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03 - Module 3: Discovery, Financial Affidavits, and Data Analysis with AI

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ChatGPT for Family Lawyers™ — Module 3: Discovery and Financial Analysis Using AI Tools Discovery responses, financial affidavits, and bank statements often contain large volumes of information that must be reviewed quickly and accurately. Module 3 of *ChatGPT for Family Lawyers™* teaches how AI tools can assist with organizing information, identifying potential issues, and preparing more efficiently for mediation, hearings, and trial. This module focuses on using AI as an analytical support tool, not as a decision-maker. Participants learn how to use structured prompts to summarize discovery responses, flag incomplete or vague answers, and identify areas requiring follow-up through depositions or motions to compel. Live demonstrations using hypothetical family law scenarios show how AI can assist with: • Reviewing discovery for missing or inconsistent information • Analyzing financial affidavits for red flags and unclear entries • Summarizing financial records to identify patterns and averages The training emphasizes that AI outputs must always be reviewed critically and verified against source documents. Ethical considerations, confidentiality obligations, and the limits of AI-based analysis are discussed throughout the module. This module is ideal for attorneys and legal staff involved in case preparation, financial review, and litigation strategy who want to improve efficiency while maintaining professional judgment and responsibility. All demonstrations use fictional facts and de-identified materials. Participants leave with practical techniques for managing large volumes of case data and improving preparation without increasing workload.

Price

$49.99
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© 2026 The Bearded Lawyer Training, LLC. All rights reserved. CLE credit eligibility varies by jurisdiction. Certificates of completion are provided where applicable.
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