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AI Ethics for Lawyers: Mastering Op. 512, Client Confidentiality, and Defensible Billing in 2026

Master the new ethics rules for generative AI. Learn to verify outputs, protect client confidentiality, bill defensibly, and build your own AI compliance policy today.

2026-07-15 13:00:00

2 hours

Program Details

2026-07-15 13:00:00

Program Details

2026-07-15 13:00:00

Over 1,000+ webinars

2026-07-15 13:00:00

2 hours

Course Overview

When the Ethics Rules Outran Most Lawyers' AI Habits

2026-07-15 13:00:00

Generative AI moved from novelty to fixture inside eighteen months, and the rules governing its use crystallized faster than most practices could absorb them. Between July 2024 and early 2026, the ABA issued Formal Opinion 512, more than a dozen state bars released supplemental guidance, courts entered over 300 AI-related standing orders, and the documented sanctions docket grew past 480 U.S. cases.

Lawyers who treat consumer ChatGPT, Zoom AI Companion, or Copilot as routine office tools are already exposed under Rules 1.1, 1.6, 3.3, 1.4, and 1.5, often without realizing the verification, vendor diligence, and disclosure obligations now attached to each.

This two-hour program maps Op. 512 against Florida 24-1, North Carolina 2024 FEO 1, NYC Bar 2025-6, and Virginia LEO 1901, works through the Heppner privilege ruling and the Mata, Johnson v. Dunn, and Noland sanctions line, and delivers engagement-letter language, a verification protocol, and a personal compliance policy attorneys can use immediately.

Format

CLE Credit

2h CLE Credits

Level

Intermediate

Length

2

Key topics that will be covered

01
Hallucinated citations
Rule 3.3 sanctions landscape covering hallucinated citations and escalating court responses across the docket.
02
Standing orders
Court standing orders imposing AI disclosure requirements on attorneys filing in those courts.
03
Vendor tiers
Vendor data handling distinguishing consumer-level from enterprise-tier AI products for client matter use.
04
Informed consent
Informed consent language addressed through engagement letter provisions covering AI use in representation.
05
Billing conflict
Rule 1.5 billing and the ABA-Virginia split on AI-accelerated work and fees.
06
Compliance implementation
Implementation of an AI policy with documentation habits and key policy terms.

Program schedule

clock 1:00 pm - 1:30 pm EST

Know Before You Prompt: AI Competence Under Rule 1.1

This session applies ABA Formal Opinion 512 and Rule 1.1 to generative AI in practice, covering independent verification standards, the growing sanctions docket, court disclosure orders, and how state bar guidance diverges on the competence floor.

Jan L. JacobowitzJan L. Jacobowitz
Robin C. SchardRobin C. Schard
Christopher B. HopkinsChristopher B. Hopkins
clock 1:30 pm - 2:00 pm EST

Protecting Client Confidentiality Under Rule 1.6

This session works through Rule 1.6 obligations when using AI tools, distinguishing consumer from enterprise products, addressing vendor data handling, AI transcription tools, informed consent in engagement letters, and the privilege waiver gap after Heppner.

Jan L. JacobowitzJan L. Jacobowitz
Robin C. SchardRobin C. Schard
Christopher B. HopkinsChristopher B. Hopkins
clock 2:10 pm - 2:40 pm EST

AI and Billing the Client

This session examines Rule 1.4 client communication and Rule 1.5 fee reasonableness when AI shortens task time, working through Opinion 512’s materiality standard, the Virginia LEO 1901 split, and proper pass-through of AI subscription costs.

Jan L. JacobowitzJan L. Jacobowitz
Robin C. SchardRobin C. Schard
Christopher B. HopkinsChristopher B. Hopkins
clock 2:40 pm - 3:10 pm EST

Building Your Own AI Compliance Playbook

This session equips solo and small-firm attorneys with actionable compliance frameworks drawn from Opinion 512, the Heppner ruling, and emerging case law, covering documentation habits, key policy terms, and implementation guidance for an individual or firm AI policy.

