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Pro Intermediate

Professional Certificate in AI Legal Practice

Use AI safely across a legal practice — research, contract review, drafting, document analysis, client service — with the verification and ethics discipline that keeps you out of trouble. 44 lessons + capstone.

9 modules 24 hours 3 weeks Certificate

Why this instead of a traditional degree?

Typical Legal-Tech CLE or Course
  • A one-off CLE webinar or an expensive legal-tech seminar with little hands-on practice
  • Teaches which tools exist, not how to actually use AI across your real daily work
  • Light on the professional-responsibility duties — the exact place AI gets lawyers sanctioned
  • Assumes you'll trust AI's output — never drills the verification habit that stops a fake citation
  • Generic demos, no real firm with a real mess to clean up end to end
Professional Certificate in AI Legal Practice
  • Included with Pro subscription
  • AI applied across the whole practice — research, contracts, documents, clients — end to end
  • The professional-responsibility spine (verify, protect confidences, supervise, be candid) in every module
  • A verification habit drilled on the real sanctions cases, so AI's confident errors never reach a court
  • Produces a complete, compliant AI integration plan you build for a fresh firm in the capstone

What you'll learn

Run AI legal research that verifies itself — issue to query to a source-checked citation — and apply the four-check verification protocol that catches the fake citations lawyers have been sanctioned for filing

Review and redline contracts with AI, catch the four things AI silently misses, and draft from a clause library while owning every term

Write legal prompts using the five patterns, chain-of-thought, and few-shot, and build a reusable practice-area prompt library that makes your AI output consistent and safe

Map any AI use to the six duties of ABA Formal Opinion 512, hold the confidentiality and candor lines, and reason through an ethical scenario the way the rules require

Handle documents at volume — e-discovery, privilege screening, due-diligence extraction, and long-document summarization — with quality sampling that keeps AI's silent failures from reaching a client or court

Draw the client-facing line — where AI informing clients ends and the unauthorized practice of law begins — and design client-facing AI (intake, communication, chatbots) that stays on the safe side

Build your AI practice infrastructure: audit your workflow for leverage, choose tools behind a confidential-data gate, write a six-section AI usage policy, govern your data, and measure real ROI

Build a complete AI integration plan for a fresh law firm in the capstone, applying every module and running the professional-responsibility spine test on every workflow

Curriculum

9 modules · 44 lessons · capstone

Orientation — The AI-Augmented Lawyer

0.75h · Legal AI workbench setup

See the full pathway from AI foundations to a complete, compliant AI legal practice, self-assess your starting point honestly, and set up your legal AI workbench, the reusable matter-context block, and the never-paste-confidential-data discipline you'll use for the entire program.

Your Path to AI Legal PracticePrerequisite Self-AssessmentSet Up Your Legal AI Workbench

Portfolio Deliverable: Working legal AI workbench with a reusable matter-context block and the professional-responsibility spine

Start Module

AI-Powered Legal Research

2.5h · Verified research memo

Research that verifies itself. Make AI flag its own uncertainty, understand why RAG-based legal tools differ from an open-web assistant, run the issue-to-citation workflow, apply the four-check verification protocol on the real sanctions cases, and build a source-checked research memo.

Research That Verifies ItselfHow Legal AI Tools Actually WorkThe Issue-to-Citation Research WorkflowThe Verification Protocol: Catching Fake CitationsBuilding a Research Memo With AI

Portfolio Deliverable: A source-verified research memo + your four-check verification protocol

Start Module

AI Contract Review & Drafting

3h · Reviewed contract + redline

Review a contract in minutes and draft from a clause library — while catching the four things AI silently misses. Run the upload-to-redline workflow, use AI for drafting without ceding a single term, review a commercial lease end to end, and consolidate research and contracts in a cumulative review.

Review a Contract in MinutesThe Upload-to-Redline Review WorkflowAI-Assisted Drafting and Clause LibrariesWhat AI Misses in ContractsReviewing a Commercial Lease End to EndCumulative Review 1: Research and Contracts

Portfolio Deliverable: A reviewed-and-redlined contract with the silent-miss checks applied

Start Module

Legal Prompt Engineering

2.5h · Legal prompt library

Prompting built for legal work. Learn why legal prompts are different, the five legal prompt patterns, chain-of-thought and few-shot for legal analysis, and build a practice-area prompt library that makes your AI output consistent, safe, and in your voice.

