iPad for Lawyers: The Complete Mobile Practice Toolkit

Brett Burney
Brett Burney
Nextpoint

Brett Burney is the eLaw Evangelist at Nextpoint where he helps educate lawyers and law firms on the duties and responsibilities associated with collecting, reviewing, and defensibly producing electronically stored information.

Jeffrey Richardson
Jeffrey Richardson
Adams & Reese, LLP

Jeff Richardson is a partner in the New Orleans office of Adams & Reese, where his law practice includes appellate litigation and complex litigation. He is an Appellate Practice Specialist certified by the Louisiana Board of Legal Specialization and serves as chair of the Louisiana State Bar Association’s Board of Legal Specialization.

Re-Broadcast: July 23, 2026

2 hour CLE

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Program Summary

Discover how to configure your iPad as a secure mobile law office, leveraging the right apps for drafting, research, document review, and trial prep. Walk away with practical workflows that keep you productive and your client data protected anywhere you work.

What will an attorney learn?

Attorneys will learn how to turn an iPad into a fully functional law office that streamlines their practice and supports their clients from anywhere.

What will they gain?

They will gain essential workflows, the best apps for legal professionals, and practical tips for staying secure while working on the go.

Key topics to be discussed:

  • Mobile Setup
    How to set up your iPad as a secure, mobile law office.
  • Document Apps
    The best apps for document review, note-taking, case management, and trial prep.
  • Client Collaboration
    Strategies for collaborating with clients and colleagues while maintaining confidentiality.
  • Device Syncing
    Tips for syncing workflows across your mobile devices and computers.
  • Legal Research
    Use the iPad to conduct legal research and annotate PDFs efficiently.
  • Client Communication
    Draft documents, sign contracts, and communicate with clients directly from the iPad.

This course is co-sponsored with myLawCLE.

Date / Time: July 23, 2026

  • 2:00 pm – 4:10 pm Eastern
  • 1:00 pm – 3:10 pm Central
  • 12:00 pm – 2:10 pm Mountain
  • 11:00 am – 1:10 pm Pacific

Closed-captioning available

Speakers

Brett Burney | Nextpoint

Brett Burney is the eLaw Evangelist at Nextpoint (www.nextpoint.com) where he helps educate lawyers and law firms on the duties and responsibilities associated with collecting, reviewing, and defensibly producing electronically stored information. Brett primarily helps law firms and corporate legal departments successfully navigate their e-discovery challenges, and he co-authored the eDiscovery For The Rest Of Us book (www.nextpoint.com/book) designed to help small- and mid-sized law firms understand the options available for their e-discovery needs. Brett also serves at the Vice President of eDiscovery Consulting at the Nextpoint Law Group.

In addition, Brett regularly teaches lawyers how to integrate Macs and iOS devices in their practice and coauthored the ABA-published book Macs in Law: The Definitive Guide for the Mac-Curious, Windows-Using Attorney. Brett also co-hosts the weekly In the News podcast (www.inthenewspodcast.com) with Jeff Richardson from www.iphonejd.com.

Brett served as the Chair of the 2015 ABA TECHSHOW Planning Board and currently Co-Chairs the 2026 ABA TECHSHOW Planning Board, is a Trustee for the EDRM 2.0 Project, and is a member of Working Group 1 of The Sedona Conference. Brett regularly speaks around the country to lawyers and legal groups on a wide variety of technology-related topics. You can contact him at [email protected].

LinkedIn Profile: https://www.linkedin.com/in/brettburney/

 

Jeffrey Richardson | Adams & Reese, LLP

Jeff Richardson is a partner in the New Orleans office of Adams & Reese, where his law practice includes appellate litigation and complex litigation. He is an Appellate Practice Specialist certified by the Louisiana Board of Legal Specialization and serves as chair of the Louisiana State Bar Association’s Board of Legal Specialization.

Jeff has been using Apple products professionally and personally for decades and publishes iPhone J.D., the oldest and largest website dedicated to helping attorneys use iPhones, iPads, and related devices in legal practice. He has used iPads in his law practice since the device’s introduction in 2010 and has extensive experience integrating iPads into workflows for drafting documents, managing cases, conducting legal research, and client communication.

Through his writing, presentations, and the weekly In the News podcast, Jeff teaches lawyers how to maximize Apple devices for productivity, security, and efficiency in a modern law practice.

Agenda

SESSION 1 – How to set up your iPad as a secure, mobile law office | 2:00pm – 2:30pm

Learn how to configure your iPad as a fully functional, secure mobile law office. This session walks through essential setup steps that transform the tablet into a practice-ready tool supporting attorneys wherever their work takes them.

SESSION 2 – The best apps for document review, note-taking, case management, and trial prep | 2:30pm – 3:00pm

Discover the best apps for legal professionals to handle document review, note-taking, case management, and trial prep. This session highlights practical tools that streamline daily workflows and help attorneys manage case files from anywhere with ease.

Break | 3:00pm – 3:10pm

SESSION 3 – Strategies for collaborating with clients and colleagues while maintaining confidentiality | 3:10pm – 3:40pm

Explore strategies for collaborating with clients and colleagues directly from your iPad while safeguarding confidentiality. This session covers practical tips for staying secure on the go, ensuring sensitive information remains protected throughout every mobile interaction.

SESSION 4 – Tips for syncing workflows across your mobile devices and computers | 3:40pm – 4:10pm

Master practical tips for syncing workflows seamlessly across your iPad, mobile devices, and computers. This session shows attorneys how to keep documents, notes, and case files consistent everywhere, supporting smooth transitions between office and remote work.

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