UPCOMING

No Hocus Pocus. Just Practical AI. - Building AI Workflows for Enterprise Legal Teams

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29 Oct, 2026 | 
12:00pm EDT
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60 mins
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Virtual event
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1.0 CLE Credit

Artificial intelligence is quickly becoming part of everyday legal work. But for enterprise legal teams, the real opportunity is not simply adopting a new tool. It is designing practical, repeatable workflows that help attorneys and legal professionals move work forward with greater speed, consistency, and visibility, while preserving the judgment and review appropriate to each matter.

Many legal departments have begun experimenting with generative AI, yet moving from individual use cases to reliable, team-wide adoption can be challenging. The difference often comes down to workflow design. Which tasks are truly suited to AI support? What information, instructions, and outputs are needed for a useful result? Where should attorney review occur? And how can legal teams evaluate, document, and improve a workflow before expanding it across the department?

Join Sara Morgan of Axiom and Patrick Forquer of Legora for an educational CLE program focused on answering those questions. Through practical, real-world workflow examples, this session will explore how enterprise legal teams can identify high-value work and translate it into AI-enabled processes that are useful, repeatable, and aligned with the team’s operating needs.

The discussion will cover the core components of a strong workflow, from defining the legal task and structuring inputs to establishing clear checkpoints, outputs, and escalation paths. Speakers will also address practical approaches to testing workflow quality, incorporating reviewer feedback, and setting meaningful measures of success. Attendees will gain a clearer understanding of how to distinguish between early experimentation and workflows that are ready to be refined, documented, and scaled.

This program is designed for legal leaders and legal professionals who want to move beyond broad conversations about AI and focus on the operating choices that make it valuable in an enterprise environment. Whether your team is just beginning to explore AI-assisted work or looking to bring greater structure to existing efforts, this session will offer a practical framework for making progress.

You’ll leave with actionable ideas for building AI workflows that support legal quality, encourage adoption, and create measurable business value across the legal department.

 

What You’ll Learn

  • Identify legal work well suited for AI-enabled workflows based on repetition, volume, risk, and the need for consistent outputs.
  • Break a legal task into the inputs, instructions, checkpoints, and outputs needed to create a usable, scalable workflow.
  • Apply practical quality-testing methods using representative examples, reviewer feedback, and defined success measures.
  • Design human-in-the-loop review and escalation points appropriate to the nature and importance of the work.
  • Build an adoption approach that helps legal teams pilot, refine, document, and scale effective AI workflows.

Q&A

  • Audience questions and practical takeaways

Register now to gain practical guidance for building AI workflows that deliver meaningful value in an enterprise legal environment.

Speakers

Sara
Sara Morgan
Chief Legal AI and Talent Officer
Axiom

 Sara Morgan is the Chief Legal AI and Talent Officer at Axiom, where she leads the company’s global Legal Talent organization and is responsible for recruiting, developing, and deploying world-class legal talent to support clients around the world. Under her leadership, Axiom has built one of the legal industry’s most highly engaged talent communities, earning the highest Net Promoter Score (NPS) among legal services providers. Sara also leads Axiom’s Tech + Talent strategic initiative, focused on equipping legal talent with leading AI tools, capabilities, and skills while advancing AI-enabled legal services that deliver greater value to clients.

Sara trained and qualified as a commercial litigation lawyer at Simmons & Simmons. She is a graduate of Law from Cardiff University and received her LPC at Nottingham Law School. 

 

Register for Free

This is a 60-minute CLE program offering up to 1.0 CLE credit. Check your state's accreditation status and requirements here.

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What You’ll Learn

  • Identify legal work well suited for AI-enabled workflows based on repetition, volume, risk, and the need for consistent outputs.
  • Break a legal task into the inputs, instructions, checkpoints, and outputs needed to create a usable, scalable workflow.
  • Apply practical quality-testing methods using representative examples, reviewer feedback, and defined success measures.
  • Design human-in-the-loop review and escalation points appropriate to the nature and importance of the work.
  • Build an adoption approach that helps legal teams pilot, refine, document, and scale effective AI workflows.

Q&A

  • Audience questions and practical takeaways

Register now to gain practical guidance for building AI workflows that deliver meaningful value in an enterprise legal environment.