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New

Establishing AI Data Management and Vendor Selection Protocols to Ensure Regulatory Compliance for Your Clients & Firm (Recorded)

  • Training

  • 2 Hours
  • February 13, 2025
  • Massachusetts Continuing Legal Education, Inc. (MCLE)
  • ID: 6054785

Don’T Get Caught Out of Compliance

AI is destined to change the way attorneys practice law - indeed, appreciable use is already here. The process of adopting new technologies is a delicate dance between embracing innovation and maintaining regulatory compliance. So, how can we as attorneys navigate this tango? What are the ethical and legal issues we must consider when adopting AI? How do you exercise due diligence when selecting an AI tool? What steps should you take when incorporating an AI tool into your practice?

The experts are here to help answer these questions, sharing their real-world experience and providing practical guidance on how to develop and implement AI protocols.

Course Content

3:00pm - 3:10pm
Welcome and Introduction
Afton Pavletic, Esq.,
Massachusetts Board of Bar Overseers, Boston

3:10pm - 3:20pm
Audience Polls and Discussion
Afton Pavletic, Esq.,
Massachusetts Board of Bar Overseers, Boston
James Chapman,
esumry, Norfolk
William T. Garcia, Esq,
Thompson Hine LLP, Dayton

3:20pm - 3:30pm
How AI Works

3:30pm - 3:35pm
History of AI for Legal Use Cases

3:35pm - 3:45pm
AI Demo and Broad Use Cases

3:45pm - 3:55pm
Relevant Rules of Professional Conduct

3:55pm - 4:05pm
Generative AI Use Cases

4:05pm - 4:10pm
Audience Polls and Discussion

4:10pm - 4:20pm
Build vs. Buy Pros and Cons

4:20pm - 4:30pm
Cost Recovery on AI Tools

4:30pm - 4:40pm
Selecting an AI Vendor

4:40pm - 4:45pm
AI Governance Within the Firm

4:45pm - 4:50pm
Rules of General Applicability

4:50pm - 5:00pm
'Ask the Experts' Q&A Session and Key Takeaways

Please Note
The webcasts are delivered completely online, underscoring their convenience and appeal.
There are no published print materials. All written materials are available electronically only.
They are posted 24 hours prior to the program and can be accessed, downloaded, or printed from your computer.

Speakers

Chair

Afton Pavletic, Esq.,
Massachusetts Board of Bar Overseers, Boston

Faculty

James Chapman,
esumry, Norfolk

William T. Garcia, Esq,
Thompson Hine LLP, Dayton