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Beyond Boilerplate: Ethics, AI, and Efficiency in Discovery under the Federal Rules

2025-11-06 14:00:00

1 hours

2025-11-06 14:00:00

1 Credits

Master federal discovery obligations under FRCP and ABA ethics rules, including ESI handling, privilege logs, and AI-assisted review.

2025-11-06 14:00:00

1 hours

Master federal discovery obligations under FRCP and ABA ethics rules, including ESI handling, privilege logs, and AI-assisted review.

2025-11-06 14:00:00

1 hours

1000+

Live stream programs

24/7

Access to live webinars & recordings

70,000+

Trusted by Legal Professionals

1000+

Live stream programs

24/7

Access to live webinars & recordings

70,000+

Trusted by Legal Professionals

1000+

Live stream programs

24/7

Access to live webinars & recordings

70,000+

Trusted by Legal Professionals

1000+

Live stream programs

24/7

Access to live webinars & recordings

70,000+

Trusted by Legal Professionals

Key topics that will be covered

What will you learn

Attorneys will learn how to navigate preservation duties, privilege logging, ESI handling, and ethical implications of using AI-assisted review tools in modern discovery practice.

What will you gain

Attorneys will gain practical strategies for efficient, defensible discovery while recognizing and resolving common pitfalls involving inadvertent disclosure, spoliation, and overbroad requests.

Preservation Duties
Litigation holds must cover email, ESI, personal devices, and cloud storage.
Privilege Logs
Logs must now cover Zoom transcripts, Teams communications, and AI-generated materials.
AI Ethics
AI-assisted review requires lawyer supervision and may require informed client consent.
Boilerplate Objections
Generic objections without specificity risk waiver of all objections except privilege.
Spoliation Risk
Failure to preserve texts can result in adverse inference instructions and fees.
Cooperation Strategy
Judges expect candor, efficiency, and proportionality in discovery practice.

What will you learn

Attorneys will learn how to navigate preservation duties, privilege logging, ESI handling, and ethical implications of using AI-assisted review tools in modern discovery practice.

What will you gain

Attorneys will gain practical strategies for efficient, defensible discovery while recognizing and resolving common pitfalls involving inadvertent disclosure, spoliation, and overbroad requests.

Agenda

Session 1

Learning Objectives and CLE Competency Overview

Session 2

FRCP and ABA Model Rules Discovery Framework

Session 3

Preservation Duties and Practical Discovery Strategies

Session 4

Privilege Logs and AI-Assisted Review Challenges

Session 5

Interactive Hypotheticals Applying Discovery Principles

Session 6

Key Takeaways and Closing Principles

clock 2:00 pm - 2:05 pm EST

Learning Objectives and CLE Competency Overview

Jeanne M. Huey

Hunt Huey PLLC

Richard Hunt

Hunt Huey PLLC

This opening session outlines the critical competencies practitioners need for handling federal discovery matters. Attendees will learn what ethical duties, procedural rules, and practical strategies the program will address.

Jeanne M. Huey

Hunt Huey PLLC

Richard Hunt

Hunt Huey PLLC

clock 2:05 pm - 2:15 pm EST

FRCP and ABA Model Rules Discovery Framework

Jeanne M. Huey

Hunt Huey PLLC

Richard Hunt

Hunt Huey PLLC

This session covers foundational federal rules including Rules 26, 34, and 37 governing scope, proportionality, privilege logs, and sanctions. Attendees will also explore ABA Model Rules on competence, confidentiality, supervision, and the landmark ABA Opinion 512 on generative AI.

Jeanne M. Huey

Hunt Huey PLLC

Richard Hunt

Hunt Huey PLLC

clock 2:15 pm - 2:30 pm EST

Preservation Duties and Practical Discovery Strategies

Jeanne M. Huey

Hunt Huey PLLC

Richard Hunt

Hunt Huey PLLC

Learn when preservation obligations are triggered and how to implement effective litigation holds covering email, ESI, personal devices, and cloud storage. This session also addresses strategies for drafting targeted discovery requests and avoiding boilerplate objections that courts increasingly reject.

