Arrival, breakfast, laptop setup
No CLE credit. Get settled, confirm access, and open the working files.
Continuing Legal Education Workshop
Rules of Engagement: From Regulatory Compliance to Competitive Advantage
A hands-on legal AI lab for attorneys who need usable workflows, professional guardrails, and a workbook they can keep using after the program ends.
Not a vendor pitch. Not a lecture. A lab.
This program treats AI use as a delegation problem. Every module is designed around the same practical question: what does a lawyer have to specify, verify, prohibit, and document before AI-assisted output can safely become professional work?
Build structured prompts with clear objectives, constraints, and verification checks.
Work ethics scenarios through rule analysis, failure tracing, and prevention design.
Use source-bounded NotebookLM workflows without mistaking first drafts for finished work.
Apply the method to coverage analysis, duty to defend, reservation of rights, and bad faith.
Full-Day Agenda
No CLE credit. Get settled, confirm access, and open the working files.
The seven-element structure for lawyer-controlled AI: Context, Objective, Method, Metrics, Administrative Controls, Negative Constraints, and Diagnostic Check.
Three live scenarios covering competence, supervision, candor, confidentiality, and the professional risks created by AI-assisted workflows.
No CLE credit. Full-day registration includes lunch.
Build source-bounded notebooks, use prebuilt prompts, generate CLE assets, and apply QA gates before anything becomes course material.
Apply COMMAND to coverage analysis, reservation of rights, independent counsel, claim evaluation, and bad-faith exposure.
Carry-forward checklist, workbook use, and next steps.
Workbook Preview
The workbook is built to be used in the room and consulted afterward. It combines live-session pages, scenario workspaces, checklists, annexes, and professional-reference material.
1The scenario
2Rule analysis
3Trace the failure
4COMMAND prevention
5Principle extracted
Policy inventory. Four-corners analysis. Reservation of rights review. Independent counsel conflict mapping. Bad-faith stress test.
What Attorneys Leave With
A repeatable structure for legal tasks where the lawyer controls source limits, method, output format, and verification.
A scenario method for seeing where AI risk enters the workflow before the bad output reaches a client, court, or file.
A NotebookLM process for outlines, handouts, and teaching materials, paired with a six-gate QA discipline.
Applied exercises for insurance coverage, duty-to-defend analysis, ROR letters, independent counsel, and bad-faith exposure.
Registration
Choose Thursday, August 27 or Friday, August 28, 2026. Each day is capped at 12 seats.
Modules 1-2. 3.0 CLE hours.
Modules 3-4. 3.0 CLE hours.
All four modules. CCBA members: $200.
Registration will be handled through CCBA. Use this page as the QR destination until the final registration link is confirmed.