Professional & Business Skills

HeyCounsel

This course is created in partnership with HeyCounsel legal network
4.3

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 Approved 1 Total
Idaho CLE Approved 1 Total
Illinois CLE Approved 1 Total
Indiana CLE Approved 1 Total
Kansas CLE Approved 1 Total
Kentucky CLE Approved 1 Total
Louisiana CLE Approved 1 Total
Maine CLE Approved 1 Total
Minnesota CLE Approved 1 Total
Missouri CLE Approved 1.2 Total
Northern Mariana Islands CLE Approved 1 Total
Montana CLE Approved 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 Approved 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 Approved 1 Total
West Virginia CLE Approved 1.2 Total
Wyoming CLE Approved 1 Total
OnDemand
57 minutes
William Love
With William Love from EsqLove
Recorded August 28, 2026.
Product ID 102695

Buy This Course

Course Includes
$199

OnDemand Video

Course Book Download

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

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 Approved 1 Total
Idaho CLE Approved 1 Total
Illinois CLE Approved 1 Total
Indiana CLE Approved 1 Total
Kansas CLE Approved 1 Total
Kentucky CLE Approved 1 Total
Louisiana CLE Approved 1 Total
Maine CLE Approved 1 Total
Minnesota CLE Approved 1 Total
Missouri CLE Approved 1.2 Total
Northern Mariana Islands CLE Approved 1 Total
Montana CLE Approved 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 Approved 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 Approved 1 Total
West Virginia CLE Approved 1.2 Total
Wyoming CLE Approved 1 Total

Credit Details by Jurisdiction

CLE Credits
Alaska CLE Reciprocity · 1 Total Credits
  • 1 MECLE Ethics

Earn Until

OnDemand - Alaska CLE - 1: Alaska Bar members may claim credit for attending CLE programs that have been accredited by other mandatory CLE jurisdictions. This program qualifies for 1.0 hours of credit, which includes 0.0 hours of MCLE credit and 1.0 hour of MECLE credit.

Video Download - Alaska CLE - 1: Alaska Bar members may claim credit for attending CLE programs that have been accredited by other mandatory CLE jurisdictions. This program qualifies for 1.0 hours of credit, which includes 0.0 hours of MCLE credit and 1.0 hour of MECLE credit.

Alabama CLE Approved · 1 Total Credits

Earn Until

OnDemand - Alabama CLE - 1: This course or a portion thereof has been approved by the Alabama State Bar Mandatory Continuing Legal Education Commission for a maximum of 1.0 on-demand credit hours, including 0.0 ethics/professionalism credit.

Arkansas CLE Approved · 1 Total Credits

Earn Until

OnDemand - Arkansas CLE - 1: NBI, Inc. is an accredited sponsor in the state of Arkansas. This program qualifies for 1.0 hours of on demand continuing legal education credit, including 0.0 hour of ethics, consistent with the rules and regulations of the Arkansas Supreme Court of Professional Programs.

Video Download - Arkansas CLE - 1: NBI, Inc. is an accredited sponsor in the state of Arkansas. This program qualifies for 1.0 hours of on demand continuing legal education credit, including 0.0 hour of ethics, consistent with the rules and regulations of the Arkansas Supreme Court of Professional Programs.

Arizona CLE Approved · 1 Total Credits

Earn Until

OnDemand - Arizona CLE - 1: The State Bar of Arizona does not approve or accredit CLE activities for the Mandatory Continuing Legal Education requirement. This activity qualifies for 1.0 hours toward your annual CLE requirement for the State of Arizona, including 0.0 hour of professional responsibility.

Video Download - Arizona CLE - 1: The State Bar of Arizona does not approve or accredit CLE activities for the Mandatory Continuing Legal Education requirement. This activity qualifies for 1.0 hours toward your annual CLE requirement for the State of Arizona, including 0.0 hour of professional responsibility.

