| Time (Central) | Session |
|---|
| 8:30-8:40 a.m. | Welcome and Introductions Brett Mason, Troutman Pepper Locke LLP, Atlanta, GA
Henry M. Sneath, Houston Harbaugh PC, Pittsburgh, PA |
| 8:40-9:30 a.m. | Demystifying AI Evaluation: A Practical Framework for Decision-Makers Learn to critically evaluate AI tools for legal practice using comprehensive risk assessment methodologies. The firms seeing real results aren't necessarily using different AI platforms; they're using them differently, with
better preparation and understanding of how data is processed by AI solutions. This session covers technical evaluation criteria including accuracy metrics and reliability testing, addressing the "black box" problem, and
understanding model limitations and biases. Examine the connection between AI capabilities, data, and your use case. Learn to assess vendor AI solutions and spot markers for vendor stability. Create evaluation scorecards
for comparing competing platforms. Leigh Zeiser, Troutman Pepper Locke LLP, Cincinnati, Ohio |
| 9:30-10:20 a.m. | Defending the Algorithm™ - The AI Daily Routine: How to Best Use the AI Tools in Your Tech Stack to Build Workflows See leading AI platforms in action, demonstrating actual daily litigation workflow and best practices for prompting and rewarding of AI models to get the most accurate responses. This interactive session showcases some ways
to incorporate one or a combination of AI tools such as Thomson Reuter’s Westlaw Precision and CoCounsel, OpenAI’s ChatGPT, Google Gemini, Anthropic’s Claude, and Microsoft’s Co-Pilot. DRI members
share their tips, tricks, prompts, considerations, and advice for using various tools and building AI databases by topic or project. Learn integration strategies across systems to create seamless information flow, cost-benefit
analysis frameworks, and how to build the “AI Daily Routine” chronicled in the Defending the Algorithm™ podcast series. Focus on defensible AI workflows you can implement immediately. Henry M. Sneath, Houston Harbaugh PC, Pittsburgh, PA Jin Yoshikawa, Butler Snow LLP, Nashville, TN |
| 10:20-10:35 a.m. | Break |
| 10:35-11:25 a.m. | How to Enhance Legal Research and Case Strategy with AI: A Practical Litigation Framework Using Westlaw This program presents a practical, litigation-focused framework for using AI throughout the defense of a case to improve efficiency, control costs, and strengthen strategic decision making. Drawing on real-world experience
in national complex litigation, the session will demonstrate how AI-assisted research can support early case assessment, expert selection and coordination, and national defense strategy across multiple jurisdictions. In
partnership with a Westlaw representative, the program will demonstrate Westlaw Advantage, including Precision AI, Quick Check AI Brief Writing support, and Litigation Analytics, and show how litigators can integrate AI
tools within a secure, closed legal research platform to improve the strength and persuasiveness of court submissions. The session also explores the use of Westlaw AI Litigation Analytics to analyze judges’ decision-making
histories, opposing counsel’s litigation patterns, and venue-specific trends that inform deposition planning, motion practice, and trial strategy, while emphasizing essential quality-control safeguards to ensure that
AI enhances—rather than replaces—sound human judgment in complex litigation. Jay Mattappally, Irwin Fritchie Urquhart Moore & Daniels LLC, New Orleans, LA
Ryan Pottebaum, Thomson Reuters, Minneapolis, MN |
| 11:25 a.m.-12:15 p.m. | Your AI Muse: How to Use AI to Improve Drafting Discovery, Motions, Briefs, and All Written Filings and Submissions How you can leverage AI to improve your brainstorming, writing, discovery, briefs, and court submissions. You will learn how to use AI as your personal assistant to analyze, think through, and evaluate what to seek in discovery,
how to respond to it, and how to draft every submission you make in your cases. This can be done with a variety of large-language models, and the panel will show you how. You will see a demonstration of Briefpoint, which
is an AI-powered discovery drafting platform that helps litigators propound and respond to interrogatories, requests for production, and requests for admission faster and more efficiently. Upload incoming discovery and
documents to generate properly formatted, Word-ready response drafts with AI-assisted objections, substantive responses, bates-numbered production packages, and more. Frank Ramos, Goldberg Segalla LLP, Miami, FL
Jimmy Wilkins, Watkins & Eager PLLC, Jackson, MS
Nathan Walter, Briefpoint, Santa Rosa,
CA
|
| 12:15-1:05 p.m. | Lunch |
