Plenty of legal departments looking at AI tools run into the same problem well before they get to a pilot. The documents those tools would need to work from are scattered. The signed version of a master agreement sits in somebody's inbox. The current template lives on a desktop folder. The playbook exists in three versions and nobody is quite sure which one the team is actually using. AI tools work from what they can reach, and for a lot of departments that turns out to be a smaller and messier set of material than expected. Sorting it out is mostly document management and information governance work, which tends to sit low on the priority list until it becomes the thing holding up everything else.
In this webinar, Laura Frederick and Misty Leon will cover how in-house teams can get their golden source documents into a system where they can be found, trusted, and used, and what it takes to keep them there. Drawing on her time at Texas Instruments and recent conversations with in-house departments working through this problem, she'll talk through deciding which version of a document counts as the golden source, moving those documents out of inboxes and personal drives, and the change management and policy work that determines whether people follow the new process once it exists. This one is geared toward attorneys who are responsible for how their department stores and manages its documents, particularly those weighing AI adoption in the near term.
*Live CLE Credit Information:
How to Contract will apply for 1.25 hours of General CLE credit in TX.
This program is approved for the following:
1.25 hours of General CLE credit in California
1.00 hour of Substantive CLE credit in Pennsylvania
We will provide details to attendees on how to request a certificate of attendance. These certificates are provided after an attendee submits a completed credit request form (including the CLE code words shared live) within 14 days of the live webinar. Late submissions are not accepted.
Lawyers in these other jurisdictions who attend live may be eligible for credit through reciprocity, self-application, or reporting: AK, AL, AR, AZ, CT, CO, FL, GA, HI, IA, ID, IN, IL, KY, LA, NC, NH, NJ, NV, NY, MD, ME, MN, MO, MT, NC, ND, NE, NH, NM, NV, OK, OR, RI, SC, TN, UT, VA, VT, WA, WI, WV, and WY. These programs may also be eligible for Canadian CPD credit in British Columbia, Ontario, and Quebec.
We do not determine individual eligibility. Please check your state bar for specific compliance rules.
