Responsible AI Adoption in Law Practice: Leveraging Power and Ensuring Compliance

Marissa J. Moran
Marissa J. Moran
CUNY

Marissa J. Moran is an attorney admitted to practice before the U.S. Supreme Court, New York State, New Jersey, and the United States District Courts. She received her B.A. in Economics, cum laude, from Fordham University, and is a member of the Sigma Alpha Nu Honor Society. She received her law degree from Brooklyn Law School, was a Dean’s Merit Scholar and received the American Jurisprudence Awards in Evidence; Real Estate Practice; and Trial Advocacy.

Tom Martin
Tom Martin
LawDroid & Foresight Legal

Tom Martin is a visionary legal AI advocate, coder, philosopher, lawyer, author, and sought-after speaker. As the CEO and founder of LawDroid, a pioneering Generative AI Legal Technology company and co-founder of the American Legal Technology Awards, Tom is at the forefront of transforming the legal industry.

On-Demand: October 28, 2024

2 hour CLE

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Program Summary

Session I - Great Power Brings with it Great Responsibility: Leveraging the Power of Generative AI in Law Practice while Aware of our Responsibilities – Marissa J. Moran

The legal profession is on the threshold of a significant transformation as AI becomes more incorporated in the practice of law. The revolutionary way in which this emerging technology automates routine tasks, provides predictive analytics, and enriches contract management, in a fast and efficient manner, is reshaping how law is practiced. As AI tools become more accepted and prevalent in the legal profession, it is imperative to gain a better understanding of the legal and ethical challenges presented with use of this technology.

Key topics to be discussed:

  • Relevant ABA Model Rules (Competency, Confidentiality, Duty to Supervise, UPL, etc.)
  • Public, private, and closed/enterprise GenAI platforms: Key distinctions
  • Automating legal research, document drafting, and contract analysis
  • Impact on administrative tasks (marketing, business development)
  • Efficiency gains vs. maintaining quality and legal judgment
  • Factors to consider when choosing an AI tool: Firm needs, practice areas, cost, and return on investment

Session II - AI in Legal Practice: Unlocking Innovation and Ensuring Compliance – Tom Martin

This session explores the transformative role of artificial intelligence in enhancing access to justice and reshaping client expectations. Participants will gain insight into the evolution of document automation with the rise of generative AI, learn strategies for fostering innovation, and understand the importance of privacy and data control measures. The session will also address mitigating the risks of AI hallucinations, collaborative AI solutions, and ensuring compliance with ethical standards in AI adoption. Emphasizing a culture of accountability and continuous improvement, this program equips legal professionals with tools to responsibly integrate AI into their practices.

Key topics to be discussed:

  • Enhancing Access to Justice through AI
  • Understanding Client Expectations and Behaviors
  • Collaborative AI
  • Building a Culture of Innovation
  • Privacy and data control measures
  • Mitigating the risks of AI hallucinations
  • The evolution of document automation in light of generative AI
  • Ensuring compliance with ethical standards in AI adoption
  • Fostering a culture of accountability and continuous improvement in AI usage

This course is co-sponsored with myLawCLE.

Closed-captioning available

Speakers

Marissa J. Moran_FedBarMarissa J. Moran | CUNY

Marissa J. Moran is an attorney admitted to practice before the U.S. Supreme Court, New York State, New Jersey, and the United States District Courts. She received her B.A. in Economics, cum laude, from Fordham University, and is a member of the Sigma Alpha Nu Honor Society. She received her law degree from Brooklyn Law School, was a Dean’s Merit Scholar and received the American Jurisprudence Awards in Evidence; Real Estate Practice; and Trial Advocacy. While in law school she interned at the U.S. Attorney’s Office, Southern District of New York (SDNY) and upon graduation, clerked for U.S. Bankruptcy Chief Judge Burton R. Lifland, SDNY. She later worked as an associate at Kaye, Scholer, Fierman, Hays & Handler and Emmet, Marvin and Martin.

She is currently a professor at CUNY in the Department of Law and Paralegal Studies, New York City College of Technology, an ABA approved degree, where she teaches Legal Technology, Forensic Science & The Legal Process, Legal Ethics and Professional Responsibilities, and Theatre of Law. Marissa has served as the college’s grievance counselor and chaired the Faculty Student Disciplinary Committee. She has also taught business law courses as an adjunct clinical professor at New York University, Stern School of Business. She currently serves on the National Association of Legal Assistants Certifying Board Exam Development Commission Essay Grading Committees.

Marissa has written articles for the Legal Educator, a publication of the American Association of Paralegal Educators, and has spoken at several New York State Bar Association (NYSBA) and New Jersey State Bar Association CLEs, and national and local conferences Paralegal Educators conferences on such topics as Legal Technology, Artificial Intelligence, Cybersecurity, and Forensic Science & Law. Her article on biometrics and facial recognition technology appeared on the cover of the May/June 2023 NYSBA Journal.

Marissa serves as a judge for the We the People High School Competitions, Mock Trial NYC High School Tournaments, the ABA Law Student Division, National Appellate Advocacy Competitions, the ABA Dispute Resolution/Mediation Competitions, and Cardozo Law School Monrad G. Paulsen Moot Court Competitions, International Moot Court Honor Society, Oxford Competitions, BMI Entertainment and Media Moot and the Monroe Price Media Law Moot Court Competitions.

She is a member of the NYSBA Task Force on Artificial Intelligence, the Vice Chair of the NYSBA, Committee on Technology and the Legal Profession, and a member of the NYSBA, Committee on Continuing Legal Education, NYSBA, Committee on Committees, and the ABA International Law Section, Privacy, Cybersecurity and Digital Rights Committee.