California CLE Approved · 1 Total Credits
  • 1 Technology

Earn Until

OnDemand - California CLE - 1: This activity has been approved for Minimum Continuing Legal Education credit by the State Bar of California and qualifies for 1.0 hours of participatory credit, of which 0.0 hour will apply to legal ethics and 1.0 hour will apply to Technology 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 - 1: This activity has been approved for Minimum Continuing Legal Education credit by the State Bar of California and qualifies for 1.0 hours of self-study credit, of which 0.0 hour will apply to legal ethics and 1.0 hour will apply to Technology 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 · 1 Total Credits

Earn Until

OnDemand - Colorado CLE - 1: NBI, Inc. is a Certified Provider, as recognized by the Colorado Supreme Court Continuing Legal and Judicial Education Committee. This program qualifies for 1.0 hours of home study general Colorado Continuing Legal Education Credit, including 0.0 professional responsibility credit.

Video Download - Colorado CLE - 1: NBI, Inc. is a Certified Provider, as recognized by the Colorado Supreme Court Continuing Legal and Judicial Education Committee. This program qualifies for 1.0 hours of home study general Colorado Continuing Legal Education Credit, including 0.0 professional responsibility credit.

Connecticut CLE Approved · 1 Total Credits

Earn Until

OnDemand - Connecticut CLE - 1: 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 1.0 self-study hours toward your annual CLE requirement in Connecticut, including 0.0 self-study hour(s) of ethics/professionalism.

Video Download - Connecticut CLE - 1: 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 1.0 self-study hours toward your annual CLE requirement in Connecticut, including 0.0 self-study hour(s) of ethics/professionalism.

Delaware CLE Approved · 1 Total Credits

Earn Until

OnDemand - Delaware CLE - 1: NBI, Inc. is an accredited sponsor of the Delaware Commission on Continuing Legal Education and recommends this program for 1.0 hours of eCLE credit, including 0.0 hour of ethics.

Florida CLE Approved · 1 Total Credits
  • 1 Technology

Earn Until

OnDemand - Florida CLE - 1: Approved by The Florida Bar, this program qualifies for 1.0 general hours of CLER self-study credit including 1.0 hour of self-study professional responsibility (may include legal ethics, professionalism, substance abuse or mental illness and wellness programs) and 1.0 hour of self-study technology.

Video Download - Florida CLE - 1: Approved by The Florida Bar, this program qualifies for 1.0 general hours of CLER self-study credit including 1.0 hour of self-study professional responsibility (may include legal ethics, professionalism, substance abuse or mental illness and wellness programs) and 1.0 hour of self-study technology.

Georgia CLE Approved · 1 Total Credits

Earn Until

OnDemand - Georgia CLE - 1: This program is approved by the Commission on Continuing Lawyer Competency of the State Bar of Georgia. This program qualifies for 1.0 hours of distance learning continuing legal education credit with the Georgia Commission on Continuing Lawyer Competency, which includes 0.0 hour of distance learning ethics.

Video Download - Georgia CLE - 1: This program is approved by the Commission on Continuing Lawyer Competency of the State Bar of Georgia. This program qualifies for 1.0 hours of distance learning continuing legal education credit with the Georgia Commission on Continuing Lawyer Competency, which includes 0.0 hour of distance learning ethics.

Hawaii CLE Approved · 1 Total Credits

Earn Until

OnDemand - Hawaii CLE - 1: NBI, Inc. is an Accredited Provider with the Hawaii State Board of Continuing Legal Education. This alternative format activity has been approved for 1.0 hours of credit for the state of Hawaii, which includes 0.0 hour of ethics or professional responsibility education.

Video Download - Hawaii CLE - 1: NBI, Inc. is an Accredited Provider with the Hawaii State Board of Continuing Legal Education. This alternative format activity has been approved for 1.0 hours of credit for the state of Hawaii, which includes 0.0 hour of ethics or professional responsibility education.

Iowa CLE Approved · 1 Total Credits

Earn Until

OnDemand - Iowa CLE - 1: "The Silent Guest: AI Notetakers, Privilege, and Professional Responsibility" is an accredited program under the regulations of the Iowa Supreme Court Commission on Continuing Legal Education. It is planned that this program will provide a maximum of 1.0 hours of unmoderated activity credit toward the mandatory continuing legal education requirements under the Iowa rule, including 0.0 hour of legal ethics unmoderated activity credit.

