Course Overview

Generative AI can find authorities, draft documents, digest transcripts, and review contracts in minutes. It can also produce a citation that does not exist, a quotation that was never written, or a holding that runs the other way, and it does so in the same confident tone it uses when it is right. Since June 15, 2026, every signer of a Florida court filing represents that the legal authorities cited exist and are accurately cited, and federal courts enforce the same expectation under Rule 11 and judge-specific standing orders. The practical question for a working lawyer is how to use these tools so that verification happens inside the workflow rather than as an afterthought.

This course gives attorneys step-by-step workflows for legal research, drafting and revision, litigation documents, discovery and deposition work, and transactional review, each with a verification step built in. You will learn the Jurisdiction, Scope, Task, Format research pattern, the five authority checks, a pre-filing certification workflow aligned with Florida Rule 2.515(d)(2) and Rule 11, and what to do when an error is discovered after filing. The course closes with the audit trail and one-page quality system a firm needs to supervise AI use under Rules 4-5.1 and 4-5.3. Case studies of Lacey v. State Farm and Johnson v. Dunn show how experienced lawyers were sanctioned and which control would have caught each failure. Designed for Florida CLE accreditation in the technology category; accreditation pending.

What You Will Learn

• Explain how retrieval-based legal research tools produce answers and interpret the published error-rate evidence for general chatbots and legal platforms.
• Apply the Jurisdiction, Scope, Task, Format research pattern as a form of the Five-Element Prompt to build a research plan and request authorities with pinpoints and quotations.
• Verify every authority against the five authority checks using free and subscription tools before relying on it in advice or a filing.
• Implement a structured drafting and revision workflow with version control and a verification step at each stage.
• Evaluate which transactional and litigation drafting tasks may be delegated to an AI tool at each stage and which require lawyer-only work.
• Apply a pre-filing certification workflow that satisfies Florida Rule 2.515(d)(2), Federal Rule 11, and judge-specific standing orders, and respond correctly when an error is discovered after filing.
• Assess defensibility, privilege, and logging requirements when AI is used in discovery, document review, and deposition preparation.
• Design a one-page firm quality system with documentation, audit trail, metrics, and training that supports supervision under Rules 4-5.1 and 4-5.3.

Who Should Take This Course

• Litigators and transactional attorneys at small and mid-size firms
• Attorneys who already use, or are about to use, generative AI for research or drafting
• Paralegals, law clerks, and legal operations staff who prepare drafts and cite-check filings
• Managing partners responsible for supervision under Rules 4-5.1 and 4-5.3

Course Outline

1. Section 1: Research with AI
   • Lesson 1.1: How AI Research Tools Work and What the Evidence Shows
   • Lesson 1.2: The Research Prompt Pattern
   • Lesson 1.3: Verifying Authorities with the Five Checks
   • Quiz 1: Research with AI
2. Section 2: Drafting
   • Lesson 2.1: From Outline to Draft
   • Lesson 2.2: Redline and Revise
   • Lesson 2.3: Transactional Patterns
   • Quiz 2: Drafting
3. Section 3: Litigation Documents
   • Lesson 3.1: Pleadings, Motions, and Briefs
   • Lesson 3.2: Discovery and Document Review
   • Lesson 3.3: Deposition Preparation and Transcripts
   • Quiz 3: Litigation Documents
4. Section 4: The Firm's Quality System
   • Lesson 4.1: Documentation and Audit Trail
   • Lesson 4.2: How Competent Lawyers Got Burned
   • Lesson 4.3: The One-Page Workflow
   • Quiz 4: The Firm's Quality System
5. LGTAI501 Final Exam (20 questions, 80 percent to pass)

Course Details

• Level: Intermediate
• Instruction: 80 narrated minutes (1 hour 20 minutes), plus quizzes and a final exam
• Prerequisites: LGTAI101 AI Fundamentals for Legal Professionals (recommended); LGTAI201 Prompt Engineering for Legal Work (recommended)
• Format: Self-paced online course with narrated lessons, interactive exercises, section quizzes, and a graded final exam

Materials Included

• Student handbook (PDF)
• Quick reference card: the five authority checks and the pre-filing certification steps (PDF)
• Research and drafting prompt library with verification notes (PDF)
• Fictional Acme Contractors v. Globex exercise file

Continuing Legal Education

This course is designed for Florida CLE accreditation (anticipated request: 1.5 General, 1.5 Technology). CLE accreditation is pending; no credit is approved until The Florida Bar issues a course number.

How to Use This Course

• Complete the sections in order; each builds on the last.
• Work through every interactive exercise before taking the section quiz.
• Pass each quiz and the final exam with a score of 80 percent or higher to earn your certificate of completion.
• Keep the student handbook and quick reference card for use in practice.

Current as of October 2026. Product names, vendor policies, rules, and court decisions discussed in this course change; the course is reviewed on an annual cycle.