Agentic A.I. in Law Firms
Practical Insights
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It’s 1957. You turn on the television and you see a cartoon with robots doing all the “manual labor” for the humans. The robot probably looks like Robby the Robot who became a hero of science fiction media (link). Turns out manual labor is hard for robots to do because of the very fine motor skills. But helping humans with digital tasks – that’s easy!
In its initial iteration, AI was rolled out as a Q&A platform – ask ChatGPT/Copilot to do something and it responds:
- Summarize the key takeaways from this change management article.
- Break down user personas for a legal case management software like Litify.
- Draft a proposal for a neurodiversity inclusion initiative in the workplace.
But with Agentic AI, you get “Copilot meets Robby the Robot” – the ability for the AI platform to take actions based on predefined conditions without your direct request. Some examples include…
- Communications: It’s 8:30am and you automatically get a report showing you all the email messages you did NOT respond to yesterday.
- New Hire Training: New hires can interact with AI agents that guide them through firm protocols, software tools, and best practices.
- Regulatory Updates: An agent can track regulatory updates and ensure that filing procedures or document formats meet jurisdictional standards.
In this PLTG session, we’ll examine real-world examples of tools that can support the everyday workflows of you and your users. Agentic AI holds the potential to help provide real value-added to the workflows of your users and efficiencies to the firm. And you, as a trainer, can be the gateway to this radical change if you embrace the agentic tools and serve as the coaches to your users.
Host and Panelist
John M. Attinger, Senior Director, Technology Adoption
Senior Director of Technology Adoption within the Legal Technology & Operations practice, with over 20 years of experience in professional services, specializing in legal technology, IT training, and project management. Passionately dedicated to understanding clients’ business and user goals, John expertly guides stakeholders and users through the change management process throughout the life cycle of technology initiatives.
Panelist
Natalie DeCesare, AI Enablement Leader
Natalie helps clients translate the promise of AI into measurable business results. With a JD from St. Mary’s University and an Executive Master in AI for Business from the University of Bologna, she brings a rare blend of legal acumen and technical depth. Prior to joining Harbor, she led the customer-facing AI enablement program at Thomson Reuters, where she launched generative AI products for legal departments and advised legal ops, tech, and C-suite leaders at Am Law 100 firms and Fortune 500 companies.
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Social Time 9:00 – 9:30 am
