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Overview
Discover Ethical Best Practices for Harnessing AI in Paralegal Practice
According to Wolters Kluwer's Future-Ready Lawyer Survey (2024), 64% of firms state that their paralegals leverage artificial intelligence (AI) tools to complete tasks on a regular basis. However, numbers alone don't tell the whole story. While AI makes it possible to speed up daily processes, it also presents new ethical risks. Are you prepared for the repercussions? In this timely program, our distinguished faculty guides you through the pros and cons of incorporating AI into paralegal workflows, as well as best practices for mitigating ethical risks. Register today!
- Examine best practices protecting confidentiality when using AI.
- Determine what constitutes “competent use” of AI.
- Discover the dos and don'ts of utilizing AI to draft communications.
- Uncover guidance for preventing the unauthorized practice of law (UPL).
*Any mention of specific products in this program is intended as part of a general overview and does not constitute IPE's endorsement or recommendation of any specific product or provider. This program is not sponsored by any technology or electronics provider.
Abbreviated Agenda
- Safeguarding Confidentiality While Using AI: What You Need to Know
- Maintaining Competence While Using AI in Everyday Paralegal Work
- Utilizing AI to Draft Communications: Legal Best Practices
- The Paralegal's Guide to Preventing the Unauthorized Practice of Law (UPL)
Can't Attend Live?
Pre-Order the OnDemand
We will notify you when the ondemand recording is available.
Credit Details
Credits Available
| Credit | Status | Total |
|---|---|---|
| California MCLE Paralegal |
|
3 Total |
| Delaware Certified Paralegal Program |
|
3 Total |
| Florida Registered Paralegal |
|
3 Total |
| Indiana Paralegal CLE |
|
3 Total |
| NALA |
|
3 Total |
| Montana CLE Credit for Paralegals |
|
3 Total |
| North Carolina Continuing Paralegal Education |
|
3 Total |
| New Mexico Paralegal Division, State Bar of |
|
3 Total |
| Ohio Certified Paralegals |
|
3 Total |
| NFPA |
|
3 Total |
| Texas State Bar of Paralegal Division |
|
3 Total |
| Washington Paralegal Association |
|
3 Total |
Select Jurisdiction
Paralegal
Agenda
-
Safeguarding Confidentiality While Using AI: What You Need to Know
- Ethical Duties Under Federal Privacy Laws
- Protecting Client Data When Utilizing AI
- Storing or Deleting AI-Generated Docs With Client-Sensitive Information
-
Maintaining Competence While Using AI in Everyday Paralegal Work
- What Constitutes “Competent" Use of AI?
- Harnessing AI for Legal Research: Ensuring Work Meets Professional Standards
- Balancing Efficiency With Competence
- 3 Tips for Auditing AI-Assisted Work
- Ethical Documentation of Review and Verification Processes
-
Utilizing AI to Draft Communications: Legal Best Practices
- Drafting Responses to Client Emails With AI Tools
- Tapping AI to Draft Messages for Drafting Internal Communications to Colleagues
- Risks of AI-Generated Tone and Framing
-
The Paralegal's Guide to Preventing the Unauthorized Practice of Law (UPL)
- Tasks Requiring Attorney Oversight vs. Tasks AI Can Assist With Ethically
- Paralegals Managing AI Chatbots: OK or Not OK?
- When Your Lawyer Tells You to “Run It Through AI” - Who Is Responsible for Output?
- Mitigating UPL Exposure When AI Is Used: Safeguards to Implement
Who Should Attend
This intermediate level course will provide attendees with ethical best practices for integrating AI into daily workflows. Those who should attend include:
- Paralegals
- Legal Assistants
- Legal Support Staff
Speakers
Speaker bio
Bradley D. Honnold
is a partner with the Leawood law firm of Goza & Honnold, LLC, where his focus is on medical negligence, pharmaceutical, and medical device litigation. Mr. Honnold has spoken at various CLE events on medical negligence issues. He is a member of the Kansas City Metropolitan Bar Association, The Missouri Bar, Kansas Bar Association and the Missouri Association of Trial Lawyers. Mr. Honnold earned his B.B.A. degree from the University of Iowa and his J.D. degree from the University of Iowa College of Law.
Speaker bio
Casey S. Erick
is a partner with Lewis Brisbois Bisgaard & Smith LLP and a member of the Labor & Employment practice. He focuses on commercial litigation and employment law. Mr. Erick has represented clients in both litigation and transactional matters that span across commercial law, labor and employment, real estate, consumer protection, and general litigation; including, but not limited to breach of contract, corporate trade secret theft, tortious interference, defamation, personal injury, fraud, and various other kinds of civil litigation. He is a member of the State Bar of Texas and Dallas Bar Association, and is board-certified in civil trial law. Mr. Erick earned his B.A. degree, cum laude, from the University of Mississippi and his J.D. degree from Baylor School of Law.
Top FAQs
What is included with my course purchase?
When you enroll prior to the live event date you will receive access to the live-streaming webinar which will allow you to interact with faculty in real-time.
With each course, you will receive access to the content via OnDemand Streaming and the Video Download.
Course reference materials are included with each course purchase in a downloadable PDF format.
How do I access my courses?
Courses are available within your account. Simply login to your account and click on My Courses. If you require additional assistance please call our Customer Service Department at 800-793-5274.
Do you have options for attendees who are deaf or hard of hearing?
Closed captioning is available for all online live courses. Attendees may enable the closed captioning functionality within the event room once they have accessed the event by simply clicking the "cc" button in the lower right of the event room.
Are multiple attendee discounts available?
Yes, the more people you bring from your organization, the more you save. Please call out Customer Service Department to inquire about savings for your team at 800-793-5274.
When will the OnDemand be available and how long will I have access to the content?
The OnDemand Video will be available to stream within 14 days of live broadcast date. You will have access to the content for 6 months in your account.
If you're a subscriber, you'll have access to your course recordings until 7 days after the expiration date of the subscription.
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