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2025-12-05 12:00:00

2 Credits

Examines attorneys’ ethical obligations when using generative AI, covering recent rules, sanctions, and practical frameworks for maintaining professional responsibility.

2025-12-05 12:00:00

Examines attorneys’ ethical obligations when using generative AI, covering recent rules, sanctions, and practical frameworks for maintaining professional responsibility.

2025-12-05 12:00:00

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Live stream programs

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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 ethical obligations when using generative AI, including understanding risks, maintaining professional responsibility, and avoiding sanctions through compliance with emerging court rules.

What will you gain

Attorneys will gain practical frameworks for AI risk assessment, client consent protocols, evidence verification procedures, and strategies to comply with disclosure requirements across federal and state jurisdictions.

AI Risks
Training data includes unverified sources like Reddit and Wikipedia, plus potential hallucinations in metadata.
Ethical Duties
Competency, confidentiality, communication, supervision, and candor to tribunal obligations apply to AI use.
Sanctions
Courts issue fines, fee awards, bar referrals, and terminating sanctions for AI-generated hallucinations.
Disclosure Rules
Some courts require attorneys to certify whether AI was used in preparing briefs.
Client Consent
Attorneys must discuss AI tools, data inputs, and fee implications with clients.
Evidence Verification
All AI outputs require human verification, including expert reports and opposing counsel submissions.

What will you learn

Attorneys will learn how to navigate ethical obligations when using generative AI, including understanding risks, maintaining professional responsibility, and avoiding sanctions through compliance with emerging court rules.

What will you gain

Attorneys will gain practical frameworks for AI risk assessment, client consent protocols, evidence verification procedures, and strategies to comply with disclosure requirements across federal and state jurisdictions.

Agenda

Session 1

Understanding AI Types, Standards, and Essential Safeguards

Session 2

Professional Responsibility and Ethics in AI Usage

Break

Break

Session 3

AI in Legal Proceedings: Rules, Evidence, and Sanctions

clock 12:00 pm - 12:30 pm EST

Understanding AI Types, Standards, and Essential Safeguards

Rachel V. Rose.

Rachel V. Rose – Attorney at Law, PLLC

Julia A. Clayton

Law Office of Julia A. Clayton, P.C.

This session explores the foundational frameworks governing AI, including NIST and ISO standards, and distinguishes between open source and closed AI models. Participants will examine key risks such as hallucinations, biased training data, and cybersecurity threats like deepfakes, while reviewing the Blueprint for an AI Bill of Rights.

Rachel V. Rose.

Rachel V. Rose – Attorney at Law, PLLC

Julia A. Clayton

Law Office of Julia A. Clayton, P.C.

clock 12:30 pm - 1:00 pm EST

Professional Responsibility and Ethics in AI Usage

Rachel V. Rose.

Rachel V. Rose – Attorney at Law, PLLC

Julia A. Clayton

Law Office of Julia A. Clayton, P.C.

Attorneys will examine their ethical obligations when using generative AI, guided by ABA Formal Opinion 512 and Model Rules on competency, confidentiality, and supervision. This session covers informed consent requirements, communication duties with clients, and maintaining candor to the tribunal when AI tools are employed.

Rachel V. Rose.

Rachel V. Rose – Attorney at Law, PLLC

Julia A. Clayton

Law Office of Julia A. Clayton, P.C.

clock 1:00 pm - 1:10 pm EST

Break

Rachel V. Rose.

Rachel V. Rose – Attorney at Law, PLLC

Julia A. Clayton

Law Office of Julia A. Clayton, P.C.

A short break to refresh before the final session.

Rachel V. Rose.

Rachel V. Rose – Attorney at Law, PLLC

Julia A. Clayton

Law Office of Julia A. Clayton, P.C.

clock 1:10 pm - 2:10 pm EST

AI in Legal Proceedings: Rules, Evidence, and Sanctions

Rachel V. Rose.

Rachel V. Rose – Attorney at Law, PLLC

Julia A. Clayton

Law Office of Julia A. Clayton, P.C.

This comprehensive session analyzes how courts are responding to AI misuse, including landmark cases like Mata v. Avianca and emerging sanctions for hallucinated citations. Participants will explore disclosure requirements under local rules, proposed Federal Rule of Evidence 707, authentication challenges with AI-generated evidence, and practical guidance for litigation holds and discovery involving AI data.

Rachel V. Rose.

Rachel V. Rose – Attorney at Law, PLLC

Julia A. Clayton

Law Office of Julia A. Clayton, P.C.

01 04
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.

Rachel V. Rose.

Rachel V. Rose – Attorney at Law, PLLC

Julia A. Clayton

Law Office of Julia A. Clayton, P.C.

Rachel V. Rose.

