Ethics & Specialty Credits

4.07

Ethics of AI Note-Taking and Transcription in Legal Workplaces

Credits Available
Credit Status Total
Alaska CLE Reciprocity 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
Idaho CLE Approved 3 Total
Illinois CLE Approved 3 Total
Kansas CLE Approved 3.5 Total
Maine CLE Approved 3 Total
Minnesota CLE Approved 3 Total
Missouri CLE Approved 3.6 Total
Northern Mariana Islands CLE Approved 3 Total
Montana CLE Approved 3 Total
North Dakota CLE Approved 3 Total
Nebraska CLE Approved 3 Total
New Hampshire CLE Approved 3 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
South Carolina CLE Approved 3 Total
Tennessee 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

Buy This Course

Course Includes
$299

OnDemand Video

Course Book Download

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
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
Idaho CLE Approved 3 Total
Illinois CLE Approved 3 Total
Kansas CLE Approved 3.5 Total
Maine CLE Approved 3 Total
Minnesota CLE Approved 3 Total
Missouri CLE Approved 3.6 Total
Northern Mariana Islands CLE Approved 3 Total
Montana CLE Approved 3 Total
North Dakota CLE Approved 3 Total
Nebraska CLE Approved 3 Total
New Hampshire CLE Approved 3 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
South Carolina CLE Approved 3 Total
Tennessee 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

Credit Details by Jurisdiction

OnDemand Video

CLE Credits
Alaska CLE Reciprocity · 3 Total Credits
  • 3 MECLE Ethics

Earn Until

OnDemand - Alaska CLE - 3: Alaska Bar members may claim credit for attending CLE programs that have been accredited by other mandatory CLE jurisdictions. This program qualifies for 3.0 hours of credit, which includes 0.0 hours of MCLE credit and 3.0 hour of MECLE credit.

Video Download - Alaska CLE - 3: Alaska Bar members may claim credit for attending CLE programs that have been accredited by other mandatory CLE jurisdictions. This program qualifies for 3.0 hours of credit, which includes 0.0 hours of MCLE credit and 3.0 hour of MECLE credit.

Arkansas CLE Approved · 3 Total Credits
  • 3 Ethics

Earn Until

OnDemand - Arkansas CLE - 3: NBI, Inc. is an accredited sponsor in the state of Arkansas. This program qualifies for 3.0 hours of on demand continuing legal education credit, including 3.0 hour of ethics, consistent with the rules and regulations of the Arkansas Supreme Court of Professional Programs.

Video Download - Arkansas CLE - 3: NBI, Inc. is an accredited sponsor in the state of Arkansas. This program qualifies for 3.0 hours of on demand continuing legal education credit, including 3.0 hour of ethics, consistent with the rules and regulations of the Arkansas Supreme Court of Professional Programs.

Arizona CLE Approved · 3 Total Credits
  • 3 Professional Responsibility

Earn Until

OnDemand - Arizona CLE - 3: The State Bar of Arizona does not approve or accredit CLE activities for the Mandatory Continuing Legal Education requirement. This activity qualifies for 3.0 hours toward your annual CLE requirement for the State of Arizona, including 3.0 hour of professional responsibility.

Video Download - Arizona CLE - 3: The State Bar of Arizona does not approve or accredit CLE activities for the Mandatory Continuing Legal Education requirement. This activity qualifies for 3.0 hours toward your annual CLE requirement for the State of Arizona, including 3.0 hour of professional responsibility.

California CLE Approved · 3 Total Credits
  • 3 Legal Ethics

Earn Until

OnDemand - California CLE - 3: This activity has been approved for Minimum Continuing Legal Education credit by the State Bar of California and qualifies for 3.0 hours of participatory credit, of which 3.0 hour will apply to legal ethics credit. NBI, Inc. certifies this activity conforms to the standards for approved education activities prescribed by the rules and regulations of the State Bar of California governing minimum continuing legal education. NBI, Inc. is a State Bar of California approved MCLE provider - #53.

Video Download - California CLE - 3: This activity has been approved for Minimum Continuing Legal Education credit by the State Bar of California and qualifies for 3.0 hours of self-study credit, of which 3.0 hour will apply to legal ethics credit. NBI, Inc. certifies this activity conforms to the standards for approved education activities prescribed by the rules and regulations of the State Bar of California governing minimum continuing legal education. NBI, Inc. is a State Bar of California approved MCLE provider - #53.

