A Chapter of the Association of Legal Administrators

Please join us for a session on 

 Claude in the Office: Practical AI for Legal Administrators

presented by Charles Phelps, CEO with Elevatus IT Solutions

Session Description: AI tools like Claude are already changing how law firms operate; but most support staff are either not using them at all or using them without guardrails. This session cuts through the noise with real-world examples tailored specifically for legal administrators and support teams. You'll leave with practical prompts you can use right away, a clear picture of where AI adds the most value in day-to-day operations, and an honest look at the risks every firm needs to understand before going further.

Session Objectives
By the end of this session, attendees will be able to:

1. Put Claude to work immediately: identify at least 3 administrative tasks they can hand off to Claude the same day (drafting correspondence, summarizing documents, creating templates, etc.)
2. Apply it to legal-specific workflows: understand how support staff are using AI for intake forms, billing narratives, meeting prep, client communications, and file organization
3. Know what NOT to trust it with: recognize the real risks around confidentiality, hallucinations, and client data so they can set guardrails before problems arise
4. Prompt smarter, not harder : leave with a simple framework for writing prompts that get useful, consistent results without trial and error
5. Navigate firm policy and ethics:  understand the key questions every firm should be asking about AI use policies, bar guidance, and client consent before rolling anything out

CLM® Application Credit: 1.0 hr. of Information Technology (IT)
CLM® Functional Specialist Credit: 1.0 hr. of Operations Management (OM) towards the additional hours required of some Functional Specialists to fulfill the CLM application
CLM® Recertification Credit:  1.0 hr. in the subject area of Operations Management (OM)

PARKING: The building is accessible from the tunnel and parking is available and will be validated for those that park in the 601 Travis garage. There is access to Hunton’s building on the street level or tunnel level via the escalator in the lobby of the garage.

Please RSVP by Monday, June 8, 2026

Thank you to our 2026 Platinum Business Partners for helping to sponsor this meeting.

Tickets

$0.00 Member Registration

$40.00 Guest of a Current Member Registration