Why Legal Prompts Are DifferentThe Five Legal Prompt PatternsChain-of-Thought and Few-Shot for Legal AnalysisBuilding Your Practice-Area Prompt LibraryTesting and Iterating Your Prompts

Portfolio Deliverable: A reusable, tested practice-area prompt library

Start Module

AI Ethics & Professional Responsibility

3h · Op 512 duty framework

The spine of the whole certificate. Climb the sanctions ladder from a $5K fine to dismissal, learn the six duties of ABA Formal Opinion 512, hold the confidentiality and candor lines, understand supervision, fees, and disclosure, and work through real ethical scenarios the way the rules require.

The Sanctions Ladder: From $5K to DismissalThe Six Duties of ABA Opinion 512Confidentiality and Privilege With AI ToolsCandor and the Verification DutySupervision, Fees, and Client DisclosureWorking Through Ethical Scenarios

Portfolio Deliverable: An Op 512 duty map + a worked ethical-scenario method

Start Module

AI for Legal Document Analysis

3h · Document-review workflow

Handle a thousand documents without missing the one that matters. Read at volume, run e-discovery with privilege screening, extract for due diligence, summarize long documents without dropped or invented facts, sample for quality at volume, and consolidate prompts, ethics, and documents in a cumulative review.

Reading a Thousand DocumentsE-Discovery and Privilege ScreeningDue-Diligence ExtractionSummarizing Long Legal DocumentsQuality Sampling at VolumeCumulative Review 2: Prompts, Ethics, and Documents

Portfolio Deliverable: A document-review workflow with privilege screening and a quality-sampling check

Start Module

AI-Augmented Client Service & Communication

2.5h · Client-service workflows

Serve clients better with AI while protecting the relationship. Draw the client-facing line (where AI informing ends and unauthorized practice begins), run AI-assisted intake without ceding the conflict check, write plain-language communications in your voice, prepare and follow up on meetings, and design client-facing AI that stays safe.

The Client-Facing LineAI-Assisted Client IntakePlain-Language Client CommunicationMeeting Preparation and Follow-UpUPL and Client-Facing AI

Portfolio Deliverable: Client-service workflows (intake, communication) with the UPL line held

Start Module

Building Your AI Practice Infrastructure

2.5h · AI usage policy + data map

Turn AI use into a durable system. Audit your workflow for the highest-leverage insertions, choose tools behind a confidential-data gate, write a six-section AI usage policy (the professional-responsibility spine made concrete), classify and govern your client data, and measure real ROI while securing access.

Auditing Your Workflow for AI LeverageChoosing Tools for Your PracticeWriting Your AI Usage PolicyData Governance for a Small PracticeMeasuring ROI and Securing Access

Portfolio Deliverable: A six-section AI usage policy + a data-governance map for your practice

Start Module

Capstone — AI Integration Plan for Your Practice

1.5h · Capstone integration plan

A fresh firm you've never seen — Harborview Legal, a four-attorney general practice using AI ad hoc and unsafely, with no policy, no verification protocol, and a near-miss unverified citation last quarter. You scope the brief, build a complete AI integration plan applying every module, run the spine test on every workflow, and self-score against a professional rubric.

Capstone Brief: Harborview LegalBuilding the AI Integration PlanPresent, Measure, and What's Next

Portfolio Deliverable: A complete AI integration plan for a fresh firm, self-scored against a professional rubric

Start Module
Professional Certificate in AI Legal Practice
Verified credential

Your AI Toolkit

You'll use these AI tools throughout the program — a general assistant on an appropriate plan covers every exercise.

Claude / ChatGPT / Gemini

Your legal workbench: research memos, contract review and redlines, drafting, document summarization, client communications, prompt libraries, and your AI usage policy — with you verifying every output before it reaches a client or court

Free / $20/mo (business plan with a data agreement for client-confidential work)
Legal-specific AI tools (RAG-based research, review)

Retrieval-augmented research and review tools that cite to a real corpus. Covered so you understand how they differ from an open-web assistant — and why that difference matters for verification

Varies; free tiers and trials available
AI transcription & document tools

Meeting capture and document handling — shown with the confidentiality caveats that recording a privileged conversation brings, so you can use them safely, none required

Free tiers available

Every exercise works with a general AI assistant — and for any client-confidential work, a business plan with a data agreement (the same standard the ethics rules expect). Legal-specific research/review tools and transcription tools are covered so you can evaluate them, but none are required to complete the program. The one non-negotiable spend for real practice is a tool that handles client data safely.