Colorado CLE Approved · 4 Total Credits
  • 3.6 Professional Responsibility

Earn Until

OnDemand - Colorado CLE - 4: NBI, Inc. is a Certified Provider, as recognized by the Colorado Supreme Court Continuing Legal and Judicial Education Committee. This program qualifies for 4.0 hours of home study general Colorado Continuing Legal Education Credit, including 3.60 professional responsibility credit.

Video Download - Colorado CLE - 4: NBI, Inc. is a Certified Provider, as recognized by the Colorado Supreme Court Continuing Legal and Judicial Education Committee. This program qualifies for 4.0 hours of home study general Colorado Continuing Legal Education Credit, including 3.60 professional responsibility credit.

Connecticut CLE Approved · 3 Total Credits
  • 3 Ethics/Professionalism

Earn Until

OnDemand - Connecticut CLE - 3: Neither the Connecticut Judicial Branch nor the Commission on Minimum Continuing Legal Education approve or accredit CLE providers or activities. It is the opinion of NBI, Inc. that this activity qualifies for 3.0 self-study hours toward your annual CLE requirement in Connecticut, including 3.0 self-study hour(s) of ethics/professionalism.

Video Download - Connecticut CLE - 3: Neither the Connecticut Judicial Branch nor the Commission on Minimum Continuing Legal Education approve or accredit CLE providers or activities. It is the opinion of NBI, Inc. that this activity qualifies for 3.0 self-study hours toward your annual CLE requirement in Connecticut, including 3.0 self-study hour(s) of ethics/professionalism.

Delaware CLE Approved · 3 Total Credits
  • 3 Ethics

Earn Until

OnDemand - Delaware CLE - 3: NBI, Inc. is an accredited sponsor of the Delaware Commission on Continuing Legal Education and recommends this program for 3.0 hours of eCLE credit, including 3.0 hour of ethics.

Florida CLE Approved · 3.5 Total Credits
  • 3.5 Technology
  • 3.5 Professional Responsibility

Earn Until

OnDemand - Florida CLE - 3.5: Approved by The Florida Bar, this program qualifies for 3.50 general hours of CLER self-study credit including 3.50 hour of self-study professional responsibility (may include legal ethics, professionalism, substance abuse or mental illness and wellness programs) and 3.50 hours of self-study technology credit.

Video Download - Florida CLE - 3.5: Approved by The Florida Bar, this program qualifies for 3.50 general hours of CLER self-study credit including 3.50 hour of self-study professional responsibility (may include legal ethics, professionalism, substance abuse or mental illness and wellness programs) and 3.50 hours of self-study technology credit.

Georgia CLE Approved · 3 Total Credits
  • 3 Ethics

Earn Until

OnDemand - Georgia CLE - 3: This program is approved by the Commission on Continuing Lawyer Competency of the State Bar of Georgia. This program qualifies for 3.0 hours of distance learning continuing legal education credit with the Georgia Commission on Continuing Lawyer Competency, which includes 3.0 hour of distance learning ethics.

Video Download - Georgia CLE - 3: This program is approved by the Commission on Continuing Lawyer Competency of the State Bar of Georgia. This program qualifies for 3.0 hours of distance learning continuing legal education credit with the Georgia Commission on Continuing Lawyer Competency, which includes 3.0 hour of distance learning ethics.

Hawaii CLE Approved · 3 Total Credits
  • 3 Ethics/Professional Responsibility

Earn Until

OnDemand - Hawaii CLE - 3: NBI, Inc. is an Accredited Provider with the Hawaii State Board of Continuing Legal Education. This alternative format activity has been approved for 3.0 hours of credit for the state of Hawaii, which includes 3.0 hour of ethics or professional responsibility education.

Video Download - Hawaii CLE - 3: NBI, Inc. is an Accredited Provider with the Hawaii State Board of Continuing Legal Education. This alternative format activity has been approved for 3.0 hours of credit for the state of Hawaii, which includes 3.0 hour of ethics or professional responsibility education.

