Understanding the AI Legal Landscape for Lawyers: Rules, case law, security, and best practices

Tom O’Connor
Tom O’Connor
The Gulf Coast Legal Technology Center

Tom O’Connor is a nationally known consultant, speaker, and writer in the field of legal technology. A New England native who graduated from The Johns Hopkins University in 1972 with a BA in Political Science, he later earned a J.D. at an evening law school program while working as a consultant during the day.

Adam Gutbezahl
Adam Gutbezahl
Ruberto, Israel & Weiner, P.C

Adam Gutbezahl is an attorney at the Boston-based law firm Ruberto, Israel & Weiner, P.C. and is a member of the firm's litigation department and commercial real estate and employment law groups. Adam Gutbezahl is an attorney at the Boston-based law firm Ruberto, Israel & Weiner, P.C. and is a member of the firm's litigation department and commercial real estate and employment law groups.

On-Demand: August 26, 2024

2 hour CLE

This program is only available to All-Access Pass Members.
Subscribe to Federal Bar Association CLE Pass...
Co-Sponsored by myLawCLE
Get this course, plus over 1,000+ live webinars.
Learn More

Program Summary

Session I – AI For Law Firms – Tom O’Connor

The term AI can refer to a broad range of technology with very different capabilities and in the legal world, the term AI has become so generalized that it lacks any clear definition this session will help you better understand exactly what AI is and how it works in the legal profession.

Key topics to be discussed:

  • AI Definitions
  • AI Uses in the Legal Profession
  • Large Language Models
  • Security Concerns

Session II - Understanding the AI Legal Landscape for Lawyers – Adam Gutbezahl

Although the fears that robots and machines would come and replace lawyers may be overblown (so far), it is clear that Artificial Intelligence (“AI”) is already shaping the legal practice. The question remains, however, whether the benefits and efficiencies of using AI outweigh the risks. This session provides insights into the practical, legal, and ethical considerations lawyers should consider before using an AI system. Through this session, attendees will gain an understanding of what these AI systems can – and cannot do – to better assist attorneys in using technology to their advantage while maintaining their ethical obligations in the practice of law.

Key topics to be discussed:

  • Rules Governing the Use of AI In the Legal Practice
  • Case Law Addressing the Use of AI By Attorneys
  • Best Practices in Governing AI Usage

This course is co-sponsored with myLawCLE.

Closed-captioning available

Speakers

Tom O’Connor_FedBarTom O’Connor | The Gulf Coast Legal Technology Center

Tom O’Connor is a nationally known consultant, speaker, and writer in the field of legal technology. A New England native who graduated from The Johns Hopkins University in 1972 with a BA in Political Science, he later earned a J.D. at an evening law school program while working as a consultant during the day.

That consulting experience is diverse and includes tobacco litigation, the BP oil spill litigation and several opioid MDL matters as well as pro bono work with the Office of the Federal Public Defender.

A frequent lecturer about legal technology, Tom also teaches CLE courses nationwide and is a prolific writer. He has several blogs which cover current legal technology topics and has written hundreds of articles including the 2006 award-winning article, “In Katrina’s Wake”, about recovery efforts in the legal community of post-Katrina New Orleans in which he participated.

Tom has also authored three books on legal technology, most recently the self-published EDiscovery for the Rest of Us. In addition, hehosts the Ediscovery Channel on YouTube where he interviews well-known figures in the legal technology space. Tom currently resides down the Mississippi down in New Orleans as does his son Seamus, a litigation support analyst with Platinum Intelligent Data Solutions. They both still mourn the death of legal marketing maven Gayle O’Connor, a wonderful wife and partner to Tom as well as a loving mother to Seamus.

 

Adam Gutbezahl_FedBarAdam Gutbezahl | Ruberto, Israel & Weiner, P.C

Adam Gutbezahl is an attorney at the Boston-based law firm Ruberto, Israel & Weiner, P.C. and is a member of the firm’s litigation department and commercial real estate and employment law groups. Adam represents both individuals and businesses in a wide variety of matters, including complex commercial, employment, land use, and real-estate disputes. With his client-driven focus, Adam understands how to translate the concerns of his clients into practical solutions that make sense for their individualized needs. In addition to handling contentious, high-stakes cases in Massachusetts state and federal courts, Adam counsels his clients on the importance of developing best practices to avoid litigation and mitigate risks.

