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Client Intake Under the Rules of Professional Conduct: Conflict Screening, Prospective Client Issues, and AI Considerations

Build intake protocols that survive disqualification motions. Master Rule 1.18 prospective-client duties, conflict and lateral screening, and ethical supervision of AI intake tools under Rule 5.3.

2026-07-15 13:00:00

1.5 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

1.5 hours

Course Overview

Intake Is Where the Disqualification Starts

2026-07-15 13:00:00

A lawyer takes a thirty-minute consultation, declines it, and never sends a bill. Months later, opposing counsel moves to disqualify her firm, because the would-be client shared enough confidential detail to attach prospective-client duties and nobody screened for it. A conversation that earned nothing collapses a live case.

Intake has become the riskiest stage of practice. Duties attach before the engagement letter, the hot-potato doctrine survives despite Opinion 516, and firms are bolting AI chatbots onto their sites faster than they can supervise them, pulling CCPA, BIPA, and ADA Title III exposure into a process most attorneys run on instinct. Solos and small firms running their own intake, hiring laterals, or screening prospects through bots are on the hook, working from templates built for a slower era.

The program delivers: Rule 1.18 duty architecture, conflict protocols under Rules 1.7 through 1.10, confirmed-in-writing consent waivers, audit trails that defeat disqualification motions, and supervision policies under Rule 5.3 and Opinion 512, so you leave able to draft the waiver, build the trail, and deploy AI intake without triggering the next claim.

Format

CLE Credit

1.5h CLE Credits

Level

Intermediate

Length

1.5

Key topics that will be covered

01
Prospective-client status
How prospective-client status forms and what obligations attach upon formation.
02
ABA opinions
Attorneys examine ABA Formal Opinions 492, 506, and 510.
03
Lateral screening
The mechanics of lateral-hire screening and imputed conflicts at intake.
04
Hot-potato doctrine
Courts continue applying the hot-potato doctrine despite ABA Formal Opinion 516.
05
AI supervision
Supervisory duties for AI intake tools under Rule 5.3 and Opinion 512.
06
Privacy exposure
Exposure under CCPA/CPRA, Illinois BIPA, and ADA Title III for automated platforms.

Program schedule

clock 1:00 pm - 1:30 pm EST

Prospective-Client Duties Under Model Rule 1.18

This session establishes how prospective-client status forms under Model Rule 1.18 and what confidentiality and conflict-avoidance duties attach on formation. Attorneys examine imputation mechanics, ABA Formal Opinions 492, 506, and 510, and the consequences of unstructured intake.

Amy G. McClurgAmy G. McClurg
Amber Bevacqua-LynottAmber Bevacqua-Lynott
Joseph A. CorsmeierJoseph A. Corsmeier
clock 1:30 pm - 2:00 pm EST

Conflict Checking, Imputed Conflicts, and Lateral Screening

Covering conflict screening under Rules 1.7, 1.9, and 1.10, this session addresses current-client, former-client, and imputed conflicts plus lateral screening. Attorneys learn confirmed-in-writing consent, the surviving hot-potato doctrine, and audit trails that defeat disqualification motions and malpractice claims.

Amy G. McClurgAmy G. McClurg
Amber Bevacqua-LynottAmber Bevacqua-Lynott
Joseph A. CorsmeierJoseph A. Corsmeier
clock 2:10 pm - 2:40 pm EST

Deploying and Supervising AI Intake Tools Ethically

This session frames the ethics of AI-powered intake tools, including supervisory duties under Rule 5.3 and Opinion 512, data safeguards under Rule 1.6(c), and exposure under CCPA, BIPA, and ADA Title III. Attorneys build vendor diligence and supervision policies.

Amy G. McClurgAmy G. McClurg
Amber Bevacqua-LynottAmber Bevacqua-Lynott
Joseph A. CorsmeierJoseph A. Corsmeier
Amy G. McClurg

Amy G. McClurg

Thompson Hine LLP

Amber Bevacqua-Lynott

Amber Bevacqua-Lynott

Buchalter

Joseph A. Corsmeier

Joseph A. Corsmeier

Law Office of Joseph A. Corsmeier, P.A.