About this program

Most legal-AI education is either a one-off CLE that surveys the tools or a marketing demo that shows AI at its best and never at its dangerous worst. But a lawyer’s real problem is specific: AI can draft a research memo in seconds and cite a case that does not exist; it can review a contract fast and silently miss the indemnification clause; it can summarize a deposition and quietly invent a fact; it can answer a client’s question and cross the line into practicing law unsupervised — and any one of those can cost a sanction, a client, or a malpractice claim. This is the certificate for practicing with AI safely. Across 44 lessons you’ll learn to use AI throughout a legal practice — research, contract review and drafting, prompting, document analysis at volume, and client service — while running the professional-responsibility spine (verify everything, protect confidences, supervise the output, be candid) through every single task.

The spine of the program is that professional-responsibility discipline, built from real consequences. You’ll study the actual cases where lawyers filed AI-hallucinated citations and were sanctioned, then learn the four-check verification protocol that catches them; you’ll map every AI use to the six duties of ABA Formal Opinion 512; you’ll see a privilege-leaking prompt and learn the data discipline that prevents it; you’ll draw the unauthorized-practice line for client-facing AI and design chatbots and intake that stay on the safe side. Every module pairs a real efficiency win with the specific check that makes it safe — research that verifies itself, contract review that catches the silent miss, document analysis with privilege screening and quality sampling, client communication with the commitment-control rule. Then Module 7 turns it all into infrastructure — a workflow audit, a tool-selection gate, a six-section AI usage policy, a data-governance map, and honest ROI — so your AI use becomes a durable, governed practice rather than a series of risky one-offs.

What makes this program different is that verification-and-ethics spine and its practitioner focus. This is the everyday craft of a lawyer using AI well — not a technology survey, and not the deeper specialization of the Master Certification (litigation and transactional AI at depth, designing an AI-native practice, the frontier ethical questions). AI fails a lawyer in specific, expensive ways — the fake citation, the missed clause, the invented fact, the leaked confidence, the unsupervised advice — and every module trains the exact check that catches each one. The capstone takes the training wheels off: Harborview Legal, a four-attorney firm you’ve never seen, using AI ad hoc and unsafely with no policy and a near-miss citation last quarter — a genuinely fresh challenge you scope and solve solo, building a complete AI integration plan and scoring it against a professional rubric. You graduate with a compliant AI practice, portfolio-grade artifacts (a verification protocol, a usage policy, an integration plan), and the habit that keeps a lawyer valuable and safe through every model generation: never acting on an AI output you haven’t verified. Module 0’s pathway map shows where this certificate sits on the road to mastery, with the Master Certification and specialized practice-area electives as the marked next steps.

Prerequisites

Complete these short courses before starting the program. They give you the AI fluency and the introduction to AI-in-law that this program builds on — the program's self-assessment in Module 0 tells you exactly where you stand and whether you can skip any.

Frequently asked

Do I need special legal AI software, or does a regular AI assistant work?

A general AI assistant — Claude, ChatGPT, or Gemini — covers every exercise in the program. The one real requirement for actual client work is a plan that handles client-confidential data safely (a business plan with a data agreement and a no-training guarantee) — this is the standard the ethics rules expect, and Module 4 explains exactly why. You'll also meet legal-specific tools (RAG-based research and review platforms) so you understand how they differ from an open-web assistant and why that matters for verification, but none are required to finish. You can complete the whole certificate, capstone included, with a general assistant.

I'm a practicing lawyer, not a technologist. Is this too technical for me?

No — it's built for practicing lawyers, not engineers. There's no coding, no math beyond a simple ROI estimate, and no assumption that you know how a language model works internally. Everything runs through the chat interfaces you already use, and every concept is taught from a lawyer's perspective: what the tool does for your research, drafting, review, and client work, and — critically — where it fails in ways that matter to your license. The prerequisites (AI Fundamentals plus the two legal-AI intro courses) give you the floor, and Module 0's self-assessment tells you honestly where you stand.

How is this different from a CLE on legal technology?