Jeanne M. Huey

Hunt Huey PLLC

Richard Hunt

Hunt Huey PLLC

clock 2:30 pm - 2:45 pm EST

Privilege Logs and AI-Assisted Review Challenges

Jeanne M. Huey

Hunt Huey PLLC

Richard Hunt

Hunt Huey PLLC

This session examines evolving privilege log requirements covering Zoom transcripts, Teams chats, and AI-generated materials. Attendees will learn supervision obligations for AI vendors, confidentiality risks with generative AI tools, and why cooperation serves both ethical duties and client interests.

Jeanne M. Huey

Hunt Huey PLLC

Richard Hunt

Hunt Huey PLLC

clock 2:45 pm - 2:55 pm EST

Interactive Hypotheticals Applying Discovery Principles

Jeanne M. Huey

Hunt Huey PLLC

Richard Hunt

Hunt Huey PLLC

Work through three realistic scenarios: inadvertent production of a Zoom transcript, boilerplate objections combined with AI vendor review issues, and spoliation of text messages on personal devices. These exercises reinforce competence, confidentiality, and sanctions considerations discussed throughout the program.

Jeanne M. Huey

Hunt Huey PLLC

Richard Hunt

Hunt Huey PLLC

clock 2:55 pm - 3:00 pm EST

Key Takeaways and Closing Principles

Jeanne M. Huey

Hunt Huey PLLC

Richard Hunt

Hunt Huey PLLC

The program concludes with essential principles: competence plus candor equals credibility, proportionality is your ally, and efficiency is ethical. Attendees leave with actionable guidance on evolving privilege logs and comprehensive preservation practices.

Jeanne M. Huey

Hunt Huey PLLC

Richard Hunt

Hunt Huey PLLC

01 06
Prev
Next

speakers

Joe Ervin

The Law Firm for Truck Safety, LLP
A Partner at The Law Firm for Truck Safety. He focuses exclusively on cases involving commercial motor vehicle crashes and wrongful death. Joe also holds a valid class “A” commercial driver’s license with endorsements for double/triple trailers and tankers.

Education & Credentials

A 2013 graduate of the Gerry Spence Trial Lawyers College in Dubois, Wyoming, Joe is rated AV Preeminent™ by Martindale-Hubbell — the highest peer rating for exceptional legal ability and ethics. He is among the first nine attorneys nationwide to earn board certification in Truck Accident Law from the National Board of Trial Advocacy.

Recognition & Leadership

Joe received the Roadway Safety Award from the American Association for Justice (AAJ) for his commitment to improving highway safety.
 He currently serves as Co-Chair of the Academy of Truck Accident Attorneys (ATAA) Safety Committee, advocating for higher safety standards across the trucking industry.

Professional Involvement

Joe serves on the faculty of the AAJ Advanced Trial Advocacy College: Litigating Truck Collision Cases (2015 & 2024).
 He is an active member of AAJ’s Trucking Litigation Group and sits on the Board of Regents for the Academy of Truck Accident Attorneys.

Experience

Joe frequently consults and co-counsels on complex commercial truck cases. His proven track record includes numerous successful trials against motor carriers and truck leasing companies — delivering justice for victims of commercial vehicle accidents.

Kevin Foley

Reminger Co
A Partner at The Law Firm for Truck Safety. He focuses exclusively on cases involving commercial motor vehicle crashes and wrongful death. Joe also holds a valid class “A” commercial driver’s license with endorsements for double/triple trailers and tankers.

Education & Credentials

A 2013 graduate of the Gerry Spence Trial Lawyers College in Dubois, Wyoming, Joe is rated AV Preeminent™ by Martindale-Hubbell — the highest peer rating for exceptional legal ability and ethics. He is among the first nine attorneys nationwide to earn board certification in Truck Accident Law from the National Board of Trial Advocacy.

