AI is changing the legal profession, but responsible adoption is critical. This session gives law firms a conservative, structured roadmap for using AI to improve efficiency while protecting clients, meeting ethical obligations, and maintaining professional judgment. With practical use cases, real-world demos, and a Responsible AI framework, lawyers will leave with clear steps to safely integrate AI into their practice.
Learning Objectives:
After this session, participants will be able to:
Identify key risks of AI use in law (bias, confidentiality, transparency, and unauthorized practice of law).
Apply a Responsible AI framework that incorporates governance, ethics, and human oversight.
Evaluate AI vendors and tools based on certifications, security, and data use policies.
Use effective prompting techniques while safeguarding client and firm data.
Recognize practical, high-value AI applications in legal work such as research, drafting, and contract review.
WHAT?
ABOUT CLIO:
Whether working from the office or a remote location, legal professionals need the ability to manage every aspect of their law firms from a secure, centralized, cloud-based platform. Clio’s suite of legal technology solutions enables law firms to manage every stage of the client lifecycle—helping legal professionals save time, strengthen client relationships, and increase revenue.
Firms of all sizes and practice areas use Clio products—Clio Manage, Clio Grow, and Clio Draft—to manage firm operations, streamline billing and payments, automate legal documents, and improve client experiences. Clio also features over 250 integrations with the most popular apps for legal professionals, including Office 365, Zoom, Microsoft Teams, Google Business Profile, Fastcase, Dropbox, and QuickBooks Online.
Credit & Reporting Info:
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This course is currently pending CLE accreditation in California. The Texas Course No is: 174294985
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The following credit(s) would be applicable for this session for Certified Legal Managers:
CLM® Recertification Credit: 1 hour(s) in the subject area of Legal Industry/ Business Management (LI)
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PLEASE SELF-REPORT YOUR CLE! For assistance reporting CLE hours, email CLE@Clear-Guidance.com
WHEN & WHERE?
We are excited to offer 2 different locations for this in-person education session! Food will be provided at both sessions, and their info is below:
Galleria
November 4th, 2025
Time: 7:30 am - 9:00 am
Location: TBD
Downtown
November 4th, 2025
Time: 11:45 am - 1:00 pm
Location: 2 Houston Center
909 Fannin, Suite 2630, Houston, TX 77010