Idaho CLE Approved · 3 Total Credits
  • 3 Legal Ethics/Professional Responsibility

Earn Until

OnDemand - Idaho CLE - 3: Approved for 3.0 hours of self-study continuing legal education credit in the state of Idaho, which includes 3.0 self-study legal ethics or professional responsibility credit.

Video Download - Idaho CLE - 3: Approved for 3.0 hours of self-study continuing legal education credit in the state of Idaho, which includes 3.0 self-study legal ethics or professional responsibility credit.

Illinois CLE Approved · 3 Total Credits
  • 3 Professional Responsibility

Earn Until

OnDemand - Illinois CLE - 3: This program has been approved by the Illinois MCLE Board for 3.0 hours of recorded technology CLE credit, which includes approval for 3.0 hour of legal ethics, civility, professionalism CLE credit by the Illinois Supreme Court Commission on Professionalism.

Video Download - Illinois CLE - 3: This program has been approved by the Illinois MCLE Board for 3.0 hours of recorded technology CLE credit, which includes approval for 3.0 hour of legal ethics, civility, professionalism CLE credit by the Illinois Supreme Court Commission on Professionalism.

Kansas CLE Approved · 3.5 Total Credits
  • 3.5 Ethics/Professionalism

Earn Until

OnDemand - Kansas CLE - 3.5: Approved by Kansas CLE for 3.50 hours of prerecorded format continuing legal education credit, which includes 3.50 hour of ethics and professionalism credit.

Video Download - Kansas CLE - 3.5: Approved by Kansas CLE for 3.50 hours of prerecorded format continuing legal education credit, which includes 3.50 hour of ethics and professionalism credit.

Maine CLE Approved · 3 Total Credits

Earn Until

OnDemand - Maine CLE - 3: This course has been approved by the State of Maine Board of Overseers of the Bar. Lawyers who complete this course will receive 3.0 hours of self-study CLE credit

Video Download - Maine CLE - 3: This course has been approved by the State of Maine Board of Overseers of the Bar. Lawyers who complete this course will receive 3.0 hours of self-study CLE credit

Course Book - Maine CLE - 3: This course has been approved by the State of Maine Board of Overseers of the Bar. Lawyers who complete this course will receive 3.0 hours of self-study CLE credit

Minnesota CLE Approved · 3 Total Credits
  • 3 Ethics

Earn Until

OnDemand - Minnesota CLE - 3: Approved for 3.0 hours of standard on-demand CLE credit, including 3.0 hour of ethics credit by the Minnesota Board of Continuing Legal Education.

Video Download - Minnesota CLE - 3: Approved for 3.0 hours of standard on-demand CLE credit, including 3.0 hour of ethics credit by the Minnesota Board of Continuing Legal Education.

Missouri CLE Approved · 3.6 Total Credits

Earn Until

OnDemand - Missouri CLE - 3.6: NBI, Inc. is an accredited sponsor with Missouri Minimum Continuing Legal Education. This program qualifies for 3.60 self-study CLE credit hours.

Video Download - Missouri CLE - 3.6: NBI, Inc. is an accredited sponsor with Missouri Minimum Continuing Legal Education. This program qualifies for 3.60 self-study CLE credit hours.

Course Book - Missouri CLE - 3.6: NBI, Inc. is an accredited sponsor with Missouri Minimum Continuing Legal Education. This program qualifies for 3.60 self-study CLE credit hours.

Northern Mariana Islands CLE Approved · 3 Total Credits

Earn Until

OnDemand - Northern Mariana Islands CLE - 3: This course has been approved by the Commonwealth of the Northern Mariana Islands. Lawyers who complete this course shall receive 3.0 hours of self-study CLE credit.

Video Download - Northern Mariana Islands CLE - 3: This course has been approved by the Commonwealth of the Northern Mariana Islands. Lawyers who complete this course shall receive 3.0 hours of self-study CLE credit.

Course Book - Northern Mariana Islands CLE - 3: This course has been approved by the Commonwealth of the Northern Mariana Islands. Lawyers who complete this course shall receive 3.0 hours of self-study CLE credit.