Amy G. McClurg

Amy G. McClurg

Thompson Hine LLP

Amy G. McClurg is Assistant Counsel in Thompson Hine LLP’s Office of General Counsel, where she focuses on legal ethics, professional responsibility, and the business of law. She advises on substantive ethics questions, privilege and liability issues, business intake conflicts, outside counsel guidelines, and ethical screens. Working at the intersection of professional responsibility and business litigation, she is a trusted resource on the ethical questions that arise throughout a client relationship.

Education & Credentials

Ms. McClurg earned her J.D. from Capital University Law School in 2012 and holds a B.A. from The Ohio State University, awarded in 2009. She is admitted to practice in Ohio.

Recognition & Leadership

Ms. McClurg is recognized within the professional responsibility community as a frequent author and invited speaker on legal ethics. She is a member of The Association of Professional Responsibility Lawyers, the national organization dedicated to the field, and is a regular contributor to Thompson Hine's Business Litigation Update and Corporate Law Update. Her commentary has tracked some of the most consequential developments in attorney-client privilege, including U.S. Supreme Court privilege litigation and the 2026 SDNY ruling that communications with AI tools are not privileged.

Professional Involvement

She maintains active memberships in the American Bar Association, the Ohio State Bar Association, the Cleveland Metropolitan Bar Association, and The Association of Professional Responsibility Lawyers. Ms. McClurg is a prolific CLE presenter, speaking for organizations including Strafford, myLawCLE, and The Knowledge Group, as well as Thompson Hine's internal Attorney Conduct CLE program. Her presentation topics span ethical negotiation of contracts and settlements, civil professionalism, social media ethics for lawyers, impermissible client solicitation under ABA Formal Opinion 501, and emerging issues involving the Corporate Transparency Act, artificial intelligence, and the unauthorized practice of law.

Experience

Ms. McClurg's practice focuses on advising the firm and its clients on professional responsibility and business litigation matters. She counsels on intake-stage conflicts, ethical screening, privilege preservation, and liability exposure, and she has written extensively on the Corporate Transparency Act and its evolving compliance requirements. Her recent work reflects a strong focus on how new technology, particularly AI, intersects with longstanding ethics and privilege doctrine, positioning her to guide attorneys through questions that traditional rules were not written to answer.
Amber Bevacqua-Lynott

Amber Bevacqua-Lynott

Buchalter

Amber Bevacqua-Lynott is Of Counsel at Buchalter and Co-Chair of the Firm’s Professional Responsibility Group, practicing across its Portland, San Diego, and Seattle offices. Her practice centers on legal ethics, risk management, and discipline defense, serving as outside counsel to attorneys, licensed professionals, law firms, and in-house legal departments. She advises on conflicts, confidentiality, malpractice, and fee issues, and represents professionals before regulatory authorities and bar associations on licensing, character and fitness, and disciplinary matters.

Education & Credentials

Ms. Bevacqua-Lynott earned her J.D. from Pepperdine University School of Law and holds a B.A. from the University of Redlands. She is admitted to practice in California, Florida, Oregon, and Washington.

Recognition & Leadership

Ms. Bevacqua-Lynott has been named one of The Best Lawyers in America for Ethics and Professional Responsibility Law for 2024 through 2026. She serves as Co-Chair of Buchalter's Professional Responsibility Group and was appointed Chair of the Multnomah Bar Association's Professionalism Committee. Earlier in her career, she rose to Chief Assistant Disciplinary Counsel and Deputy Director of Regulatory Services at the Oregon State Bar, where she also served as Chief Trial Counsel, reflecting a sustained record of leadership in the professional responsibility field.

Professional Involvement

She is a member of the Association of Professional Responsibility Lawyers, the Association of Disciplinary Defense Counsel, and the Washington State Bar Association's Committee on Professional Ethics. She is also active with the ABA Center for Professional Responsibility, having served on its CLE Committee, and with the National Organization of Bar Counsel, where she chaired the Social Media Use Committee and sat on the Policy Advisory Committee. Beyond bar work, she serves on the board of the Civics Learning Project and co-chairs its annual gala. Ms. Bevacqua-Lynott regularly presents ethics seminars locally and nationally, including for myLawCLE, and developed and taught a semi-annual ethics school for attorneys.

