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Empowering Estate Planning Professionals

AI for Lawyers: Using AI in Your Law Firm

*Earn 1 Hour of Interactive CLE Credit (Arizona)

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Live CLE Workshop — November 13, 2025

Discover how to ethically and effectively use AI to improve intake, drafting, and client communication in your law firm.

Hosted by Rilus Dana, Attorney & Founder of Maat Legal and Rilus Law

The Complete Estate Planning System — Built for Real Attorneys

Maat Legal gives you everything you need to run an efficient, profitable estate planning practice — software, staff, and systems that actually work together.

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  • How to use AI to automate client intake, scheduling, and follow-up
  • Practical ways to ethically integrate AI assistants and chatbots
  • Real examples from Rilus Dana’s own systems using ChatGPT, GoHighLevel, and Maat Legal
  • How to save time, reduce stress, and enhance client experience
  • Key compliance considerations for Arizona attorneys

What You’ll Learn

CLE Credit & Replay Access

This program will be recommended for 1 hour of interactive CLE credit in Arizona.To verify attendance:

The State Bar of Arizona does not approve or accredit CLE programs. This activity may qualify for up to 1 hour toward your annual CLE requirement for the State Bar of Arizona.

  • Three unique code words will be provided during the presentation.
  • Attendees may receive credit whether they attend live or watch the replay within 30 days.
  • To qualify, participants must email the three code words after watching to receive a Certificate of Attendance.
  • Replay access will remain available until December 13, 2025.
  • Certificates of Attendance will only be issued for submissions received before that date.

Live Q&A Session — ask questions and get guidance directly from Rilus

Your Bonuses!

maat legal practice management

30-Day Replay Access — rewatch anytime through December 13, 2025, and still earn CLE credit

AI Tools & Templates — get downloadable resources to implement immediately

Why Attend?

  • Earn CLE credit while learning tools that will immediately improve your law firm operations
  • See practical demonstrations — no tech background required
  • Learn from real systems used by Arizona attorneys

Event Details

Date: Thursday, November 13, 2025


Time: 9:00 AM – 10:00 AM


Location: Live Online & In Person (Mesa, AZ)

Maat Legal combines human support, simple software, and smart systems — creating a full intake-to-signing workflow that makes estate planning faster, more compliant, and more client-friendly.

Join this CLE to learn practical, ethical, and immediately useful ways to make AI work for your firm — and watch the replay anytime within 30 days to earn your CLE credit.

Take the First Step Toward the Future of Law

  • Consultation
  • Client Personal Inventory Form
  • Client Welcome Letter
  • PowerPoint Presentations
  • Timeline
  • Fee Agreements

Consultation & Client Intake

Everything You Need to Manage Estate Planning Efficiently

Document Drafting & Approval

  • Single Trust
  • Continuation Trust
  • Two Single Trusts with Life Estates
  • Pet Trust
  • Sub Trust Options (Age Specific, Special Needs, Dynasty/GST, Pet Trusts)

Trust Documents

  • Drafting Instructions
  • Drafting Approval
  • Attorney Funding Recommendations
  • Health Care Power of Attorney
  • Durable Financial Power of Attorney
  • Last Will and Testament
  • Digital Asset Language
  • Digital Asset Trust

Other Legal Documents

MAAT Legal provides everything your firm needs to manage estate planning efficiently. From client intake to document drafting, approvals, and trust management, our software streamlines every step, so you can focus on serving clients and growing your practice.

2. Personal Inventory — Client-Friendly Intake Software

The Maat Legal Software includes a secure Personal Inventory portal where clients fill in their family and financial details before meeting with you.

  • Modern, mobile-friendly design
  • Built to collect all drafting data once, not twice
  • Seamlessly connects to your drafting templates
  • Triggers automatic reminders through the integrated CRM

Result: No retyping, no missing details, and every client arrives fully prepared.

Maat Legal is the only system designed for real-time drafting during your client meeting.Our built-in templates and prompts guide you through the conversation — while our included paralegals handle the rest.

3. Drafting During the Meeting — Paralegal Support Included

  • Capture and confirm client instructions live
  • Clients approve their plan summary before drafting begins
  • Paralegals complete the documents and handle customization
  • Delivered in editable Word format for final review and signing

Result: Less admin, faster turnarounds, and more client satisfaction.

Unlike complex or limited CRMs, Maat Legal includes a GoHighLevel-powered system trusted by thousands of businesses and agencies worldwide.

5. CRM That Keeps Everything Connected (Powered by GoHighLevel)

  • Built-in automations, email, and SMS communication
  • Pre-built pipelines for leads, drafting, and signing
  • Community support and tutorials widely available online
  • Easy for teams to learn and use every day

Result: One system for everything — intake, communication, drafting, and follow-up.

Modern Estate Planning Resources

Access courses, templates, and guides from Maat Legal Academy to implement the latest estate planning strategies.

Modern Estate Planning Resources
Business Support & Coaching

Business Support & Coaching

Expert legal and business mentors provide guidance to optimize workflows and grow your firm

On-demand CLE courses cover digital assets, electronic documents, virtual meetings, and modern estate planning practices.

Continuing Legal Education (CLE)

Continuing Legal Education (CLE)

Modern Estate Planning Resources

Access courses, templates, and guides from Maat Legal Academy to implement the latest estate planning strategies.

Modern Estate Planning Resources
Business Support & Coaching

Business Support & Coaching

Expert legal and business mentors provide guidance to optimize workflows and grow your firm

On-demand CLE courses cover digital assets, electronic documents, virtual meetings, and modern estate planning practices.

Continuing Legal Education (CLE)

Continuing Legal Education (CLE)
modern estate planning with guided softwares

We’ll Help You Modernize Your Law Practice With Guided Software Solutions

Accessible from any device, MAAT Legal simplifies estate planning for attorneys, automating documents, client intake, and workflows so you can manage your firm efficiently without the tech headaches.Our platform is designed to save you time, reduce errors, and streamline every step of your client’s estate planning journey. With built-in compliance, secure cloud storage, and seamless integrations with the tools you already use, you can focus on delivering exceptional service while we handle the technology.


Whether you’re generating wills, trusts, or powers of attorney, MAAT Legal guides you through each step, ensuring your documents are accurate, professional, and ready to use. And with our expert support team available whenever you need it, adopting modern legal technology has never been easier.

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