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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)
Credit Details
Credits Available
| Credit | Status | Total | Until |
|---|---|---|---|
| California MCLE Paralegal |
|
3 Total | 07-23-2028 |
| Delaware Certified Paralegal Program |
|
3 Total | 07-23-2027 |
| Florida Registered Paralegal |
|
3 Total | 07-23-2027 |
| Indiana Paralegal CLE |
|
3 Total | 07-23-2027 |
| NALA |
|
3 Total | 07-23-2027 |
| Montana CLE Credit for Paralegals |
|
3 Total | 07-23-2028 |
| North Carolina Continuing Paralegal Education |
|
3 Total | 07-23-2027 |
| Ohio Certified Paralegals |
|
3 Total | 07-23-2027 |
| NFPA |
|
3 Total | 07-23-2027 |
| Texas State Bar of Paralegal Division |
|
3 Total | 07-23-2028 |
| Washington Paralegal Association |
|
3 Total | 07-23-2027 |
Credit Details by Jurisdiction
Paralegal
Credits
California MCLE Paralegal Approved · 3 Total Credits
- 3 Ethics
Earn Until
OnDemand - California MCLE Paralegal - 3: This program meets the California MCLE Paralegal requirement as specified in Business and Professions Code Section 6450(d).
Video Download - California MCLE Paralegal - 3: This program meets the California MCLE Paralegal requirement as specified in Business and Professions Code Section 6450(d).
Delaware Certified Paralegal Program Approved · 3 Total Credits
- 3 Ethics
Earn Until
OnDemand - Delaware Certified Paralegal Program - 3: This course qualifies for 3.0 DCP CLE credit hours, including 3.0 DCP ethics credit hour, toward the eligibility requirements of the DPA Delaware Certified Paralegal Program.
Video Download - Delaware Certified Paralegal Program - 3: This course qualifies for 3.0 DCP CLE credit hours, including 3.0 DCP ethics credit hour, toward the eligibility requirements of the DPA Delaware Certified Paralegal Program.
Florida Registered Paralegal Approved · 3 Total Credits
- 3 Ethics
Earn Until
OnDemand - Florida Registered Paralegal - 3: This course qualifies for 3.0 hours of self-study continuing education for paralegals, including 3.0 hour of self-study ethics credit, toward the eligibility requirements of the Florida Registered Paralegal Program. This course has been approved by NALA and NFPA.
Video Download - Florida Registered Paralegal - 3: This course qualifies for 3.0 hours of self-study continuing education for paralegals, including 3.0 hour of self-study ethics credit, toward the eligibility requirements of the Florida Registered Paralegal Program. This course has been approved by NALA and NFPA.
Indiana Paralegal CLE Approved · 3 Total Credits
- 3 Ethics
Earn Until
OnDemand - Indiana Paralegal CLE - 3: This course qualifies for 3.0 hours of distancing learning continuing education, including 3.0 hour of ethics and satisfies the CLE requirement for Indiana State Bar Association Paralegal Members and Indiana Registered Paralegals (IRP).
Video Download - Indiana Paralegal CLE - 3: This course qualifies for 3.0 hours of distancing learning continuing education, including 3.0 hour of ethics and satisfies the CLE requirement for Indiana State Bar Association Paralegal Members and Indiana Registered Paralegals (IRP).
NALA Approved · 3 Total Credits
- 3 Ethics
Earn Until
OnDemand - NALA - 3: This seminar meets the requirements of NALA The Paralegal Association Certifying Board for 3.0 hours, including 3.0 ethics, of continuing legal education self-study credit required to maintain the CP(Certified Paralegal) credential.
Video Download - NALA - 3: This seminar meets the requirements of NALA The Paralegal Association Certifying Board for 3.0 hours, including 3.0 ethics, of continuing legal education self-study credit required to maintain the CP(Certified Paralegal) credential.
Montana CLE Credit for Paralegals Approved · 3 Total Credits
- 3 Ethics
Earn Until
OnDemand - Montana CLE Credit for Paralegals - 3: This course has been approved for 3.0 hours of self-study CLE credit, including 3.0 hour of ethics, by NALA The Paralegal Association Certifying Board. The Montana Association of Legal Assistants (MALA) and the Paralegal Section of the State Bar of Montana will honor this credit approval.
Video Download - Montana CLE Credit for Paralegals - 3: This course has been approved for 3.0 hours of self-study CLE credit, including 3.0 hour of ethics, by NALA The Paralegal Association Certifying Board. The Montana Association of Legal Assistants (MALA) and the Paralegal Section of the State Bar of Montana will honor this credit approval.
