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On Demand

Practical Tech Tools for Lawyers: AI, Automation, Intake and Digital Strategy


Credit Available - See Credits tab below.

Categories:
Artificial Intelligence |  Technology
Faculty:
Robert Simon |  Eric Transue |  Jenn Gore |  Hayden Haskins
Program Credits:
2-2.4
Credit Type:
General
Program Type:
On Demand


Description

This CLE course offers a practical, ethics-informed look at how attorneys can implement technology to increase efficiency, streamline client engagement, and grow their practices. Led by trial lawyer and tech entrepreneur Robert Simon, the session covers real-world applications of AI call centers, automated lead management, and digital referral systems. Attendees will explore how these technologies can be ethically integrated into daily workflows while aligning with ABA guidelines on competence, confidentiality, and professional marketing. Designed for lawyers at all levels of tech fluency, this course empowers participants to confidently navigate the evolving landscape of legal technology and client service.

Learning Objectives:

  1. Identify emerging technologies—such as AI-driven call centers and CRM systems—that can streamline law firm operations and client communication.
  2. Evaluate the benefits and limitations of automation tools in legal marketing, client intake, and referral management.
  3. Understand how to responsibly integrate technology into practice while maintaining compliance with the ABA Model Rules of Professional Conduct, including Rules 1.1 (Competence), 1.6 (Confidentiality), and 5.3 (Supervision of Nonlawyers).
  4. Develop a foundational tech stack tailored to solo and small firm needs, including tools for lead management, digital engagement, and secure communication.
  5. Apply best practices for maintaining data privacy, protecting client information, and minimizing technology-related ethical risks.

Credits


Alabama

General

Credit Type: General
Credit Amount: 2
Course Type: On Demand
Course Expiration: 12/30/2025
Status: Approved


Alaska

General

Credit Type: General
Credit Amount: 2
Course Type: On Demand
Course Expiration: 06/30/2028
Status: Approved

CLE programs which take place outside of Alaska or are webcast from outside of Alaska are not required to be accredited by the Alaska Bar Association.  Alaska Bar members may claim credit for attendance at CLE programs offered in or from other jurisdictions if the program has been accredited by another MCLE jurisdiction.  


Arizona

General

Credit Type: General
Credit Amount: 2
Course Type: On Demand
Course Expiration: 06/30/2028
Status: Approved

The State Bar of Arizona does not approve or accredit CLE activities for the Mandatory Continuing Legal Education requirement.  This activity may qualify for up to 1 hour(s) toward your annual CLE requirement for the State Bar of Arizona, including 0 hour(s) of professional responsibility.


California

General

Credit Type: General
Credit Amount: 2
Course Type: On Demand
Course Expiration:
Status: Pending, Submitted for Accreditation
Provider Number: 20536


Colorado

General

Credit Type: General
Credit Amount: 2
Course Type: On Demand
Course Expiration: 12/31/2027
Status: Approved
Provider Number: SPROUT


Connecticut

General

Credit Type: General
Credit Amount: 2
Course Type: On Demand
Course Expiration: 06/30/2028
Status: Approved


Delaware

General

Credit Type: General
Credit Amount: 2
Course Type: On Demand
Course Expiration: 06/30/2026
Status: Approved


Florida

Technology

Credit Type: Technology
Credit Amount: 2.5
Course Type: On Demand
Course Expiration: 12/31/2026
Status: Approved
Provider Number: 1052222


Georgia

General

Credit Type: General
Credit Amount: 2
Course Type: On Demand
Course Expiration:
Status: Pending, Submitted for Accreditation
Provider Number: 8722


Hawaii

General

Credit Type: General
Credit Amount: 2
Course Type: On Demand
Course Expiration:
Status: Pending, Submitted for Accreditation


Idaho

General

Credit Type: General
Credit Amount: 2
Course Type: On Demand
Course Expiration:
Status: Pending, Submitted for Accreditation


Illinois

General

Credit Type: General
Credit Amount: 2
Course Type: On Demand
Course Expiration: 06/29/2027
Status: Approved
Provider Number: SPR0001


