest hours back. Build it so it never touches generative AI.
Document Assembly Without the Risk
Template merge and clause libraries are pure automation. Generative drafting is a different animal. Know which you are running.
Time Capture and Clean Billing
The hours you lose leak away in the admin between matters. Close the gap between the work and the bill.
Confidentiality by Design
Vet a vendor’s data practices, spot training-on-your-data risk before it reaches client files, set controls that hold up.
Supervising the Machine
When the tool errs, you own the output. The sanctions cases share one pattern, and it is supervision, not software.