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.