Do You Have an Employment Law Case? Reimagining Employment Law Intake and Client Communication with AI

Jose Figueroa
Paul Bamert
Reuben A. Guttman
Jose Figueroa | Case Status
Paul Bamert | Case Status
Reuben A. Guttman | Guttman Buschner LLP

On-Demand: November 21, 2025

2 hour CLE

Tuition: $195.00
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Program Summary

Session I - Transforming Law Firm Operations with Intelligent Automation: A Case Status Demo - Jose Figueroa

A Case Status demo walks you through how our intelligent client experience platform transforms law firm operations. You’ll see how branded, mobile-first communication, powered by AI and automation, eliminates manual updates, reduces client calls, and boosts satisfaction—helping firms scale without adding headcount. It’s not just a demo—it’s a glimpse into a more efficient, client-centric future.

Key topics to be discussed:

  • Operational efficiency at scale
  • Elevated client experience
  • Growth without additional headcount

Session II - Optimizing Client Intake in Employment Law: From Inquiry to Engagement - Reuben A. Gutman

Reuben Guttman’s session will focus on the client intake process in employment law, emphasizing how intuitive screening and structured evaluation form the foundation for effective representation. He will outline how breaking down each case by type—discrimination, wage and hour, ERISA, whistleblower, and class versus individual claims—helps determine the case’s scope, strategy, and suitability. His framework underscores the importance of careful questioning and early issue spotting to ensure clarity and alignment between attorney and client from the outset.

Key topics to be discussed:

  • Discrimination
  • Wage and Hour
  • ERISA
  • Whistleblower
  • Class vs. Individual

This course is co-sponsored with myLawCLE.

Closed-captioning available

Speakers

Jose Figueroa | Case Status

Jose is a valued member of the Case Status Leadership team, where he assumes a pivotal role in solution engineering. With a strategic focus, he specializes in empowering the sales team to effectively position the Case Status platform across diverse market segments. Central to his role is the management of pre-closing expectations and demonstration, ensuring clients remain well-informed about the platform’s capabilities. Jose’s expertise lies in delivering tailored solutions to law firms seeking operational optimization, while continuously seeking avenues to refine internal processes within legal practices. Jose holds a BA in Public Relations from Utah Valley University.

Jose has also been an active voice in the legal technology community, sharing his expertise and insights through numerous speaking engagements. He has presented on topics such as Preparing Students for the New Tech-Driven Legal Industry at Clio, participated in the Legal Tech Panel at Ten Golden Rules Live, and delivered sessions on Transforming How Law Firms Interact with Their Clients at the ALA Annual Conference. Additionally, he has contributed to discussions on the Business of Law at TLU Live and led a presentation on Creating Efficiencies and Increasing Client Satisfaction with Case Status at MTMP. Through these engagements, Jose continues to educate and inspire legal professionals to embrace technology and innovation to enhance client experience and firm performance.

 

Paul Bamert | Case Status

Paul specializes in bringing new and disruptive technology and SaaS solutions to market, refining solutions to provide more value to customers. He is passionate about technology: helping businesses like law firms run better while at the same time delighting the consumers they serve. Paul has more than 25 years’ experience as a technology leader helping businesses and organizations grow through outstanding engagement with consumer clients. Paul holds a BS in Engineering and Material Science from Duke University and a Masters in Business from The Citadel.

 

Reuben A. Guttman | Guttman Buschner LLP

Reuben Guttman is a founding member of Guttman, Buschner & Brooks, PLLC where his practice involves civil rights, whistleblowers, class actions and complex litigation.

The International Business Times has referred to him as “one of the world’s most prominent whistleblower attorneys.” Citing “wins recouping billions of dollars for the federal and state governments,” Boston Globe’s STAT News referred to him as the “The Lawyer Pharma Loves to Hate.”

Guttman has represented workers, unions, and pension funds in complex litigation. For over a decade, he has served as the chief outside counsel to the Oil, Chemical & Atomic Workers International Union, AFL-CIO/CLC, in a series of labor and environmental cases that enhanced safety and environmental conditions at Manhattan Project nuclear weapons sites while driving dread disease compensation legislation for nuclear weapons workers across the nation.

In 2020, he served as lead counsel in a federal class action lawsuit against the South Carolina Department of Corrections and secured a consent order mandating Hepatitis C testing and treatment for 17,000 inmates.

Guttman is currently a faculty member of the American University School of Public Affairs where he teaches Equal Protection/Civil Rights, and he has been an Adjunct Professor at Emory Law School and a Senior Fellow at Emory Law’s Center for Advocacy and Dispute Resolution. He is a Founder and Senior Advisor to the Emory Corporate Governance and Accountability Review (ECGAR). He is the 2015 recipient of the Emory Law Alumni Service Award.

