Live Demonstrations from Leading AI Legal Software Companies: How Lawyers Apply These Tools to Litigation, Contracts, and Client Work

Aidan McNair
Carl Davidson
Roxanne M. Fraser
Maeve Renaccio
Mark Underwood
Adrian Parlow
Cecilia Ziniti
Hailey Doerr
Pratik Shah
Johnny Grow
Marlon A. Primes
Aidan McNair | Torva Tech
Carl Davidson | Candle AI
Roxanne M. Fraser | Caseblink
Maeve Renaccio | Case Status
Mark Underwood | JuristAI Legal Technology Group, Inc
Adrian Parlow | PointOne
Cecilia Ziniti | GC AI
Hailey Doerr | Spellbook
Pratik Shah | EsquireTek
Johnny Grow | LawToolBox
Marlon A. Primes | Brennan, Manna & Diamond
Live Video-Broadcast: September 10, 2025

3 hour CLE

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Program Summary

Session I – Torva Tech: Revolutionizing Legal Workflows with 100% Secure, On-Desktop AI – Aidan McNair

Our demonstration will showcase Torva, a revolutionary legal-AI platform designed to enhance litigation workflows while eliminating the risks commonly associated with generative AI. Attendees will see firsthand how Torva operates entirely on a local desktop to guarantee 100% data security, eradicates AI hallucinations with verifiable line-level citations, and seamlessly integrates into a lawyer's existing environment through Microsoft Word. The session will highlight how firms can leverage Torva to instantly search and reason across entire case files, rapidly draft source-cited documents using firm templates, and ultimately empower their legal teams to work more efficiently and accurately.

Key topics to be discussed:

  • 100% on-desktop security & compliance: We'll demonstrate how all data processing occurs locally on the user's machine, ensuring sensitive client data never leaves the firm's firewall. This design directly addresses the primary ethical and security concerns of using AI in legal practice
  • Hallucination-free, citable outputs: We will showcase Torva's core ability to eliminate AI "hallucinations" by linking every generated fact to the exact passage in the source documents. This feature, which includes source previews, ensures complete accuracy and trustworthiness in all outputs
  • Seamless workflow integration: This portion will focus on practical application, demonstrating how Torva's powerful features run directly inside Microsoft Word. We'll show how attorneys can use Torva to chat with their entire case file, get answers from thousands of documents at once, and draft complex, source-cited legal documents using their own firm's templates

Session II – Candle AI: The Legal Email Assistant Built for Your Inbox – Carl Davidson

Candle AI is the only legal email assistant built specifically for legal teams. It lives directly inside Gmail and Outlook, helping lawyers respond to client emails faster and with more confidence. The demo will showcase how Candle AI pulls case and client data into the inbox, generates context-aware client email responses, and streamlines repetitive email tasks with reusable templates. All designed to reduce email overload without changing how legal teams already work.

Key topics to be discussed:

  • Insights panel: Instantly surfaces case details, deadlines, and client information right inside the inbox to eliminate context switching
  • AI-powered compose: Drafts context-aware responses to client emails
  • Templates: Allows legal teams to manage and insert their email templates directly into responses

Session III – Casblink: AI-Powered Immigration Case Preparation from Start to Finish – Roxanne M. Fraser

Caseblink was founded in 2023 after our CEO, Khalil Zlaoui, experienced firsthand the complexity of the immigration case preparation system, having gone through the National Interest Waiver (NIW) visa process with the help of his attorney. As a Data Scientist, he realized the potential of AI to help immigration attorneys streamline their workflows. Together with our team of AI scientists, engineers, and immigration attorneys, he built Caseblink, a tool powered by cutting-edge agent technology to automate case preparation from start to finish. Today, Caseblink can read and understand documents; label, sort, and organize them; assist with case strategy; perform tailored research from trusted sources; generate customized exhibit lists; fill forms using document extractions; draft customizable letters, and assemble complete, ready-to-file petitions, all on one user-friendly platform that also allows for client collaboration.