Experience

With more than 25 years of legal experience, Ms. Bevacqua-Lynott brings extensive civil trial work and a rare dual perspective on professional responsibility. Before joining Buchalter, she spent years in the Oregon State Bar's Disciplinary Counsel's Office, enforcing the Oregon Rules of Professional Conduct by investigating and prosecuting alleged misconduct. There she first-chaired several dozen civil trials and handled hundreds of disciplinary matters. Having both prosecuted and defended ethical violations, she offers clients uncommon insight into how ethics rules are applied and enforced in practice.
Joseph A. Corsmeier

Joseph A. Corsmeier

Law Office of Joseph A. Corsmeier, P.A.

Joseph A. Corsmeier is the owner of the Law Office of Joseph A. Corsmeier, P.A., in Palm Harbor, Florida, where he concentrates on legal ethics, professional responsibility, and discipline defense. He represents lawyers in disciplinary matters before The Florida Bar and applicants before the Florida Board of Bar Examiners, defends licensed professionals before state agencies and boards, and provides expert analysis on attorney ethics, malpractice, conflicts of interest, and fees, including expert testimony in state and federal court.

Education & Credentials

Mr. Corsmeier earned his J.D. from Mercer University's Walter F. George School of Law and holds a B.S. from Florida State University. He was admitted to The Florida Bar in 1985 and is also admitted before the Supreme Court of the United States, the U.S. Court of Appeals for the Eleventh Circuit, and the U.S. District Court for the Middle District of Florida.

Recognition & Leadership

Mr. Corsmeier is AV rated by Martindale-Hubbell, has been recognized as a Super Lawyer across multiple years, and was listed in Marquis' Who's Who in American Law. He served as President of the Clearwater Bar Association and has held influential roles in the profession's ethics infrastructure, including membership on The Florida Bar's Professionalism (Hawkins) Commission, the Vision 2016 Commission, and the Professional Ethics Committee. He has also served on the Thomson Reuters/Super Lawyers Ethics Advisory Board and the Westlaw Expert Round Table Group.

Professional Involvement

He is a member of The Florida Bar, the ABA's Professionalism Section, the Association of Professional Responsibility Lawyers, and the Clearwater and St. Petersburg Bar Associations, and has served on the ABA Center for Professional Responsibility's CLE Committee. A prolific speaker, he presents regularly on legal ethics, professionalism, advertising rules, trust accounting, and technology ethics for The Florida Bar's Masters Seminar on Ethics, myLawCLE, Lorman, and bar associations. He teaches ethics at St. Petersburg College and authors the Ethics Alert newsletter.

Experience

Mr. Corsmeier brings a rare dual perspective shaped by years of prosecuting and now defending ethics matters. He began as an Assistant State Attorney in Florida's Sixth Judicial Circuit, trying numerous jury trials, then served nearly a decade as Senior Bar Counsel in The Florida Bar's Department of Lawyer Regulation, investigating and prosecuting attorney disciplinary cases and arguing before the Supreme Court of Florida. In private practice since 1998, he has defended Bar grievance cases throughout Florida for more than 15 years, giving clients seasoned insight into how disciplinary rules are enforced from both sides.
Amy G. McClurg

Amy G. McClurg

Thompson Hine LLP

Amy G. McClurg is Assistant Counsel in Thompson Hine LLP’s Office of General Counsel, where she focuses on legal ethics, professional responsibility, and the business of law. She advises on substantive ethics questions, privilege and liability issues, business intake conflicts, outside counsel guidelines, and ethical screens. Working at the intersection of professional responsibility and business litigation, she is a trusted resource on the ethical questions that arise throughout a client relationship.

Education & Credentials

Ms. McClurg earned her J.D. from Capital University Law School in 2012 and holds a B.A. from The Ohio State University, awarded in 2009. She is admitted to practice in Ohio.

