Field Note: Materials from NACBA's "Me, Myself & AI" Webinar

Every CLE season produces a stack of materials that make sense in the room and mean nothing six months later. NACBA's "Me, Myself, and AI" program is the exception. Four consumer bankruptcy lawyers — all past guests on this show — didn't just talk about using AI, they handed over the actual prompts and skills they run in their own cases. Ron got NACBA's permission to post it all on the website. The question this field note answers isn't whether you should use AI in a bankruptcy practice. It's which of these four entry points is yours.

IN THIS EPISODE:
- NACBA's "Me, Myself, and AI" program and how the materials ended up free on https://lawyeraitoolkit.com/deliverables/#row-WoaNrpcH4Y
- Jenny Doling's 30-prompt consumer bankruptcy library, organized around the actual workflow: intake, means testing, schedules and petition prep, Chapter 13 plan work, trustee issues, 341 prep, reaffirmations, exemptions
- Jenny Doling's firm-built AI skills: a pay stub analyzer, a bank statement analyzer, a debt analyzer, and a tax return analyzer
- What the bank statement analyzer actually outputs — an Excel worksheet plus a separate attorney work product memo
- Tara Salinas's argument for solving one annoying problem instead of building an AI strategy
- Tara Salinas's "Your First Closed File" exercise — a 30-minute AI test run on a case you already know the answer to
- Chad Van Horn's shift from prompts to skills, and the four questions every skill needs to answer
- Chad Van Horn's petition quality control and pleading reviewer examples
- Matt McCune's voice, video, software roadmap for building AI into a practice from the ground up
- The NACBA50AI discount code for non-member listeners

WE ALSO DISCUSS:
- Jenny Doling's document renaming, missing document analysis, email organization, and fee quote builder tools
- Tara Salinas's point that you don't need a tech committee — if you can explain an assignment to a good paralegal, you can start
- Chad Van Horn's rule: if you've corrected AI twice, stop arguing with it and fix the instructions
- Ron's own history with NACBA, going back to a 2012 conference in San Antonio

DOWNLOAD: NACBA's "Me, Myself, and AI" Materials
Four consumer bankruptcy lawyers posted the actual prompts, skills, and workflows they use in their own practices — not slides, tools. Covers:
- Jenny Doling's 30-prompt bankruptcy library and her firm's AI skills (pay stub, bank statement, debt, and tax return analyzers)
- Tara Salinas's "Your First Closed File" 30-minute exercise, prompts included
- Chad Van Horn's four-part framework for turning a prompt into a repeatable firm skill
- Matt McCune's voice, video, and software roadmap

Also: NACBA is offering podcast listeners $50 off a new membership with code NACBA50AI, through October 31.

KEY TAKEAWAY
These aren't hypothetical use cases. They're what four working bankruptcy lawyers actually run in live cases, documented well enough that another lawyer can use them tomorrow. That's the difference between a CLE slide deck and a toolkit.

Jenny's build gives Jetsons lawyers a full AI-enabled workflow to study. Tara's "just fix one problem" approach is built for Simpsons lawyers who've dabbled but never found a starting point. And Chad's rule — correct it twice, then fix the instructions — is exactly the governance discipline every Flintstones lawyer will need the moment they stop resisting and start experimenting.

MENTIONED IN THIS EPISODE:
- NACBA (National Association of Consumer Bankruptcy Attorneys)
- "Me, Myself, and AI" (NACBA program)
- Jenny Doling
- Tara Salinas
- Chad Van Horn
- Matt McCune
- Whisper Flow (voice tool — confirm spelling, see flags)
- HeyGen
- NACBA50AI ($50 discount code - Good until October 31, 2026)

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