LEGAL INNOVATION
FORUM WORKSHOP

ATLANTA

MARCH 2OTH 2025

Hosted by BAKER DONELSON 3414 Peachtree Rd NE Suite 1500, Atlanta, GA 30326, United States

Under consideration for CLE accreditation by The State Bar of Georgia

PRACTICAL APPROACHES TO LEVERAGING AI FOR IN-HOUSE LEGAL DEPARTMENTS CHALLENGES

OVERVIEW

A full-day workshop in Atlanta will bring together in-house lawyers from a wide range of industries across the Southeast for a series of presentations and interactive learning sessions, focused on AI.

Our workshop will cover unique challenges and opportunities facing in-house counsel as they relate to AI, and help participants to define, develop and implement strategies to leverage it to deliver value for their organizations.

The content of the program - with an emphasis on collaboration - will provide key contexts around the current and future state of AI, prompting sessions to help you apply AI in your workflow, ways to collaborate with third-party technology partners and discussions around ethics and AI. 

Event Outline

STRUCTURE + AUDIENCE

  • 3/4 day event held in Atlanta on March 20, 2025 at Baker Donelson Atlanta offices

  • This event is intended for senior-level decision makers from in-house departments (i.e.; General Counsel, Chief Legal Officer, Associate General Counsel, Senior Legal Counsel, Corporate Counsel, Legal Operations Leaders, etc.)

  • Content will be thematically focused on key challenges facing legal departments, and the opportunity and risk around deploying AI to solve them

  • The workshop’s content will consist of leadership presentations, hands-on AI prompting sessions, and group evaluation of use cases


OUR SPONSORS

GLOBAL STRATEGIC PARTNER

GOLD SPONSORS

Meet our speakers

  • COMING SOON

THEMES + AGENDA

agenda

agenda


10.30 - 10.40 am | INTRODUCTION TO THE WORKSHOP


10.40 - 11.20 AM | FIRESIDE CHAT: THE CURRENT STATE OF AI FOR LEGAL DEPARTMENTS

Artificial Intelligence is fundamentally changing the way in-house legal teams operate.

New tools are streamlining workflows by automating document review, legal research, and contract analysis, while predictive analytics are being used to assess litigation outcomes and optimize legal strategies. 

This fireside chat examines the current landscape for AI and explores risks associated with its use including data privacy, regulatory compliance, and accuracy concerns.

Topics covered will include:

  • Contract analysis: How are AI tools helping legal teams to review, draft, and analyze contracts, review documents, and streamline legal research?

  • Legal research: Leveraging AI-driven platforms to streamline legal research by quickly summarizing relevant case law and precedents

  • Litigation prediction and risk assessment: Integrating machine learning models to analyze past cases, predict outcomes and guide legal strategy

  • Regulatory compliance monitoring: Understanding how to use AI to track and ensure adherence to evolving regulations

  • Balancing efficiency gains with careful governance to fully leverage the potential of AI while mitigating risks

Rick Liu

Strategic Business Development Lead, Harvey

Cailin Heilig

Senior Director of Client Solutions + Innovation, Baker Donelson

Justin Daniels

Shareholder, Baker Donelson


11.25 - 12.20 pm | presentation: navigating the road ahead - the future of ai in the legal ecosystem

As AI continues to advance, legal departments will increasingly rely on predictive analytics and generative AI to refine legal strategies, enhance decision-making, and reduce costs. Collaboration between legal professionals, technologists, and policymakers will be essential in shaping AI frameworks that balance innovation with accountability.

This presentation takes a look at what lies ahead and offers tips for embracing AI efficiently to turn your legal department into a value enabler - and a strategic partner. 


Topics covered will include:

  • How will AI impact the structure of the legal ecosystem?

  • Technology apps Vs Robotic Process Automation (RPA) tools: Understanding the key differences and impact on business efficiency

  • Working with third parties: Collaborating to shape AI frameworks and give your legal department an edge

  • Economic model: The value proposition of using AI

David Rueff

Chief Client Solutions Group Officer, Baker Donelson

Johnny Lee

Principal, Forensics, Grant Thornton

Mike Hale

Senior Legal Counsel, WestRock Company

Vivien Peaden

Of Counsel, Baker Donelson


12.20 - 12.25 pm | LEGAL INNOVATION IN FOCUS: ELEVATOR PITCH SESSION 2

Investing in innovative legal technology and AI tools has become increasingly essential for forward-thinking legal departments, allowing them to redefine the ways in which their services are delivered.

