AI’s Role in Competence and Fees: Ethical Strategies for the Lawyer of the Future

Mathew Kerbis
Mathew Kerbis | Subscription Attorney LLC

He founded the law firm Subscription Attorney LLC after working for private practice law firms for nine years.

On-Demand: January 27, 2025

1.5 hour CLE

Tuition: $195.00
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Program Summary

This program explores the transformative potential of artificial intelligence (AI) in modern legal practice, emphasizing its role as an ethical imperative rather than merely a tool for profitability. The speaker recounts their journey from traditional legal practice to incorporating AI to revolutionize service delivery and client engagement.

The session addresses critical ethical obligations related to technological competence and fair fee arrangements. Key topics include leveraging Retrieval Augmented Generation (RAG) to enhance AI accuracy, ensuring the protection of client communications and data security, and distinguishing between general-purpose AI and legal-specific AI tools designed for confidentiality and reliability.

The program also advocates for transitioning to subscription-based billing models, which align with ethical standards by promoting efficiency, transparency, and cost-effectiveness. Practical insights on implementing subscription services and pricing strategies will be shared, demonstrating how these approaches can enhance service delivery, improve access to justice, and enable firm scalability. Participants will leave with actionable strategies to embrace AI and innovative billing models for a more client-focused, future-ready legal practice.

This course is co-sponsored with myLawCLE.

Key topics to be discussed:

  • Ethical Obligations in Technology Competence and Fee Arrangements
  • Legal-Specific AI Tools vs. General-Purpose AI: Ensuring confidentiality and reliability
  • Transitioning to Subscription-Based Billing Models
  • Leveraging AI to Enhance Legal Services and Access to Justice

Closed-captioning available

Speakers

Mathew Kerbis_FedBarMathew Kerbis | Subscription Attorney LLC

Mathew Kerbis is The Subscription Attorney. He’s on a mission to affordably serve clients at scale via the subscription model and inspire attorneys to abandon the billable hour. He founded the law firm Subscription Attorney LLC after working for private practice law firms for nine years. His firm leverages automations and artificial intelligence to offer more accessible and reasonable prices like legal advice starting at $19.99/month and $49.99/page. Kerbis realized the subscription model could revolutionize the legal profession, so he launched the podcast Law Subscribed to help attorneys make the same choice. He also speaks and writes about how generative artificial intelligence is changing the way law is practiced. Kerbis has presented at ABA TECHSHOW, Stanford’s CodeX online community, several other online publications, and as a guest lecturer for law schools.

Kerbis is a James I. Keane Award winner, recognizing innovative virtual law firms that serve the broad middle class, because he “has been a leader in using technology and subscription-based pricing models to improve access to justice.” He’s been recognized by the American Bar Association as a Top 40 “On the Rise” leading lawyer in the Innovation category for “his commitment to making legal services more accessible while maintaining profitability.” Kerbis is a member of the Institute for the Advancement of the American Legal System’s Above the Line Network for legal professionals committed to transforming the delivery of legal services for the underserved middle class. He placed third in the Individual category for the American Legal Technology Awards for those who make a positive difference in the world related to legal innovation.

Kerbis often presents on the topic of ditching the billable hour for the subscription model using technology. His four CLE courses on Lawline have over 2,500 views averaging 4.9 out of 5 stars, with reviews like, “I like the idea [of] an alternative way for clients to afford lawyer services. I loved his enthusiasm and passion. I think he is onto something great for clients” and “Perhaps the most useful CLE I have ever taken.”

Kerbis was an American Bar Association leader for over twelve years, where he chaired boards, advocated for legal education reform, interviewed ABA Presidents and State Appellate and Supreme Court Justices, and lobbied Congress. He volunteers on other legal community advisory committees and as a board member of local community organizations. As a law student, Kerbis externed for the Honorable Justice Robert E. Gordon of the Illinois Appellate Court, First District.

Kerbis is a frequent public speaker, and the best place to connect with him is on LinkedIn.