Key topics to be discussed:

  • Using AI to automate case assembly through labeling, categorizing and extracting information from documents
  • Using AI to generate case-specific research for legal briefs
  • Using AI as a tool to create customized drafting tools for immigration attorneys

Session IV – Case Status: AI-Driven Client Engagement for Modern Law Firms – Maeve Renaccio

The Case Status demo shows how AI seamlessly empowers legal teams to deliver faster, more personalized client engagement. Through integration with your firm’s own data messages, feedback, website content, and internal style—Case Status AI predicts and suggests the most appropriate responses, which teams can then fine-tune in tone or formality with a click.

It also offers real-time translation across 141 languages, enabling firms to communicate effectively with diverse clients. The recently introduced AI Case Summary feature aggregates communications, checklists, appointments, and net-promoter-score feedback into a concise, sentiment-aware case synopsis highlighting potential roadblocks, next steps, and client sentiment, thus empowering teams to proactively move cases forward and save time communicating through a variety of traditional channels.

Key topics to be discussed:

  • AI-driven client engagement
  • Actionable insights from case data
  • Seamless, multilingual communication

Session V – JuristAI: Litigation Lifecycle Agents for Every Stage of Your Case – Mark Underwood

JuristAI offers practice-area and jurisdiction-specific litigation lifecycle agents. These agents are designed for law firms and pro se litigants. They are accessible through a web platform and via natural language emails, allowing them to act like a third-year associate. These agents offer complete complaint drafting, strategic support, recommend next steps, organize case dockets, assist with best practices at each stage of procedural posture, offer discovery analysis, case precedent citation, and hallucination detection.

Key topics to be discussed:

  • We would like to highlight initial complaint drafting
  • Case timeline management with PACER integration
  • The email agent

Session VI – PointOne: Automating Time, Review, and Compliance for Profitable Practice – Adrian Parlow

In this demo, we will show how PointOne’s three core modules — Time, Review, and Rules help attorneys save time and improve profitability at their firms. You’ll see Time automatically capture work from email, documents, meetings, and calls to draft clear, client-ready entries; Review accelerate prebill/pro forma review by flagging write-off risks, block billing, and missing narrative detail; and Rules enforce Outside Counsel Guidelines in real time, so entries are compliant before they ever hit your billing system. Walk away with concrete ways to increase realization, shorten billing cycles, and reduce compliance headaches without adding admin.

Key topics to be discussed:

  • Capture more billable time, with less effort (Time)
  • Faster, cleaner prebills that reduce write-downs (Review)
  • OCG compliance by design (Rules)

Session VII – GC AI: The Leading Legal AI Platform for In-House Counsel – Cecilia Ziniti

GC AI is the leading legal AI platform for in-house counsel, trusted by 500+ legal teams to work faster and reduce risk. Built by lawyers for lawyers, GC AI helps teams research case law, review and draft contracts, and accelerate legal work with industry-leading accuracy and security.

Key topics to be discussed:

  • Quickly analyze and review documents for key issues and obligations
  • Draft and revise clauses in seconds by telling GC AI what you want
  • Conduct legal research with accurate, up-to-date sources
  • Use GC AI for Word to surgically redline, revise, and draft inside Word

Session VIII – Spellbook: Real-Time AI Drafting, Redlining & Playbooks – Hailey Doerr

Spellbook is the AI legal assistant built directly into Microsoft Word, designed to supercharge how lawyers draft, redline, and review contracts. In this demo, you’ll see how Spellbook automates clause generation, provides real-time suggestions, leverages playbooks for consistent drafting, and enables quick benchmarking and refinement of contract language. By streamlining routine tasks, reducing errors, and accelerating workflows, Spellbook helps legal professionals spend less time on the tedious and more time on strategy and client impact—making legal work faster, smarter, and more scalable.

Key topics to be discussed:

  • AI-powered drafting & redlining
  • Playbooks for law firms & in-house teams
  • Efficiency & accuracy gains

Session IX – EsquireTek Omega: Complete Discovery in 20 Days or Less – Pratik Shah

EsquireTek’s Omega is the only AI that completes the entire discovery process—start to finish—in 20 days or less. In this session, you’ll see how our AI manages every step while our internal review ensures accuracy and compliance.

