Stephen King

David VS. Goliath: Why AI is Your Great Equalizer

"David vs. Goliath: Why AI Is Your Great Equalizer" is a 3-hour CLE workshop that shows solo and small firm plaintiff attorneys how to use AI to compete against well-resourced defense teams. Through live demonstrations using a real $10M value+ personal injury case with 6 defense experts, attendees learn proven workflows that reduce motion response time from 40 hours to 4 hours, organize thousands of pages of medical records into chronologies, systematically prepare expert cross-examinations using the Bruno method, analyze jury questionnaires for bias patterns, and conduct overnight trial transcript review for impeachment opportunities. The program includes critical ethics training on the United States v. Heppner privilege waiver ruling and responsible AI use under ABA guidelines. Participants receive immediately usable tools including AI prompt libraries, engagement letter clauses, firm policy templates, staff training guides, and verification checklists—everything needed to implement AI workflows and level the playing field starting Monday morning.

1. Introduction & Framework - 10 min

  • Why AI matters for solo and small firms
  • Session goals, case framing, and key expectations
  • Overview of ethical guardrails and practical application

2. Motion Practice Revolution - 25 min

  • Traditional motion prep vs. AI-assisted workflow
  • Faster issue spotting, argument analysis, and drafting support
  • Using AI to improve efficiency and motion strategy

3. Medical Evidence Mastery - 25 min

  • Organizing records, timelines, and expert materials
  • Simplifying technical medical evidence
  • Comparing reports and identifying inconsistencies or gaps

3.5. Ethics Deep Dive - 18 min

  • Confidentiality, privilege, and supervision concerns
  • Safe vs. unsafe AI use in legal practice
  • Verification, billing, and ethical implementation

BREAK 1 - 10 min

4. Expert Deposition & Cross-Examination - 30 min

  • Preparing for defense experts more efficiently
  • Identifying weaknesses, assumptions, omissions, and bias
  • Structuring stronger cross-examinations with AI support

5. Jury Selection Intelligence - 12 min

  • Reviewing juror questionnaires more efficiently
  • Spotting patterns, bias indicators, and case-specific concerns
  • Improving voir dire preparation

6. Real-Time Trial Support - 10 min

  • Overnight transcript review and testimony analysis
  • Preparing impeachment and next-day trial adjustments
  • Using AI to streamline live trial prep

7. Additional AI Applications - 12 min

  • Discovery
  • Damages analysis
  • Corporate representative depositions
  • Defendant background research
  • Trial themes and demand letters

BREAK 2 - 10 min

8. Platform Deep Dive - 10 min

  • How the platform works in practice
  • Security, accuracy, and document workflow
  • Integration and implementation overview

10. Q&A - 8 min

  • Audience questions
  • Case-specific applications
  • Ethics and implementation discussion

11. Closing & Call to Action - 5 min

  • Key takeaways and recap
  • Immediate implementation steps
  • Final resources and next steps

TLU Live HB Agenda

TLU Live HB Parties & Activities

Tuesday Activities

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Pickleball

2:00pm-4:00pm

Fellerman And Ciarimboli Logo

Surfcamp with Fellerman & Ciarimboli

2:00pm-4:00pm

Dan Surfing
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Welcome Dinner
at Lōrea

6:00pm

Lōrea