VideoIHC CLE Webinar

LegalTech for In-House Legal Teams: Discover How Leading In-House Legal Teams are Using GenAI in Word for More Effective Corporate Investigations

We’ve heard from in-house teams across the country that investigation volume is rising, compliance obligations are increasing, but headcount budgets are staying the same.

 

Tune in as Jackie Schaffer, CEO and Founder of Clearbrief, will provide a step-by-step guide on how in-house attorneys, investigators, and HR professionals from the largest global corporations (and small but mighty teams) are using secure AI inside Microsoft Word to get through their standard investigations workflows in less time, increasing the number of high-quality investigations each employee can successfully handle.

 

 The meaningful time and cost savings means investigations teams can do more with their current headcount, while avoiding nuclear verdicts that can result when supervisors lack a window into the underlying evidence.

 

The discussion will be led by Clearbrief CEO and founder Jacqueline Schafer, a former in-house attorney responsible for internal investigations, government appellate litigator, and Paul Weiss white-collar litigator.

 

Discussion topics include:

  • How to using Clearbrief’s GenAI tools inside Word to create an instant hyperlinked timeline of your facts that can be turned into a formatted investigation report with hyperlinked references to evidence
  • How to analyze handwritten or typed interview notes with AI
  • How to create a secure, hyperlinked version of your investigation for supervisor and colleague review to ensure executive buy-in and compliance
  • Tips for launching a successful GenAI pilot at your organization

 

Who should watch

In-house lawyers and legal professionals who are interested in practical and responsible use of AI in legal writing.

📑 Chapters

Speakers

Taylor Robertson

TR

Horace Wu

HW
Rachel Kim
GC, CloudSync (SaaS, 320 employees). Built AI governance framework adopted by 4 portfolio companies.
Shai Davidai
Founder, In-House Connect. Moderator.

Key Takeaways

📝 From the Webinar
  • Start with three tiers, not ten pages. Green (use freely), Yellow (use with guardrails), Red (don't use without legal review). That's your v1.
  • Name the tools. A policy that says "AI tools" is too vague. Name ChatGPT, Copilot, Claude, and any industry-specific tools your team actually uses.
  • Build in a sunset clause. Set a 90-day review date. Technology moves fast — your policy should too.
  • Don't try to cover everything. Focus on the three highest-risk use cases at your company. You can expand later.
  • Get one executive champion. A policy that comes from "legal" dies. A policy that comes from "the CEO's office" lives.
The one-page AI Acceptable Use Policy template, pre-filled with examples.
Get Template →

Related Resources

  • LegalTech for In-House Legal Teams: Discover How Leading In-House Legal Teams are Using GenAI in Word for More Effective Corporate Investigations
    Template
    DOCX2,340 downloads
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