Jan L. JacobowitzJan L. Jacobowitz
Robin C. SchardRobin C. Schard
Christopher B. HopkinsChristopher B. Hopkins
Jan L. Jacobowitz

Jan L. Jacobowitz

Legal Ethics Advisor

Robin C. Schard

Robin C. Schard

University of Miami School of Law Library

Christopher B. Hopkins

Christopher B. Hopkins

Hopkins PA

Jan L. Jacobowitz

Jan L. Jacobowitz

Legal Ethics Advisor

Jan L. Jacobowitz is a nationally recognized legal ethics, social media, and technology expert and the founder and owner of Legal Ethics Advisor, through which she provides legal ethics consulting, expert testimony, opinion letters, and CLE training to law firms and legal organizations. Recent engagements have addressed attorney fees, conflicts of interest, the unauthorized practice of law, and innovative collaborations to provide legal services. She also continues to teach at the University of Miami School of Law.

Education & Credentials

Jan holds a J.D. from George Washington University and a B.S. in Speech from Northwestern University. She is an active member of The Florida Bar, the D.C. Bar, and the State Bar of California. Jan is also a certified civil court mediator. Together, her academic foundation and multi-jurisdictional bar admissions support a national legal ethics consulting and CLE training practice that regularly serves law firms and legal organizations across multiple states.

Recognition & Leadership

In 2018, Jan was invited to become an American Bar Foundation Fellow, an honor limited to one percent of lawyers in each jurisdiction. For over a decade, she directed the Professional Responsibility and Ethics Program (PREP) at Miami Law, which received the 2012 ABA E. Smythe Gambrell Award, the leading national professionalism program award. She is the immediate Past President of the Association of Professional Responsibility Lawyers (APRL) and a co-author of its influential 2015 and 2016 advertising reports.

Professional Involvement

Jan serves as Co-Chair of APRL's Future of Lawyering Committee and as a member of its Advertising Committee. She has served as APRL liaison to multiple ABA committees, including the Standing Committee on Ethics and Professional Responsibility. She served on the Miami-Dade Commission on Ethics and the Public Trust and as Vice Chairman of Broward County's Committee on Oversight of the Inspector General. She has presented at hundreds of ethics CLE seminars and authored two books on legal ethics.

Experience

Before transitioning to legal education and ethics consulting, Jan practiced law for over twenty years. She began as a Legal Aid attorney in the District of Columbia, then prosecuted Nazi war criminals at the U.S. Department of Justice's Office of Special Investigations. She subsequently entered private practice with general practice and commercial litigation firms in Washington and Miami. At Miami Law, she led PREP to national recognition and continues to teach legal ethics, social media law, and mindful ethics there today.
Robin C. Schard

Robin C. Schard

University of Miami School of Law Library

Robin Schard is a librarian and legal information professional with over 25 years of experience, currently serving as Director of the University of Miami School of Law Library. At UM, she teaches courses on legal research, artificial intelligence, and other law-related technology, and has also delivered numerous CLEs and workshops on research and technology. Her work bridges traditional legal research scholarship with the rapidly evolving technology tools that today’s practicing attorneys and law students rely on.

Education & Credentials

Robin earned a B.A. and an M.L.S. from Rutgers University. She also holds a J.D. from the University of Miami School of Law, where she served as an Associate Editor of the Inter-American Law Review. This combination of legal training, library science, and law review experience equips her with both the doctrinal foundation and the information-management expertise that define her teaching and leadership in legal research, artificial intelligence, and law-related technology at Miami Law.

Recognition & Leadership

Robin serves on the editorial board of the peer-reviewed journal Internet Reference Services Quarterly, where she contributes to advancing scholarships at the intersection of librarianship and digital information services. Before returning to Miami, she worked at Marquette University School of Law and was a regular columnist for the Marquette Elder's Advisor. Her director role at the University of Miami School of Law Library reflects more than two decades of leadership and contribution to the legal information profession.

Professional Involvement

Robin is an active member of the American Association of Law Libraries (AALL), the leading professional organization for legal information professionals in the United States, where she participates on several committees. Her teaching at the University of Miami School of Law covers legal research, artificial intelligence, and other law-related technology, and she also frequently delivers CLEs and workshops to the broader legal community on emerging research methodologies and technology tools that support attorneys in modern practice.

