Professional & Business Skills

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Live Online

The Silent Guest: AI Notetakers, Privilege, and Professional Responsibility

Credits Available
Credit Status Total
Alaska CLE Reciprocity 1 Total
Alabama CLE Approved 1 Total
Arkansas CLE Approved 1 Total
Arizona CLE Approved 1 Total
California CLE Approved 1 Total
Colorado CLE Approved 1 Total
Connecticut CLE Approved 1 Total
Delaware CLE Approved 1 Total
Florida CLE Approved 1 Total
Georgia CLE Approved 1 Total
Hawaii CLE Approved 1 Total
Iowa CLE Upon Request 1 Total
Idaho CLE Pending 1 Total
Illinois CLE Approved 1 Total
Indiana CLE Approved 1 Total
Kansas CLE Upon Request 1 Total
Kentucky CLE Pending 1 Total
Louisiana CLE Approved 1 Total
Maine CLE Approved 1 Total
Minnesota CLE Pending 1 Total
Missouri CLE Approved 1.2 Total
Northern Mariana Islands CLE Approved 1 Total
Montana CLE Pending 1 Total
North Carolina CLE Approved 1 Total
North Dakota CLE Approved 1 Total
Nebraska CLE Approved 1 Total
New Jersey CLE Approved 1.2 Total
New Mexico CLE Approved 1 Total
Nevada CLE Approved 1 Total
New York CLE Approved 1 Total
Ohio CLE Pending 1 Total
Oklahoma CLE Approved 1 Total
Oregon CLE Upon Request 1 Total
Pennsylvania CLE Approved 1 Total
Rhode Island CLE Upon Request 1 Total
South Carolina CLE Approved 1 Total
Tennessee CLE Approved 1 Total
Texas CLE Approved 1 Total
Utah CLE Approved 1 Total
Virginia CLE Approved 1 Total
Vermont CLE Approved 1 Total
Washington CLE Approved 1 Total
Wisconsin CLE Pending 1 Total
West Virginia CLE Approved 1.2 Total
Wyoming CLE Upon Request 1 Total
Live Online
1 hour
William Love
With William Love from EsqLove

Fri, Aug 28, 00:00 AM – 00:00 PM

Product ID 102695

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Overview

Know the Pitfalls Before an AI Notetaker Joins Your Next Call

AI meeting notetakers are now common in legal practice - but lawsuits, opinions, and privilege disputes are reshaping how you can use them. This program examines the Otter.ai privacy litigation, Fireflies.AI BIPA litigation, New York City Bar Formal Opinion 2025-6, and United States v. Heppner to help you identify and manage the risks of AI-recorded communications.

In 60 minutes, you'll learn how to obtain valid consent, protect confidentiality and privilege, conduct vendor due diligence, and navigate retention obligations. You'll also receive a model client consent script, sample engagement letter language, and a firm AI notetaker policy you can implement immediately. Make sure your next recorded meeting doesn't create your next problem - register today!

Note: While this program briefly touches on professional responsibility and confidentiality issues, it is not approved for ethics/professional responsibility credit.

Abbreviated Agenda

  1. Why This Has Become Urgent
  2. How AI Notetakers Actually Work
  3. Emerging Litigation Against AI Notetaker Vendors (Otter.ai and Fireflies.ai)
  4. NYC Bar Formal Opinion 2025-6 (December 2025) and the SDNY Decision in United States v. Heppner
  5. The Common Practitioner Pain: Vendors Push the Consent Obligation to the Lawyer-User
  6. The Four-Part Compliance Framework: Consent, Security, Confidentiality and Privilege, and Client File Retention
  7. Biometric Privacy
  8. When a Client Deploys Their Own Notetaker: The Harder Problem
  9. Model Rule 1.4 Communication Duties Around AI Risk Disclosure
  10. Engagement Letter Clauses and Pre-Meeting Checklist

Can't Attend Live?

Pre-Order the OnDemand

We will notify you when the ondemand recording is available.