Recognition & Leadership

Joe received the Roadway Safety Award from the American Association for Justice (AAJ) for his commitment to improving highway safety.
 He currently serves as Co-Chair of the Academy of Truck Accident Attorneys (ATAA) Safety Committee, advocating for higher safety standards across the trucking industry.

Professional Involvement

Joe serves on the faculty of the AAJ Advanced Trial Advocacy College: Litigating Truck Collision Cases (2015 & 2024).
 He is an active member of AAJ’s Trucking Litigation Group and sits on the Board of Regents for the Academy of Truck Accident Attorneys.

Experience

Joe frequently consults and co-counsels on complex commercial truck cases. His proven track record includes numerous successful trials against motor carriers and truck leasing companies — delivering justice for victims of commercial vehicle accidents.

Grant H. Lawson

The Law Firm for Truck Safety, LLP
A Partner at The Law Firm for Truck Safety. He focuses exclusively on cases involving commercial motor vehicle crashes and wrongful death. Joe also holds a valid class “A” commercial driver’s license with endorsements for double/triple trailers and tankers.

Education & Credentials

A 2013 graduate of the Gerry Spence Trial Lawyers College in Dubois, Wyoming, Joe is rated AV Preeminent™ by Martindale-Hubbell — the highest peer rating for exceptional legal ability and ethics. He is among the first nine attorneys nationwide to earn board certification in Truck Accident Law from the National Board of Trial Advocacy.

Recognition & Leadership

Joe received the Roadway Safety Award from the American Association for Justice (AAJ) for his commitment to improving highway safety.
 He currently serves as Co-Chair of the Academy of Truck Accident Attorneys (ATAA) Safety Committee, advocating for higher safety standards across the trucking industry.

Professional Involvement

Joe serves on the faculty of the AAJ Advanced Trial Advocacy College: Litigating Truck Collision Cases (2015 & 2024).
 He is an active member of AAJ’s Trucking Litigation Group and sits on the Board of Regents for the Academy of Truck Accident Attorneys.

Experience

Joe frequently consults and co-counsels on complex commercial truck cases. His proven track record includes numerous successful trials against motor carriers and truck leasing companies — delivering justice for victims of commercial vehicle accidents.

Jeanne M. Huey

Hunt Huey PLLC

Richard Hunt

Hunt Huey PLLC

Jeanne M. Huey

Hunt Huey PLLC

Jeanne is a trial lawyer, mediator, and legal ethics consultant with 27 years of experience in civil litigation. Since 2017, she has focused her practice on helping lawyers and law firms manage complex ethics challenges that arise during litigation.

Recognition & Leadership

Recognized as a Super Lawyer for ten consecutive years. Sought-after CLE presenter, author, and podcast guest on ethics and professionalism.

Professional Involvement

Since 2023 has served as Co-Chair of the ABA Litigation Section's Ethics and Professionalism Committee. Blogs at www.legalethicstoday.com.

Experience

Frequently serves as special counsel in disputes in litigation involving motions to disqualify, motions to withdraw, and sanctions related to alleged misconduct. Defends Texas lawyers before the disciplinary authority and advises attorneys on professional responsibility questions, including privilege, confidentiality, reporting misconduct, and withdrawal from representation. Serves as an expert witness on ethics issues.

Jeanne M. Huey

Hunt Huey PLLC

Jeanne is a trial lawyer, mediator, and legal ethics consultant with 27 years of experience in civil litigation. Since 2017, she has focused her practice on helping lawyers and law firms manage complex ethics challenges that arise during litigation.

Recognition & Leadership

Recognized as a Super Lawyer for ten consecutive years. Sought-after CLE presenter, author, and podcast guest on ethics and professionalism.

Professional Involvement

Since 2023 has served as Co-Chair of the ABA Litigation Section's Ethics and Professionalism Committee. Blogs at www.legalethicstoday.com.