Experience

Robin has built her career at the intersection of law librarianship, legal research instruction, and emerging technology. Prior to returning to the University of Miami, where she now directs the School of Law Library, she worked at Marquette University School of Law and contributed regularly as a columnist to the Marquette Elder's Advisor. At UM, she leads library operations while teaching legal research, artificial intelligence, and law-related technology courses, and continues to deliver CLEs and workshops nationally.
Christopher B. Hopkins

Christopher B. Hopkins

Hopkins PA

Christopher B. Hopkins is a trial and appellate lawyer with Hopkins PA in West Palm Beach, bringing nearly three decades of experience in commercial and civil litigation for businesses and families. He also represents Florida lawyers in bar discipline cases. His practice focuses on emerging technologies, including privacy, defamation, data breaches, and internet crimes. A frequent speaker and prolific author, he has published over 100 articles spanning litigation, technology, and ethics, and integrates cutting-edge technology and AI into his litigation practice.

Education & Credentials

Christopher earned his J.D. from Tulane Law School, a Master's degree from Wesley Theological Seminary, and a B.A. from the University of Richmond. He is admitted to practice in Florida, New York, and the District of Columbia, as well as before the Florida federal district courts, the D.C. Circuit, the 5th and 11th Circuits, the D.C. Court of Appeals, and the U.S. Supreme Court. This breadth of admissions supports a robust trial and appellate practice.

Recognition & Leadership

Christopher serves as an Attorney Fee Arbitrator for The Florida Bar (2022–present) and has twice chaired the Technology Committee of the Palm Beach County Bar Association (2011–13 and 2022–23). He was a Trustee of the Chamber of Commerce of the Palm Beaches from 2018 to 2025 and served on the Advisory Board of FAU's School of Public Administration. He was Executive Mentor for the Chamber of Commerce of the Palm Beaches and graduated with Leadership West Palm Beach's Class of 2019.

Professional Involvement

Christopher contributed to The Florida Bar's Pro Se Appellate Handbook Committee in 2016 and served on the editorial board of Trial Advocate Quarterly from 2004 to 2021, including as interim editor in 2011–12. He teaches Constitutional Law II, Litigation, and Moot Court at the Florida Atlantic University Honors College as an Adjunct Professor. He is a frequent CLE speaker and author on emerging-technology law topics, including social media discovery, drone-acquired evidence, cryptocurrency, GPS surveillance, and arbitration enforcement.

Experience

Christopher's prior firm affiliations include McDonald Hopkins LLC, Akerman LLP, Butzel Long, and Cole Scott & Kissane, where he developed his trial and appellate practice across complex commercial, professional malpractice, and litigation matters. His reported decisions span Florida appellate courts and beyond, including Netchoice v. Florida (amicus), Schwartz v. ADP, and Scharrer v. FAS (Florida Bar Advisory Opinion). Today, his Hopkins PA practice integrates traditional litigation with emerging technology, privacy, defamation, and lawyer discipline matters.
Jan L. Jacobowitz

Jan L. Jacobowitz

Legal Ethics Advisor

Jan L. Jacobowitz is a nationally recognized legal ethics, social media, and technology expert and the founder and owner of Legal Ethics Advisor, through which she provides legal ethics consulting, expert testimony, opinion letters, and CLE training to law firms and legal organizations. Recent engagements have addressed attorney fees, conflicts of interest, the unauthorized practice of law, and innovative collaborations to provide legal services. She also continues to teach at the University of Miami School of Law.

Education & Credentials

Jan holds a J.D. from George Washington University and a B.S. in Speech from Northwestern University. She is an active member of The Florida Bar, the D.C. Bar, and the State Bar of California. Jan is also a certified civil court mediator. Together, her academic foundation and multi-jurisdictional bar admissions support a national legal ethics consulting and CLE training practice that regularly serves law firms and legal organizations across multiple states.

Recognition & Leadership

In 2018, Jan was invited to become an American Bar Foundation Fellow, an honor limited to one percent of lawyers in each jurisdiction. For over a decade, she directed the Professional Responsibility and Ethics Program (PREP) at Miami Law, which received the 2012 ABA E. Smythe Gambrell Award, the leading national professionalism program award. She is the immediate Past President of the Association of Professional Responsibility Lawyers (APRL) and a co-author of its influential 2015 and 2016 advertising reports.