Related Topics

Product ID 102695

Credit Details

Credits Available
Credit Status Total
Alaska CLE Reciprocity 1 Total
Alabama CLE Approved 1 Total
Arkansas CLE Approved 1 Total
Arizona CLE Approved 1 Total
California CLE Approved 1 Total
Colorado CLE Approved 1 Total
Connecticut CLE Approved 1 Total
Delaware CLE Approved 1 Total
Florida CLE Approved 1 Total
Georgia CLE Approved 1 Total
Hawaii CLE Approved 1 Total
Iowa CLE Upon Request 1 Total
Idaho CLE Pending 1 Total
Illinois CLE Approved 1 Total
Indiana CLE Approved 1 Total
Kansas CLE Upon Request 1 Total
Kentucky CLE Pending 1 Total
Louisiana CLE Approved 1 Total
Maine CLE Approved 1 Total
Minnesota CLE Pending 1 Total
Missouri CLE Approved 1.2 Total
Northern Mariana Islands CLE Approved 1 Total
Montana CLE Pending 1 Total
North Carolina CLE Approved 1 Total
North Dakota CLE Approved 1 Total
Nebraska CLE Approved 1 Total
New Jersey CLE Approved 1.2 Total
New Mexico CLE Approved 1 Total
Nevada CLE Approved 1 Total
New York CLE Approved 1 Total
Ohio CLE Pending 1 Total
Oklahoma CLE Approved 1 Total
Oregon CLE Upon Request 1 Total
Pennsylvania CLE Approved 1 Total
Rhode Island CLE Upon Request 1 Total
South Carolina CLE Approved 1 Total
Tennessee CLE Approved 1 Total
Texas CLE Approved 1 Total
Utah CLE Approved 1 Total
Virginia CLE Approved 1 Total
Vermont CLE Approved 1 Total
Washington CLE Approved 1 Total
Wisconsin CLE Pending 1 Total
West Virginia CLE Approved 1.2 Total
Wyoming CLE Upon Request 1 Total
Select Jurisdiction
CLE

Agenda

All times are shown in

  1. The Silent Guest: AI Notetakers, Privilege, and Professional Responsibility

    1. Why This Has Become Urgent
    2. How AI Notetakers Actually Work
    3. Emerging Litigation Against AI Notetaker Vendors (Otter.ai and Fireflies.ai)
    4. NYC Bar Formal Opinion 2025-6 (December 2025) and the SDNY Decision in United States v. Heppner
    5. The Common Practitioner Pain: Vendors Push the Consent Obligation to the Lawyer-User
    6. The Four-Part Compliance Framework: Consent, Security, Confidentiality and Privilege, and Client File Retention
    7. Biometric Privacy
    8. When a Client Deploys Their Own Notetaker: The Harder Problem
    9. Model Rule 1.4 Communication Duties Around AI Risk Disclosure
    10. Engagement Letter Clauses and Pre-Meeting Checklist

Who Should Attend

This program is designed for attorneys. Paralegals, legal secretaries, and firm administrators may also benefit.

Speakers

William Love
William
Love
EsqLove
Speaker bio
William Love

William Love

EsqLove
William Love

is the managing partner of EsqLove, a Chicago law firm. His practice focuses on corporate counseling, commercial contracts, commercial litigation, intellectual property, and emerging-technology issues in law firm operations and professional responsibility. Mr. Love is a legal advisor on the intersection of AI and Law for legal tech, medical, and regulated industries. He has more than twenty years of experience analyzing business structures, workflows, and profit centers, with a background in technology, statistics, and science before entering law. He authored a chapter in the 2024 edition of Business Law: Miscellaneous Operating Issues, published by the Illinois Institute for Continuing Legal Education, and has delivered more than 150 presentations on startups, directors and officers liability, contracting, and business and litigation risk. He is the lead attorney of OurStartups and runs Legal Office Hours for a professional community of more than 29k members. Mr. Love is a member of the American Bar Association and Illinois State Bar Association, judges the ABA Law Student Division National Appellate Advocacy Competition, and is admitted to practice in Illinois. He earned his J.D. degree from Loyola University Chicago School of Law.

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