Course Overview
Learn how to evaluate AI platform terms, structure governance frameworks, and apply the Heppner, Warner, and Morgan federal decisions to preserve attorney-client privilege and work product protection in AI-assisted legal practice.
Gain practical command of platform selection criteria, vendor diligence, tiered AI governance policies, Rule 502(d) protections, and the evolving legal framework governing privilege and work product in AI-assisted workflows.
Learn how to evaluate AI platform terms, structure governance frameworks, and apply the Heppner, Warner, and Morgan federal decisions to preserve attorney-client privilege and work product protection in AI-assisted legal practice.
Gain practical command of platform selection criteria, vendor diligence, tiered AI governance policies, Rule 502(d) protections, and the evolving legal framework governing privilege and work product in AI-assisted workflows.
Agenda
SESSION 1
Helping Lawyers Choose the Right AI Platform
SESSION 2
Building an AI Governance Playbook
SESSION 3
Heppner, Warner, and Morgan: Privilege and Work Product Claims
1:00 pm - 1:30 pm EST
Law Plus Data LLC
Examine how the choice between consumer-grade and enterprise AI platforms can affect attorney-client privilege and work product protection, including platform-specific terms of service, data-retention practices, model-training provisions, and contractual confidentiality commitments across OpenAI, Anthropic, and Microsoft Copilot.
Law Plus Data LLC
1:30 pm - 2:00 pm EST
Law Plus Data LLC
Translate the 2026 federal decisions into concrete risk-management protocols, including documenting counsel direction, structuring tiered AI governance frameworks, vendor diligence, consumer-grade tool prohibition, and deploying Federal Rule of Evidence 502(d) orders and ESI protocols for AI-assisted workflows.
Law Plus Data LLC
2:10 pm - 3:10 pm EST
Hunton Andrews Kurth LLP
Examine United States v. Heppner, Warner v. Gilbarco, and Morgan v. V2X — the first federal decisions addressing privilege and work product protection for AI-generated documents — including the three-pillar Heppner holding, the “tools, not persons” framework, and emerging waiver standards.
Hunton Andrews Kurth 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.
Hunton Andrews Kurth LLP
Meghan A. Podolny is a Partner at Hunton Andrews Kurth LLP in the firm’s Richmond office, where her practice focuses on complex commercial litigation, information governance and eDiscovery issues, and internal investigations. She leads the firm’s Information Governance & eDiscovery Group, providing state-of-the-art data management and eDiscovery advice and services to a wide variety of corporate clients, including the development of enterprise-level best practices and tailored protocols to streamline discovery preparation and response. Meghan frequently serves as eDiscovery counsel to advise and lead massive discovery response plans, often in response to internal investigations, governmental subpoenas, or other requests.
Hunton Andrews Kurth LLP
Meghan A. Podolny is a Partner at Hunton Andrews Kurth LLP in the firm’s Richmond office, where her practice focuses on complex commercial litigation, information governance and eDiscovery issues, and internal investigations. She leads the firm’s Information Governance & eDiscovery Group, providing state-of-the-art data management and eDiscovery advice and services to a wide variety of corporate clients, including the development of enterprise-level best practices and tailored protocols to streamline discovery preparation and response. Meghan frequently serves as eDiscovery counsel to advise and lead massive discovery response plans, often in response to internal investigations, governmental subpoenas, or other requests.
Law Plus Data LLC
Michael Simon is an Attorney and Owner of Law Plus Data, LLC, a boutique domestic and international law firm focused on Privacy, AI, and Electronic Discovery issues, where he leverages his unique skill set with technology and his experience managing data scientists to solve client problems with data. He is also the Chief of Strategy for Bells Up AI, a confidential and affordable AI platform for lawyers. Michael has spent years sitting between the legal world and technology — co-founding one of the first legal research dot-com start-ups, building groundbreaking innovations for one of the biggest law firms in the world, and serving as Technology Counsel for one of the first eDiscovery companies — and has proven time and time again that he can serve as the translator between lawyers and technologists.
Adam Gajadharsingh is Discovery Counsel at Google in Atlanta, where his practice focuses on all aspects of the litigation and government investigation discovery process, both in the United States and globally, including developing case discovery strategies, negotiating ESI protocols and protective orders, overseeing document collection, review, and production, addressing complex privilege issues, and developing eDiscovery best practices. Prior to joining Google, Adam was a Partner at Barnes & Thornburg LLP, where his practice focused on complex commercial litigation, eDiscovery, data privacy/security, and information management, and he was a member of the team assisting the Special Compliance Coordinator appointed by the U.S. Department of Commerce to monitor U.S. export control compliance of Zhongxing Telecommunications Equipment Corporation.
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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| 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 | |
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Special credits (Ethics, Elimination of Bias, etc.) |
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| Instant Certificates After Completion | |
| Personalized CLE Platform | |
| Live Conferences | |
| Bootcamps |
June 19, 2026
3 Hour Program
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
October 30, 2025
2 Hour Program
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
December 11, 2025
2 Hour Program
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
2025-12-11 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