Montana CLE Approved · 3 Total Credits
  • 3 Professional Fitness and Integrity

Earn Until

OnDemand - Montana CLE - 3: This program qualifies for 3.0 hours of self-study CLE credit by the Montana Commission of Continuing Legal Education, including 3.0 hour of professional fitness and integrity credit.

Video Download - Montana CLE - 3: This program qualifies for 3.0 hours of self-study CLE credit by the Montana Commission of Continuing Legal Education, including 3.0 hour of professional fitness and integrity credit.

North Dakota CLE Approved · 3 Total Credits
  • 3 Ethics

Earn Until

OnDemand - North Dakota CLE - 3: North Dakota attorneys completing this program may claim 3.0 North Dakota self-study CLE credit hours, or 3.0 hour of self-study ethics credit, on the Report of Compliance.

Video Download - North Dakota CLE - 3: North Dakota attorneys completing this program may claim 3.0 North Dakota self-study CLE credit hours, or 3.0 hour of self-study ethics credit, on the Report of Compliance.

Nebraska CLE Approved · 3 Total Credits
  • 3 Professional Responsibility

Earn Until

OnDemand - Nebraska CLE - 3: NBI, Inc. is an accredited CLE sponsor in the state of Nebraska. This activity has been approved for 3.0 distance learning CLE credits, including 3.0 hour of professional responsibility credit.

Video Download - Nebraska CLE - 3: NBI, Inc. is an accredited CLE sponsor in the state of Nebraska. This activity has been approved for 3.0 distance learning CLE credits, including 3.0 hour of professional responsibility credit.

New Hampshire CLE Approved · 3 Total Credits
  • 3 Ethics/Professionalism

Earn Until

OnDemand - New Hampshire CLE - 3: NHMCLE does not approve or accredit CLE activities for the NH Minimum CLE requirement. NBI, Inc. believes this course meets the requirements of NH Supreme Court Rule 53 toward the annual NHMCLE requirement.

Video Download - New Hampshire CLE - 3: NHMCLE does not approve or accredit CLE activities for the NH Minimum CLE requirement. NBI, Inc. believes this course meets the requirements of NH Supreme Court Rule 53 toward the annual NHMCLE requirement.

New Mexico CLE Approved · 3 Total Credits
  • 3 Ethics

Earn Until

OnDemand - New Mexico CLE - 3: This program has been approved by the Board of Bar Commissioners of the State Bar of New Mexico. This program qualifies for 3.0 hours of self-study credit, including 3.0 hour of self-study ethics credit.

Video Download - New Mexico CLE - 3: This program has been approved by the Board of Bar Commissioners of the State Bar of New Mexico. This program qualifies for 3.0 hours of self-study credit, including 3.0 hour of self-study ethics credit.

Nevada CLE Approved · 3 Total Credits
  • 3 Ethical Considerations

Earn Until

OnDemand - Nevada CLE - 3: This course has been approved by the Nevada Board of Continuing Legal Education. This program qualifies for 3.0 hours of alternative format CLE credits by the Nevada Board of Continuing Legal Education, which includes 3.0 hour of alternative format ethical considerations.

Video Download - Nevada CLE - 3: This course has been approved by the Nevada Board of Continuing Legal Education. This program qualifies for 3.0 hours of alternative format CLE credits by the Nevada Board of Continuing Legal Education, which includes 3.0 hour of alternative format ethical considerations.

New York CLE Approved · 3.5 Total Credits
  • 2.5 Ethics/Professionalism
  • 1 Cybersecurity, Privacy and Data Protection-Ethics

Earn Until

OnDemand - New York CLE - 3.5: This nontraditional format course has been approved in accordance with the requirements of the New York State Continuing Legal Education Board for up to 3.50 credit hours. 2.50 hour can be applied toward the Ethics/Professionalism requirement and 1.0 hour can be applied toward the Cybersecurity, Privacy, and Data Protection or the Ethics and Professionalism requirement and is approved for experienced attorneys. NBI, Inc. offers a Financial Hardship Policy for qualifying individuals. To apply, please submit a request via email to our Tuition Discount Committee at customerservice@nbi-sems.com.