Indiana

General

Credit Type: General
Credit Amount: 2
Course Type: On Demand
Course Expiration: 06/30/2026
Status: Approved
Provider Number: 111648


Iowa

General

Credit Type: General
Credit Amount: 2
Course Type: On Demand
Course Expiration: 06/30/2026
Status: Approved


Kansas

General

Credit Type: General
Credit Amount: 2
Course Type: On Demand
Course Expiration: 06/30/2026
Status: Approved
Provider Number: 7925


Kentucky

General

Credit Type: General
Credit Amount: 2
Course Type: On Demand
Course Expiration: 06/30/2026
Status: Approved
Provider Number: 9640


Louisiana

General

Credit Type: General
Credit Amount: 2
Course Type: On Demand
Course Expiration: 06/29/2026
Status: Approved
Provider Number: 4354


Maine

General

Credit Type: General
Credit Amount: 2
Course Type: On Demand
Course Expiration: 06/29/2027
Status: Approved
Provider Number: 2593


Maryland

General

Maryland attorneys do not have MCLE requirements.


Massachusetts

General

Massachusetts attorneys do not have MCLE requirements.


Michigan

General

Michigan attorneys do not have MCLE requirements.


Minnesota

General

Credit Type: General
Credit Amount: 2
Course Type: On Demand
Course Expiration: 06/30/2027
Status: Approved
Provider Number: 0012487


Mississippi

General

Credit Type: General
Credit Amount: 2
Course Type: On Demand
Course Expiration:
Status: Pending, Submitted for Accreditation


Missouri

General

Credit Type: General
Credit Amount: 2.4
Course Type: On Demand
Course Expiration: 06/30/2028
Status: Approved
Provider Number: 150036


Montana

General

Credit Type: General
Credit Amount: 2
Course Type: On Demand
Course Expiration: 06/30/2028
Status: Approved
Provider Number: 5420


Nebraska

General

Credit Type: General
Credit Amount: 2
Course Type: On Demand
Course Expiration: 06/30/2027
Status: Approved


Nevada

General

Credit Type: General
Credit Amount: 2
Course Type: On Demand
Course Expiration: 12/31/2028
Status: Approved
Provider Number: 55391


New Hampshire

General

Credit Type: General
Credit Amount: 2
Course Type: On Demand
Course Expiration: 06/30/2028
Status: 

NHMCLE does not approve or accredit CLE activities for the NH Minimum CLE requirement. The provider believes this course meets the requirements of NH Supreme Court Rule 53 and may quality for 60 minutes toward the annual NHMCLE requirement. New Hampshire attendees must self-determine whether a program is eligible for credit, and self-report their attendance.


New Jersey

General

Credit Type: General
Credit Amount: 2.4
Course Type: On Demand
Course Expiration: 07/07/2026
Status: Approved
Provider Number: 3332


New Mexico

General

Credit Type: General
Credit Amount: 2
Course Type: On Demand
Course Expiration:
Status: Pending, Submitted for Accreditation


New York

General

Credit Type: General
Credit Amount: 2
Course Type: On Demand
Course Expiration: 06/30/2028
Status: Approved


North Carolina

Technology

Credit Type: Technology
Credit Amount: 2
Course Type: On Demand
Course Expiration: 02/28/2026
Status: Approved
Provider Number: 9370


North Dakota

General

Credit Type: General
Credit Amount: 2
Course Type: On Demand
Course Expiration: 06/30/2028
Status: Approved


Ohio

General

Credit Type: General
Credit Amount: 2
Course Type: On Demand
Course Expiration: 12/31/2025
Status: Approved
Provider Number: 19607


Oklahoma

General

Credit Type: General
Credit Amount: 2.5
Course Type: On Demand
Course Expiration: 06/30/2026
Status: Approved
Provider Number: 4528


Oregon

General

Credit Type: General
Credit Amount: 2
Course Type: On Demand
Course Expiration: 07/07/2026
Status: Approved


Pennsylvania

General

Credit Type: General
Credit Amount: 2
Course Type: On Demand
Course Expiration: 06/30/2027
Status: Approved
Provider Number: 12497


South Carolina

General

Credit Type: General
Credit Amount: 2
Course Type: On Demand
Course Expiration: 12/31/2025
Status: Approved
Provider Number: SPROU


South Dakota

General

South Dakota attorneys do not have MCLE requirements.


