Tech, Trust & Transformation: How Legal Teams Drive ROI from AI and Automation
Webinar Recap & Key Takeaways
This webinar explored how legal teams can generate real ROI from AI and automation while addressing key challenges like trust, measurement, and scaling adoption.
Legal departments are increasingly looking at how AI can help them work faster and more efficiently, without compromising accuracy, compliance, or trust. In this session, legal leaders and operations experts shared practical insights on where AI can deliver immediate value and how teams can start adopting it thoughtfully. The discussion also highlighted the importance of going beyond efficiency gains to uncover strategic insights, while ensuring human judgment remains at the center of decision-making.
In this webinar, we summarise (with timestamps)
01:15 The panel sets the stage by discussing the practical realities of driving real ROI from AI and automation in legal teams.
04:42 Speakers talk about how legal teams can lead AI initiatives in their organizations by choosing the right tools and measuring their impact.
07:09 LaTrece Johnson explains that building trust is key to adoption, often starting with simple AI use cases in everyday tasks.
11:57 The discussion highlights the importance of vendor transparency about tool limitations and future roadmaps.
15:42 Laura Belmont emphasizes the need for clear answers from vendors around data usage, retention, and AI models.
21:12 The panel explores how categorizing AI use cases like summarization or data analysis—helps teams identify where they can save time and effort.
23:18 Speakers discuss defining success, noting that certain tasks, like document translation, require very high accuracy to be useful.
25:46 Laura shares how building specific “skills” within AI tools can help lawyers embed their expertise and achieve more consistent results.
32:12 The conversation turns to challenges in scaling AI, including user fatigue and varying comfort levels across teams.
36:31 Laura highlights the shift from measuring value through billable hours to focusing on insights and strategic impact.
46:06 The panel notes that the time saved through AI should be used for more proactive work, such as getting involved earlier in product or deal discussions.
53:11 Speakers also raise security considerations, emphasizing the need for continuous vigilance as AI tools evolve.
56:44 The session closes with advice to start small, organize internal data first, and treat AI as a supportive partner rather than a replacement for human judgment.
"AI won’t replace you—but it will replace those who choose not to adopt it."
— LaTrece Johnson, Head of Legal Operations, Palo Alto Network



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