Using AI in Your Law Practice: A Step-by-Step Guide

Aaron Bath
Aaron Bath | Balfour Beatty

Aaron B. Bath is the U.S. Vice President of Litigation Support & Legal Operations at Balfour Beatty; a global infrastructure leader headquartered in London. With over 25 years of complex commercial litigation experience and more than 100 trials to his name, Aaron brings deep practical insight to the evolving intersection of law, operations, and technology.

Re-Broadcast: July 22, 2026

2 hour CLE

Tuition: $195.00
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Program Summary

Generative AI has moved past the demo stage and into the daily mechanics of legal work, yet most attorneys still treat large language models as search boxes rather than systems they can build and control. The gap between knowing AI exists and deploying it across a matter is where firms now lose hours and clients.

This program closes that gap—starting with transformer architecture and prompt engineering, then moving directly into building custom GPTs in OpenAI and agent-based automations in Microsoft Copilot that handle repetitive work across transactional matters, litigation management, and legal operations. Attendees learn to use OpenAI projects and Copilot's integrations to structure, refine, and scale these tools across a legal team rather than relying on one-off prompts.

By the end, attorneys can design and deploy their own AI workflows—configuring custom GPTs, building Copilot agents, and organizing AI-driven efficiencies across the legal function—instead of waiting for a vendor to package it for them.

What Will You Learn

Attorneys will learn the foundations of generative AI, how to build custom GPTs in OpenAI, and how to create agent-based automations in Microsoft Copilot.

What Will You Gain

Attorneys will gain the ability to streamline repetitive work across transactional matters, litigation management, and legal operations using custom AI tools and platforms.

Key topics to be discussed:

  • Transformer models
    The architecture underlying large language models that powers generative AI for legal use.
  • Prompt engineering
    Essential groundwork for using generative AI effectively in law practice.
  • Custom GPTS
    Building custom-built GPTs in OpenAI to automate repetitive legal workflows.
  • Copilot agents
    Creating agents in Microsoft Copilot to automate transactional, litigation, and operations work.
  • OpenAI projects
    Using projects to structure, refine, and deploy AI-driven solutions across teams.
  • Platform scaling
    Microsoft Copilot integrations that scale AI efficiencies across the legal function.

This course is co-sponsored with myLawCLE.

Date / Time: July 22, 2026

  • 2:00 pm – 4:10 pm Eastern
  • 1:00 pm – 3:10 pm Central
  • 12:00 pm – 2:10 pm Mountain
  • 11:00 am – 1:10 pm Pacific

Closed-captioning available

Speakers

Aaron Bath | Balfour Beatty

Aaron B. Bath is the U.S. Vice President of Litigation Support & Legal Operations at Balfour Beatty; a global infrastructure leader headquartered in London. With over 25 years of complex commercial litigation experience and more than 100 trials to his name, Aaron brings deep practical insight to the evolving intersection of law, operations, and technology. He also serves as an adjunct professor at Southern Methodist University (SMU), where he teaches courses on legal technology, eDiscovery, and the use of AI in law.

Aaron is a recognized thought leader in legal innovation, serving on the advisory boards for Consero’s Legal Operations and Litigation & Investigations Forums, as well as Brightflag’s Global Client Advisory Board. He is a former President of the Dallas Area Paralegal Association (DAPA) and a founding board member of the North Texas Chapter of ACEDS.

He holds a bachelor’s degree in Jurisprudential Studies and Philosophy from SMU, completed graduate studies in Artificial Intelligence and Machine Learning at MIT, and is currently a second-year law student at the University of North Texas at Dallas College of Law, where he earned top oral argument honors in his section and was selected to represent the school in the Emory National Civil Rights & Liberties Moot Court Competition.

A frequent speaker at industry conferences and legal tech events, Aaron is known for making complex concepts accessible and actionable, bringing a rare blend of frontline litigation experience, operational leadership, and AI fluency to every audience he engages in.

Agenda

SESSION 1 – Foundations of Generative AI | 2:00pm – 3:00pm

Attorneys examine transformer models, large language models, and prompt engineering as the essential groundwork for applying generative AI in law, building the conceptual fluency needed to move from casual experimentation toward deliberate, controlled deployment across real legal matters and daily practice. BREAK | 3:00pm – 3:10pm

SESSION 2 – Custom GPTs & Copilot Agents | 3:10pm – 3:40pm

Demonstrations show how to build custom GPTs in OpenAI and agent-based automations in Microsoft Copilot, automating repetitive workflows across transactional matters, litigation management, and operations so legal teams reclaim hours otherwise lost to manual, recurring tasks each week.