Tennessee

General

Credit Type: General
Credit Amount: 2
Course Type: On Demand
Course Expiration: 06/30/2026
Status: Approved


Texas

Ethics

Credit Type: Ethics
Credit Amount: 2
Course Type: On Demand
Course Expiration: 05/31/2026
Status: Approved
Provider Number: A17672


Utah

General

Credit Type: General
Credit Amount: 2
Course Type: On Demand
Course Expiration: 12/31/2025
Status: Approved


Vermont

General

Credit Type: General
Credit Amount: 2
Course Type: On Demand
Course Expiration:
Status: Pending, Submitted for Accreditation


Virginia

General

Credit Type: General
Credit Amount: 2
Course Type: On Demand
Course Expiration:
Status: Pending, Submitted for Accreditation


Washington

Law & Legal Procedure

Credit Type: Law & Legal Procedure
Credit Amount: 2
Course Type: On Demand
Course Expiration: 06/29/2030
Status: Approved
Provider Number: 9903940


West Virginia

General

Credit Type: General
Credit Amount: 2.4
Course Type: On Demand
Course Expiration:
Status: Pending, Submitted for Accreditation


Wisconsin

General

Credit Type: General
Credit Amount: 2
Course Type: On Demand
Course Expiration:
Status: Pending, Submitted for Accreditation


Wyoming

General

Credit Type: General
Credit Amount: 2
Course Type: On Demand
Course Expiration: 06/30/2026
Status: Approved



Materials

Faculty

Robert Simon's Profile

Robert Simon Related Seminars and Products

Founder, Partner & Trial Director

The Simon Law Group


Robert T. Simon is a distinguished trial attorney and co-founder of The Simon Law Group, also known as the Justice Team. Established in 2009 alongside his twin brother, Brad, the firm has expanded into a prominent practice with offices in California, Arizona, and Texas. Robert serves as the primary trial attorney, specializing in cases involving catastrophic injuries, particularly those resulting from trucking and bus accidents. His dedication to justice is deeply personal, stemming from a family tragedy where his uncle was paralyzed by a drunk driver. Beyond his legal practice, Robert is a member of the American Board of Trial Advocates (ABOTA) and actively contributes to the legal community through frequent speaking engagements and mentorship programs. He is also a co-founder of Justice HQ, a collaborative community designed to support and elevate plaintiff attorneys. Committed to leveraging technology in law, Robert has been instrumental in integrating AI to enhance legal mentorship and knowledge sharing. Outside the courtroom, he and his wife, Christine, are passionate advocates for foster care and adoption, proudly raising their three daughters: Remington, Penelope, and Josephine.


Eric Transue's Profile

Eric Transue Related Seminars and Products

Technology Operations Manager

The Simon Law Group


Eric Transue serves as Technology Operations Manager at The?Simon?Law?Group, where he enhances client intake systems and drives tech innovation firm-wide. With a background in digital marketing and IT, Eric recently joined the firm's Hermosa Beach team to implement streamlined, high-impact solutions. He brings experience from roles in real-estate tech and marketing, and is passionate about optimizing systems to improve communication and efficiency. A dedicated professional and problem-solver, he supports both staff and clients through cutting-edge tools and data-driven strategies—ensuring a reliable, user-friendly experience at every stage of the firm’s injury-law work.


Jenn Gore's Profile

Jenn Gore Related Seminars and Products

Managing Partner

Sweet James GA


Jennifer Gore is the Managing Partner of Sweet James GA East Coast operations and founder of Atlanta Personal Injury Law Group. She now leads Sweet James’ Georgia expansion, combining the firm’s national reputation with her award-winning approach to injury law. With over a decade of experience, Jennifer focuses on wrongful death, trucking, and motorcycle cases. Her leadership earned her firm a spot on the Inc. 5000 list for three consecutive years. Known for her compassionate client relationships, Jennifer also mentors entrepreneurs, sharing her expertise in leadership, marketing, and law firm management to help others grow successful businesses.