Key topics to be discussed:

  • AI-Powered, end-to-end discovery completion: Omega automates every stage of discovery including intake, drafting objections, gathering client responses, and generating supporting documents in a single streamlined process
  • Comprehensive, court-ready deliverables: Receive a complete discovery packet with objections, verified responses, medical chronologies, Howell charts, transcripts, and more, often exceeding what firms expect is possible
  • Speed that drives results: AI enables firms to stay trial-ready, apply strategic pressure, and eliminate discovery delays with a turnaround of 20 days or less

Session X – LawToolBox AI & Copilot for Legal Professionals – Johnny Grow

We will demo LawToolBox base product, LawToolBox with Copilot/Copilot for Legal, and LawToolBox AI. We may also discuss and/or present how LawToolBox is heavily integrated in Microsoft spaces as well as other legal tech software. We will probably mention that our AI is secure and why it is. The base product demo will include how LawToolBox rules-based calendaring automates deadlines for lawyers. Next, we will demonstrate that LawToolBox does good reporting. Next up, our data is structured and secure to ensure legal professionals cases/matters are organized. This enables our AI to have the focus, context, and understanding it needs to answer questions related to the legal professional’s deadlines and matters correctly and consistently!

We will demo our AI in action and compare it to Copilot by itself to display the results of how the LawToolBox agent gives Copilot the context it needs to answer questions about legal data. With our Premium LawToolBox AI we allow you to create custom prompt for our AI to summarize documents, draft documents, emails, etc. or extract deadlines from court documents such as scheduling orders, CMO’s or a real estate closing document. Lastly, we will feature how we also have an out of the box LawToolBox Prompt Library which is available in both Copilot and with our LawToolBox AI.

Key topics to be discussed:

  • LawToolBox base product
  • LawToolBox with Copilot/Copilot for Legal
  • LawToolBox AI

Session XI – The Ethics of Artificial Intelligence and the Law – Marlon A. Primes

This session provides foundational guidance for ethical obligations attorneys face when using artificial intelligence and the necessary steps to take to avoid ethical violations and sanctions when using artificial intelligence.

Key topics to be discussed:

  • Complying with the rules of professional conduct and local court rules when using AI
  • Efficiency of AI and billable hours
  • Diligence when using AI
  • Pitfalls from over-relying on AI in the practice of law

This course is co-sponsored with myLawCLE.

Date / Time: September 10, 2025

  • 1:00 pm – 4:20 pm Eastern
  • 12:00 pm – 3:20 pm Central
  • 11:00 am – 2:20 pm Mountain
  • 10:00 am – 1:20 pm Pacific

Closed-captioning available

Speakers

Aidan McNair | Torva Tech

Aidan McNair is the Co-Founder and CEO of Torva AI, a Seattle based legal technology startup. Since launching the company in early 2024, Aidan has led Torva’s mission to empower law firms through intelligent automation.

With a deep interest in the intersection of law and machine learning, Aidan is committed to shaping the future of legal practice through cutting-edge, accessible technology. His vision continues to guide Torva’s rapid growth and its commitment to delivering impactful, user-centric solutions for the modern law firm.

 

Carl Davidson | Candle AI

Carl Davidson is the Co-Founder of Candle AI, a legal technology startup focused on solving one of the profession’s biggest times drains: Email. After starting his career as an immigration attorney, Carl transitioned into tech with product roles at Intuit, MetLife, and Legalpad.

His journey from practicing law to building AI-powered tools has been driven by firsthand experience with the inefficiencies that plague legal teams, especially the daily battle with overloaded inboxes. Candle AI was born out of giving lawyers back their time and making client communication more responsive.

 

Roxanne M. Fraser | Caseblink

Roxanne M. Fraser is the Director of Legal Solutions at Caseblink and a Florida Bar Board Certified Attorney in Immigration and Nationality Law. Roxanne is also a member of the AILA South Florida Board of Directors and has been on the AILA South Florida Conference Planning Committee for the past few years. Prior to joining Caseblink, Roxanne practiced immigration law for over 8 years, focusing primarily on business immigration.