Recognition & Leadership

Ms. McClurg is recognized within the professional responsibility community as a frequent author and invited speaker on legal ethics. She is a member of The Association of Professional Responsibility Lawyers, the national organization dedicated to the field, and is a regular contributor to Thompson Hine's Business Litigation Update and Corporate Law Update. Her commentary has tracked some of the most consequential developments in attorney-client privilege, including U.S. Supreme Court privilege litigation and the 2026 SDNY ruling that communications with AI tools are not privileged.

Professional Involvement

She maintains active memberships in the American Bar Association, the Ohio State Bar Association, the Cleveland Metropolitan Bar Association, and The Association of Professional Responsibility Lawyers. Ms. McClurg is a prolific CLE presenter, speaking for organizations including Strafford, myLawCLE, and The Knowledge Group, as well as Thompson Hine's internal Attorney Conduct CLE program. Her presentation topics span ethical negotiation of contracts and settlements, civil professionalism, social media ethics for lawyers, impermissible client solicitation under ABA Formal Opinion 501, and emerging issues involving the Corporate Transparency Act, artificial intelligence, and the unauthorized practice of law.

Experience

Ms. McClurg's practice focuses on advising the firm and its clients on professional responsibility and business litigation matters. She counsels on intake-stage conflicts, ethical screening, privilege preservation, and liability exposure, and she has written extensively on the Corporate Transparency Act and its evolving compliance requirements. Her recent work reflects a strong focus on how new technology, particularly AI, intersects with longstanding ethics and privilege doctrine, positioning her to guide attorneys through questions that traditional rules were not written to answer.
Amber Bevacqua-Lynott

Amber Bevacqua-Lynott

Buchalter

Amber Bevacqua-Lynott is Of Counsel at Buchalter and Co-Chair of the Firm’s Professional Responsibility Group, practicing across its Portland, San Diego, and Seattle offices. Her practice centers on legal ethics, risk management, and discipline defense, serving as outside counsel to attorneys, licensed professionals, law firms, and in-house legal departments. She advises on conflicts, confidentiality, malpractice, and fee issues, and represents professionals before regulatory authorities and bar associations on licensing, character and fitness, and disciplinary matters.

Education & Credentials

Ms. Bevacqua-Lynott earned her J.D. from Pepperdine University School of Law and holds a B.A. from the University of Redlands. She is admitted to practice in California, Florida, Oregon, and Washington.

Recognition & Leadership

Ms. Bevacqua-Lynott has been named one of The Best Lawyers in America for Ethics and Professional Responsibility Law for 2024 through 2026. She serves as Co-Chair of Buchalter's Professional Responsibility Group and was appointed Chair of the Multnomah Bar Association's Professionalism Committee. Earlier in her career, she rose to Chief Assistant Disciplinary Counsel and Deputy Director of Regulatory Services at the Oregon State Bar, where she also served as Chief Trial Counsel, reflecting a sustained record of leadership in the professional responsibility field.

Professional Involvement

She is a member of the Association of Professional Responsibility Lawyers, the Association of Disciplinary Defense Counsel, and the Washington State Bar Association's Committee on Professional Ethics. She is also active with the ABA Center for Professional Responsibility, having served on its CLE Committee, and with the National Organization of Bar Counsel, where she chaired the Social Media Use Committee and sat on the Policy Advisory Committee. Beyond bar work, she serves on the board of the Civics Learning Project and co-chairs its annual gala. Ms. Bevacqua-Lynott regularly presents ethics seminars locally and nationally, including for myLawCLE, and developed and taught a semi-annual ethics school for attorneys.

Experience

With more than 25 years of legal experience, Ms. Bevacqua-Lynott brings extensive civil trial work and a rare dual perspective on professional responsibility. Before joining Buchalter, she spent years in the Oregon State Bar's Disciplinary Counsel's Office, enforcing the Oregon Rules of Professional Conduct by investigating and prosecuting alleged misconduct. There she first-chaired several dozen civil trials and handled hundreds of disciplinary matters. Having both prosecuted and defended ethical violations, she offers clients uncommon insight into how ethics rules are applied and enforced in practice.
Joseph A. Corsmeier

Joseph A. Corsmeier

Law Office of Joseph A. Corsmeier, P.A.

