Program Chair and Speaker:
Brent J. Hoeft
State Bar of Wisconsin
Madison
Speakers:
Aaron W. Brooks
Brooks Law and Consulting, LLC
Naperville, IL
Timothy D. Edwards
Edward ESI LLC
Fitchburg
Fatima D. Pahlavan
Ogden Glazer + Schaefer
Madison
Sarah E. Peterson
State Bar of Wisconsin
Madison
Kris Turner
University of Wisconsin Law Library
Madison
8:30 AM AI in Legal Practice: An Overview of what’s here now and your ethical duties (CLE/EPR)
- Overview of how AI is currently used across legal practice, including research, drafting, discovery, and firm operations.
- Discussion of ethical and professional duties, competence, confidentiality, supervision, accuracy, and client communication implicated by AI tools.
- Insight into current trends in legal technology and how AI capabilities are evolving in practice.
- Practical risk‑mitigation strategies to ensure responsible AI use and establish the ethical framework for the rest of the program.
Brent Hoeft
9:45 AM Break
10:00 AM AI Beyond Client work - Business of Law Applications (LPM)
- Explore how AI is transforming internal firm functions such as marketing, client intake, knowledge management, staffing, workflows, and operations.
- Learn how firms are using AI to enhance decision‑making and operational efficiency behind the scenes.
Understand the risks of over‑automation and why responsible oversight remains essential.
- Identify practical strategies for leveraging AI to improve firm management while maintaining control and accountability.
Fatimeh D. Pahlavan
10:55 AM eDiscovery and the Future of Evidence in the Age of AI (CLE)
- Examine how AI-generated content and advanced analytics are reshaping evidence and discovery rules.
- Understand AI’s impact on document review, authenticity, spoliation, and emerging evidentiary challenges such as deepfakes and synthetic data.
- Gain insight into defensible eDiscovery practices and evolving judicial expectations.
- Learn strategies for questioning, preserving, and presenting AI‑influenced evidence in litigation.
Timothy D. Edwards
11:45 AM Lunch (on your own)
1:00 PM Best Practices for AI Implementation into your Firm (LPM)
- Explore firm‑level AI adoption requirements beyond software, including governance structures, policies, and boundaries.
- Learn best practices for vendor evaluation, data protection, staff training, and supervision when implementing AI tools.
- Understand how to introduce AI in ways that support attorneys’ work, safeguard client interests, and align with professional responsibilities.
- Leave with a practical framework for responsible, firm‑wide AI implementation.
Aaron W. Brooks
1:55 PM The Death of the Billable Hour? (LPM)
- Exploring alternative billing models in the age of AI
- Explore how AI-driven efficiency is reshaping traditional billing models and influencing how legal services are priced and delivered.
- Understand AI’s impact on time‑based billing, client expectations, and overall firm profitability.
- Discuss alternative fee arrangements, value‑based pricing, and the ethical considerations around transparency and fairness.
- Rethink how to capture and communicate value in an AI‑enhanced legal practice.
Brent J. Hoeft and Sarah E. Peterson
2:45 PM Break
3:00 PM AI in a Transactional Practice (CLE)
- Explore how AI is transforming transactional law, including contract drafting, review, and due diligence.
- Learn practical ways attorneys can use AI to streamline document‑heavy tasks while maintaining accuracy, judgment, and client value.
- Compare different AI tools that improve efficiency across contracts, corporate governance, and real estate transactions.
- Identify where human oversight remains essential and how to responsibly evaluate AI solutions for legal workflows.
Kris Turner
3:55 PM Panel Discussion - Pitfalls, Practical Safeguards, and What’s Next for AI in the Practice of Law (CLE)
- Hear real‑world lessons from practitioners on adopting AI in legal environments and where the technology is heading.
- Identify common mistakes, unexpected risks, and practical safeguards for responsible AI use today.
- Explore emerging trends, anticipated developments, and how AI is poised to reshape legal work, client expectations, and professional duties.
- Gain actionable steps and insights through concrete examples and audience Q&A, reinforcing key themes from the day and preparing attorneys for an AI‑enabled future.
Brent J. Hoeft (Moderator), Aaron Brooks, Tim D. Edwards, Fatimeh D. Pahlavan, Sarah E. Peterson, Kris Turner
4:45 PM Program Concludes
- Integrate AI into your work while protecting client interests and upholding your professional responsibilities
- Improve efficiency across routine tasks and document workflows
- Enhance firm operations with smarter technology and governance strategies
- Deliver greater value to clients in an AI-assisted legal market
- Understand how AI-generated content and analytics are impacting evidence and discovery
- Reassess pricing and billing policies as AI changes the economics of practice
- Stay ahead of technological shifts affecting the legal profession
- Lawyers
- Paralegals
- Legal administrators
Attend the in-person seminar for a special opportunity to meet and chat with presenters and fellow attendees at a complimentary networking luncheon sponsored by Wisconsin Lawyers Mutual Insurance Company.