Video Download - New York CLE - 3.5: This nontraditional format course has been approved in accordance with the requirements of the New York State Continuing Legal Education Board for up to 3.50 credit hours. 2.50 hour can be applied toward the Ethics/Professionalism requirement and 1.0 hour can be applied toward the Cybersecurity, Privacy, and Data Protection or the Ethics and Professionalism requirement and is approved for experienced attorneys. NBI, Inc. offers a Financial Hardship Policy for qualifying individuals. To apply, please submit a request via email to our Tuition Discount Committee at customerservice@nbi-sems.com.

Ohio CLE Approved · 3 Total Credits
  • 3 Professional Conduct

Earn Until

OnDemand - Ohio CLE - 3: This course has been approved by the Supreme Court of Ohio Commission on Continuing Legal Education for 3.0 self-study CLE credit hours, including 3.0 hour of attorney professional conduct instruction.

Video Download - Ohio CLE - 3: This course has been approved by the Supreme Court of Ohio Commission on Continuing Legal Education for 3.0 self-study CLE credit hours, including 3.0 hour of attorney professional conduct instruction.

Oklahoma CLE Approved · 3.5 Total Credits
  • 3.5 Legal Ethics

Earn Until

OnDemand - Oklahoma CLE - 3.5: This course has been approved by the Oklahoma Bar Association Mandatory Continuing Legal Education Commission. This program qualifies for 3.50 of On Demand CLE credit hours, which includes 3.50 hour of legal ethics.

Video Download - Oklahoma CLE - 3.5: This course has been approved by the Oklahoma Bar Association Mandatory Continuing Legal Education Commission. This program qualifies for 3.50 of On Demand CLE credit hours, which includes 3.50 hour of legal ethics.

Oregon CLE Upon Request · 3 Total Credits
  • 3 Ethics

Earn Until

OnDemand - Oregon CLE - 3: NBI is an approved sponsor with Oregon MCLE. Upon course completion and credit request submittal, an application will be submitted to Oregon MCLE.

Video Download - Oregon CLE - 3: NBI is an approved sponsor with Oregon MCLE. Upon course completion and credit request submittal, an application will be submitted to Oregon MCLE.

Pennsylvania CLE Approved · 3 Total Credits
  • 3 Ethics

Earn Until

OnDemand - Pennsylvania CLE - 3: This program has been approved by the Pennsylvania Continuing Legal Education Board. This program qualifies for 3.0 hours of distance learning credit, including 0.0 hours of substantive law, practice and procedure CLE credit and 3.0 hour of ethics, professionalism or substance abuse distance learning CLE credit.

Video Download - Pennsylvania CLE - 3: This program has been approved by the Pennsylvania Continuing Legal Education Board. This program qualifies for 3.0 hours of distance learning credit, including 0.0 hours of substantive law, practice and procedure CLE credit and 3.0 hour of ethics, professionalism or substance abuse distance learning CLE credit.

South Carolina CLE Approved · 3 Total Credits
  • 3 Legal Ethics/Professional Responsibility

Earn Until

OnDemand - South Carolina CLE - 3: This course is accredited by the South Carolina Commission on Continuing Legal Education and Specialization for 3.0 alternatively delivered hours, of which 3.0 hour relates to legal ethics and professional responsibility.

Tennessee CLE Approved · 3 Total Credits
  • 3 Ethics/Professionalism

Earn Until

OnDemand - Tennessee CLE - 3: This course has been approved by the Tennessee Commission on Continuing Legal Education for a maximum of 3.0 hours of Distance Learning credit, including 3.0 hour of ethics/professionalism (EP) credit.

Virginia CLE Approved · 3 Total Credits
  • 3 Ethics/Professionalism

Earn Until

OnDemand - Virginia CLE - 3: This course has been approved by the Virginia Mandatory Continuing Legal Education Board for 3.0 hours of prerecorded credit, of which 3.0 hour will also apply in the area of legal ethics or professionalism.

Video Download - Virginia CLE - 3: This course has been approved by the Virginia Mandatory Continuing Legal Education Board for 3.0 hours of prerecorded credit, of which 3.0 hour will also apply in the area of legal ethics or professionalism.

Vermont CLE Approved · 3 Total Credits
  • 3 Ethics

Earn Until

OnDemand - Vermont CLE - 3: This course has been approved by the Vermont Board of Mandatory Continuing Legal Education. This program qualifies for 3.0 hours of self-study credit, including 3.0 hour of self-study ethics credit.