Idaho CLE Approved · 1 Total Credits

Earn Until

OnDemand - Idaho CLE - 1: Approved for 1.0 hours of self-study continuing legal education credit in the state of Idaho, which includes 0.0 self-study legal ethics or professional responsibility credit.

Video Download - Idaho CLE - 1: Approved for 1.0 hours of self-study continuing legal education credit in the state of Idaho, which includes 0.0 self-study legal ethics or professional responsibility credit.

Illinois CLE Approved · 1 Total Credits

Earn Until

OnDemand - Illinois CLE - 1: This program has been approved by the Illinois MCLE Board for 1.0 hours of recorded technology CLE credit, which includes approval for 0.0 hour of legal ethics, civility, professionalism CLE credit by the Illinois Supreme Court Commission on Professionalism.

Video Download - Illinois CLE - 1: This program has been approved by the Illinois MCLE Board for 1.0 hours of recorded technology CLE credit, which includes approval for 0.0 hour of legal ethics, civility, professionalism CLE credit by the Illinois Supreme Court Commission on Professionalism.

Indiana CLE Approved · 1 Total Credits
  • 1 Non-Legal Subject

Earn Until

OnDemand - Indiana CLE - 1: This course has been approved by the Indiana Supreme Court Office of Admissions & Continuing Education. Participating attorneys are eligible to receive 1.0 hours of distance education, which includes 1.0 hour of non-legal subject credit.

Kansas CLE Approved · 1 Total Credits

Earn Until

OnDemand - Kansas CLE - 1: Approved by Kansas CLE for 1.0 hours of prerecorded format continuing legal education credit, which includes 0.0 hour of ethics and professionalism credit.

Video Download - Kansas CLE - 1: Approved by Kansas CLE for 1.0 hours of prerecorded format continuing legal education credit, which includes 0.0 hour of ethics and professionalism credit.

Kentucky CLE Approved · 1 Total Credits

Earn Until

OnDemand - Kentucky CLE - 1: This program has been approved as a technological CLE activity by the Kentucky Bar Association Continuing Legal Education Commission and qualifies for 1.0 credits, including 0.0 ethics credits.

Video Download - Kentucky CLE - 1: This program has been approved as a technological CLE activity by the Kentucky Bar Association Continuing Legal Education Commission and qualifies for 1.0 credits, including 0.0 ethics credits.

Louisiana CLE Approved · 1 Total Credits
  • 1 Law Office Practice

Earn Until

OnDemand - Louisiana CLE - 1: This course or a portion thereof has been approved by the Louisiana Mandatory Continuing Legal Education Committee of the Louisiana State Bar Association. This program qualifies for 1.0 hours (based on a 60-minute credit hour) of computer based credit, of which 0.0 hour will apply to computer based ethics credit and 1.0 hour will apply to computer based law office practice.

Maine CLE Approved · 1 Total Credits

Earn Until

OnDemand - Maine CLE - 1: This course has been approved by the State of Maine Board of Overseers of the Bar. Lawyers who complete this course will receive 1.0 hours of self-study CLE credit.

Video Download - Maine CLE - 1: This course has been approved by the State of Maine Board of Overseers of the Bar. Lawyers who complete this course will receive 1.0 hours of self-study CLE credit.

Minnesota CLE Approved · 1 Total Credits

Earn Until

OnDemand - Minnesota CLE - 1: Approved for 1.0 hours of standard on-demand CLE credit, including 0.0 hour of ethics credit by the Minnesota Board of Continuing Legal Education.

Video Download - Minnesota CLE - 1: Approved for 1.0 hours of standard on-demand CLE credit, including 0.0 hour of ethics credit by the Minnesota Board of Continuing Legal Education.

Missouri CLE Approved · 1.2 Total Credits

Earn Until

OnDemand - Missouri CLE - 1.2: NBI, Inc. is an accredited sponsor with Missouri Minimum Continuing Legal Education. This program qualifies for 1.20 self-study CLE credit hours.

Video Download - Missouri CLE - 1.2: NBI, Inc. is an accredited sponsor with Missouri Minimum Continuing Legal Education. This program qualifies for 1.20 self-study CLE credit hours.

