Custom AI for Trial and Mediation Success

Co-Sponsored by the National Association of Certified Valuators and Analysts®  (NACVA®)

	Program Description		Take Away
	How You Will Benefit		Schedule

Program Description
This course explores the innovative application of custom AI models, specifically leveraging the capabilities of ChatGPT, to enhance success in critical legal and transactional processes. Learn how to build and utilize tailored AI assistants to significantly improve trial preparation, refine mediation strategies, and conduct in-depth case analysis within the context of litigation and M&A. We will delve into practical applications, demonstrating how AI can streamline tasks from initial discovery review to the strategic crafting of persuasive arguments.

The course will focus on developing AI models capable of identifying potential errors and inconsistencies in opposing expert reports, a crucial aspect of trial preparation. Participants will learn how to generate targeted cross-examination questions, including anticipating challenging inquiries that may be posed against their own experts. A key component will involve leveraging AI to develop comprehensive cross-examination strategies for opposing experts. Furthermore, attendees will gain skills in utilizing AI to synthesize complex information and generate concise, comparative one-pagers for attorneys, effectively highlighting the key differences and similarities between expert opinions. This course assumes a foundational understanding of legal proceedings and financial analysis relevant to litigation and M&A, but no prior experience with AI model development is required.

How You Will Benefit
After completing this course, attendees will be able to:

• Describe the potential applications of custom AI models in trial preparation, mediation, and M&A case analysis
• Identify ways to develop custom ChatGPT models capable of reviewing expert reports to detect potential errors and inconsistencies
• Recognize techniques for generating targeted cross-examination questions, including strategies for anticipating challenging questions
• Select methods to create AI-driven cross-examination strategies and questions for opposing experts based on their reports
• Differentiate approaches to utilizing AI for developing concise compare/contrast one-pagers summarizing the opinions of opposing and supporting experts for legal counsel
• Apply AI tools to streamline the discovery review process and extract key information relevant to legal arguments
• Select AI tools that can streamline the discovery review process and extract key information relevant to legal arguments
• Determine the ethical considerations and best practices for using AI in legal and transactional support

Take Away
Attendees will gain practical skills in building and deploying custom AI models using ChatGPT to enhance their effectiveness in trial, mediation, and M&A scenarios. They will learn how to leverage AI to critically analyze expert reports, generate strategic cross-examination questions, and create concise summaries for legal teams. This will empower participants to provide smarter legal support, streamline complex analytical tasks, and ultimately contribute to more successful outcomes in litigation and transactional engagements.

Who Should Attend
This course is specifically designed for professionals involved in litigation support and mergers & acquisitions, including forensic accountants, valuation analysts involved in disputes, legal consultants, and financial analysts supporting legal teams. It is particularly beneficial for those who work closely with expert witnesses and are involved in preparing for trial, mediation, or conducting due diligence in M&A transactions. The content is relevant for professionals seeking to leverage cutting-edge AI tools to gain a strategic advantage in their work.

Presenter
Nainesh Shah, Nick Mears

Delivery Method Group Internet-Based Program Level Intermediate Advanced Preparation None Prerequisites Previous training or research on subject matter being taught. Such persons are often at a mid-level within the organization, with operational and/or supervisory responsibilities.    Computer Software and Applications 1   Personal Development 1 Total CPE Hours   2

For NASBA sponsorship information, including refund, complaint, and/or program cancelation policies, click here.