AI in Legal Research: Tools, Techniques, and Best Practices

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About Course

This one-hour CLE course provides a focused and practical look at how artificial intelligence (AI) is revolutionizing legal research. Participants will explore the differences between general-purpose AI tools and legal-grade platforms designed for legal analysis, statute retrieval, and case law synthesis. 

The program covers real-world workflows for using AI to locate relevant authorities, summarize complex opinions, identify applicable statutes, and track jurisdiction-specific developments. Attendees will also learn prompt engineering strategies to improve accuracy, mitigate AI “hallucinations,” and maintain compliance with confidentiality and ethical obligations. 

The session concludes with guidance on integrating AI into legal research practices while ensuring human oversight and compliance with emerging AI-related regulations. 

Learning Objectives: 
By the end of this course, participants will be able to: 

  • Identify legal-grade AI research tools and their capabilities. 
  • Use AI to accelerate case law research and statute retrieval. 
  • Apply AI to summarize judicial opinions and extract key legal principles. 
  • Implement prompt strategies to improve AI-generated research accuracy. 
  • Recognize risks and ethical considerations in AI-powered legal research.
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What Will You Learn?

  • How to conduct faster, more targeted legal research with AI
  • Best practices for verifying AI-generated results
  • Strategies for safely integrating AI into existing research workflows

Course Content

Welcome and Introduction
Course objectives and participation instructions Overview of AI in legal practice and its relevance to legal research

AI Fundamentals for Legal Research
Types of AI (ANI, AGI) and their capabilities General-purpose vs. legal-grade AI tools for research Examples: Westlaw CoCounsel, Lexis+ AI, Harvey, Casetext

AI Applications in Case Law Research
Using AI to locate and prioritize relevant cases Summarizing opinions and extracting key holdings Identifying precedent across jurisdictions Prompt engineering techniques for research accuracy

Statutory and Regulatory Research with AI
Tracking updates to statutes, regulations, and agency rules Automating alerts for jurisdiction-specific changes AI-powered synthesis of complex legislative materials

Risk Management and Ethical Use in Legal Research
Avoiding AI “hallucinations” through verification strategies Protecting client confidentiality and privilege Ethical considerations and professional responsibility rules

Q&A and Practical Wrap-Up
Audience-submitted questions Final takeaways and best practices for implementing AI in research workflows

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