Northern Mariana Islands CLE Approved · 1 Total Credits

Earn Until

OnDemand - Northern Mariana Islands CLE - 1: This course has been approved by the Commonwealth of the Northern Mariana Islands. Lawyers who complete this course shall receive 1.0 hours of self-study CLE credit.

Video Download - Northern Mariana Islands CLE - 1: This course has been approved by the Commonwealth of the Northern Mariana Islands. Lawyers who complete this course shall receive 1.0 hours of self-study CLE credit.

Montana CLE Approved · 1 Total Credits
  • 1 Professional Fitness and Integrity

Earn Until

OnDemand - Montana CLE - 1: This program qualifies for 1.0 hours of self-study CLE credit by the Montana Commission of Continuing Legal Education, including 1.0 hour of professional fitness and integrity credit.

Video Download - Montana CLE - 1: This program qualifies for 1.0 hours of self-study CLE credit by the Montana Commission of Continuing Legal Education, including 1.0 hour of professional fitness and integrity credit.

North Carolina CLE Approved · 1 Total Credits
  • 1 Technology

Earn Until

OnDemand - North Carolina CLE - 1: NBI, Inc. is an accredited sponsor with the North Carolina State Board of Continuing Legal Education. Attendance of this program qualifies for 1.0 hours of online CLE credit, including 0.0 professional responsibility and 1.0 technology.

Video Download - North Carolina CLE - 1: NBI, Inc. is an accredited sponsor with the North Carolina State Board of Continuing Legal Education. Attendance of this program qualifies for 1.0 hours of online CLE credit, including 0.0 professional responsibility and 1.0 technology.

North Dakota CLE Approved · 1 Total Credits

Earn Until

OnDemand - North Dakota CLE - 1: North Dakota attorneys completing this program may claim 1.0 North Dakota self-study CLE credit hours, including 0.0 hour of self-study ethics credit, on the Report of Compliance.

Video Download - North Dakota CLE - 1: North Dakota attorneys completing this program may claim 1.0 North Dakota self-study CLE credit hours, including 0.0 hour of self-study ethics credit, on the Report of Compliance.

Nebraska CLE Approved · 1 Total Credits

Earn Until

OnDemand - Nebraska CLE - 1: NBI, Inc. is an accredited CLE sponsor in the state of Nebraska. This activity has been approved for 1.0 distance learning CLE credits, including 0.0 hour of professional responsibility credit.

Video Download - Nebraska CLE - 1: NBI, Inc. is an accredited CLE sponsor in the state of Nebraska. This activity has been approved for 1.0 distance learning CLE credits, including 0.0 hour of professional responsibility credit.

New Jersey CLE Approved · 1.2 Total Credits

Earn Until

OnDemand - New Jersey CLE - 1.2: This program has been approved by the Board on Continuing Legal Education of the Supreme Court of New Jersey for 1.20 hours of alternative format CLE credit. Of these, 0.0 qualifies as hours of alternative learning format credit for ethics/professionalism.

Video Download - New Jersey CLE - 1.2: This program has been approved by the Board on Continuing Legal Education of the Supreme Court of New Jersey for 1.20 hours of alternative format CLE credit. Of these, 0.0 qualifies as hours of alternative learning format credit for ethics/professionalism.

New Mexico CLE Approved · 1 Total Credits

Earn Until

OnDemand - New Mexico CLE - 1: This program has been approved by the Board of Bar Commissioners of the State Bar of New Mexico. This program qualifies for 1.0 hours of self-study credit, including 0.0 hour of self-study ethics credit.

Video Download - New Mexico CLE - 1: This program has been approved by the Board of Bar Commissioners of the State Bar of New Mexico. This program qualifies for 1.0 hours of self-study credit, including 0.0 hour of self-study ethics credit.

Nevada CLE Approved · 1 Total Credits

Earn Until

OnDemand - Nevada CLE - 1: This course has been approved by the Nevada Board of Continuing Legal Education. This program qualifies for 1.0 hours of alternative format CLE credits by the Nevada Board of Continuing Legal Education, which includes 0.0 hour of alternative format ethical considerations.

Video Download - Nevada CLE - 1: This course has been approved by the Nevada Board of Continuing Legal Education. This program qualifies for 1.0 hours of alternative format CLE credits by the Nevada Board of Continuing Legal Education, which includes 0.0 hour of alternative format ethical considerations.

