This program is eligible for 3 hours of CLE credit in 60-minute states. In 50-minute states, this program is eligible for 3.6 hours of CLE credit. Credit hours are estimated and are subject to each state’s approval and credit rounding rules.
Overview
A fast-paced program designed specifically for lawyers and legal staff who want to work smarter, faster, and more securely in Adobe Acrobat—from everyday PDF fundamentals to advanced legal workflows and AI-powered tools.
Part I — Acrobat Fundamentals (90 Minutes)
Build a rock-solid foundation for daily legal work:
- Creating PDFs from Word, Outlook, scans, and mobile devices
- Navigating, organizing, and managing large legal documents
- Pages panel: insert, extract, rotate, replace, and renumber
- Combining exhibits, pleadings, and correspondence into court-ready PDFs
- Search, find, and redact text properly (and safely)
- OCR for scanned documents and legacy files
- Markups, comments, and collaboration tools
- Bates numbering basics for litigation and discovery
Part II — Legal Workflows & AI Tools (90 Minutes)
Advanced techniques tailored to law practice:
- Preparing court-compliant PDFs for filing and service
- Redaction best practices to avoid ethics and confidentiality mistakes
- Secure sharing, permissions, and password controls
- E-signature workflows and audit trails
- Managing discovery and large records efficiently
- Using Acrobat’s AI Assistant:
- Summarizing long records, transcripts, and medical files
- Asking questions across multi-document case files
- Finding key clauses and inconsistencies in contracts
- Drafting outlines and issue spotters (ethics-aware use)
Who Should Watch:
- Attorneys (solo, small firm, and mid-size)
- Paralegals and legal assistants
- Litigation, transactional, and appellate professionals
- Anyone responsible for document-heavy legal workflows
Recorded in February 2026.
Faculty
Pamela A. Myers
Ms. Myers is Office Administrator for Integrated Technology Services, LLC (ITS; http://www.techlawyergy.com) and the Office Administrator, Paralegal, and client liaison for the Law Offices of Daniel J. Siegel, LLC (http://www.danieljsiegel.com). With more than 20 years of experience in the legal field, Ms. Myers is known for her technological acumen (Mr. Siegel says she is the most “tech savvy” person he has ever worked with), her attention to detail, her ability to anticipate an attorney’s needs, and her dedication to obtaining the best results for clients. Her genuine enjoyment of technology and what it has to offer helps her to convey to others not only how to use technology but also why they should use and embrace it. Ms. Myers’ obsessive use of checklists, and lists in general, was one of the reasons she coauthored The Ultimate Guide to Adobe Acrobat DC and Checklists for Lawyers with Mr. Siegel, and her use of Acrobat contributes to her success. Ms. Myers has worked as a paralegal since 1996 representing both plaintiffs and defendants. While employed as a paralegal at a large, nationally known firm, she also served as the paralegal coordinator for her practice group, supervising and training the group’s paralegals. Ms. Myers received her bachelor’s degree, with honors, from West Chester University. After working for five years in business management, she decided to pursue paralegal studies at the PJA School, where she graduated at the top of her class. Her professional activities have included serving on the Board of Directors of the Philadelphia Association of Paralegals, as its Second Vice President, and also as Editor-in-Chief of its newsletter. You can reach Ms. Myers at [email protected].
Daniel J. Siegel, Esq.
Attorney Daniel J. Siegel is a nationally recognized authority on legal ethics, technology, data protection, cybersecurity, civil litigation, workers’ compensation, and law-practice workflow management. He is the principal of both the Law Offices of Daniel J. Siegel, LLC and Integrated Technology Services, LLC, where he addresses the complex legal, ethical, and operational issues that frequently challenge lawyers and law firms. Dan’s practice is multifaceted. He defends attorneys in disciplinary matters, provides professional responsibility and ethics counsel, and serves as appellate counsel in high-stakes matters. He also represents individuals in estate planning, workers’ compensation, and personal injury cases, bringing a deep understanding of both trial and appellate advocacy. A leader in techno-ethics, Dan advises solo, small, and mid-sized law firms on the ethical and practical implications of technology, including cybersecurity, data protection, and the responsible use of emerging tools such as artificial intelligence. He also helps firms and businesses improve efficiency through workflow optimization and paperless office systems. Dan is the author of 16 books, a legal columnist, and a frequent national speaker on ethics, technology, and law practice management. He served as Chair of the Pennsylvania Bar Association Committee on Legal Ethics and Professional Responsibility from 2019 to 2025 and as Co-Chair of the Pennsylvania Bar Association Technology Committee from 2023 to 2025. He is currently Past-Chair of the American Bar Association’s Law Practice Division. Widely respected for combining practical experience with deep subject-matter expertise, Dan is often called upon to address the most challenging issues facing lawyers today. He can be reached at [email protected].

Need help navigating your CLE requirements?
You have a lot on your plate. We’ll help you stay on top of your compliance — in PA and beyond.