Adam is a recognized thought leader on the legal implications of Generative Artificial Intelligence (“Gen AI”). He has been a featured speaker for numerous associations and organizations on the topic of Gen AI, including its legal and practical effects on the workplace and in the legal profession and has written extensively on the topic. Adam is a member of multiple steering committees concerning Gen AI, including the Privacy, Security & Digital Law Group within the Boston Bar Association and the Artificial Intelligence Task Force for the Massachusetts Real Estate Bar Association.

Adam is a member of multiple organizations, has held, and continues to hold elected positions. He is also a member of the Wayland Trust Fund Commission, on which he has served since 2019, as well as a former member of the Wayland Select Board, on which he served from May 2021 through May 2024. The New England Real Estate Journal identified Adam in its 2024 Ones to Watch – Rising Stars list. He was also selected to participate in the Boston’s Future Leaders Program in 2024, which is a 10-month leadership initiative by the Harvard Business School and the Greater Boston Chamber of Commerce. Adam received his J.D., cum laude, from George Washington University Law School, where he was a member of the Moot Court Board and an executive editor of The George Washington Law Review.

Agenda

Session I – Understanding AI For Law Firms | 1:00pm – 2:00pm

  • AI Definitions
  • AI Uses in the Legal Profession
  • Large Language Models
  • Security Concerns

Break | 2:00pm – 2:10pm

Session II – Understanding the AI Legal Landscape for Lawyers | 2:10pm – 3:10pm

  • Rules Governing the Use of AI In the Legal Practice
  • Case Law Addressing the Use of AI By Attorneys
  • Best Practices in Governing 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

Our programs are CLE-eligible through Arkansas's recognition of multi-jurisdictional reciprocity.
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
2 General

District of Columbia

No MCLE Required
2 General Hours

Delaware

Pending CLE Approval
2 General

Florida

Approved via Attorney Submission
2.5 General

Receive CLE credit in Florida via attorney submission.
Georgia

Approved for CLE Credits
2 General

Hawaii

Approved for CLE Credits
2 General

Iowa

Pending CLE Approval
2 General

Idaho

Pending CLE Approval
2 General

Illinois

Pending CLE Approval
2 General

Indiana

Pending CLE Approval
2 General

Kansas

Pending CLE Approval
2 General

Kentucky

Pending CLE Approval
2 General

Louisiana

Pending CLE Approval
2 General

Massachusetts

No MCLE Required
2 General Hours

Maryland

No MCLE Required
2 General Hours

Maine

Pending CLE Approval
2 General

Michigan

No MCLE Required
2 General Hours

Minnesota

Approved for Self-Study Credits
2 General

Missouri

Approved for Self-Study Credits
2.4 General

Mississippi

Pending CLE Approval
2 General

Montana

Pending CLE Approval
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

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

Approved for CLE Credits
2 General

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

Pending CLE Approval
2 General

New York

Approved for CLE Credits
2.4 General

Our programs are CLE-eligible through New York’s Approved Jurisdiction Group “A”.
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
2 General

Washington

Approved via Attorney Submission
2 Law and Legal

Receive CLE credit in Washington via attorney submission.
Wisconsin

Approved for Self-Study Credits
2 Law Practice Management (LPM)

WI attorneys can earn a maximum of 6 LPM credits. If you've already reached this limit, any additional LPM credits won't count towards your CLE requirements.
West Virginia

Pending CLE Approval
2.4 General

Wyoming

Pending CLE Approval
2 General

More CLE Webinars
Upcoming CLE Webinars
Insurance and Bad Faith Litigation in Fire Loss Cases
Insurance and Bad Faith Litigation in Fire Loss Cases Thu, March 20, 2025
On-Demand
Live Replay
Divorce Law 101 (2025 Edition)
Divorce Law 101 (2025 Edition) Fri, March 21, 2025
Live Webcast
Gun Trust 101 (2025 Edition)
Gun Trust 101 (2025 Edition) Fri, March 21, 2025
On-Demand
Live Replay
Ethical Strategies with Law Firm Podcasts
Ethical Strategies with Law Firm Podcasts Mon, March 24, 2025
Live Webcast
AI-Generated Trade Secret Litigation
AI-Generated Trade Secret Litigation Wed, March 26, 2025
Live Webcast
1031 Exchanges 101 (2025 Edition)
1031 Exchanges 101 (2025 Edition) Thu, March 27, 2025
On-Demand
Live Replay