New York CLE Approved · 1 Total Credits
  • 1 Cybersecurity, Privacy and Data Protection-General

Earn Until

OnDemand - New York CLE - 1: This nontraditional format course has been approved in accordance with the requirements of the New York State Continuing Legal Education Board for up to 1.0 credit hours. 1.0 hour can be applied to the cybersecurity, privacy and data protection 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 - 1: This nontraditional format course has been approved in accordance with the requirements of the New York State Continuing Legal Education Board for up to 1.0 credit hours. 1.0 hour can be applied to the cybersecurity, privacy and data protection 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 · 1 Total Credits

Earn Until

OnDemand - Ohio CLE - 1: This course has been approved by the Supreme Court of Ohio Commission on Continuing Legal Education for 1.0 self-study CLE credit hours, including 0.0 hour of attorney professional conduct instruction.

Video Download - Ohio CLE - 1: This course has been approved by the Supreme Court of Ohio Commission on Continuing Legal Education for 1.0 self-study CLE credit hours, including 0.0 hour of attorney professional conduct instruction.

Oklahoma CLE Approved · 1 Total Credits

Earn Until

OnDemand - Oklahoma CLE - 1: This course has been approved by the Oklahoma Bar Association Mandatory Continuing Legal Education Commission. This program qualifies for 1.0 of On Demand CLE credit hours, which includes 0.0 hour of legal ethics.

Video Download - Oklahoma CLE - 1: This course has been approved by the Oklahoma Bar Association Mandatory Continuing Legal Education Commission. This program qualifies for 1.0 of On Demand CLE credit hours, which includes 0.0 hour of legal ethics.

Oregon CLE Upon Request · 1 Total Credits

Earn Until

OnDemand - Oregon CLE - 1: 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 - 1: 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 · 1 Total Credits

Earn Until

OnDemand - Pennsylvania CLE - 1: This program has been approved by the Pennsylvania Continuing Legal Education Board. This program qualifies for 1.0 hours of distance learning credit, including 1.0 hours of substantive law, practice and procedure CLE credit and 0.0 hour of ethics, professionalism or substance abuse distance learning CLE credit.

Video Download - Pennsylvania CLE - 1: This program has been approved by the Pennsylvania Continuing Legal Education Board. This program qualifies for 1.0 hours of distance learning credit, including 1.0 hours of substantive law, practice and procedure CLE credit and 0.0 hour of ethics, professionalism or substance abuse distance learning CLE credit.

Rhode Island CLE Upon Request · 1 Total Credits

Earn Until

OnDemand - Rhode Island CLE - 1: NBI is an accredited sponsor with the Rhode Island MCLE Commission. Upon course completion and credit request submittal, an application will be submitted to the Rhode Island MCLE Commission.

Video Download - Rhode Island CLE - 1: NBI is an accredited sponsor with the Rhode Island MCLE Commission. Upon course completion and credit request submittal, an application will be submitted to the Rhode Island MCLE Commission.

South Carolina CLE Approved · 1 Total Credits

Earn Until

OnDemand - South Carolina CLE - 1: This course is accredited by the South Carolina Commission on Continuing Legal Education and Specialization for 1.0 alternatively delivered hours, of which 0.0 hour relates to legal ethics and professional responsibility.

Video Download - South Carolina CLE - 1: This course is accredited by the South Carolina Commission on Continuing Legal Education and Specialization for 1.0 alternatively delivered hours, of which 0.0 hour relates to legal ethics and professional responsibility.

Tennessee CLE Approved · 1 Total Credits

Earn Until

OnDemand - Tennessee CLE - 1: This course has been approved by the Tennessee Commission on Continuing Legal Education for a maximum of 1.0 hours of Distance Learning credit, including 0.0 hour of ethics/professionalism (EP) credit.

Texas CLE Approved · 1 Total Credits

Earn Until

OnDemand - Texas CLE - 1: This course is accredited for Minimum Continuing Legal Education credit by the State Bar of Texas Committee on MCLE in the amount of 1.0 credit hours, of which 0.0 credit hour will apply to legal ethics/professional responsibility credit. Hours in attendance at National Business Institute CLE seminars may be applied to the minimum Judicial Education requirement.

