Independent AI Readiness Training
Practical, structured education on agentic AI workflows, tools, and human-agent collaboration — designed specifically for legal professionals. Not CLE. Not bar credit. Actionable intelligence your team can use immediately.
What This Training Is — and Is Not
This is not CLE. Counsel and Code does not offer continuing legal education credits, bar-accredited programming, or any content submitted to a state bar's MCLE approval process. This training carries no bar credit and is not designed to satisfy any MCLE requirement.
This is practical AI readiness education — structured to give legal professionals the working knowledge they need to evaluate AI tools critically, understand agentic workflow design, and make informed decisions about where and how AI fits into their practice. The content is built on the AGENT Framework* and informed by 35 years of legal practice experience.
If your firm is looking for bar-accredited CLE programming, there are many qualified providers for that purpose. If your firm is looking for education that helps your team actually understand and use agentic AI — that is what this training delivers.
Practical and Applied
- Grounded in real legal workflows, not generic AI overviews
- Built on the AGENT Framework* (Harvard HDSI / DAIN Studios)
- Designed by someone with 35 years of legal practice experience
- Focused on decision-making, oversight, and accountability
- Available in-person and virtually across the United States
- Customizable to your firm's practice areas and technology environment
- Immediately applicable — not theoretical
General or Credentialed
- Not CLE or bar-accredited
- Not a certification program
- Not a product demonstration or vendor pitch
- Not legal advice or legal services of any kind
- Not a one-size-fits-all curriculum
- Not ethics or bar compliance guidance (consult a licensed attorney for that)
- Not offered by a technology vendor with tools to sell
Who Benefits from This Training
This training is designed for legal professionals who need to understand agentic AI from the inside out — not as passive observers of a technology trend, but as decision-makers who will be responsible for where, how, and whether AI is deployed in their firms.
Partners and Firm Leadership
Strategic framing of AI adoption decisions — what to authorize, what to avoid, and how to evaluate vendor claims with a critical eye.
Associates and Staff Attorneys
Hands-on understanding of AI tools in legal workflow contexts — research, drafting, document review, and client communication.
Operations and Practice Management
Workflow analysis, process documentation, and the operational frameworks needed to deploy AI tools without creating liability exposure.
IT and Technology Staff
The legal-context layer that technology staff need — why legal workflows are different, what the stakes are, and how to evaluate AI systems accordingly.
Legal Tech Evaluators
A structured framework for assessing AI vendor offerings — what questions to ask, what documentation to require, and how to compare tools that all claim to use AI.
Mixed Practice Teams
Unified language and shared frameworks for cross-functional teams navigating AI adoption — so attorneys, staff, and technology leads are working from the same foundation.
What the Training Can Cover
Every engagement is customized. The following topic areas represent the available curriculum components — not every training covers all of them. Modules are selected and sequenced based on your firm's specific needs, readiness profile, and goals. Some firms need depth in one area; others need breadth across several.
What Agentic AI Actually Is
How agentic systems differ from simple AI tools — and why that distinction matters for legal work and accountability.
AI Risk and Liability Awareness
Understanding where AI creates operational, ethical, and liability risk in legal practice — hallucination, bias, unauthorized practice concerns, and the professional responsibility implications firms need to evaluate.
AI in Legal Workflow Design
Where AI creates genuine efficiency in legal practice, where it creates risk, and how to draw those lines with rigor rather than guesswork.
Human Oversight and Accountability
Maintaining meaningful attorney oversight in an AI-augmented workflow — who is responsible when AI assists in client deliverables.
Evaluating AI Tools Critically
How to assess vendor claims, understand model limitations, and select tools based on fit rather than marketing.
Prompt Engineering for Legal Work
Practical prompting technique for legal research, drafting assistance, document review, and client communication support.
Data Privacy and Confidentiality
How to evaluate AI tools' data handling practices against legal professional responsibility standards and client confidentiality obligations.
Change Management for AI Adoption
The human side of AI adoption in law firms — resistance patterns, adoption sequencing, and how to build team confidence without mandating compliance.
Measuring What Matters
How to track the value of AI deployment against real targets — time, accuracy, capacity, and client outcomes — not just tool usage statistics.
Training Formats
Training is available in two formats, both customized to your firm's environment, practice areas, and readiness level. All engagements begin with a discovery call at no charge.
In-Person
On-site at your firm or an agreed location. Particularly effective for full-team sessions, workshop-format engagements, and firms where leadership wants to model active participation in AI learning alongside staff.
- Available across the United States
- Half-day and full-day workshop formats
- Multi-session engagement sequences available
- Interactive — not lecture-based
- Tailored to your firm's actual tools and workflows
Virtual
Live, instructor-led sessions delivered via secure video platform. Equally effective for firms with multiple offices, remote-first teams, or leadership that prefers to deploy training incrementally across practice groups.
- Available to firms anywhere in the United States
- Individual, small group, and full-firm sessions
- Asynchronous pre-work available to maximize live session time
- Recordings available for firms with approval from Counsel and Code
- Compatible with all major video conferencing platforms
How a Training Engagement Works
Every training engagement is custom-scoped. There are no prepackaged programs pulled from a shelf. The process below reflects how a typical engagement moves from initial inquiry to delivery.
Discovery Call
A complimentary conversation to understand your firm's current AI posture, team composition, and what you need the training to accomplish. This is not a sales call — it is a diagnostic. If training is not the right starting point for your firm, that will be said directly.
Needs Assessment
A brief intake process — typically conducted via structured questionnaire and a follow-up conversation — that establishes your team's baseline knowledge, identifies the most relevant curriculum areas, and surfaces any firm-specific considerations that should shape the content.
Curriculum Design
Based on the needs assessment, a custom training plan is developed: module selection, sequencing, format, duration, and any firm-specific content that should be incorporated. The plan is presented for review and approval before delivery begins.
Delivery
Training delivered in-person or virtually, as agreed. Sessions are interactive and practical — not slide-reading exercises. Participants should expect to engage with real scenarios, work through actual tool evaluations, and leave with frameworks they can apply to their own workflows.
Follow-Through
A post-training check-in — typically 30 days after delivery — to assess what has been applied, what questions have emerged, and whether follow-on sessions or additional advisory support would be of value. The engagement does not end with the last slide.
Ready to Equip Your Team?
The discovery call is complimentary and carries no obligation. If training is not the right fit, that will be clear after one conversation — and a more appropriate starting point will be recommended.
Counsel and Code, LLC does not provide legal services, legal advice, or legal representation. This training does not constitute legal advice, and no attorney-client relationship is formed by participation in any training engagement.
Schedule Your Discovery Call