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Overview
Confidentiality, Supervision, UPL, and the Human in the Loop
AI tools are pervading law offices faster than the ethical guardrails around them. That puts you squarely in the middle of a rapidly evolving set of professional responsibility questions. This course builds a practical framework for using AI tools ethically in everyday paralegal work. We will examine the ethics rules most relevant to AI-assisted tasks, identify where real risk lies, and build concrete habits to apply immediately. Register today!
- Know where you're exposed: identify key AI danger points and duties.
- Learn to spot authoritative-looking errors made by AI.
- Build ethical habits that hold regardless of which AI platform your firm uses.
- Learn when to escalate to a supervising attorney and protect yourself in the process.
*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
- Confidentiality: Client Data, Firm-Approved vs. Personal AI Tools, Consent, and Disclosure
- AI Supervision and Practical Verification: What to Check, What to Flag, What to Never Submit Unchecked
- Competence and Candor With AI-Generated Citations and Outputs
- UPL Risk: Where AI Can Blur the Line Between Legal Information and Legal Advice
- A Practical Decision Framework: Questions to Ask Before Using AI on Any Task, When to Escalate to Supervising Attorney
- AI Tools Paralegals Actually Use: Drafting Assistants, Research Platforms, Document Review, Client Intake Chatbots
Can't Attend Live?
Get the OnDemand Instead
Watch the recording of this event on your own schedule. We'll notify you when its ready.
Credit Details
Credits Available
| Credit | Status | Total |
|---|---|---|
| California MCLE Paralegal |
|
1 Total |
| Delaware Certified Paralegal Program |
|
1 Total |
| Florida Registered Paralegal |
|
1 Total |
| Indiana Paralegal CLE |
|
1 Total |
| NALA |
|
1 Total |
| Montana CLE Credit for Paralegals |
|
1 Total |
| North Carolina Continuing Paralegal Education |
|
1 Total |
| New Mexico Paralegal Division, State Bar of |
|
1 Total |
| Ohio Certified Paralegals |
|
1 Total |
| NFPA |
|
1 Total |
| Texas State Bar of Paralegal Division |
|
1 Total |
| Washington Paralegal Association |
|
1 Total |
Select Jurisdiction
Paralegal
Agenda
-
The Ethical Paralegal in the Age of AI
- Confidentiality: Client Data, Firm-Approved vs. Personal AI Tools, Consent, and Disclosure
- AI Supervision and Practical Verification: What to Check, What to Flag, What to Never Submit Unchecked
- Competence and Candor With AI-Generated Citations and Outputs
- UPL Risk: Where AI Can Blur the Line Between Legal Information and Legal Advice
- A Practical Decision Framework: Questions to Ask Before Using AI on Any Task, When to Escalate to Supervising Attorney
- AI Tools Paralegals Actually Use: Drafting Assistants, Research Platforms, Document Review, Client Intake Chatbots
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
Dana A. Jonson
is a dedicated civil rights attorney based in Connecticut. As a special education attorney, her private practice is devoted to championing the civil and legal rights of children with disabilities; advocating for them in every step of the special education process, from IEP meetings to potential litigation in state or federal court. In addition to her legal work, Ms. Jonson hosts the podcast " Special Ed on Special Ed," where she and other special education experts discuss vital topics that inform and empower special education parents. She conducts workshops for parents and educators alike, equipping them with the knowledge to understand their rights and responsibilities within the special education legal sphere. Ms. Jonson is admitted to the Connecticut Bar Association, Federal Bar and the U.S. Supreme Court.
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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