Experience

Frequently serves as special counsel in disputes in litigation involving motions to disqualify, motions to withdraw, and sanctions related to alleged misconduct. Defends Texas lawyers before the disciplinary authority and advises attorneys on professional responsibility questions, including privilege, confidentiality, reporting misconduct, and withdrawal from representation. Serves as an expert witness on ethics issues.

Richard Hunt

Hunt Huey PLLC

Board-Certified Civil Trial lawyer with more than 35 years of trial experience in state and federal courts, with a national ADA and FHA consulting and defense practice representing real estate developers, retailers, restaurants, shopping centers, banks, apartment owners and managers, hotels, single family developers and governmental entities in accessibility litigation and administrative proceedings.

Education & Credentials

Served as an adjunct professor of Disability Law at the SMU Dedman School of Law and as an adjunct professor of Trial Advocacy at the former DFW School of Law.

Recognition & Leadership

Has been interviewed for and quoted in articles appearing in Forbes, The Economist, and other publications. His blog, "Accessibility Defense" serves as a national resource for hundreds of attorneys, accessibility experts and others involved in ADA and FHA litigation.

Professional Involvement

Speaks frequently on ADA and FHA accessibility issues to national and local organizations, including the International Council of Shopping Center Developers, the Society of Exchange Counselors, the National Retail Tenants Association and similar groups.

Experience

More than 35 years of trial experience in state and federal courts representing clients in ADA and FHA accessibility litigation and administrative proceedings. His consulting practice includes private client training and public webinars on avoiding and winning ADA and FHA lawsuits.

Plans

Proven CLE solutions for every legal professional

Access type Individual Purchase Basic Premium Most Popular Corporate CLE Plan
Price
$95 – $245
Price varies based
on the course duration
of 1 to 3+ hours
$395/year
One-time purchase
Custom
based on firm size
Access type Pay per class Unlimited annual access Unlimited access for all firm members
Number of Available Webinars 1 1,000+ 1,000+
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Ability to Ask Questions During
the Presentation via a Chat Box
Included Included Included
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Exclusive Partner Webinars & Events Included Included
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of Bias, etc.)
Included Included
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Individual Purchase
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Corporate CLE Plan
$95 – $245
Price varies based
on the course duration
of 1 to 3+ hours
Access type Pay per
class
Number of Available Webinars 1
Number of New Webinars Added Yearly Limited
Earn "Live" CLE credit Included
Ability to Ask Questions During
the Presentation via a Chat Box
Included
Attend "Live" Re-Broadcasts Included
Exclusive Partner Webinars & Events
Special credits (Ethics, Elimination
of Bias, etc.)
Instant Certificates After Completion
Personalized CLE Platform
Live Conferences
Bootcamps

Why Attend

Why this 
program matters

Mastering discovery obligations under the FRCP and ABA Model Rules protects practitioners from sanctions, malpractice claims, and ethical violations in an increasingly technology-driven litigation landscape.
73%
Document review accounts for 73 percent of total e-discovery production costs according to RAND Institute for Civil Justice research. (RAND Corporation – rand.org/pubs/monographs/MG1208)
40
States have adopted the ABA Model Rule 1.1 Comment 8 duty of technology competence, requiring lawyers to understand benefits and risks of relevant technology. (LawSites – lawnext.com/tech-competence)
$13B+
The global e-discovery market was valued at over 13 billion dollars in 2024, reflecting the massive scale of electronic discovery in modern litigation. (Future Market Insights – futuremarketinsights.com/reports/ediscovery-market)
75%
Of attorneys surveyed identified accuracy of AI technology as their top concern when using AI tools for legal work according to the 2024 ABA Legal Technology Survey. (ABA Legal Technology Survey Report 2024 – lawnext.com)

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MCLE Credits

Alabama
Pending
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Approved
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Pending
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No Required
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Pending
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Approved
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Not Eligible
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Pending
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Approved
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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