AI is here, and clients, courts, and counsel are noticing. Generative AI can speed research and drafting, but it also raises material ethics, safety, and security risks. This practical CLE shows you how to use AI effectively while staying compliant with ethical duties of competence, confidentiality, client communication, candor, supervision, fees, and protecting client data.

Matt Schad translates ethics rules into concrete practices for day to day lawyering with AI. He maps core duties—competence, confidentiality, client communication, candor to tribunals, supervision, and reasonable fees—to common use cases like research, drafting, record summarization, and analytics. You’ll learn what must be verified by a human, when informed consent is required, and how to disclose and bill fairly. He will also cover safety and security essentials: zero retention vs. training models, dataset and prompt redaction, secure settings, access controls, vendor due diligence, and incident response basics. You will leave with simple policy clauses, a defensible logging practice, and a 15 minute implementation plan you can run with your team the next day.