Joseph A. Corsmeier is the owner of the Law Office of Joseph A. Corsmeier, P.A., in Palm Harbor, Florida, where he concentrates on legal ethics, professional responsibility, and discipline defense. He represents lawyers in disciplinary matters before The Florida Bar and applicants before the Florida Board of Bar Examiners, defends licensed professionals before state agencies and boards, and provides expert analysis on attorney ethics, malpractice, conflicts of interest, and fees, including expert testimony in state and federal court.

Education & Credentials

Mr. Corsmeier earned his J.D. from Mercer University's Walter F. George School of Law and holds a B.S. from Florida State University. He was admitted to The Florida Bar in 1985 and is also admitted before the Supreme Court of the United States, the U.S. Court of Appeals for the Eleventh Circuit, and the U.S. District Court for the Middle District of Florida.

Recognition & Leadership

Mr. Corsmeier is AV rated by Martindale-Hubbell, has been recognized as a Super Lawyer across multiple years, and was listed in Marquis' Who's Who in American Law. He served as President of the Clearwater Bar Association and has held influential roles in the profession's ethics infrastructure, including membership on The Florida Bar's Professionalism (Hawkins) Commission, the Vision 2016 Commission, and the Professional Ethics Committee. He has also served on the Thomson Reuters/Super Lawyers Ethics Advisory Board and the Westlaw Expert Round Table Group.

Professional Involvement

He is a member of The Florida Bar, the ABA's Professionalism Section, the Association of Professional Responsibility Lawyers, and the Clearwater and St. Petersburg Bar Associations, and has served on the ABA Center for Professional Responsibility's CLE Committee. A prolific speaker, he presents regularly on legal ethics, professionalism, advertising rules, trust accounting, and technology ethics for The Florida Bar's Masters Seminar on Ethics, myLawCLE, Lorman, and bar associations. He teaches ethics at St. Petersburg College and authors the Ethics Alert newsletter.

Experience

Mr. Corsmeier brings a rare dual perspective shaped by years of prosecuting and now defending ethics matters. He began as an Assistant State Attorney in Florida's Sixth Judicial Circuit, trying numerous jury trials, then served nearly a decade as Senior Bar Counsel in The Florida Bar's Department of Lawyer Regulation, investigating and prosecuting attorney disciplinary cases and arguing before the Supreme Court of Florida. In private practice since 1998, he has defended Bar grievance cases throughout Florida for more than 15 years, giving clients seasoned insight into how disciplinary rules are enforced from both sides.

Credits by state

AK1.5
AL1.5
AR1.5
AZ1.5
CA1.5
CO1.5
CT1.5
DC1.5
DE1.5
FL2.0
GA1.5
HI1.5
IA1.5
ID1.5
IL1.5
IN1.5
KS1.5
KY1.5
LA1.5
MA1.5
MD1.5
ME1.5
MI1.5
MN1.5
MO1.8
MS1.5
MT1.5
NC1.5
ND1.5
NE1.5
NH90.0
NJ1.8
NM1.5
NV1.5
NY1.5
OH1.5
OK2.0
OR1.5
PA1.5
RI2.0
SC1.5
SD1.5
TN1.5
TX1.5
UT1.5
VA1.5
VT1.5
WA1.5
WI1.5
WV1.8
WY1.5

Upcoming Live Online CLE Broadcasts

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Trusted by Legal Professionals

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Live stream programs

24/7

Access to live webinars & recordings

70,000+

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
Approved
Georgia
Pending
Hawaii
Approved
Idaho
Pending
Illinois
Pending
Indiana
Pending
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
Pending
New Hampshire
Approved
New Jersey
Approved
New Mexico
Approved
New York
Approved
North Carolina
Pending
North Dakota
Approved
Ohio
Approved
Oklahoma
Pending
Oregon
Approved
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
Approved
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