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Overview
The AI Tool That Saves You an Hour Can Also Destroy Privilege in One Paste
Nearly a third of law firms have suffered a security breach, and small firms are the favored target, with the fewest resources to recover. AI has only raised the stakes: attackers now craft flawless phishing and voice-cloning scams, while a single careless paste into a consumer chatbot can hand privileged client data to a vendor that trains on it. That risk is no longer hypothetical after a 2026 court ruling held a consumer AI tool's terms of service destroyed attorney-client privilege - no breach required. With technology competence now an enforceable ethical duty in nearly every state, an unvetted app or unencrypted laptop can put you in violation even if nothing is ever stolen. This practical, plain-English program shows solo and small-firm attorneys exactly what “reasonable” security looks like today, including how to use AI without surrendering confidentiality, so you leave with an affordable action plan you can put in place this week. Register today!
- Clarify your ethical and legal duties under ABA Model Rules 1.1 and 1.6.
- Use AI tools without surrendering client confidentiality or attorney-client privilege and know which tiers are safe for client work.
- Identify the highest-impact, lowest-cost security controls that satisfy “reasonable” safeguards for a small practice.
- Vet cloud, email, and AI vendors so a third party's weak security doesn't become your liability.
- Recognize and defend against AI-amplified attacks like deepfake phishing and voice-cloning scams.
- Build a written incident response plan so you know exactly what to do in the first 24 hours of a breach.
Abbreviated Agenda
- Ethics: Your Professional Duties in a Connected, AI-Driven Practice
- The Core Controls That Matter Most
- Securing the Cloud, Email, Vendors, and AI Tools
- When It Goes Wrong: Insurance and Incident Response
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Credit Details
Credits Available
| Credit | Status | Total |
|---|---|---|
| California MCLE Paralegal |
|
3 Total |
| Alaska CLE |
|
3 Total |
| Alabama CLE |
|
3 Total |
| Arkansas CLE |
|
3 Total |
| Arizona CLE |
|
3 Total |
| California CLE |
|
3 Total |
| Colorado CLE |
|
4 Total |
| Connecticut CLE |
|
3 Total |
| Delaware CLE |
|
3 Total |
| Florida CLE |
|
3.5 Total |
| Georgia CLE |
|
3 Total |
| Hawaii CLE |
|
3 Total |
| Iowa CLE |
|
3 Total |
| Idaho CLE |
|
3 Total |
| Illinois CLE |
|
3 Total |
| Indiana CLE |
|
3 Total |
| Kansas CLE |
|
3.5 Total |
| Kentucky CLE |
|
3 Total |
| Louisiana CLE |
|
3 Total |
| Maine CLE |
|
3 Total |
| Minnesota CLE |
|
3 Total |
| Missouri CLE |
|
3.6 Total |
| Northern Mariana Islands CLE |
|
3 Total |
| Mississippi CLE |
|
3 Total |
| Montana CLE |
|
3 Total |
| North Carolina CLE |
|
3 Total |
| North Dakota CLE |
|
3 Total |
| Nebraska CLE |
|
3 Total |
| New Hampshire CLE |
|
3 Total |
| New Jersey CLE |
|
3.6 Total |
| New Mexico CLE |
|
3 Total |
| Nevada CLE |
|
3 Total |
| New York CLE |
|
3.5 Total |
| Ohio CLE |
|
3 Total |
| Oklahoma CLE |
|
3.5 Total |
| Oregon CLE |
|
3 Total |
| Pennsylvania CLE |
|
3 Total |
| Rhode Island CLE |
|
3.5 Total |
| South Carolina CLE |
|
3 Total |
| Tennessee CLE |
|
3 Total |
| Texas CLE |
|
3 Total |
| Utah CLE |
|
3 Total |
| Virginia CLE |
|
3 Total |
| Vermont CLE |
|
3 Total |
| Washington CLE |
|
3 Total |
| Wisconsin CLE |
|
3.5 Total |
| West Virginia CLE |
|
3.6 Total |
| Wyoming CLE |
|
3 Total |
| Delaware Certified Paralegal Program |
|
3 Total |
| Florida Registered Paralegal |
|
3.5 Total |
| Indiana Paralegal CLE |
|
3 Total |
| Montana CLE Credit for Paralegals |
|
3 Total |
| North Carolina Continuing Paralegal Education |
|
3 Total |
| New Mexico Paralegal Division, State Bar of |
|
3 Total |
| Ohio Certified Paralegals |
|
3 Total |
| NFPA |
|
0 Total |
| Texas State Bar of Paralegal Division |
|
3 Total |
Select Jurisdiction
CLE
Paralegal
Other
Agenda
-
Ethics: Your Professional Duties in a Connected, AI-Driven Practice
- ABA Model Rule 1.1 (Technology Competence) and Rule 1.6 (Confidentiality): What They Require of a Small Firm Today
- Key ABA Opinions (477R, 483, 512) and the Wave of State AI Ethics Opinions
- State Breach-Notification Laws, What Triggers a Reporting Obligation
- AI and Confidentiality (Where Your Data Really Goes): Consumer Tools That Train on Inputs vs. Enterprise Tools With Zero Data Retention
- The Privilege Trap: How a Tool's Terms of Service can Destroy Confidentiality with no Breach (Lessons From Recent Case Law)
- Your Duty to Supervise and Verify: “Shadow AI,” Output Review, and Documenting AI Use to Prove Competence
-
The Core Controls That Matter Most
- Multi-Factor Authentication on Email and Remote Access, Your Single Highest-Value Control
- Encryption for Laptops, Mobile Devices, and Data in Transit
- Endpoint Detection and Response (EDR) Versus Traditional Antivirus
- Immutable, Offline Backups and Why They Defeat Ransomware
- Password Managers and Eliminating Reused Credentials
-
Securing the Cloud, Email, Vendors, and AI Tools
- Evaluating the Security Posture of cloud Platforms and Practice-Management Tools
- Email Security: Phishing Defense, Encryption, and Secure Client Communication
- AI-Amplified Attacks: Deepfake Phishing, Voice Cloning, and AI-Assisted Fraud
- Vendor Due Diligence: What to Ask Before You Trust any Provider (Including AI Vendors) With Client Data
- Choosing Safe AI Tools and Tiers, Anonymizing Inputs, and Working Securely From Home or Shared Devices
- Right-Sizing a Written Information-Security and AI Use Policy for a Small Practice
-
When It Goes Wrong: Insurance and Incident Response
- What Cyber Insurers Require Today and How to Avoid a Denied Claim
- Building a Written Incident Response Plan
- The First 24 Hours of a Breach: Containment, Notification, and Privilege
- Client Notification, State Reporting, and Managing Reputational Fallout
Who Should Attend
This program is designed for attorneys. Paralegals, legal assistants, and office managers who handle client files, email, or firm technology will benefit substantially. The content is tailored to solo practitioners and small firms across all practice areas who manage their own technology decisions without a dedicated IT department.
