Ethics & Specialty Credits

4.1

Ethics of AI Note-Taking and Transcription in Legal Workplaces

Credits Available
Credit Status Total
Alaska CLE Reciprocity 3 Total
Alabama CLE Approved 3 Total
Arkansas CLE Approved 3 Total
Arizona CLE Approved 3 Total
California CLE Approved 3 Total
Colorado CLE Approved 4 Total
Connecticut CLE Approved 3 Total
Delaware CLE Approved 3 Total
Florida CLE Approved 3.5 Total
Georgia CLE Approved 3 Total
Hawaii CLE Approved 3 Total
Iowa CLE Upon Request 3 Total
Idaho CLE Approved 3 Total
Illinois CLE Approved 3 Total
Indiana CLE Approved 3 Total
Kansas CLE Approved 3.5 Total
Kentucky CLE Approved 3 Total
Louisiana CLE Upon Request 3 Total
Maine CLE Approved 3 Total
Minnesota CLE Approved 3 Total
Missouri CLE Approved 3.6 Total
Northern Mariana Islands CLE Approved 3 Total
Mississippi CLE Approved 3 Total
Montana CLE Approved 3 Total
North Carolina CLE Approved 3 Total
North Dakota CLE Approved 3 Total
Nebraska CLE Approved 3 Total
New Hampshire CLE Approved 3 Total
New Jersey CLE Approved 3.6 Total
New Mexico CLE Approved 3 Total
Nevada CLE Approved 3 Total
New York CLE Approved 3.5 Total
Ohio CLE Approved 3 Total
Oklahoma CLE Approved 3.5 Total
Oregon CLE Upon Request 3 Total
Pennsylvania CLE Approved 3 Total
Rhode Island CLE Approved 3.5 Total
South Carolina CLE Approved 3 Total
Tennessee CLE Approved 3 Total
Texas CLE Approved 3 Total
Utah CLE Approved 3 Total
Virginia CLE Approved 3 Total
Vermont CLE Approved 3 Total
Washington CLE Approved 3 Total
Wisconsin CLE Approved 3.5 Total
West Virginia CLE Approved 3.6 Total
Wyoming CLE Upon Request 3 Total
OnDemand
3 hours
Kellen Shearin
Cari Sheehan
Mark Stignani
With Kellen M. Shearin from Buchanan Ingersoll and Rooney + 2 others
Recorded September 04, 2025
Product ID 100822

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Overview

Tips for Staying Ethical While Using AI Transcription and Note-Taking Tools

The note-taking process during client meetings, court proceedings, and depositions is not just time consuming - it's also overwhelming and mentally draining. Fortunately, with the introduction of generative AI to the legal sphere, attorneys can streamline their workflow and save time once lost to tedious tasks like note-taking and transcription. The question is: is it ethical to do so? In this timely course, our expert faculty break down the ethical dos and don'ts of using AI for legal documentation. Strengthen your knowledge - register today!

  • Discover the top AI transcription and note-taking tools among legal practitioners.
  • Hear best practices for safeguarding confidentiality and privilege when using AI.
  • Uncover practical guidance for evaluating AI-generated notes for accuracy.
  • Gain tips for training legal staff on the ethics of AI transcription and note-taking.

*Any mention of specific products in this program is intended as part of a general overview and does not constitute NBI's endorsement or recommendation of any specific product or provider. This program is not sponsored by any technology or electronics provider.

Abbreviated Agenda

  1. AI Note-Taking and Transcription Tools You Need to Know
  2. Safeguarding What Matters: Privilege and Confidentiality in AI Transcription
  3. The Hidden Risks of AI: How to Assess AI-Generated Notes for Accuracy
  4. Developing Policies and Training Legal Staff on Ethical AI Note-Taking

Related Topics

Product ID 100822

Credit Details

Credits Available
Credit Status Total
Alaska CLE Reciprocity 3 Total
Alabama CLE Approved 3 Total
Arkansas CLE Approved 3 Total
Arizona CLE Approved 3 Total
California CLE Approved 3 Total
Colorado CLE Approved 4 Total
Connecticut CLE Approved 3 Total
Delaware CLE Approved 3 Total
Florida CLE Approved 3.5 Total
Georgia CLE Approved 3 Total
Hawaii CLE Approved 3 Total
Iowa CLE Upon Request 3 Total
Idaho CLE Approved 3 Total
Illinois CLE Approved 3 Total
Indiana CLE Approved 3 Total
Kansas CLE Approved 3.5 Total
Kentucky CLE Approved 3 Total
Louisiana CLE Upon Request 3 Total
Maine CLE Approved 3 Total
Minnesota CLE Approved 3 Total
Missouri CLE Approved 3.6 Total
Northern Mariana Islands CLE Approved 3 Total
Mississippi CLE Approved 3 Total
Montana CLE Approved 3 Total
North Carolina CLE Approved 3 Total
North Dakota CLE Approved 3 Total
Nebraska CLE Approved 3 Total
New Hampshire CLE Approved 3 Total
New Jersey CLE Approved 3.6 Total
New Mexico CLE Approved 3 Total
Nevada CLE Approved 3 Total
New York CLE Approved 3.5 Total
Ohio CLE Approved 3 Total
Oklahoma CLE Approved 3.5 Total
Oregon CLE Upon Request 3 Total
Pennsylvania CLE Approved 3 Total
Rhode Island CLE Approved 3.5 Total
South Carolina CLE Approved 3 Total
Tennessee CLE Approved 3 Total
Texas CLE Approved 3 Total
Utah CLE Approved 3 Total
Virginia CLE Approved 3 Total
Vermont CLE Approved 3 Total
Washington CLE Approved 3 Total
Wisconsin CLE Approved 3.5 Total
West Virginia CLE Approved 3.6 Total
Wyoming CLE Upon Request 3 Total
Select Jurisdiction
CLE

