CLE
Daniel J. Siegel
Daniel J. Siegel Attorney
Smarter Legal Workflows with Adobe Acrobat From Fundamentals to AI
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Smarter Legal Workflows with Adobe Acrobat: From Fundamentals to AI

A practical, lawyer-focused program showing how to streamline everyday legal work using Adobe Acrobat. The session covers essential PDF fundamentals and then demonstrates how AI, Actions, and advanced tools can automate tasks, reduce risk, and save time. Designed for immediate, real-world use in any legal practice.

Agenda:
  • Introduction to Acrobat, Automation, & AI
    • Why Acrobat still drives legal workflows
    • How fundamentals, automation, and AI fit together

  • Acrobat Essentials
    • Acrobat interface essentials for lawyers
    • Pages panel: insert, extract, reorder, rotate
    • Combining pleadings, exhibits, and correspondence

  • Document Best Practices
    • Bookmarking briefs and records
    • Searching large PDFs and OCR for scanned documents
    • Redaction best practices and common mistakes
    • Intro to Bates numbering and document comparison

  • AI Use Cases
    • AI use cases in legal practice
    • Summarizing records, transcripts, and medical files
    • Asking questions across multi-document PDFs
    • Finding clauses, issues, and inconsistencies

  • Automation Overview
    • Automating workflows with Actions
    • Batch OCR, Bates numbering, and redaction
    • Document comparison and advanced tools

  • Conclusion
    • Key takeaways and best practices
    • Final questions
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Duration of this webinar: 60 minutes
Originally broadcast: March 16, 2026 10:00 AM PT
Webinar Highlights

This webinar is divided into section summaries, which you can scan for key points and then dive into the sections that interest you the most.

Introduction
Daniel J. Siegel, the speaker, is introduced with his extensive legal background and expertise in Adobe Acrobat. Daniel explains the versatility of Adobe Acrobat, emphasizing its potential beyond being a simple PDF reader. The presentation will focus on two features: Adobe Actions and the AI Assistant.
Adobe Actions
Daniel discusses Adobe Actions, a feature many lawyers are unaware of, which automates repetitive tasks. Actions can perform a series of tasks on PDFs, such as combining, renaming, and optimizing them. He explains how Actions improve efficiency by automating steps like adding watermarks and headers. Daniel highlights the scalability of Actions, allowing processes to be run on multiple files simultaneously. He emphasizes the time-saving benefits of Actions, reducing tedious work for legal professionals.
AI Assistant
Daniel elaborates on the AI Assistant's ability to enhance productivity through advanced AI technology. He stresses the importance of understanding documents despite using AI tools for assistance. The AI Assistant can automate tedious tasks, extract text, and summarize information efficiently. Daniel warns against over-reliance on AI, emphasizing the need for personal verification of information. He shares examples of how AI Assistant aids in legal research and preparation for court arguments.
Practical Applications of AI Assistant in Legal Work
Daniel demonstrates practical applications of AI Assistant in legal work, such as creating dynamic PDFs. He shows how to automate document preparation with features like sharing options. The AI Assistant can generate summaries and answer specific questions about documents. Daniel explains how AI can assist in extracting key information efficiently.

Please note this AI-generated summary provides a general overview of the webinar but may not capture all details, nuances, or the exact words of the speaker. For complete accuracy, please refer to the original webinar recording.

Speaker
Daniel J. Siegel

Attorney Daniel J. Siegel represents clients in workers' compensation, personal injury, and Social Security disability claims, and he assists clients with estate planning and other needs. Dan's expertise ranges from handling everything from major mass torts and arguing before the Pennsylvania Supreme Court to smaller matters like appearing in traffic court during his 38-year career. Read More ›

Continuing Legal Education (CLE) Credits

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Alaska CLE

Status: Approved

Credits: 1.00 General

Earn Credit Until: March 15, 2031

California CLE

Status: Approved

Credits: 1.00 Technology in the Practice of Law

Earn Credit Until: June 30, 2026

Hawaii CLE

Status: Approved

Credits: 1.00 General

Earn Credit Until: March 15, 2028

Illinois CLE

Status: Approved

Credits: 1.00 General

Earn Credit Until: March 15, 2028

New Jersey CLE

Status: Approved

Credits: 1.20 General

Earn Credit Until: March 15, 2027

North Carolina CLE

Status: Approved

Credits: 1.00 Technology Training

Earn Credit Until: February 28, 2027

Ohio CLE

Status: Approved

Credits: 1.00 General

Earn Credit Until: December 31, 2026

Pennsylvania CLE

Status: Approved

Credits: 1.00 Substantive Law, Practice, and Procedure

Earn Credit Until: March 15, 2028

Texas CLE

Status: Approved

Credits: 1.00 General

Earn Credit Until: February 28, 2027

Vermont CLE

Status: Approved

Credits: 1.00 General

Earn Credit Until: March 16, 2031


This presentation is approved for one hour of General CLE credit in Alaska, one hour of Technology in the Practice of Law CLE credit in California, one hour of General CLE credit in Hawaii, one hour of General CLE credit in Illinois, one hour of Technology Training CLE credit in North Carolina, one hour of General CLE credit in Ohio, one hour of Substantive Law, Practice, and Procedure CLE credit in Pennsylvania, and one hour of General CLE credit in Vermont. This program has been approved by the Board on Continuing Legal Education of the Supreme Court of New Jersey for 1.20 hours of total CLE credit. This course has been approved for Minimum Continuing Legal Education credit by the State Bar of Texas Committee on MCLE in the amount of 1.00 credit hours.

Justia only reports attendance in jurisdictions in which a particular Justia CLE Webinar is officially accredited. Lawyers may need to self-submit their certificates for CLE credit in jurisdictions not listed above.

Note that CLE credit, including partial credit, cannot be earned outside of the relevant accreditation period. To earn credit for a course, a lawyer must watch the entire course within the relevant accreditation period. Lawyers who have viewed a presentation multiple times may not be able to claim credit in their jurisdiction more than once. Justia reserves the right, at its discretion, to grant an attendee partial or no credit, in accordance with viewing duration and other methods of verifying course completion.

At this time, Justia only offers CLE courses officially accredited in certain states. Lawyers may generate a generic attendance certificate to self-submit credit in their own jurisdiction, but Justia does not guarantee that lawyers will receive their desired CLE credit through the self-submission or reciprocity process.

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