He has taught trial advocacy and complex case investigations in the United States, China, and Mexico, and he has co-authored three case files – two published by Emory Law and one published by the National Institute of Trial Advocacy where he is a faculty member.

He is co-author (with J.C. Lore III of Rutgers Law) of the textbook, Pretrial Advocacy (Wolters Kluwer Spring, 2021). He is a chapter co-author (with Traci Buschner) and wrote the introduction for Remote Advocacy: A Guide to Survive and Thrive (Wolters Kluwer and National Institute of Trial Advocacy, 2020).

Guttman has written or co-authored more than 100 articles or opinion pieces and multiple book chapters and law review pieces. He is a monthly columnist for Law360 where he writes on litigation and politics.

His article, Pharmaceutical Regulation in the United States; a Confluence of Influences, was translated and published in Mandarin in the Peking University Public Interest Law Journal, Vol 1, Page 187 (2010).

Guttman is a Fellow of the American Bar Foundation; he is past member of the Board of Directors of the American Constitution Society (ACS) where he is currently a member of the ACS Board of Advisors.

Guttman received his JD from Emory University and his BA in American History from the University of Rochester. He is the founder of www.whistleblowerlaws.com. He began his legal career as a Washington DC counsel for the Service Employees International Union, AFL-CIO, where he served for five years. Guttman is licensed to practice in front of The United States Supreme Court and in the states of Georgia, New Jersey, Pennsylvania, the District of Columbia.

Agenda

Session I – Transforming Law Firm Operations with Intelligent Automation: A Case Status Demo | 1:00pm – 2:00pm

  • Operational efficiency at scale
    • Discover how intelligent automation and centralized messaging eliminate manual client updates, saving time and reducing staff workload—resulting in up to 80% less communication effort
  • Elevated client experience
    • Learn how Case Status delivers a proactive, branded, and mobile-first experience that meets modern client expectations, driving higher satisfaction, loyalty, and 5-star reviews
  • Growth without additional headcount
    • See how firms can unlock new revenue through automated review capture, improved client retention, and smarter case management—growing the business without growing overhead

Break | 2:00pm – 2:10pm

Session II – Optimizing Client Intake in Employment Law: From Inquiry to Engagement | 2:10pm – 3:10pm

  • Discrimination
  • Wage and Hour
  • ERISA
  • Whistleblower
  • Class vs. Individual

Credits

Alaska

Approved for CLE Credits
2 General

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

Approved for Self-Study Credits
2 General

Arkansas

Approved for CLE Credits
2 General

Arizona

Approved for CLE Credits
2 General

California

Approved for CLE Credits
1 Technology in the Practice of Law, 1 General

Colorado

Pending CLE Approval
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 via Attorney Submission
1 Technology Hours, 1 General Hours

Receive CLE credit in Florida via attorney submission.
Georgia

Approved for CLE Credits
2 General

Hawaii

Approved for CLE Credits
2.4 General

Iowa

Pending CLE Approval
2 General

Idaho

Pending CLE Approval
2 General

Illinois

Approved for Self-Study Credits
2 General

Indiana

Approved For On-Demand Credits
2 General

Kansas

Pending CLE Approval
1 Law Practice Management, 1 Substantive

Kentucky

Pending CLE Approval
2 General

Louisiana

Pending CLE Approval
2 General

Massachusetts

No MCLE Required
2 CLE Hour(s)

Maryland

No MCLE Required
2 CLE Hour(s)

Maine

Pending CLE Approval
2 General

Michigan

No MCLE Required
2 CLE Hour(s)

Minnesota

Approved for Self-Study Credits
2 General

Missouri

Approved for Self-Study Credits
2.4 General

Mississippi

Pending CLE Approval
2 General

Montana

Approved for Self-Study Credits
2 General

North Carolina

Pending CLE Approval
1 Technology, 1 General

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

Pending CLE Approval
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 Self-Study Credits
2 General

Nevada

Approved for CLE Credits
2 General

New York

Approved for CLE Credits
2.4 General

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

Approved for Self-Study Credits
2 General

Oklahoma

Pending CLE Approval
2 General

Oregon

Pending CLE Approval
2 General

Pennsylvania

Approved for Self-Study 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

Pending CLE Approval
2 General

Virginia

Not Eligible
2 General Hours

Vermont

Approved for CLE Credits
2 General

Washington

Approved via Attorney Submission
1 Other (Office Management) Hours, 1 Law & Legal Hours

Receive CLE credit in Washington via attorney submission.
West Virginia

Pending CLE Approval
2.4 General

Wyoming

Pending CLE Approval
2 General

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