SESSION 3 – Scaling With Projects & Platforms | 3:40pm – 4:10pm

Attendees use OpenAI projects and Microsoft Copilot integrations to structure, refine, and deploy AI-driven solutions across legal teams, organizing custom tools into repeatable systems that scale efficiencies beyond one-off prompts and spread proven workflows throughout the entire legal function.

Credits

Alaska

Approved for CLE Credits
2 General

Our programs are CLE-eligible through Alaska’s recognition of multi-jurisdictional reciprocity.
Alabama

Approved for CLE Credits
2 General

Arkansas

Approved for CLE Credits
2 General

Arizona

Approved for CLE Credits
2 General

California

Approved for CLE Credits
2 Technology in the Practice of Law

Colorado

Approved for Self-Study Credits
2 General

Connecticut

Approved for CLE Credits
2 General

District of Columbia

No MCLE Required
2 CLE Hour(s)

Delaware

Pending CLE Approval
2 General

Florida

Approved for CLE Credits
2.5 Technology

Georgia

Approved for CLE Credits
2 General

Hawaii

Approved for CLE Credits
2 General

Iowa

Pending CLE Approval
2 General

Idaho

Pending CLE Approval
2 General

Illinois

Approved for CLE Credits
2 General

Indiana

Approved For On-Demand Credits
2 General

Kansas

Approved for Self-Study Credits
2 Law Practice Management

Kentucky

Pending CLE Approval
2 General

Louisiana

Approved for Self-Study Credits
2 General

Massachusetts

No MCLE Required
2 CLE Hour(s)

Maryland

No MCLE Required
2 CLE Hour(s)

Maine

Approved for Self-Study Credits
2 General

Michigan

No MCLE Required
2 CLE Hour(s)

Minnesota

Approved for Self-Study Credits
2 General

Missouri

Approved for CLE Credits
2.4 General

Mississippi

Approved for Self-Study Credits
2 General

Montana

Approved for Self-Study Credits
2 General

North Carolina

Approved for Self-Study Credits
2 Technology Training

North Dakota

Approved for CLE Credits
2 General

Our programs are CLE-eligible through North Dakota’s recognition of multi-jurisdictional reciprocity. Section 1, Policy 1.14
Nebraska

Approved for Self-Study Credits
2 General

myLawCLE reports attendance to Nebraska on each attorney’s behalf for all programs. Please do not self-report.
New Hampshire

Approved for CLE Credits
120 General minutes

As of July 1, 2014, the NHMCLE Board no longer provides pre- or post-approval of courses. Attendees must self-determine whether a program is eligible for credit, and self-report their attendance online at www.nhbar.org, based on qualification provisions of Rule 53.
New Jersey

Approved for CLE Credits
2.4 General

Our programs are CLE-eligible through New Jersey’s recognition of multi-jurisdictional reciprocity, except for the courses required under BCLE Reg. 201:2
New Mexico

Approved for CLE Credits
2 General

Nevada

Approved for Self-Study Credits
2 General

New York

Approved for CLE Credits
2 General

Our programs are CLE-eligible through New York’s Approved Jurisdiction Group “B”.
Ohio

Approved for Self-Study Credits
2 General

Oklahoma

Approved for Self-Study Credits
2.5 General

Oregon

Approved for Self-Study Credits
2 General

Pennsylvania

Approved for CLE Credits
2 General

Rhode Island

Pending CLE Approval
2 General

South Carolina

Pending CLE Approval
2 General

South Dakota

No MCLE Required
2 CLE Hour(s)

Tennessee

Approved for Self-Study Credits
2 General

Texas

Approved for CLE Credits
2 General

Utah

Approved for Self-Study Credits
2 General

Virginia

Not Eligible
2 General Hours

Vermont

Approved for CLE Credits
2 General

Washington

Approved via Attorney Submission
2 Other (Office Management) Hours

Receive CLE credit in Washington via Attorney Submission. myLawCLE will supply Washington state attorneys with instructions on how to gain credit.
Wisconsin

Approved for Self-Study Credits
2 Law Practice Management

West Virginia

Pending CLE Approval
2.4 General

Wyoming

Approved for Self-Study Credits
2 General

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