A CLE typically tells you which tools exist and what's coming. This certificate trains you to actually use AI across your daily work — with the professional-responsibility discipline that keeps you out of trouble. Instead of a survey, you run real prompts on real legal tasks (research memos, contract redlines, document review, client communications), and every module drills the verification and ethics habits at the exact points where AI has gotten lawyers sanctioned. It's the difference between hearing about AI and being able to practice with it safely.

Will this teach me to rely on AI in ways that could get me sanctioned?

The opposite — avoiding sanctions is the spine of the entire program. You'll study the real cases where lawyers filed AI-hallucinated citations and were sanctioned, and every practical module builds the specific check that prevents each failure: the four-check verification protocol for research, the silent-miss checks for contracts, privilege screening for documents, the UPL line for client-facing AI, and a six-section AI usage policy that operationalizes the six duties of ABA Formal Opinion 512. The certificate's whole premise is that AI is a powerful tool you supervise, verify, and own — never one you trust unread.

Does this replace a lawyer's judgment or the need to verify AI's work?

Never — and that's the point it hammers hardest. Every practical lesson frames AI output as attorney-supervised work product: AI drafts, flags, and organizes; you verify, judge, and own. The verification duty (candor to the tribunal, Rule 3.3) means no AI-generated citation or claim is relied on unread, and the unauthorized-practice line means AI never gives a client legal advice unsupervised. Mastery here isn't trusting AI more — it's directing it well and catching what it gets wrong, which is exactly the skill that stays valuable through every tool generation.

What's the difference between this certificate and the Master Certification in AI Legal Practice?

This certificate takes you from wherever you start to a complete, compliant AI practice across the everyday work of a lawyer — research, contracts, prompts, ethics, documents, clients, and the infrastructure to sustain it. The Master Certification goes deeper and more specialized: litigation-specific AI at depth, transactional automation, designing an AI-native practice, and the frontier ethical questions. Think of this as the practitioner's foundation every lawyer using AI needs, and the Master as advanced command for those who want to specialize. Module 0's pathway map shows exactly where each sits, and the capstone's final lesson marks your next steps.

Which areas of law does this apply to?

The skills are cross-practice — the certificate covers general legal work (research, contract review and drafting, document analysis, client communication, ethics) that applies whether you do litigation, transactional work, family law, or in-house counsel. Examples deliberately span practice areas (employment, real estate, immigration, family law, commercial) so you see the transfer, and the capstone firm is a general practice. Where a technique is practice-specific (e-discovery leans litigation; due-diligence extraction leans transactional), it's taught so you can apply the underlying method to your own work. If you practice law and use (or want to use) AI, these skills apply.

What do I actually build during the program?

Concrete, portfolio-quality work: a source-verified research memo with your own four-check verification protocol; a reviewed-and-redlined contract with the silent-miss checks; a tested practice-area prompt library; an ABA Opinion 512 duty map; a document-review workflow with privilege screening and quality sampling; client-service workflows that hold the UPL line; and a six-section AI usage policy with a data-governance map. Then the capstone hands you a fresh, messy firm — Harborview Legal — to build a complete AI integration plan for, self-scored against a professional rubric. You finish with a real, compliant AI practice and artifacts you can use the next day.

How long does it take to complete?

About 3 weeks at a steady pace — roughly 24 hours total, split between the lessons and the hands-on work. It's fully self-paced. Two cumulative reviews (after Modules 2 and 5) consolidate what you've built before the final stretch, and the capstone rewards learners who take their time with it rather than rushing.

Is the certificate recognized by employers and clients?

The certificate carries a verifiable credential ID for your professional profile. More practically, it's built to the shape of what firms and clients increasingly expect — a lawyer who can use AI to work efficiently while demonstrably protecting confidentiality, candor, and competence. And it produces artifacts you can show: a verification protocol, an AI usage policy, and a complete integration plan. In a market where the concern is 'can this lawyer use AI without creating risk?', being able to walk through your usage policy and your verification discipline is a stronger signal than any certificate line.

What comes after the certificate?

This takes you to a complete practitioner-level AI legal practice. To go deeper, the pathway continues to the Master Certification in AI Legal Practice — litigation and transactional AI at depth, designing an AI-native practice, and the frontier ethics questions. Specialized electives (for example, AI for specific practice areas and advanced legal writing) let you go wider. Module 0 shows the full map from foundations to mastery, and the capstone's final lesson marks exactly where you stand and every next step — including applying your Harborview plan to your own practice.

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First 2 lessons free · $9/mo Pro