Roxanne graduated with a bachelor’s degree from the University of Florida with a major in English and Juris Doctor degree from the University of Florida Levin College of Law. Roxanne is fluent in Spanish and conversational in Portuguese.

 

Maeve Renaccio | Case Status

Maeve is a Solutions Engineer at Case Status, where she helps law firms streamline client communications and improve operational efficiency. Her combined experience in sales, account management, and technical consulting allows her to bridge the gap between business needs and innovative legal technology solutions.

Passionate about problem-solving and client success, Maeve is dedicated to finding tailored solutions that help law firms improve their client experience and scale efficiently.

 

Mark Underwood | JuristAI Legal Technology Group, Inc

Mark Underwood is an inspiring Co-Founder of JuristAI and the brilliant mind behind Lawvocate, an innovative AI legal agent powered by OpenAI’s cutting-edge GPT-5 technology. Currently, this groundbreaking tool is being launched through the OpenAI API, and the excitement is palpable! As the Fractional Chief Legal Officer and Legal Community Leader at Startups.com, Mark plays a vital role in supporting growth companies and legal teams. He expertly guides them in implementing essential AI governance, privacy, cybersecurity, and intellectual property protections, all while maintaining their operational efficiencies.

With over 37 years of rich experience at the vibrant intersection of law and technology, Mark excels at transforming complex tools into regulatory-ready and defensible processes. He founded The Underwood Group to deliver practical, controls-first advice that prioritizes ethics-by-design, meticulous documentation, and measurable compliance. His valuable playbooks and negotiation checklists are embraced by both in-house and external counsel, paving the way for responsible AI adoption, protecting data assets and trade secrets, and crafting strong contracting positions in the realms of AI and machine learning. Mark’s passion for innovation and integrity truly sets him apart!

Mark is admitted to practice in Michigan and before the U.S. District Court for the Western District of Michigan. As a frequent speaker and writer, his thought-leadership articles regularly generate thousands of impressions from legal practitioners and business founders. In this Continuing Legal Education (CLE) session, he will share practical strategies that counselors can implement immediately. The topics will include AI risk triage, contracting for model risk, and establishing a scalable, audit-ready governance framework.

 

Adrian Parlow | PointOne

Adrian Parlow is the Co-Founder and CEO of PointOne, a legal tech startup using AI to automate time and billing for law firms ranging from boutiques to the Am Law 20. Before PointOne, Adrian was a corporate attorney at Fenwick & West, where he did financings and acquisitions for companies like Robinhood, Stripe, Amazon and SentinelOne.

He also spent time as the General Counsel of a Series A fintech startup, as well as in product and operational roles there. Adrian holds a JD, summa cum laude, from the University of Pennsylvania Law School.

 

Cecilia Ziniti | GC AI

Cecilia Ziniti is the founder and CEO of a legal AI company, GC AI, built on her experience as a 3-time General Counsel and AI expert. For two decades, Ms. Ziniti has driven product and company success across major tech shifts and turned early technologies into iconic products that millions of people use every day.

As a three-time executive team member for venture-backed tech companies including software unicorn Replit, Ms. Ziniti has led all aspects of operations for hypergrowth. She has architected and closed partnerships with blue-chip companies like Google and Amazon and quarterbacked $300M+ in venture capital rounds from top-tier investors like Andreessen Horowitz, Coatue, Index, and JP Morgan.

As the founding lawyer on Amazon Alexa and an early team member at Cruise, Ms. Ziniti understands tech adoption and how to earn public and regulator trust. Ms. Zinitiʼs strategic insights make her sought-after by founders and have earned her global media appearances including on CNN and NPR.

Before Amazon, Ms. Ziniti was an intellectual property litigator and technology transactions attorney and represented Apple at Morrison & Foerster, an Am Law 20 firm. Ms. Ziniti is an inventor on four US patents. She has invested in and advised dozens of breakout and unicorn companies, including Replit, Instrumental AI, and Seek AI. Her first tech job was as an online community moderator in London.