Speakers
Speaker bio
Kristina T. Larry
Esq., CIPP/US, AIGP is a true solo attorney for her firm Sassy Litigations, LLC, where she practices trademark, small business, cybersecurity, and data privacy law. She holds a CIPP/US certification, which is the global gold standard for privacy professionals. Ms. Larry also has a professional cybersecurity certification from Google and has earned certificates in the areas of AI and blockchain technology. She also created the legal sub brands, the Prenup Princess and The Seattle Wedding Lawyer. In addition to running her firm, Ms. Larry is a former lecturer at the University of Washington School of Law. She has served on many boards, including the Washington State Bar Foundation, Washington State Bar Association (WSBA) Solo and Small Practice Section Executive Committee, and currently on the Board of Governors for the WSBA. In 2018, Ms. Larry was named as one the 40 Under 40 by South Sound Business magazine. She completed her undergraduate work at the University of Wyoming and earned her J.D. degree at the HBCU Thurgood Marshall School of Law at Texas Southern University.
Speaker bio
J. Vincent Demps
is presently the president/CEO of Masterchek Inc., a full-service investigative firm focused on surveillance in connection with insurance fraud. He manages the day-to-day operations of a team of 125 investigators and private contractors nationwide with a corporate office located in Nashville, Tennessee; a branch office in Memphis, Tennessee; and several regional satellite offices located in Georgia, Florida, Alabama, Maryland and San Diego. Mr. Demps coordinates the investigations on workers' compensation, liability, criminal, and undercover assignments for various Fortune 500 companies, publicly traded and privately held companies, as well as top law firms throughout the United States. Managing relationships daily with companies such as CN Railroad, Federal Express, UPS, State of Tennessee, Shelby County, MLGW, Saint Francis Hospital, City of Knoxville and various TPAs and law firms nationwide. Assisting these and several other companies with the gathering of information in relation to accidents, incidents, and sometimes deaths in connection with individuals they employ. During Mr. Demps early college years, he was called up to active duty to serve in Operation Desert Storm. During this wartime environment, he served alongside his fellow soldiers as an M.P. (Military Police) and Unit Supply Specialist assisting with the day-to-day operations of operating a P.O.W (Prisoner of War} camp in Saudi Arabia. Prior to taking over leadership at Masterchek, Mr. Demps worked directly for a senior partner at Bass, Berry, and Sims PLC as his lead litigation paralegal. He supervised a team of three paralegals, assigning office and case duties daily. Mr. Demps participated directly in trials and depositions, as well as played a key role in the preparation process. He managed and assigned to various large document-intensive cases (i.e., NHC Nursing Home Fire, Brentwood v. TSSAA, HCA v. DRL, etc.) and assisted in the case review and investigation process. Mr. Demps filed various legal documents with metro courts, federal courts, Sixth Circuit Court, Tennessee Court of Appeals and U.S. Supreme Court; and conducted telephonic and face-to-face witness interviews to obtain information in various cases, while collaborating with the firm's internal investigative team. He graduated from Volunteer Community College with a degree in computer information technology, with a concentration in cyber defense. Mr. Demps earned his Bachelor of Arts degree in homeland security from Fisk University. He holds a master's degree in legal studies from University of Tennessee-Knoxville with a focus on business and contract law. In addition, Mr. Demps holds over twelve state investigative licenses and is one of only five certified trainers in the state of Tennessee. He is a member of Kappa Alpha Psi Fraternity Inc., where he serves as a board member of his local chapter. Mr. Demps is the founder of Harmony Mediations where he specializes in mediating cybersecurity, NIL/sports, workers' compensation and business contract disputes. He hold a Harvard Business School certificate in the Mastery of Negotiations.
Speaker bio
Kevin T. Knight
is a partner in the law offices of DSK Law. He is board-certified as a trial lawyer by both The Florida Bar and the National Board of Trial Advocacy. Over the course of his practice, Mr. Knight has generally focused on personal injury litigation. He earned his B.S.B.A. degree, summa cum laude, from the University of Central Florida and his J.D. degree from Stetson University College of Law.
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