Video Download - Vermont CLE - 3: This course has been approved by the Vermont Board of Mandatory Continuing Legal Education. This program qualifies for 3.0 hours of self-study credit, including 3.0 hour of self-study ethics credit.

Washington CLE Approved · 3 Total Credits
  • 3 Ethics/Professional Responsibility

Earn Until

OnDemand - Washington CLE - 3: This program qualifies for 3.0 hours of Washington continuing legal education (Self Study) A/V credit, which includes 0.0 hours of Law and Legal Procedure and 3.0 hour of ethics and professional responsibility.

Video Download - Washington CLE - 3: This program qualifies for 3.0 hours of Washington continuing legal education (Self Study) A/V credit, which includes 0.0 hours of Law and Legal Procedure and 3.0 hour of ethics and professional responsibility.

Wisconsin CLE Approved · 3.5 Total Credits

Earn Until

OnDemand - Wisconsin CLE - 3.5: Approved for 3.50 hours of repeated on-demand CLE credit by the Board of Bar Examiners.

Video Download - Wisconsin CLE - 3.5: Approved for 3.50 hours of repeated on-demand CLE credit by the Board of Bar Examiners.

West Virginia CLE Approved · 3.6 Total Credits
  • 3.6 Ethics

Earn Until

OnDemand - West Virginia CLE - 3.6: This program qualifies for 3.60 hours of pre-recorded credit, which includes 3.60 hour of pre-recorded ethics credit, under the West Virginia Rules for Mandatory Continuing Legal Education.

Video Download - West Virginia CLE - 3.6: This program qualifies for 3.60 hours of pre-recorded credit, which includes 3.60 hour of pre-recorded ethics credit, under the West Virginia Rules for Mandatory Continuing Legal Education.

Wyoming CLE Upon Request · 3 Total Credits
  • 3 Ethics

OnDemand - Wyoming CLE - 3: Upon course completion and credit request submittal, an application will be submitted to the Bar.

Video Download - Wyoming CLE - 3: Upon course completion and credit request submittal, an application will be submitted to the Bar.

Course Book (PDF Download)

CLE Credits
Maine CLE Approved · 3 Total Credits

Earn Until

Course Book - Maine CLE - 3: This course has been approved by the State of Maine Board of Overseers of the Bar. Lawyers who complete this course will receive 3.0 hours of self-study CLE credit

Missouri CLE Approved · 3.6 Total Credits

Earn Until

Course Book - Missouri CLE - 3.6: NBI, Inc. is an accredited sponsor with Missouri Minimum Continuing Legal Education. This program qualifies for 3.60 self-study CLE credit hours.

Northern Mariana Islands CLE Approved · 3 Total Credits

Earn Until

Course Book - Northern Mariana Islands CLE - 3: This course has been approved by the Commonwealth of the Northern Mariana Islands. Lawyers who complete this course shall receive 3.0 hours of self-study CLE credit.
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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What happens if my course is cancelled?
In the unlikely event that NBI cancels or reschedules an upcoming program, each registered attendee will be contacted via email by a representative of NBI. Outreach to attendees begins as soon as NBI is made aware that a program will not move forward at its originally scheduled date and time.
Are multiple attendee discounts available?
Yes, the more people you bring from your organization, the more you save. After the first registration, each additional attendee receives a special discount off of their total tuition.
When will the OnDemand be available and how long will I have access to the content?
The OnDemand Video will be available to stream within 7 days of live broadcast date. You will have access to the content for 6 months in your account. If you’re a subscriber, you’ll have access to your course recordings until 7 days after the expiration date of the subscription.
What is included with my course purchase?
When you enroll prior to the live event date you will receive access to the live-streaming webinar which will allow you to interact with faculty in real-time. With each course, you will receive access to the content via OnDemand Streaming and the Video Download. Course reference materials are included with each course purchase in a downloadable PDF format.
Will I receive a certificate of completion?
Yes, we'll email you a certificate of completion and store in your account for any future reporting needs.
Can multiple people watch courses and request credit?
While only paid registrants can receive continuing education credit for attending, there are no limitations to the number of viewers at each connection.

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