Post a Job

Featured Jobs

Relationship Manager for Defined Contributions

Daybright Financial
(Remote)

Daybright Financial logo

3(16) Fiduciary Analyst

Anchor 3(16) Fiduciary Solutions LLC
(Remote / Wexford PA)

Anchor 3(16) Fiduciary Solutions LLC logo

Retirement Plan Relationship Manager

ERISA Services Inc.
(Remote / Knoxville TN)

ERISA Services Inc. logo

Relationship Manager

EPIC RPS
(Remote)

EPIC RPS logo

Executive Assistant / Sales Support

M2B Retirement Consulting LLC
(Remote / Wexford PA)

M2B Retirement Consulting LLC logo

Retirement Compliance Consultant

Navia Benefit Solutions
(Remote / Fresno CA)

Navia Benefit Solutions logo

Retirement Plan Installation & Document Manager

Fringe Benefit Group
(Remote / Austin TX)

Fringe Benefit Group logo

Senior 401k Plan Administrator

FM International Services
(Huntington NY)

FM International Services logo

Recordkeeping and TPA Relationship Manager

Daybright Financial
(Remote)

Daybright Financial logo

ERISA Team Leader

July Business Services
(Remote)

July Business Services logo

Client Service Specialist

EPIC RPS
(Remote / Norwich NY)

EPIC RPS logo

Retirement Plan Distribution Specialist

ERISA Services Inc.
(Remote)

ERISA Services Inc. logo

Relationship Manager/ Actuary

Daybright Financial
(Remote)

Daybright Financial logo

Defined Contribution Account Manager

Nova 401(k) Associates
(Remote)

Nova 401(k) Associates logo

Compliance Specialist III

EPIC RPS
(Remote / Norwich NY)

EPIC RPS logo

Senior ERISA Compliance Analyst

Employee Fiduciary, LLC
(Remote)

Employee Fiduciary, LLC logo

DC Plan Administrator

Heller Pension Associates, Inc.
(Remote / Hyde Park NY / Miami FL)

Heller Pension Associates, Inc. logo

View More Employee Benefits Jobs

Free Publications

LinkedIn icon     Twitter icon     Facebook icon
Webinars
and Podcasts
  >  Upcoming   |   On-Demand
Conferences   >  Upcoming   |   Grouped by Location
All Webinars, Podcasts and Conferences   >  Upcoming   |   Grouped by Sponsor

View More National Business Institute Webinars, Podcasts and Conferences

AI in Document Review and Management: The Ultimate Guide

National Business Institute

Sept. 22, 2026
10:00 a.m. - 5:00 p.m. ET
Webinar

Review Documents Faster, Stay Organized, and Stop Wasting Time

Your time is too valuable to be spent wrestling with documents, digging through disorganized files, and piecing together what actually matters. AI can change that. This CLE program shows you how to use AI to review documents faster, identify key issues and inconsistencies, and turn scattered files, emails, and notes into clear, usable insights. If you're dealing with too many documents, too little time, and increasing pressure to do more with less, this program will give you a practical framework for integrating AI into your daily work. Register today!

  • Review large document sets in a fraction of the time.
  • Turn disorganized case files, emails, and exhibits into a structured, searchable case hub.
  • Organize and label exhibits, build timelines, and connect facts with minimal manual effort.
  • Eliminate time wasted searching for files with AI-powered tagging, indexing, and smart search
  • Take control of inbox overload by turning emails into task lists, deadlines, and automated follow-ups.
  • Compare documents, track changes, and fix formatting issues in seconds instead of hours.
  • Draft contracts, motions, and other legal documents faster.

*Any mention of specific products in this program is intended as part of a general overview and does not constitute NBI's endorsement or recommendation of any specific product or provider. This program is not sponsored by any technology or electronics provider.

Abbreviated Agenda

  1. Document Review and Summaries: Move Faster Without Missing What Matters
  2. Organization, Search, and Reuse: Get Your Documents Under Control
  3. Case File and Matter Organization With AI: Your Litigation Command Center
  4. Email and Task Management With AI: Don't Let Anything Fall Through the Cracks
  5. AI-Powered Document Drafting: Draft Better Documents in a Fraction of the Time
  6. Microsoft Word and Excel Efficiency Lab: AI Features at Your Fingertips
  7. Ethical Use of AI: Where Attorneys Get Into Trouble (and How to Avoid It)

More Information, How to Register