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Overview
Go From Vulnerable to Prepared in an Hour
Artificial intelligence tools are already in your law firm - whether you've allowed it or not. Associates are using ChatGPT to draft memos. Paralegals are running contracts through AI reviewers. Clients are asking whether you use AI. And bar associations across the country are issuing guidance that puts the responsibility squarely on the supervising attorney. This course cuts through the noise and gives you a solid framework for a working AI policy by the time you log off. Rather than surveying AI at 30,000 feet, this session is structured as a step-by-step implementation guide. Leave with a completed policy framework, a vendor vetting checklist, a client disclosure template, and a clear staff rollout plan. Register today!
- Distinguish between approved and prohibited AI use cases for your firm.
- Draft a firm-specific AI policy using the provided framework.
- Evaluate AI vendors using a structured due diligence checklist.
- Create a client-facing AI disclosure that satisfies current bar guidance.
- Design a 30-day staff rollout plan for the policy.
*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
- Assessing Existing Workflows and Current Use of AI and Firm Tools
- Key Components of a Working Law Firm AI Policy
- Authorized AI Tools and Approval Process
- Use and Access: Approved/Prohibited Uses, User Tiers
- Human Verification Mandate and Audit Workflows
- Confidentiality and Data Security: Zero-Data-Retention and Anonymization Protocols
- Client Communication: AI Language in Engagement Agreements, Informed Consent for AI Use
- The AI Implementation Plan: A 5-Step Framework
- Governance and the AI Task Force
- Tiered Rollout (Testing and Prototyping)
- Mandatory Training
- Quality Control, Auditing, and Iteration
- Vendor Due Diligence Checklist
- Common Integration Mistakes and Problems - and How to Fix Them
Credit Details
Credits Available
| Credit | Status | Total | Until |
|---|---|---|---|
| Alaska CLE |
|
1 Total | 04-22-2028 |
| Alabama CLE |
|
1 Total | 12-31-2026 |
| Arkansas CLE |
|
1 Total | 06-30-2026 |
| Arizona CLE |
|
1 Total | 04-22-2028 |
| California CLE |
|
1 Total | 04-22-2028 |
| Colorado CLE |
|
1 Total | 12-31-2028 |
| Connecticut CLE |
|
1 Total | 04-22-2028 |
| Delaware CLE |
|
1 Total | 04-22-2028 |
| Florida CLE |
|
1 Total | 10-31-2027 |
| Georgia CLE |
|
1 Total | 12-31-2027 |
| Hawaii CLE |
|
1 Total | 04-22-2028 |
| Iowa CLE |
|
1 Total | 04-22-2027 |
| Idaho CLE |
|
1 Total | 04-22-2031 |
| Illinois CLE |
|
1 Total | 04-20-2028 |
| Indiana CLE |
|
1 Total | 04-22-2027 |
| Kansas CLE |
|
1 Total | 04-21-2027 |
| Kentucky CLE |
|
1 Total | 06-30-2026 |
| Louisiana CLE |
|
1 Total | 04-22-2027 |
| Maine CLE |
|
1 Total | 04-20-2028 |
| Minnesota CLE |
|
1 Total | 04-22-2028 |
| Missouri CLE |
|
1.2 Total | 04-22-2028 |
| Northern Mariana Islands CLE |
|
1 Total | 04-22-2028 |
| Mississippi CLE |
|
1 Total | 07-31-2026 |
| Montana CLE |
|
1 Total | 04-22-2029 |
| North Carolina CLE |
|
1 Total | 02-28-2027 |
| North Dakota CLE |
|
1 Total | 04-22-2029 |
| Nebraska CLE |
|
1 Total | 04-22-2028 |
| New Jersey CLE |
|
1.2 Total | 04-02-2027 |
| New Mexico CLE |
|
1 Total | 04-22-2028 |
| Nevada CLE |
|
1 Total | 04-22-2029 |
| New York CLE |
|
1 Total | 04-22-2029 |
| Ohio CLE |
|
1 Total | 12-31-2026 |
| Oklahoma CLE |
|
1 Total | 04-22-2028 |
| Oregon CLE |
|
1 Total | 04-22-2029 |
| Pennsylvania CLE |
|
1 Total | 04-22-2028 |
| Rhode Island CLE |
|
1 Total | 06-30-2026 |
| South Carolina CLE |
|
1 Total | 12-31-2026 |
| Tennessee CLE |
|
1 Total | 04-21-2028 |
| Texas CLE |
|
1 Total | 03-31-2027 |
| Utah CLE |
|
1 Total | 12-31-2026 |
| Virginia CLE |
|
1 Total | 10-31-2026 |
| Vermont CLE |
|
1 Total | 04-22-2028 |
| Washington CLE |
|
1 Total | 04-21-2031 |
| Wisconsin CLE |
|
1 Total | 12-31-2027 |
| West Virginia CLE |
|
1.2 Total | 04-22-2028 |
| Wyoming CLE |
|
1 Total |
Select Jurisdiction
CLE
Agenda
-
Building Your Law Firm's AI Policy: A 60-Minute Implementation Guide
- Assessing Existing Workflows and Current Use of AI and Firm Tools
- Key Components of a Working Law Firm AI Policy
- Authorized AI Tools and Approval Process
- Use and Access: Approved/Prohibited Uses, User Tiers
- Human Verification Mandate and Audit Workflows
- Confidentiality and Data Security: Zero-Data-Retention and Anonymization Protocols
- Client Communication: AI Language in Engagement Agreements, Informed Consent for AI Use
- The AI Implementation Plan: A 5-Step Framework
- Governance and the AI Task Force
- Tiered Rollout (Testing and Prototyping)
- Mandatory Training
- Quality Control, Auditing, and Iteration
- Vendor Due Diligence Checklist
- Common Integration Mistakes and Problems - and How to Fix Them
Who Should Attend
This course is designed for practicing attorneys who need practical AI governance tools - not a computer science lecture. Firm administrators and legal operations professionals will also benefit.
No prior technical knowledge required.
Speakers
Speaker bio
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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