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Tech Talk #4 – Document Automation – from Questionnaire to Draft
October 14 @ 12:00 pm - 1:15 pm


Join us virtually via Zoom on Wednesday, October 14, 2026 from 12:00pm – 1:15pm as we talk From Questionnaire to Draft: Document Automation
The biggest time-saver, done safely. A repeatable workflow that drafts the first 80 percent and keeps you in control, plus an honest look at where general AI stops and purpose-built tools take over.
By the end, attendees will be able to:
- Build a repeatable draft-and-review workflow (questionnaire to first draft to your review to final).
- Recognize the real limits of general AI (why dumping a huge document fails) and break big tasks into reliable steps.
- Tell which drafting belongs in a general AI tool versus a dedicated document-assembly tool.
Can’t make it live? No problem. We are recording this presentation and will send the link to all registered attendees.
Approved for CLE Credits:
General 1.5
Technology 1.5