| 12:35-1:05 p.m. | The Defense Attorney's AI Playbook: Work Smarter, Bill Better, Grow Profit Discover actionable strategies for leveraging AI tools to transform your litigation defense workflow while boosting firm profitability. Learn how to use AI for document review, legal research, and case strategy to deliver superior
client outcomes more efficiently, reducing costs on routine tasks while maintaining premium value on high-stakes work. Whether you are AI-curious or already experimenting, you will leave with a clear framework for responsibly
adopting these powerful tools to improve both your practice and your bottom line. Andy Anderson, OraClaim, Mountain View, CA |
| 1:05-1:55 p.m. | Discovery in the AI Era: Forensic Data Retrieval; Advanced E-Discovery Practices, from Active Learning to Generative AI Learn how to leverage AI tools and Relativity AI to assist with various aspects of the ediscovery reference model (EDRM) workflow and litigation management. Explore technology-assisted review, including (TAR2.0/ continuous
active learning system and generative AI review tools), to reduce massive document sets to likely responsive documents through pattern recognition and feedback. Learn how AI LLMs can assist with document review, case mapping,
and chronology building. Address discovery challenges when AI systems are at issue, including establishing ESI protocols, algorithmic transparency demands, and balancing work product with discovery obligations. Learn how
AI can efficiently sift through millions of pages to find, catalogue, and produce likely responsive documents. Chris Jacobs, Houston Harbaugh PC, Pittsburgh, PA
Acacia Perko, Houston Harbaugh PC, Pittsburgh, PA
John Unice, bit-x-bit LLC, Pittsburgh,
PA
Brett Creasy, bit-x-bit LLC, Pittsburgh, PA |
| 1:55-2:10 p.m. | Break |
| 2:10-3:00 p.m. | How to Use AI for Depositions and Trials: From Preparation to Verdict Apply AI tools throughout the deposition and trial process while understanding critical limitations and courtroom realities. This session covers AI-assisted deposition preparation including outline generation, anticipated responses,
cross-examination planning, and AI transcription. Explore AI tools for witness preparation and mock examination scenarios. Learn jury research and selection analytics, trial theme development, and opening statement refinement.
Discover how to use AI to test cross-examination strategies and prepare closing arguments. Navigate judicial acceptance of AI tools while maintaining courtroom authenticity and the human connection essential to persuasion.
See a demonstration of Skribe, which is digital reporting, rethought for modern depositions. Testimony is captured on video. Transcripts are delivered fast and professionally verified. The platform adds intelligent tools—including
real-time assistance—to help lawyers prepare, examine, and use testimony effectively, with accuracy, accountability, and trust built in. Brett Mason, Troutman Pepper Locke LLP, Atlanta, GA Karl Seelbach, Doyle & Seelbach PLLC, Skribe.ai, Austin, TX
|
| 3:00-3:50 p.m. | How to Build Your Firm's AI Governance Framework and IT Architecture Develop comprehensive governance structures for AI implementation. The critical insight: successful AI implementation depends on how well you have prepared your practice’s information ecosystem to support it. Create firm-wide
AI policies and procedures, establish oversight and accountability structures, and define roles and responsibilities for AI supervision. Set client communication and transparency protocols and manage expectations regarding
AI use. Learn from case studies of law firms and insurance companies with successful AI governance frameworks. Learn why many firms investing heavily in AI platforms see disappointing results by overlooking foundational
work of organizing data, standardizing processes, and training people. Address the information architecture challenge: connecting previously siloed systems before introducing AI tools so they can access the interconnected
information needed for useful analysis. Address documentation requirements for demonstrating competent AI oversight and building defensible workflows. Sean Griffin, Longman & Van Grack LLC, Washington, D.C. Joel Wuesthoff, Protiviti, New York, NY |
| 3:50-4:00 p.m. | Closing Remarks Receive a synthesis of the day’s learning with concrete action items for immediate implementation. The path forward requires thoughtful integration that serves clients while fulfilling professional responsibilities—one
where AI assists but does not replace human judgment, ethical reasoning, and client relationship management. Brett Mason, Troutman Pepper Locke LLP, Atlanta, GA Henry M. Sneath, Houston Harbaugh PC, Pittsburgh, PA |
| 4:00 p.m. | Adjourn |