Course Overview
Attorneys will learn how product doctrine, attorney-client privilege, and discovery obligations apply to generative AI prompts, outputs, and platform data in federal civil litigation.
Attorneys will gain actionable skills to advise clients on platform selection, draft AI-specific protective orders, preserve discoverable materials, and close the represented-client exposure gap before privilege is destroyed.
Attorneys will learn how product doctrine, attorney-client privilege, and discovery obligations apply to generative AI prompts, outputs, and platform data in federal civil litigation.
Attorneys will gain actionable skills to advise clients on platform selection, draft AI-specific protective orders, preserve discoverable materials, and close the represented-client exposure gap before privilege is destroyed.
Agenda
SESSION 1
Work Product for AI Prompts and Outputs
SESSION 2
The Warner, Tremblay, and Morgan Split
SESSION 3
Privilege Waiver After United States V. Heppner
SESSION 4
Drafting AI-Specific Protective Orders
1:00 pm - 1:30 pm EST
K&L Gates LLP
Jones Walker LLP
Perkins Coie LLP
Sergenian Law LLP
Examine how Rule 26(b)(3) and Hickman v. Taylor apply to AI prompts, outputs, and platform metadata. Learn to identify which AI-generated materials qualify as opinion versus fact work product and preserve protection during discovery.
K&L Gates LLP
Jones Walker LLP
Perkins Coie LLP
Sergenian Law LLP
1:30 pm - 2:00 pm EST
K&L Gates LLP
Jones Walker LLP
Perkins Coie LLP
Sergenian Law LLP
Analyze the emerging doctrinal divide across Warner v. Gilbarco, the Tremblay/Concord Music line, and Morgan v. V2X. Develop arguments for and against work product protection of AI inputs and outputs in your jurisdiction.
K&L Gates LLP
Jones Walker LLP
Perkins Coie LLP
Sergenian Law LLP
2:10 pm - 2:40 pm EST
K&L Gates LLP
Jones Walker LLP
Perkins Coie LLP
Sergenian Law LLP
Unpack Heppner’s holding on consumer-AI privilege waiver, the Kovel doctrine’s limits with non-human agents, and concrete intake protocols to close the represented-client exposure gap before independent ChatGPT use destroys privilege.
K&L Gates LLP
Jones Walker LLP
Perkins Coie LLP
Sergenian Law LLP
2:40 pm - 3:10 pm EST
K&L Gates LLP
Jones Walker LLP
Perkins Coie LLP
Sergenian Law LLP
Master the practical drafting techniques courts now expect, including AI tool disclosure provisions, prompt-logging requirements, training data restrictions, and platform vetting clauses. Walk away with model protective order language ready for immediate use
K&L Gates LLP
Jones Walker LLP
Perkins Coie LLP
Sergenian Law LLP
SESSION I
Deposing trucking company personnel…
SESSION II
Defending the Company. Effective Deposition …
SESSION III
Defending the Company. Effective Deposition …
SESSION IV
Defending the Company. Effective Deposition …
2:00 – 3:00 PM EST
In trucking accident litigation, plaintiff attorneys must strategically depose key company personnel to uncover negligence, regulatory violations, and systemic misconduct.
This session provides practical deposition strategies to hold carriers accountable and maximize case value. From frontline drivers to senior executives, attendees will learn how to ask precise questions that expose operational lapses, reveal liability patterns, and strengthen plaintiff claims.
Participants will gain tools to challenge unsafe company cultures, evaluate inadequate training and hiring, and document compliance gaps that often lead to catastrophic incidents.
2:00 – 3:00 PM EST
In trucking accident litigation, plaintiff attorneys must strategically depose key company personnel to uncover negligence, regulatory violations, and systemic misconduct.
This session provides practical deposition strategies to hold carriers accountable and maximize case value. From frontline drivers to senior executives, attendees will learn how to ask precise questions that expose operational lapses, reveal liability patterns, and strengthen plaintiff claims.
Participants will gain tools to challenge unsafe company cultures, evaluate inadequate training and hiring, and document compliance gaps that often lead to catastrophic incidents.
2:00 – 3:00 PM EST
In trucking accident litigation, plaintiff attorneys must strategically depose key company personnel to uncover negligence, regulatory violations, and systemic misconduct.
This session provides practical deposition strategies to hold carriers accountable and maximize case value. From frontline drivers to senior executives, attendees will learn how to ask precise questions that expose operational lapses, reveal liability patterns, and strengthen plaintiff claims.
Participants will gain tools to challenge unsafe company cultures, evaluate inadequate training and hiring, and document compliance gaps that often lead to catastrophic incidents.
