ODW2615 – Practical AI Skills for Paralegals: Research, Drafting, and Workflow

Course Materials: Recording and PDF of the power point slides.

Description: This hands-on session gives paralegals a practical toolkit for using AI effectively in day-to-day work. From creating first drafts of discovery responses to summarizing complex documents, registrants will see demonstrations of AI-assisted workflows they can apply immediately. We will also discuss ethical guardrails, confidentiality, and how to recognize when AI is helpful versus when professional judgment is essential. Participants will receive actionable insights for confidently using AI responsibly.

Presenter Biography: Rick Ordemann is the Vice President of Product Development at Matey, where he leads the research and development of AI solutions purpose-built for legal teams. With over a decade of experience advising Fortune 500 companies and Am Law 100 firms, Rick brings deep expertise in litigation support, internal investigations, and defensible data analysis. He has spent his career helping legal professionals uncover critical insights from large volumes of unstructured data, balancing innovation with accuracy, efficiency, and trust. At Matey, Rick focuses on building practical, reliable AI products that translate advanced technology into meaningful, real-world impact for legal workflows.

Joanna Roman is the Director of Client Enablement at Matey AI, where she helps legal teams integrate AI into their workflows with confidence and efficiency. Drawing on over 30 years of experience as a complex litigation paralegal, eDiscovery liaison, forensic strategist, and project manager, she bridges the gap between cutting-edge technology and practical application in the legal field. Joanna is passionate about empowering paralegals and legal professionals to embrace innovation while maintaining the highest standards of accuracy and ethics. She is an active member of EDRM, Women in eDiscovery, and ACEDS, where she earned her CEDS certification.