Agenda

I. Ethical Obligations in Technology Competence and Fee Arrangements | 1:00pm – 1:30pm

II. Legal-Specific AI Tools vs. General-Purpose AI: Ensuring confidentiality and reliability | 1:30pm – 2:00pm

Break | 2:00pm – 2:10pm

III. Transitioning to Subscription-Based Billing Models | 2:10pm – 2:25pm

IV. Leveraging AI to Enhance Legal Services and Access to Justice | 2:25pm – 2:40pm

Credits

Alaska

Approved for CLE Credits
1.5 Ethics

Our programs are CLE-eligible through Alaska’s recognition of multi-jurisdictional reciprocity.
Alabama

Approved for Self-Study Credits
1.5 Ethics

Arkansas

Approved for CLE Credits
1.5 Ethics

Arizona

Approved for CLE Credits
1.5 Professional Responsibility/Ethics

California

Approved for CLE Credits
1.5 Ethics

Colorado

Pending CLE Approval
1.5 Ethics / Professionalism

Connecticut

Approved for CLE Credits
1.5 Ethics / Professionalism

District of Columbia

No MCLE Required
1.5 CLE Hours

Delaware

Pending CLE Approval
1.5 Enhanced Ethics

Florida

Approved via Attorney Submission
2 Ethics Hours

Receive CLE credit in Florida via attorney submission.
Georgia

Approved for Self-Study Credits
1.5 Ethics

Hawaii

Approved for CLE Credits
1.8 Ethics or Professional Responsibility Education

Iowa

Approved for Self-Study Credits
1.5 Ethics

Idaho

Pending CLE Approval
1.5 Ethics / Professionalism

Illinois

Approved for Self-Study Credits
1.5 Professional Responsibility

Indiana

Pending CLE Approval
1.5 Ethics

Kansas

Pending CLE Approval
1.5 Ethics / Professionalism

Kentucky

Pending CLE Approval
1.5 Ethics

Louisiana

Pending CLE Approval
1.5 Ethics

Massachusetts

No MCLE Required
1.5 CLE Hours

Maryland

No MCLE Required
1.5 CLE Hours

Maine

Pending CLE Approval
1.5 Ethics / Professionalism

Ethics credits can ONLY be earned through Live-Webcast programs, the Maine Board of Bar Examiners does not approve Ethics through On-Demand sessions.
Michigan

No MCLE Required
1.5 CLE Hours

Minnesota

Approved for Self-Study Credits
1.5 Ethics

Missouri

Approved for Self-Study Credits
1.8 Ethics

Mississippi

Pending CLE Approval
1.5 Ethics

Montana

Pending CLE Approval
1.5 Professional Fitness and Integrity

North Carolina

Pending CLE Approval
1.5 Ethics

North Dakota

Approved for CLE Credits
1.5 Ethics

Our programs are CLE-eligible through North Dakota’s recognition of multi-jurisdictional reciprocity. Section 1, Policy 1.14
Nebraska

Pending CLE Approval
1.5 Professional Responsibility

myLawCLE reports attendance to Nebraska on each attorney’s behalf for all programs. Please do not self-report.
New Hampshire

Approved for CLE Credits
90 Ethics / Professionalism Minutes

As of July 1, 2014, the NHMCLE Board no longer provides pre- or post-approval of courses. Attendees must self-determine whether a program is eligible for credit, and self-report their attendance online at www.nhbar.org, based on qualification provisions of Rule 53.
New Jersey

Approved for CLE Credits
1.8 Ethics / Professionalism

Our programs are CLE-eligible through New Jersey’s recognition of multi-jurisdictional reciprocity, except for the courses required under BCLE Reg. 201:2
New Mexico

Approved for Self-Study Credits
1.5 Ethics / Professionalism

Nevada

Pending CLE Approval
1.5 Ethics / Professionalism

New York

Approved for CLE Credits
1.8 Ethics / Professionalism

Our programs are CLE-eligible through New York’s Approved Jurisdiction Group “B”.
Ohio

Approved for Self-Study Credits
1.5 Professional Conduct

Oklahoma

Pending CLE Approval
2 Ethics / Professionalism

Oregon

Pending CLE Approval
1.5 Ethics

Pennsylvania

Approved for Self-Study Credits
1.5 Ethics / Professionalism

Rhode Island

Pending CLE Approval
2 Ethics / Professionalism

South Carolina

Pending CLE Approval
1.5 Ethics / Professionalism

South Dakota

No MCLE Required
1.5 CLE Hours

Tennessee

Approved for Self-Study Credits
1.5 Dual

Texas

Approved for CLE Credits
1.5 Ethics / Professionalism

Utah

Pending CLE Approval
1.5 Ethics / Professionalism

Virginia

Not Eligible
1.5 Ethics / Professionalism Hours

Vermont

Approved for CLE Credits
1.5 Ethics

Washington

Approved via Attorney Submission
1.5 Ethics Hours

Receive CLE credit in Washington via Attorney Submission. myLawCLE will supply Washington state attorneys with instructions on how to gain credit.
Wisconsin

Approved for Self-Study Credits
1.5 Law Practice Management

West Virginia

Pending CLE Approval
1.8 Ethics / Professionalism

Wyoming

Pending CLE Approval
1.5 Ethics / Professionalism

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