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Legal AI Engineering

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3 Days
LEGAL-AI-ENG-2026
Classroom Training, Online Training
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Course Description

Overview

  • Course goals
    • Turn software / AI engineers into legal engineers — the people who can actually build AI for legal work (eDiscovery, review, investigations).
    • Teach participants to build legal-AI systems that are private (nothing leaves the building), defensible (you can prove what they did), and deployable on-prem — the exact skills legal-tech firms and law departments are hiring for.
    • Do it in two intensive, hands-on days — the whole build path, no fluff.
  • In two days, participants build the full core stack: ingest and extract messy real-world legal data, search and retrieve it, add retrieval-augmented generation (RAG) with citations, keep it private on a local model and prove it, run a defensible AI review with court-ready metrics, and package the result for deployment. An optional Day 3 / modular deep-dive extends into investigations, agentic workflows, and on-prem scale.
  • Special emphasis is placed on:
    • Confidentiality and privilege — where legal data actually goes, and how to keep it local and certifiable.
    • Defensibility — measuring, documenting, and reproducing an AI review so it holds up.
    • Applying all concepts to a real-world system: FreeEed (open-source eDiscovery platform with AI capabilities) as the continuous hands-on lab.

Format
  • Instructor-led, highly hands-on (learn by doing)
  • Every module has a working lab; the labs compound into a real legal-AI application by the end
  • Taught from the builder’s seat — the instructor ships a real legal-AI platform (FreeEed) and teaches AI security, so the labs are production reality, not toy demos

Lab environment
  • A modern laptop and reliable internet access
  • A local model runtime (Ollama / vLLM, OpenAI-compatible) for the privacy and local-serving labs
  • The FreeEed lab environment for legal-data ingestion, search, and review labs
  • Deliberately messy sample legal corpora are provided



 

Objectives

  • After the two-day core, participants will be able to:
    • Ingest and process messy real-world legal data (1,400+ file types, email/PST, scans, load files).
    • Build search + RAG over documents that cites its sources and keeps data local.
    • Choose local vs. cloud AI defensibly, and prove nothing left the machine.
    • Measure and document an AI review so it holds up in court (recall, elusion, precision, ground truth).
    • Package a private, defensible legal-AI application and score it with the SAIS-100 (Elephant Scale Secure AI Score) rubric.
  • The optional Day 3 / deep-dive adds: investigative AI (entities, relationships, timelines), agentic multi-step legal workflows, and on-prem deployment at scale in regulated environments.

Audience

  • Software / AI engineers moving into legal tech
  • Legal-tech company engineers who need legal-domain depth
  • Technically-minded legal / eDiscovery / information-governance professionals who want to build, not just buy
  • Anyone targeting the “legal engineer” / “AI legal engineer” role

Prerequisites

    • Comfortable with Python and basic APIs
    • Helpful: familiarity with LLMs at a user level (no ML background required — we build the mental model)
    • No legal background required — the legal concepts you need are taught in context