 

Tom Martin_FedBarTom Martin | LawDroid & Foresight Legal

Tom Martin is a visionary legal AI advocate, coder, philosopher, lawyer, author, and sought-after speaker. As the CEO and founder of LawDroid, a pioneering Generative AI Legal Technology company and co-founder of the American Legal Technology Awards, Tom is at the forefront of transforming the legal industry. Recognized as an ABA Legal Rebel and Fastcase 50 Honoree, Tom is a thought leader in the legal technology space. He has captivated audiences as a speaker at renowned events such as ABA TechShow, LegalWeek, ILTACON, Clio Con, and Legal Innovators. His insightful writing has been featured in prominent publications, including the ABA’s Law Practice Today, Law Technology Today, and GP Solo Magazine.

Tom has also been a guest on popular podcasts like Legal Rebels, Un-Billable Hour, Lawyerist, the Digital Edge, and New Solo. With a passion for education, Tom hosts the weekly newsletter and podcast “LawDroid Manifesto,” where he explores the intersection of AI and the law. Tom also serves as a mentor at the Yale Tsai Center for Innovative Thinking and ATJ Tech Fellows, giving back to the next generation of legal innovators. He holds degrees from Yale University and UCLA School of Law. Tom is also a proud father to two amazing daughters and lives in Vancouver, Canada.

Agenda

Session I – Great Power Brings with it Great Responsibility: Leveraging the Power of Generative AI in Law Practice while Aware of our Responsibilities | 1:00pm – 2:00pm

  • Relevant ABA Model Rules (Competency, Confidentiality, Duty to Supervise, UPL, etc.)
  • Public, private, and closed/enterprise GenAI platforms: Key distinctions
  • Automating legal research, document drafting, and contract analysis
  • Impact on administrative tasks (marketing, business development)
  • Efficiency gains vs. maintaining quality and legal judgment
  • Factors to consider when choosing an AI tool: Firm needs, practice areas, cost, and return on investment

Break | 2:00pm – 2:10pm

Session II – AI in Legal Practice: Unlocking Innovation and Ensuring Compliance | 2:10pm – 3:10pm

  • Enhancing Access to Justice through AI
  • Understanding Client Expectations and Behaviors
  • Collaborative AI
  • Building a Culture of Innovation
  • Privacy and data control measures
  • Mitigating the risks of AI hallucinations
  • The evolution of document automation in light of generative AI
  • Ensuring compliance with ethical standards in AI adoption
  • Fostering a culture of accountability and continuous improvement in AI usage

Credits

Alaska

Approved for CLE Credits
2 General

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

Pending CLE Approval
2 General

Arkansas

Approved for CLE Credits
2 General

Arizona

Approved for CLE Credits
2 General

California

Approved for CLE Credits
2 General

Colorado

Pending CLE Approval
2 General

Connecticut

Approved for CLE Credits
1 General, 1 Ethics / Professionalism

District of Columbia

No MCLE Required
2 General hours

Delaware

Pending CLE Approval
2 General

Florida

Approved via Attorney Submission
2.5 General Hours

Receive CLE credit in Florida via Attorney Submission.
Georgia

Approved for CLE Credits
2 General

Hawaii

Approved for CLE Credits
2.4 General

Iowa

Pending CLE Approval
2 General

Idaho

Pending CLE Approval
2 General

Illinois

Pending CLE Approval
2 General

Indiana

Approved for Self-Study Credits
1 General, 1 Ethics

Kansas

Pending CLE Approval
1 Substantive, 1 Law Practice Management

Kentucky

Pending CLE Approval
2 General

Louisiana

Pending CLE Approval
1 General, 1 Law Office Management

Massachusetts

No MCLE Required
2 General hours

Maryland

No MCLE Required
2 General hours

Maine

Pending CLE Approval
1 General, 1 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
2 General hours

Minnesota

Approved for Self-Study Credits
2 General

Missouri

Approved for CLE Credits
2.4 General

Mississippi

Pending CLE Approval
2 General

Montana

Approved for Self-Study Credits
2 General

North Carolina

Pending CLE Approval
2 General

North Dakota

Approved for CLE Credits
2 General

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

Pending CLE Approval
2 General

The Federal Bar Association reports attendance to Nebraska on each attorney's behalf for all programs. Please do not self-report.
New Hampshire

Approved for CLE Credits
60 General Minutes, 60 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
2.4 General

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
2 General

Nevada

Approved for Self-Study Credits
2 General

New York

Approved for CLE Credits
2.4 General

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

Pending CLE Approval
2 General

Oklahoma

Approved for Self-Study Credits
2.5 General

Oregon

Pending CLE Approval
2 General

Pennsylvania

Approved for Self-Study Credits
2 General

Rhode Island

Pending CLE Approval
2.5 General

South Carolina

Pending CLE Approval
2 General

South Dakota

No MCLE Required
2 General hours

Tennessee

Approved for Self-Study Credits
2 General

Texas

Approved for CLE Credits
2 General

Utah

Pending CLE Approval
2 General

Virginia

Not Eligible
2 General hours Hours

Vermont

Approved for CLE Credits
1 General, 1 Law Practice Programming

Washington

Approved via Attorney Submission
1 Law and Legal Hour, 1 Other (Office Management) Hour

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 General, 1 Law Practice Management

West Virginia

Pending CLE Approval
2.4 General

Wyoming

Pending CLE Approval
2 General

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