2:00 – 3:00 PM EST
In trucking accident litigation, plaintiff attorneys must strategically depose key company personnel to uncover negligence, regulatory violations, and systemic misconduct.
This session provides practical deposition strategies to hold carriers accountable and maximize case value. From frontline drivers to senior executives, attendees will learn how to ask precise questions that expose operational lapses, reveal liability patterns, and strengthen plaintiff claims.
Participants will gain tools to challenge unsafe company cultures, evaluate inadequate training and hiring, and document compliance gaps that often lead to catastrophic incidents.
speakers
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
K&L Gates LLP
Alicia M. Hawley is Of Counsel in the Chicago office of K&L Gates, where she practices in the firm’s e-Discovery Analysis & Technology (e-DAT) group. An experienced litigator and white-collar criminal defense attorney, Certified eDiscovery Specialist, and award-winning innovator, Alicia has nearly two decades of experience counseling clients on both routine and complex eDiscovery issues, best practices, case and narrative development, and fact investigations. She regularly serves as coordinating discovery counsel on major litigations and government investigations and counsels the firm and clients on all phases of the EDRM, including implementing defensible preservation practices and litigation holds, managing evolving data sources and communication tools, navigating complex legal issues such as possession, custody and control, privilege, proportionality, and Rule 37(e) sanctions, negotiating ESI protocols, and leveraging technology and artificial intelligence to identify and analyze key documents.
K&L Gates LLP
Alicia M. Hawley is Of Counsel in the Chicago office of K&L Gates, where she practices in the firm’s e-Discovery Analysis & Technology (e-DAT) group. An experienced litigator and white-collar criminal defense attorney, Certified eDiscovery Specialist, and award-winning innovator, Alicia has nearly two decades of experience counseling clients on both routine and complex eDiscovery issues, best practices, case and narrative development, and fact investigations. She regularly serves as coordinating discovery counsel on major litigations and government investigations and counsels the firm and clients on all phases of the EDRM, including implementing defensible preservation practices and litigation holds, managing evolving data sources and communication tools, navigating complex legal issues such as possession, custody and control, privilege, proportionality, and Rule 37(e) sanctions, negotiating ESI protocols, and leveraging technology and artificial intelligence to identify and analyze key documents.
Jones Walker LLP
Jason Loring is a partner in the Corporate Practice Group at Jones Walker and a member of the firm’s commercial transactions team, where he co-leads the firm’s Privacy, Data Strategy, and Artificial Intelligence team from the Atlanta office. He advises clients on data privacy and protection, cybersecurity, data governance, breach response, data strategy, and artificial intelligence and machine learning, as well as strategic technology transactions and related commercial matters. Jason represents publicly traded corporations, privately held companies, government entities, not-for-profits, and other enterprises, and provides forward-thinking counsel on global data privacy laws including the EU and UK GDPR, HIPAA, GLBA, COPPA, the EU AI Act, the NIST AI Risk Management Framework, and state privacy statutes such as the CCPA, CPRA, and BIPA.
Perkins Coie LLP
Eric B. Evans is a Partner in the Palo Alto office of Perkins Coie, where he serves as a dynamic and tenacious lawyer advocating for major technology and advertising clients in complex commercial litigation matters. He represents innovative companies in trade secret cases and large-scale federal false advertising, privacy, and antitrust class actions, and he helps leading technology companies navigate complex data and information governance issues, including the use of generative AI tools in their businesses. His advice to clients on generative AI and information governance is informed by his prior experience as an information technology professional.
Sergenian Law LLP
David A. Sergenian is the Founder of Sergenian Law, P.C., based in Santa Monica, California. He concentrates his practice in copyright, trademarks, trade secrets, partnership and startup disputes, appellate practice, and general commercial litigation, and also has extensive experience in patent law, securities litigation, entertainment litigation, and employment actions. He has represented clients on both sides of the “v.”—including numerous Fortune 500 companies—in litigations, trials, arbitrations, and alternative dispute resolutions.