Professional Involvement

Jan serves as Co-Chair of APRL's Future of Lawyering Committee and as a member of its Advertising Committee. She has served as APRL liaison to multiple ABA committees, including the Standing Committee on Ethics and Professional Responsibility. She served on the Miami-Dade Commission on Ethics and the Public Trust and as Vice Chairman of Broward County's Committee on Oversight of the Inspector General. She has presented at hundreds of ethics CLE seminars and authored two books on legal ethics.

Experience

Before transitioning to legal education and ethics consulting, Jan practiced law for over twenty years. She began as a Legal Aid attorney in the District of Columbia, then prosecuted Nazi war criminals at the U.S. Department of Justice's Office of Special Investigations. She subsequently entered private practice with general practice and commercial litigation firms in Washington and Miami. At Miami Law, she led PREP to national recognition and continues to teach legal ethics, social media law, and mindful ethics there today.
Robin C. Schard

Robin C. Schard

University of Miami School of Law Library

Robin Schard is a librarian and legal information professional with over 25 years of experience, currently serving as Director of the University of Miami School of Law Library. At UM, she teaches courses on legal research, artificial intelligence, and other law-related technology, and has also delivered numerous CLEs and workshops on research and technology. Her work bridges traditional legal research scholarship with the rapidly evolving technology tools that today’s practicing attorneys and law students rely on.

Education & Credentials

Robin earned a B.A. and an M.L.S. from Rutgers University. She also holds a J.D. from the University of Miami School of Law, where she served as an Associate Editor of the Inter-American Law Review. This combination of legal training, library science, and law review experience equips her with both the doctrinal foundation and the information-management expertise that define her teaching and leadership in legal research, artificial intelligence, and law-related technology at Miami Law.

Recognition & Leadership

Robin serves on the editorial board of the peer-reviewed journal Internet Reference Services Quarterly, where she contributes to advancing scholarships at the intersection of librarianship and digital information services. Before returning to Miami, she worked at Marquette University School of Law and was a regular columnist for the Marquette Elder's Advisor. Her director role at the University of Miami School of Law Library reflects more than two decades of leadership and contribution to the legal information profession.

Professional Involvement

Robin is an active member of the American Association of Law Libraries (AALL), the leading professional organization for legal information professionals in the United States, where she participates on several committees. Her teaching at the University of Miami School of Law covers legal research, artificial intelligence, and other law-related technology, and she also frequently delivers CLEs and workshops to the broader legal community on emerging research methodologies and technology tools that support attorneys in modern practice.

Experience

Robin has built her career at the intersection of law librarianship, legal research instruction, and emerging technology. Prior to returning to the University of Miami, where she now directs the School of Law Library, she worked at Marquette University School of Law and contributed regularly as a columnist to the Marquette Elder's Advisor. At UM, she leads library operations while teaching legal research, artificial intelligence, and law-related technology courses, and continues to deliver CLEs and workshops nationally.
Christopher B. Hopkins

Christopher B. Hopkins

Hopkins PA

Christopher B. Hopkins is a trial and appellate lawyer with Hopkins PA in West Palm Beach, bringing nearly three decades of experience in commercial and civil litigation for businesses and families. He also represents Florida lawyers in bar discipline cases. His practice focuses on emerging technologies, including privacy, defamation, data breaches, and internet crimes. A frequent speaker and prolific author, he has published over 100 articles spanning litigation, technology, and ethics, and integrates cutting-edge technology and AI into his litigation practice.

Education & Credentials

Christopher earned his J.D. from Tulane Law School, a Master's degree from Wesley Theological Seminary, and a B.A. from the University of Richmond. He is admitted to practice in Florida, New York, and the District of Columbia, as well as before the Florida federal district courts, the D.C. Circuit, the 5th and 11th Circuits, the D.C. Court of Appeals, and the U.S. Supreme Court. This breadth of admissions supports a robust trial and appellate practice.

Recognition & Leadership

Christopher serves as an Attorney Fee Arbitrator for The Florida Bar (2022–present) and has twice chaired the Technology Committee of the Palm Beach County Bar Association (2011–13 and 2022–23). He was a Trustee of the Chamber of Commerce of the Palm Beaches from 2018 to 2025 and served on the Advisory Board of FAU's School of Public Administration. He was Executive Mentor for the Chamber of Commerce of the Palm Beaches and graduated with Leadership West Palm Beach's Class of 2019.

