What your duties of competence, confidentiality, and supervision require when you or your staff use AI tools on client matters.
Generative AI is already in your office, whether through a research platform, a drafting assistant, or a staff member's personal account. This session works through the Rules of Professional Conduct that apply, using realistic scenarios from small-firm practice: drafting with AI, verifying citations, protecting client information, billing for AI-assisted work, and writing a firm policy your team will actually follow.
Part of our professional track for attorneys, designed around the technology-related subjects New Jersey will require of every attorney beginning January 1, 2027. CLE accreditation is in progress; this course does not carry credit today.
CLE accreditation in progressTediso courses do not currently carry CLE or CPE credit.
By the end of this session, you will be able to:
0–10 min
Research, drafting, intake, and the tools staff adopt on their own.
10–25 min
The duty of technological competence and a practical check for every AI-assisted filing.
25–40 min
Reading a tool's data, retention, and training terms; what informed consent can look like.
40–50 min
Responsibility for staff use, reasonable fees, and when to tell the client.
50–60 min
A one-page policy framework you can adapt, followed by open Q&A.
Builds AI and automation systems for small businesses
Abraham holds two master's degrees and an MBA from Stevens Institute of Technology and works in technology and media. Abraham also builds AI and automation systems that small businesses and professional firms use for intake, documents, and customer communication, and teaches what these tools actually do with customer information and how businesses can adopt them responsibly.
Builds AI and automation systems for small businesses
Joseph is a recent computer science graduate of the University of Tennessee and builds the AI and automation systems that small businesses rely on day to day. Joseph's sessions focus on the practical safeguards that keep customer data protected as businesses bring in new technology.
This is a live webinar. After you register, we will email your joining link before the session. You can attend from a computer, tablet, or phone, and you will have time to ask questions.
Every registered learner receives the written materials:
Materials are sent after the session and will be downloadable from My courses once learner accounts open.
Tuesday, November 17, 2026, 12:00 PM – 1:00 PM ET