 

Hailey Doerr | Spellbook

Hailey Doerr has a background in technology with a focus on automation. At Spellbook, she works with enterprise legal departments to explore how AI can improve their workflows—starting with pilots and then scaling what works across teams. She’s passionate about making AI practical, approachable, and impactful for in-house legal professionals.

 

Pratik Shah | EsquireTek

Pratik Shah is the CEO and Co-Founder of EsquireTek, an AI platform automating the written discovery process. He also serves as the Associate Director of Litigation and Head of AI at Panish | Shea | Ravipudi LLP, where he drives the firm’s adoption of cutting-edge technology to advance litigation strategy and trial preparation.

A recognized leader in legal AI, Pratik has been featured by UC Irvine School of Law, PILMMA, LSA, OCAABA, and Legal Week New York. He was named one of the Top 15 Attorneys Disrupting the Legal Industry in 2021 and has been honored as a Super Lawyers Rising Star every year since 2016.

 

Johnny Grow | LawToolBox

Johnny Grow is a history graduate from Colorado State University with a minor in business administration and a passion for problem-solving. He has developed strong skills in critical thinking, writing, organization, financial analysis, and communication through both academic study and diverse professional experience.

In 2022, Johnny joined LawToolBox, a legal SaaS company, as a Customer Success Specialist, where he supported the sales team on client calls, recorded checks in the accounting system, and worked directly with clients to resolve issues. More recently, he became a Prompt Engineering Intern at LawToolBox, gaining experience in artificial intelligence, natural language processing, and prompt design for effective AI utilization.

Johnny’s professional background also includes managing a hemp farm, guiding fly-fishing expeditions, and overseeing vehicle readiness at a car dealership. These experiences have strengthened his adaptability, leadership, and problem-solving skills across multiple industries.

He is eager to apply his versatile background and growing expertise in AI and business operations to new challenges and opportunities in the workforce.

 

Marlon A. Primes | Brennan, Manna & Diamond

Mr. Primes is the Past President of the Cleveland Metropolitan Bar Association (“CMBA”), which is one of the largest associations of lawyers and judges in Ohio. He was the first government attorney and first African American attorney to serve as president of the CMBA. Mr. Primes also served as the Chairman of the Litigation Section of the Ohio State Bar Association and served as national Vice President of the National Bar Association, which is the oldest and largest association of African American lawyers and judges in the United States.

He is a frequent speaker on legal matters for various organizations and conferences. His National Business Institute and Ohio Human Resource Law Boot Camp presentations have been highly rated. Mr. Primes taught at the National Advocacy Center, which trains Assistant U.S. Attorneys and federal attorneys around the country.

Mr. Primes was born and raised in Akron, and he currently resides in Cleveland Heights with his wife Kathi Howard-Primes. They are the proud parents of two adult children, Markus and Kayla Primes, who both live and work in Washington, D.C.

Agenda

Session I – Torva Tech: Revolutionizing Legal Workflows with 100% Secure, On-Desktop AI | 1:00pm – 1:10pm

  • 100% on-desktop security & compliance: We’ll demonstrate how all data processing occurs locally on the user’s machine, ensuring sensitive client data never leaves the firm’s firewall. This design directly addresses the primary ethical and security concerns of using AI in legal practice
  • Hallucination-free, citable outputs: We will showcase Torva’s core ability to eliminate AI “hallucinations” by linking every generated fact to the exact passage in the source documents. This feature, which includes source previews, ensures complete accuracy and trustworthiness in all outputs
  • Seamless workflow integration: This portion will focus on practical application, demonstrating how Torva’s powerful features run directly inside Microsoft Word. We’ll show how attorneys can use Torva to chat with their entire case file, get answers from thousands of documents at once, and draft complex, source-cited legal documents using their own firm’s templates

Session II – Candle AI: The Legal Email Assistant Built for Your Inbox | 1:10pm – 1:20pm