Throughout the day, some of the forum's key partners will offer elevator pitches outlining a key area in which they are delivering value for legal departments. The purpose is to highlight ways in which service providers can help their clients deliver results and solve challenges through the use of AI.


12.25 - 1.10 PM - NETWORKING LUNCH BREAK


1.55 - 2.55 pm | TABLETOP EXERCISE: VETTING A LEGAL DEPARTMENT USE CASE + THIRD-PARTY AI VENDORS

In this interactive learning experience, we will divide our participants into three small groups to learn more about the value of AI for driving success in your legal department. Our expert facilitators will each focus on a different topic as they lead the groups through this valuable tabletop exercise.

Topics covered will include:

  • Labour & Employment: Using AI tools to vet resumes

  • Litigation: Leveraging AI to drive success in litigation 

  • Corporate/ M&A/ Transactional: Using redlining tools to revise documents in a transaction

SPEAKERS COMING SOON


2.55 - 3.00 pm | Legal INNOVATION IN FOCUS: ELEVATOR PITCH SESSION 4

Investing in innovative legal technology and AI tools has become increasingly essential for forward-thinking legal departments, allowing them to redefine the ways in which their services are delivered.

Throughout the day, some of the forum's key partners will offer elevator pitches outlining a key area in which they are delivering value for legal departments. The purpose is to highlight ways in which service providers can help their clients deliver results and solve challenges through the use of AI.


1.10 - 1.50 pm | BREAKOUT SESSION: CREATING EFFECTIVE AI PROMPTS TO OPTIMIZE RESULTS FOR YOUR BUSINESS

Participants will divide into three themed groups for an interactive learning session, during which they will have the opportunity to test out prompts on different AI tools and watch live demonstrations from an expert.


Surface the steps the legal sector must take to prepare for, and capitalize on, Generative AI

Themes:

  • Financial services/ Fintech

  • Litigation

  • Corporate

Facilitated by Baker Donelson and Grant Thornton

Matt White

Shareholder, Baker Donelson

Justin Daniels

Shareholder, Baker Donelson

Tony Dinola

Principal, Grant Thornton

Alex Bosky

Shareholder, Baker Donelson


1.50 - 1.55 pm | Legal INNOVATION IN FOCUS: ELEVATOR PITCH SESSION 3

Investing in innovative legal technology and AI tools has become increasingly essential for forward-thinking legal departments, allowing them to redefine the ways in which their services are delivered.

Throughout the day, some of the forum's key partners will offer elevator pitches outlining a key area in which they are delivering value for legal departments. The purpose is to highlight ways in which service providers can help their clients deliver results and solve challenges through the use of AI.


3.00 - 4.00 pm | PRESENTATION - FROM THEORY TO PRACTICE: ETHICAL AI USE IN LEGAL SETTINGS (CLE ETHICS CREDIT)

With growing concerns around the use of AI including bias in algorithms, data privacy, and the potential for over-reliance on automated decision-making, legal departments must implement rigorous oversight to uphold ethical standards. 

Discover how to prioritize responsible AI adoption in your legal department, while safeguarding the integrity of the business.

  • Bias: Training AI models to prevent biased outcomes in legal decision-making

  • Data privacy + security: Complying with legal confidentiality standards and data protection regulations 

  • Human oversight + accountability: Maintaining human review to ensure accuracy

  • Clear AI usage policies: Establishing guidelines on when and how AI can be used in legal analysis and decision-making

  • Ethics rules and how they apply to AI

SPEAKERS COMING SOON


11.20 - 11.25 Am | LEGAL INNOVATION IN FOCUS: ELEVATOR PITCH SESSION1

Investing in innovative legal technology and AI tools has become increasingly essential for forward-thinking legal departments, allowing them to redefine the ways in which their services are delivered.

Throughout the day, some of the forum's key partners will offer elevator pitches outlining a key area in which they are delivering value for legal departments. The purpose is to highlight ways in which service providers can help their clients deliver results and solve challenges through the use of AI.


4.00 - 5.00 pm | networking drinks reception