North Carolina Continuing Paralegal Education Approved · 3 Total Credits
- 3 Professional Responsibility
Earn Until
OnDemand - North Carolina Continuing Paralegal Education - 3: This program has been approved by the North Carolina State Bar Board of Paralegal Certification for computer-based continuing paralegal education credit in the amount of 3.0 hours, of which 3.0 hour will also apply in the area of professional responsibility. This course is not sponsored by the Board of Paralegal Certification.
Ohio Certified Paralegals Approved · 3 Total Credits
- 3 Ethics
Earn Until
OnDemand - Ohio Certified Paralegals - 3: This course qualifies for 3.0 hours of self-study continuing education for paralegals, including 3.0 hour of ethics, toward the eligibility requirements of the Ohio State Bar Association Paralegal Certification program.
Video Download - Ohio Certified Paralegals - 3: This course qualifies for 3.0 hours of self-study continuing education for paralegals, including 3.0 hour of ethics, toward the eligibility requirements of the Ohio State Bar Association Paralegal Certification program.
NFPA Approved · 3 Total Credits
- 3 Ethics
Earn Until
OnDemand - NFPA - 3: This seminar has been approved by The National Federation of Paralegal Associations, Inc. (NFPA) for 3.0 hours of Continuing Legal Education self-study credit, including 3.0 hour of ethics.
Video Download - NFPA - 3: This seminar has been approved by The National Federation of Paralegal Associations, Inc. (NFPA) for 3.0 hours of Continuing Legal Education self-study credit, including 3.0 hour of ethics.
Texas State Bar of Paralegal Division Approved · 3 Total Credits
- 3 Ethics
Earn Until
OnDemand - Texas State Bar of Paralegal Division - 3: This course qualifies for 3.0 self-study CLE credit hours, including 3.0 ethics credit hour, toward the eligibility requirements of The Paralegal Division of the State Bar of Texas.
Video Download - Texas State Bar of Paralegal Division - 3: This course qualifies for 3.0 self-study CLE credit hours, including 3.0 ethics credit hour, toward the eligibility requirements of The Paralegal Division of the State Bar of Texas.
Washington Paralegal Association Approved · 3 Total Credits
Earn Until
OnDemand - Washington Paralegal Association - 3: Approved for 3.0 CLE self-study credits by the Washington State Paralegal Association (WSPA).
Video Download - Washington Paralegal Association - 3: Approved for 3.0 CLE self-study credits by the Washington State Paralegal Association (WSPA).
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 the founding partner with the Leawood law firm of Goza & Honnold, LLC with more than 30 years of experience trying lawsuits and managing high stake litigation throughout the country. After graduating and before starting his own law firm, he was a partner at a large nationally known firm. Mr. Honnold was a defense attorney from 1989 to 2004, representing hospitals, pharmaceutical manufacturers, and physicians in product liability and medical negligence litigation. In 2005, he made the switch to representing plaintiffs. Mr. Honnold, along with his friend and law partner Kirk Goza, started Goza & Honnold, LLC. Mr. Honnold's most recent notable cases include JUUL Labs, Inc., MDL No. 2913 (Appointed by Hon. William Orrick, III, District Court Judge, Northern District of California, to serve on Plaintiffs' Steering Committee, In Re JUUL Products Liability Litigation), Proton-Pump Inhibitor, MDL No. 2789 (Mr. Honnold is a co-chair of the Discovery Committee and is on the Plaintiff's Steering Committee) and 3M Products Liability Litigation, MDL No. 2885 (Appointed by the Hon. M. Casey Rodgers, District Court Judge, Northern District of Florida, to serve on Plaintiffs' Steering Committee, 3M Combat Arms Ear Plug Litigation, MDL #2885). His recent verdict and settlement includes $775 million settlement against Xarelto. Mr. Honnold has been named "Lawyer of the Year" by Best Lawyers for Medical Malpractice Law - Plaintiffs, Kansas City-KS (2018 and 2020). Mr. Honnold earned his B.B.A. degree With Distinction from the University of Iowa and his J.D. degree, with distinction, from the University of Iowa College of Law. He is a member of the Kansas City Metropolitan Bar Association, Phi Eta Sigma National Honor Society, University of Iowa Beta Gamma Sigma Business Honor Society, Order of Omega (Greek Honor Society) and the Delta Tau Delta Social Fraternity.
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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