Topics

Day 1: Build the Foundation — Ingest, Search, Retrieve
  • Module 1: The Legal Engineer’s Landscape
  • Learning objectives — understand the role, where AI fits in legal work, and the two risks that run through everything.
  • Topics
    • The legal-engineer role and why it is being hired right now
    • Where AI fits: eDiscovery, review, contracts, research, investigations; the EDRM model in plain terms
    • Build vs. buy
    • The two risks that run through everything: confidentiality/privilege and defensibility
  • Module 2: Legal Data Is Messy — Ingestion and Extraction
  • Learning objectives — handle the reality of legal data at scale.
  • Topics
    • 1,400+ file types, email and PST, scanned paper, load files (.dat/.opt); embedded metadata that matters
    • Text extraction (Tika), OCR, and de-duplication as a choice
  • Lab: FreeEed Ingestion — build an ingestion pipeline over a deliberately messy document set (email/PST, scans, load files)
  • Module 3: Search and Retrieval — the Foundation
  • Learning objectives — build the core eDiscovery primitive: find anything inside everything.
  • Topics — full-text search and indexing (Solr/Lucene); relevance, metadata and date filtering; search across OCR’d content
  • Lab: eDiscovery Search — index a corpus and run real eDiscovery-style searches, including inside OCR’d scans
  • Module 4: RAG for Legal Documents — with Citations
  • Learning objectives — build RAG over legal documents that cites its sources.
  • Topics
    • Why retrieval, not fine-tuning, for sensitive material — the model never swallows the documents
    • Chunking, embeddings, and above all citations / provenance
    • Multi-document and thread summarization
  • Lab: Legal RAG with Citations — build a RAG Q&A over a document set that answers with source citations
________________________________________ Day 2: Make It Private, Defensible, and Shippable
  • Module 5: Privacy, Privilege, and Local Serving — the Privilege Trap
  • Learning objectives — keep legal data local and be able to certify it.
  • Topics
    • Where the data actually goes when it hits a cloud AI
    • Privilege waiver, duty of competence, and the “private” spectrum (contractual vs. physical)
    • Morgan v. V2X and why local is court-defensible
    • Serving local models (Ollama / vLLM) and monitoring outbound traffic
  • Lab: Local Model + Egress Proof — run a local model end-to-end and prove, with monitoring, that no data egressed
  • Module 6: Defensible AI Review
  • Learning objectives — measure and document an AI review so it holds up.
  • Topics
    • The numbers that hold up in court: recall, elusion, precision, ground-truth validation; TAR / active learning
    • Transparency (why did it code this document?) and reproducibility — pin the model, fix the settings, log everything
    • The “defensible case snapshot” that lets someone re-run your review a year later and get the same result
  • Lab: Defensible Review — measure an AI review against a blind ground truth and produce a reproducibility bundle
  • Module 7: Ship It — Workflow, Private Deployment, and Governance
  • Learning objectives — assemble the pieces into a workflow, deploy it privately, and score it.
  • Topics
    • A multi-step legal workflow (ingest ? search ? summarize ? review ? produce) with human-in-the-loop
    • Private/on-prem deployment essentials (containerize; keep the data in the building)
    • AI governance for legal in brief, and scoring the system with SAIS-100 (the Elephant Scale Secure AI Score)
  • Lab: Score and Package — wire a multi-step workflow, score it with SAIS-100, and package it for private deployment
Capstone (integrated across Day 2)
  • Build a private, defensible legal-AI application end to end — ingest a messy corpus, search it, answer questions over it with citations using a local model, measure a defensible review, and package it for private deployment.
  • Participants leave with a portfolio project that is the legal-engineer job.
________________________________________ Optional Day 3 / Advanced Modules (deliverable as a 3rd day or a modular series)
  • Investigations: Entities, Relationships, and Timelines — extract people/orgs/dates, reconstruct email threads, build chronologies, map near-duplicates and document lineage. Lab: build a timeline and entity/relationship view.
  • Agentic and Multi-Step Legal Workflows (deep) — richer orchestration, contract analysis, multi-doc synthesis, tool use and guardrails as a design principle. Lab: build a multi-step workflow with a human checkpoint.
  • Deployment at Scale — on-prem and appliance deployment, distributed processing for large volumes, regulated environments (CJIS, government, higher-ed), hardware sizing. Lab: containerize and scale a processing job across workers.
  • Governance and Compliance Deep-Dive — the AI-regulation landscape (100+ US state AI laws, the EU AI Act), audit requirements, and a full SAIS-100 governance audit. Lab: audit a legal-AI system against a governance/defensibility checklist.
Assessment and Certification
  • Evaluation — capstone project, lab completion, and class participation
  • Requirements — minimum attendance, successful completion of the capstone, completion of module labs
  • Certificate Awarded — Legal AI Engineer Certificate
Where this fits
  • This is the legal-vertical track of the Elephant Scale Secure AI Learning Path.
  • It pairs naturally with Building Secure AI Applications (builders) and AI Security for Security Teams (defenders), and applies the SAIS-100 framework in its governance work.
  • FreeEed (open-source eDiscovery + AI) is the hands-on lab throughout — the real system that keeps the labs production-grade, not slideware.
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