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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

AL General

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


Alaska

AK 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

AZ 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

CA General

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


Colorado

CO General

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


Connecticut

CT General

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


Delaware

DE General

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


Florida

FL Technology

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


Georgia

GA General

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


Hawaii

HI General

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


Idaho

ID General

Credit Type: General
Credit Amount: 2
Course Type: On Demand
Course Expiration: 06/30/2030
Status: Approved


Illinois

IL General

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


Indiana

IN General

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


Iowa

IA General

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


Kansas

KS General

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


Kentucky

KY General

Credit Type: General
Credit Amount: 2
Course Type: On Demand
Course Expiration: 06/30/2026
Status: Approved
Provider Number: 6888


Louisiana

LA General

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


Maine

ME General

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


Maryland

MD General

Maryland attorneys do not have MCLE requirements.


Massachusetts

MA General

Massachusetts attorneys do not have MCLE requirements.


Michigan

MI General

Michigan attorneys do not have MCLE requirements.


Minnesota

MN General

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


Mississippi

MS General

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


Missouri

MO General

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


Montana

MT General

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


Nebraska

NE General

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


Nevada

NV General

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


New Hampshire

NH 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

NJ General

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


New Mexico

NM General

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


New York

NY General

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


North Carolina

NC Technology

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


North Dakota

ND General

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


Ohio

OH General

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


Oklahoma

OK General

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


Oregon

OR General

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


Pennsylvania

PA General

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


Rhode Island

RI General

Credit Type: General
Credit Amount: 2
Course Type: On Demand
Expires: 06/30/2026
Status: Approved
Provider Number: SPON00593


South Carolina

SC General

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


South Dakota

SD General

South Dakota attorneys do not have MCLE requirements.


Tennessee

TN General

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


Texas

TX Ethics

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


Utah

UT General

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


Vermont

VT General

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


Virginia

VA General

Credit Type: General
Credit Amount: 2
Course Type: On Demand
Course Expiration: 10/31/2025
Status: Approved


Washington

WA Law & Legal Procedure

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


West Virginia

WV General

Credit Type: General
Credit Amount: 2.4
Course Type: On Demand
Course Expiration:
Status: Approved


Wisconsin

WI General

Credit Type: General
Credit Amount: 2
Course Type: On Demand
Course Expiration:
Status: Not Approved


Wyoming

WY 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.