Leveraging AI to Master Pre-Litigation Workflows

Artificial intelligence is transforming the legal landscape-and pre-litigation work is at the forefront of this evolution. From drafting demand letters and summarizing medical records to automating repetitive tasks, AI tools can significantly streamline the work of plaintiff-side attorneys. But adopting these tools also raises important ethical, strategic, and practical considerations.

In this program, presented by attorney and legal tech founder Evan A. Santos, participants will explore how to effectively and responsibly integrate AI into their pre-litigation workflow. The course will walk through real-world use cases in personal injury and civil litigation practices, demonstrate how AI tools can be applied to enhance legal work without replacing legal judgment, and highlight common pitfalls attorneys should avoid. The session will also address Model Rules of Professional Conduct relevant to AI use and offer concrete takeaways for lawyers looking to innovate while staying compliant.

Whether you're curious about using ChatGPT for client intake or want to explore more advanced legal tech tools, this session will equip you with the knowledge to leverage AI in a practical and ethical way.

Learning Objectives:

1. Apply AI tools to efficiently analyze liability and damages evidence in pre-litigation cases

2. Automate the creation of accurate, attorney-reviewed medical chronologies and record summaries

3. Leverage AI to enhance client updates, settlement negotiations, and professional correspondence

4. Integrate AI into demand letter generation while maintaining ethical and narrative integrity

5. Implement AI practices compliant with Model Rules 1.1 (Competence), 1.6 (Confidentiality), and 5.3 (Supervision), Rule 3.3 (Duty to Disclose)