Agenda

All times are shown in

  1. AI Note-Taking and Transcription Tools You Need to Know

    1. Rule 1.1: Competence
    2. Top AI Note-Taking and Transcription Tools (Including Key Features)
    3. Understanding How AI Note-Taking Tools Handle Conversations With Multiple Speakers
    4. Use Cases for AI Note-Taking and Transcription in Transactional Law, Litigation, etc.
    5. Tips for Integrating AI Note-Taking Tools With Legal Case Management Software
    6. Potential Limitations, Biases, and Risks of AI Note-Taking and Transcription Tools

  2. Safeguarding What Matters: Privilege and Confidentiality in AI Transcription

    1. Impact on AI Note-Taking and Transcription Tools on Attorney-Client Privilege
    2. Storing and Protecting AI-Generated Notes and Transcriptions: Legal Best Practices
    3. Third-Party Access to Confidential AI-Generated Notes and Transcripts: Top Risks
    4. AI Tools and the Retention of Confidential Data: Tips for Managing Risks
    5. When You Suspect a Data Breach or Misuse of Confidential Data: Key Steps to Take
    6. Disclosing Use of AI to Clients: Ethical Obligations and Key Steps to Take

  3. The Hidden Risks of AI: How to Assess AI-Generated Notes for Accuracy

    1. Verifying and Correcting AI-Generated Transcriptions for Accuracy and Reliability
    2. AI Transcription Errors That Impact Case Outcomes: Who's Liable?
    3. Over-Relying on AI Tools for Transcription and Note-Taking: Top Malpractice Risks
    4. Documenting Attorney Review of AI Notes: Ethical Standards and Preventative Measures

  4. Developing Policies and Training Legal Staff on Ethical AI Note-Taking

Who Should Attend

This program is designed for attorneys. Paralegals may also benefit.

Speakers

Kellen M Shearin
Kellen M.
Shearin
Buchanan Ingersoll and Rooney
Cari L Sheehan
Cari L.
Sheehan
Taft Stettinius & Hollister, LLP
Mark Stignani
Mark
Stignani
Barnes & Thornburg LLP
Speaker bio
Kellen M Shearin

Kellen M. Shearin

Buchanan Ingersoll and Rooney
Kellen Shearin

is an attorney with Buchanan Ingersoll and Rooney, bringing a wealth of experience in employment law and litigation. Based in Charlotte, North Carolina, he has a proven track record of representing high-profile clients, including Fortune 500 companies, in both state and federal courts. Mr. Shearin's expertise extends to handling complex cases before the National Labor Relations Board (NLRB) and the Equal Employment Opportunity Commission (EEOC). He is adept at counseling clients on compliance with federal and state laws, particularly in areas such as handbook policies, pay practices, and the use of artificial intelligence in employment decisions. Mr. Shearin's meticulous approach to pre-trial litigation and his ability to draft critical employment documents make him a valuable asset to the firm. He earned his B.S. degree from Arizona State University and his J.D. degree, cum laude, from the University of Richmond School of Law, where he served as managing editor of the Law Review and held leadership roles in various student organizations. Beyond his professional achievements, Mr. Shearin is actively involved in community service, serving as president of the Board of Directors for the Religious Coalition for Community Revival. He is admitted to practice in District of Columbia, Maryland, West Virginia, with North Carolina license pending.

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Speaker bio
Cari L Sheehan

Cari L. Sheehan

Taft Stettinius & Hollister, LLP
Cari Sheehan

is an assistant general counsel with Taft Stettinius & Hollister, LLP with over 15 years of legal experience in civil litigation, conflicts of interest, and professional responsibility. In this role, she advises firm attorneys with respect to ethics compliance, risk prevention, and conflicts of interest. In addition, Ms. Sheehan assists in the review and negotiation of outside counsel guidelines, conflict waivers and engagement letters, and other items with ethical implications. She assists in providing ethical training and education within the firm to its attorneys and staff. Ms. Sheehan is an adjunct professor at the IU Robert H. McKinney School where she teaches professional responsibility. She is also a former assistant clinical professor of business law and ethics at the Kelley School of Business. Ms. Sheehan is passionate about promoting ethical awareness, integrity, and professionalism in the legal and business fields, and contributing to the advancement of knowledge and practice in these domains. She is a frequent presenter and author on ethics and professionalism in the legal industry. Ms. Sheehan is a recurring author with the Res Gestae, the Indiana State Bar Association's Member Journal, regarding the ethics curbstone; and has been quoted in publications for her knowledge on ethical topics. She is also an avid speaker, having given over 200 seminars on ethics and professionalism for various local and national platforms. Ms. Sheehan's primary area of research is regarding the ethics of AI and how it affects the legal and business community.

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Speaker bio
Mark Stignani

Mark Stignani

Barnes & Thornburg LLP
Mark Stignani

is a partner in the Minneapolis office of Barnes & Thornburg LLP. He is the chair of the firm's data analytics practice group, and applies his intellectual curiosity, technical and research savvy, and penchant for innovation to create a broad spectrum of analytics and strategic review of clients' corporate transactions, reorganizations, and intellectual property endeavors. Mr. Stignani earned his J.D. degree from William Mitchell College of Law while working for Alliant Techsystems. He previously had completed postgraduate work in robotics and control systems at the University of Minnesota and National Technological University, while working at Honeywell, Inc. Further, Mr. Stignani is a Certified Information Privacy Professional (CIPP). He offers his insights through dozens of webinars annually, and serves as a regular lecturer at colleges and universities across the state of Minnesota. Mr. Stignani also is a frequent speaker for various associations and conferences, including Reel Lawyer, Black Hills IP Analytics Series, LES International and Practicing Law Institute.

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