Professional Involvement

Christopher contributed to The Florida Bar's Pro Se Appellate Handbook Committee in 2016 and served on the editorial board of Trial Advocate Quarterly from 2004 to 2021, including as interim editor in 2011–12. He teaches Constitutional Law II, Litigation, and Moot Court at the Florida Atlantic University Honors College as an Adjunct Professor. He is a frequent CLE speaker and author on emerging-technology law topics, including social media discovery, drone-acquired evidence, cryptocurrency, GPS surveillance, and arbitration enforcement.

Experience

Christopher's prior firm affiliations include McDonald Hopkins LLC, Akerman LLP, Butzel Long, and Cole Scott & Kissane, where he developed his trial and appellate practice across complex commercial, professional malpractice, and litigation matters. His reported decisions span Florida appellate courts and beyond, including Netchoice v. Florida (amicus), Schwartz v. ADP, and Scharrer v. FAS (Florida Bar Advisory Opinion). Today, his Hopkins PA practice integrates traditional litigation with emerging technology, privacy, defamation, and lawyer discipline matters.

Credits by state

AK2.0
AL2.0
AR2.0
AZ2.0
CA2.0
CO2.0
CT2.0
DC2.0
DE2.0
FL2.0
GA2.0
HI2.0
IA2.0
ID2.0
IL2.0
IN2.0
KS2.0
KY2.0
LA2.0
MA2.0
MD2.0
ME2.0
MI2.0
MN2.0
MO2.4
MS2.0
MT2.0
NC2.0
ND2.0
NE2.0
NH120.0
NJ2.4
NM2.0
NV2.0
NY2.0
OH2.0
OK2.5
OR2.0
PA2.0
RI2.5
SC2.0
SD2.0
TN2.0
TX2.0
UT2.0
VA2.0
VT2.0
WA2.0
WI2.0
WV2.4
WY2.0

Upcoming Live Online CLE Broadcasts

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Trusted by Legal Professionals

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Live stream programs

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Access to live webinars & recordings

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Trusted by Legal Professionals

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Live stream programs

24/7

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10,000+

Trusted by Legal Professionals

1000+

Live stream programs

24/7

Access to live webinars & recordings

70,000+

Trusted by Legal Professionals

MCLE Credits

Alabama
Approved
Alaska
Approved
Arizona
Approved
Arkansas
Approved
California
Approved
Colorado
Pending
Connecticut
Approved
Delaware
Pending
District of Columbia
No Required
Florida
Pending
Georgia
Pending
Hawaii
Approved
Idaho
Pending
Illinois
Approved
Indiana
Approved
Iowa
Pending
Kansas
Pending
Kentucky
Pending
Louisiana
Pending
Maine
Pending
Maryland
No Required
Massachusetts
No Required
Michigan
No Required
Minnesota
Pending
Mississippi
Pending
Missouri
Approved
Montana
Pending
Nebraska
Pending
Nevada
Approved
New Hampshire
Approved
New Jersey
Approved
New Mexico
Approved
New York
Approved
North Carolina
Pending
North Dakota
Approved
Ohio
Approved
Oklahoma
Pending
Oregon
Pending
Pennsylvania
Approved
Rhode Island
Pending
South Carolina
Pending
South Dakota
No Required
Tennessee
Approved
Texas
Approved
Utah
Pending
Vermont
Approved
Virginia
Not Eligible
Washington
Approved
West Virginia
Pending
Wisconsin
Pending
Wyoming
Pending

Alabama

Requirements

The Alabama State Bar MCLE Commission requires attorneys to complete 12 credits, including 1 ethics, by December 31 of each year. All credits must be reported by February 15 of the following year. A maximum of 12 credits, including 1 ethics credit, may be carried over for 1 year only.  

Formats

  • Attorneys can earn unlimited “live” credit through live seminars, live webcasts, and co-sponsored locations with MyLAWCLE-Alabama approved programs
  • Attorneys are limited to 6 credits per compliance period of “online” programs through MyLAwCLE On-Demand programs