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Substantive vs. Administrative: When to Lead with Law, When to Lean on Tech

Date October 16, 2025
Duration 60 minutes

Attorneys are constantly bombarded with messages about using legal technology to become better versions of themselves. This makes it incredibly challenging for attorneys to know what tasks should be completed by humans versus technology.

Join Assembly Neos' presenter Jason Sweet and a panel of legal professionals that includes Rick Barrera, Cathryn Rafael, and Holly Presley as they provide guidance for attorneys about when to rely on tools versus their legal expertise.

Key learning moments will include:

  • Identifying substantive legal tasks that should only be performed by licensed attorneys.

  • Delegating tasks to technology without risking ethical violations.

  • Managing ethical and effective integration of technology within a legal practice.

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