AI Implementation in Practice
Master the practical steps to implement AI solutions in your law firm. Includes 1.0 MCLE credit (California Legal Ethics: 0.5 + Technology in the Practice of Law: 0.5).
AI Implementation in Practice
Today's Agenda
The AI Reality Check
ABA Formal Opinion 512 (2024): The AI Ethics Roadmap
Knowledge Check
California State Bar AI Guidance
Competence = Efficiency
Confidentiality Risks
Demo 1: Disable Data Sharing
Knowledge Check
Confidentiality Best Practices (ABA Model Rule 1.6 + Bus. & Prof. Code § 6068(e)(1) + CRPC Rule 1.6)
AI Bias: Your Professional Responsibility (ABA Model Rule 8.4 + CRPC Rule 8.4)
AI Hallucinations: Lawyers remain responsible for accuracy of AI output (Duty of Candor)
AI Augments Lawyers& Prompting Unlocks its Value
Knowledge Check
CLAR Example
RAG: The Hallucination Solution
Demo 2a: Copilot Case Assistant
Demo 2b: Notebook LM
Knowledge Check
Disclosure Duties
Firm AI Policy required under ABA Formal Opinion 512 (Supervisory Duty)
The Choice Is Yours
Thank You!
Final Assessment Quiz - MCLE Certification
Jennifer Case, J.D.
California Attorney & AI Strategist
After 20+ years in law and technology, I've seen firsthand how the right AI tools can transform a business's practice, when implemented correctly.
I founded Law Tech AI to help California attorneys who were overwhelmed by AI hype but unsure where to start. My approach is simple: practical strategies you can implement immediately, not abstract theory.
I hold a J.D. from Pepperdine and an MIT Certificate in AI for Business Strategy. I'm committed to helping you master AI while staying ethically compliant.
When you take this course, you're learning from someone who understands both sides, the legal profession's demands and the practical realities of running a business.