Rachel V. Rose – Attorney at Law, PLLC

Rachel V. Rose, JD, MBA has a unique background in healthcare, securities, cybersecurity, and international law. For over a decade, her practice has focused on transactional, compliance, and litigation matters related to cybersecurity, health care, securities, and Dodd-Frank/False Claims Act whistleblower claims.

Education & Credentials

MBA with minors in healthcare and entrepreneurship from Vanderbilt University, law degree from Stetson University College of Law, and an Executive Certification in Leadership and Negotiation from Harvard Law School.

Recognition & Leadership

Named consecutively to the Texas Bar College, National Women Trial Lawyers Association's Top 25, Houstonia Magazine's Top Lawyers (healthcare), National Trial Lawyers Association's Top 100, SuperLawyers (healthcare), and 1st Healthcare Compliance's 2019 and 2022 Top Presenter. Extensively published, sought-after presenter, and quoted expert. Co-editor of the American Health Lawyers Association's Enterprise Risk Management Handbook for Healthcare Entities (2nd Edition), co-author of the ABA's books The ABCs of ACOs and What Are International HIPAA Considerations?, as well as various chapters in legal and medical books.

Professional Involvement

Affiliated Member with Baylor College of Medicine's Center for Medical Ethics and Health Policy, where she teaches bioethics.

Experience

Worked on Capitol Hill when HIPAA passed in 1996 and at HHS in 2009 when the HITECH Act was being implemented. Has conducted HIPAA Risk Analyses for domestic and international organizations and represented persons related to government enforcement inquiries and responses on cybersecurity and healthcare related matters.

Rachel V. Rose.

Rachel V. Rose – Attorney at Law, PLLC

Rachel V. Rose, JD, MBA has a unique background in healthcare, securities, cybersecurity, and international law. For over a decade, her practice has focused on transactional, compliance, and litigation matters related to cybersecurity, health care, securities, and Dodd-Frank/False Claims Act whistleblower claims.

Education & Credentials

MBA with minors in healthcare and entrepreneurship from Vanderbilt University, law degree from Stetson University College of Law, and an Executive Certification in Leadership and Negotiation from Harvard Law School.

Recognition & Leadership

Named consecutively to the Texas Bar College, National Women Trial Lawyers Association's Top 25, Houstonia Magazine's Top Lawyers (healthcare), National Trial Lawyers Association's Top 100, SuperLawyers (healthcare), and 1st Healthcare Compliance's 2019 and 2022 Top Presenter. Extensively published, sought-after presenter, and quoted expert. Co-editor of the American Health Lawyers Association's Enterprise Risk Management Handbook for Healthcare Entities (2nd Edition), co-author of the ABA's books The ABCs of ACOs and What Are International HIPAA Considerations?, as well as various chapters in legal and medical books.

Professional Involvement

Affiliated Member with Baylor College of Medicine's Center for Medical Ethics and Health Policy, where she teaches bioethics.

Experience

Worked on Capitol Hill when HIPAA passed in 1996 and at HHS in 2009 when the HITECH Act was being implemented. Has conducted HIPAA Risk Analyses for domestic and international organizations and represented persons related to government enforcement inquiries and responses on cybersecurity and healthcare related matters.

Julia A. Clayton

Law Office of Julia A. Clayton, P.C.

Julia draws on her nearly two-decade career with the California Department of Justice to advise individuals and small businesses facing civil litigation and government investigations, including data breach investigations, False Claims Act cases, and challenges to the use of cookies and web-tracking technologies.

Education & Credentials

J.D. from UC Berkeley School of Law; B.A. with highest honors from U.C. Davis. Externed for the Honorable William B. Shubb, then Chief Judge for the U.S. District Court for the Eastern District of California.

Professional Involvement

Founding member of HeyCounsel, an online platform for fractional, solo, and small firm practitioners representing startups, tech companies, and founders. Admitted to practice in California, the Northern District of California, the Central District of California, and the Ninth Circuit Court of Appeals.

Experience

Nearly two-decade career with the California Department of Justice. Recent matters include data breach investigations, False Claims Act cases, and challenges to the use of cookies and web-tracking technologies under the California Invasion of Privacy Act (CIPA) and related statutes.

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Why Attend

Why this 
program matters

Understanding AI ethics in legal practice is essential because attorneys face sanctions, bar discipline, and client harm when AI tools produce hallucinated citations or compromise confidentiality.
75%
Of attorneys surveyed identified accuracy as their top concern about AI technology tools in legal practice.
17%+
Hallucination rate found in leading legal AI research tools from LexisNexis and Thomson Reuters in Stanford RegLab study.
600+
Documented cases nationwide where lawyers cited nonexistent legal authority due to AI use, tracked by researchers.
212
Sanctions decisions issued by U.S. courts regarding AI-produced hallucinations in legal filings since May 2023.

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