  • Insights panel: Instantly surfaces case details, deadlines, and client information right inside the inbox to eliminate context switching
  • AI-powered compose: Drafts context-aware responses to client emails
  • Templates: Allows legal teams to manage and insert their email templates directly into responses

Session III – Caseblink: AI-Powered Immigration Case Preparation from Start to Finish | 1:20pm – 1:30pm

  • Using AI to automate case assembly through labeling, categorizing and extracting information from documents
  • Using AI to generate case-specific research for legal briefs
  • Using AI as a tool to create customized drafting tools for immigration attorneys

Session IV – Case Status: AI-Driven Client Engagement for Modern Law Firms | 1:30pm – 1:40pm

  • AI-driven client engagement
    • Automates updates, predicts next best responses, and personalizes communication at scale to keep clients informed without adding staff workload or additional headcount
  • Actionable insights from case data
    • Transforms case activity, checklists, and feedback into clear summaries that flag risks, next steps, and client sentiment for proactive case management
  • Seamless, multilingual communication
    • Instantly translates messages in 140+ languages, enabling inclusive, real-time engagement with every client in their preferred language

Session V – JuristAI: Litigation Lifecycle Agents for Every Stage of Your Case | 1:40pm – 1:50pm

  • We would like to highlight initial complaint drafting
  • Case timeline management with PACER integration
  • The email agent

Session VI – PointOne: Automating Time, Review, and Compliance for Profitable Practice | 1:50pm – 2:00pm

  • Capture more billable time, with less effort (Time)
    • Automatic activity captures and suggests narratives that lawyers can accept, edit, or discard in seconds—so good time entries get done during work, not after it
  • Faster, cleaner prebills that reduce write-downs (Review)
    • Automated checks for noncompliant phrases, vague entries, and policy violations, plus one-click fixes and partner sign-off to move from draft to bill quickly
  • OCG compliance by design (Rules)
    • A rules engine that applies client-specific billing terms at the point of entry—preventing errors, creating an audit trail, and keeping invoices approved the first time

Break | 2:00pm – 2:10pm

Session VII – GC AI: The Leading Legal AI Platform for In-House Counsel | 2:10pm – 2:25pm

  • Quickly analyze and review documents for key issues and obligations
  • Draft and revise clauses in seconds by telling GC AI what you want
  • Conduct legal research with accurate, up-to-date sources
  • Use GC AI for Word to surgically redline, revise, and draft inside Word

Session VIII – Spellbook: Real-Time AI Drafting, Redlining & Playbooks | 2:25pm – 2:40pm

  • AI-powered drafting & redlining
    • Watch how Spellbook generates clauses, suggests edits in real time, and accelerates contract review directly within Word
  • Playbooks for law firms & in-house teams
    • See how customizable playbooks ensure consistency and compliance across your organization’s drafting standards
  • Efficiency & accuracy gains
    • Learn how Spellbook reduces errors, benchmarks language against best practices, and frees lawyers to focus on strategy and client impact

Session IX– EsquireTek Omega: Complete Discovery in 20 Days or Less | 2:40pm – 2:55pm

  • AI-powered, end-to-end discovery completion: Omega automates every stage of discovery including intake, drafting objections, gathering client responses, and generating supporting documents in a single streamlined process
  • Comprehensive, court-ready deliverables: Receive a complete discovery packet with objections, verified responses, medical chronologies, Howell charts, transcripts, and more, often exceeding what firms expect is possible
  • Speed that drives results: AI enables firms to stay trial-ready, apply strategic pressure, and eliminate discovery delays with a turnaround of 20 days or less

Session X – LawToolBox AI & Copilot for Legal Professionals | 2:55pm – 3:10pm

  • LawToolBox base product
  • LawToolBox with Copilot/Copilot for Legal
  • LawToolBox AI

Break | 3:10pm – 3:20pm

Session XI – The Ethics of Artificial Intelligence and the Law | 3:20pm – 4:20pm

  • Complying with the rules of professional conduct and local court rules when using AI
  • Efficiency of AI and billable hours
  • Diligence when using AI
  • Pitfalls from over-relying on AI in the practice of law
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