Plans
| Access type | Individual Purchase | Basic | Premium Most Popular | Corporate CLE Plan |
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| Price |
$95 – $245
Price varies based
on the course duration of 1 to 3+ hours |
$395/year
One-time purchase
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$495/year
One-time purchase
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Custom
based on firm size
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| Access type | Pay per class | Unlimited annual access | Unlimited annual access | Unlimited access for all firm members |
| Number of Available Webinars | 1 | 1,000+ | 1,000+ | 1,000+ |
| Number of New Webinars Added Yearly | Limited | 500+ | 500+ | 500+ |
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Special credits (Ethics, Elimination of Bias, etc.) |
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| Bootcamps |
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| Access type |
Pay per class |
|---|---|
| Number of Available Webinars | 1 |
| Number of New Webinars Added Yearly | Limited |
| Earn "Live" CLE credit |
|
|
Ability to Ask Questions During the Presentation via a Chat Box |
|
| Attend "Live" Re-Broadcasts |
|
| Exclusive Partner Webinars & Events | |
|
Special credits (Ethics, Elimination of Bias, etc.) |
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| Instant Certificates After Completion | |
| Personalized CLE Platform | |
| Live Conferences | |
| Bootcamps |
Why Attend
Being an attorney is hard enough without the bookkeeping/IOLTA nonsense. Ready to keep more of what you earn? Whether you’re launching a new law practice or been in your own practice for forty years, this program is your roadmap to slashing your tax bill and building real wealth. Want to write off that second home, or discover how to deduct your vacation? In this dynamic, eye-opening session, civil and criminal tax controversy attorney Eric Green will walk you through often-overlooked strategies to dramatically cut taxes, increase deductions, and protect your law practice from IRS audit adjustments. You’ll walk away armed with actionable insights you can put to work immediately and easily earn back 8-10X what you invested in this seminar!
The program will cover not just how to deduct these expenses but what documentation you need to maintain to make sure you are audit proof if Uncle Sam comes calling!
In this new expanded webinar, Eric and Leighanne will review other benefits like converting your practice to an S Corporation, retirement planning and discuss apps that can help tie all this together and make your record keeping a breeze!
Who Should Attend:
Don’t miss this opportunity to transform the way you think about taxes—and take home the tools you need to save thousands year after year.
Key topics to be discussed:
Closed-captioning available
2026-06-19 13:00:00
This program begins with the foundations of generative AI, introducing large language models and transformer architecture, then moves into practical applications for legal professionals. Participants will learn how to design and deploy custom GPTs in OpenAI and build agent-based automations in Microsoft Copilot, both of which enable legal teams to streamline repetitive work across transactional matters, litigation management, and broader legal operations. The program also highlights how to use OpenAI projects and Microsoft’s integrated tools to scale and organize AI-driven efficiencies across the legal function.
Key topics to be discussed:
Date / Time: December 19, 2025
Closed-captioning available
2025-10-30 14:00:00
Session I – Considerations: Revocable vs. Irrevocable – Georgia Bender
In this session, attorney Georgia Bender will present a brief analysis of the structures and considerations involved in revocable and irrevocable trusts and when each type of trust may be appropriate. Next, Ms. Bender will go into a broad discussion of revocable trusts and the advantages they bring in flexibility of administration, probate avoidance, and estate tax planning. She’ll then review who might be an ideal candidate for this type of trust.
Key topics to be discussed:
Session II – Irrevocable Trusts and Trust Administration – Joseph Donohue
In this session, Attorney Joseph Donohue will review four common types of irrevocable trusts and the contexts in which they are best used. Next, Mr. Donohue will offer some helpful drafting tips for trusts. Lastly, he will dive into topics surrounding trust administration from tax reporting to key phases, avoiding trust contests, and drafting documents to protect your fiduciary clients.
Key topics to be discussed:
Date / Time: December 11, 2025
Closed-captioning available
2026-06-05 14:00:00
FAQ
Yes — the Basic Unlimited Pass gives members access to all online live, replay, and on-demand CLEs, excluding only the live conferences. With the Premium Unlimited Pass, members receive access to over 11 multi-day live conferences as well.
Yes — myLawCLE is an officially accredited CLE provider and seeks CLE approval in all 50 states. Our live webinars, on-demand programs, and replays meet or exceed state bar requirements, ensuring your CLE credits are fully recognized wherever you practice.
Yes — after completing the CLE webinar, attendees select their state for CLE credit and fill out an online evaluation form. Once submitted, a CLE certificate is emailed to them and uploaded to their dashboard.
Yes — myLawCLE develops CLE programs meeting all required CLE types, including mental health, ethics, professionalism, technology, substance abuse, and elimination of bias.
myLawCLE maintains all CLE programs in its library for 12 months following the original broadcast date. Attendees can access any program that remains available in the system during this period.
Yes — all of myLawCLE’s programs are originally broadcast live, with a chat box available for attendees to submit questions during the webinar. Additionally, replays and on-demand versions offer email correspondence with the presenters for any follow-up questions.
Expand Your Legal Expertise
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