Video Download - Texas CLE - 1: This course is accredited for Minimum Continuing Legal Education credit by the State Bar of Texas Committee on MCLE in the amount of 1.0 credit hours, of which 0.0 credit hour will apply to legal ethics/professional responsibility credit. Hours in attendance at National Business Institute CLE seminars may be applied to the minimum Judicial Education requirement.

Utah CLE Approved · 1 Total Credits
  • 1 Professionalism & Civility

Earn Until

OnDemand - Utah CLE - 1: National Business Institute is an approved "presumptive provider" with the Utah State Board of Continuing Legal Education. This program qualifies for 1.0 hours of self-study CLE credit for Utah attorneys, which includes 0.0 hour of ethics credit and 1.0 hour of professionalism and civility.

Video Download - Utah CLE - 1: National Business Institute is an approved "presumptive provider" with the Utah State Board of Continuing Legal Education. This program qualifies for 1.0 hours of self-study CLE credit for Utah attorneys, which includes 0.0 hour of ethics credit and 1.0 hour of professionalism and civility.

Virginia CLE Approved · 1 Total Credits

Earn Until

OnDemand - Virginia CLE - 1: This course has been approved by the Virginia Mandatory Continuing Legal Education Board for 1.0 hours of prerecorded credit, of which 0.0 hour will also apply in the area of legal ethics or professionalism.

Video Download - Virginia CLE - 1: This course has been approved by the Virginia Mandatory Continuing Legal Education Board for 1.0 hours of prerecorded credit, of which 0.0 hour will also apply in the area of legal ethics or professionalism.

Vermont CLE Approved · 1 Total Credits

Earn Until

OnDemand - Vermont CLE - 1: This course has been approved by the Vermont Board of Mandatory Continuing Legal Education. This program qualifies for 1.0 hours of self-study credit, including 0.0 hour of self-study ethics credit.

Video Download - Vermont CLE - 1: This course has been approved by the Vermont Board of Mandatory Continuing Legal Education. This program qualifies for 1.0 hours of self-study credit, including 0.0 hour of self-study ethics credit.

Washington CLE Approved · 1 Total Credits
  • 1 Office Management

Earn Until

OnDemand - Washington CLE - 1: This program qualifies for 1.0 hours of Washington continuing legal education (Self Study) A/V credit, which includes 0.0 hours of Law and Legal Procedure, 1.0 hours of Other Approved Subject Areas in the area of office management and 0.0 hour of ethics/professionalism.

Video Download - Washington CLE - 1: This program qualifies for 1.0 hours of Washington continuing legal education (Self Study) A/V credit, which includes 0.0 hours of Law and Legal Procedure, 1.0 hours of Other Approved Subject Areas in the area of office management and 0.0 hour of ethics/professionalism.

Wisconsin CLE Approved · 1 Total Credits
  • 1 Law Practice Management

Earn Until

OnDemand - Wisconsin CLE - 1: Approved for 1.0 hours of repeated on-demand CLE credit by the Board of Bar Examiners, including 1.0 hour of law practice management (LPM) credit.

Video Download - Wisconsin CLE - 1: Approved for 1.0 hours of repeated on-demand CLE credit by the Board of Bar Examiners, including 1.0 hour of law practice management (LPM) credit.

West Virginia CLE Approved · 1.2 Total Credits

Earn Until

OnDemand - West Virginia CLE - 1.2: This program qualifies for 1.20 hours of pre-recorded credit, which includes 0.0 hour of pre-recorded ethics credit, under the West Virginia Rules for Mandatory Continuing Legal Education.

Video Download - West Virginia CLE - 1.2: This program qualifies for 1.20 hours of pre-recorded credit, which includes 0.0 hour of pre-recorded ethics credit, under the West Virginia Rules for Mandatory Continuing Legal Education.

Wyoming CLE Approved · 1 Total Credits

Earn Until

OnDemand - Wyoming CLE - 1: The Wyoming State Board of Continuing Legal Education has granted 1.0 hours of Continuing Legal Education Credit, including 0.0 hour of ethics.

Video Download - Wyoming CLE - 1: The Wyoming State Board of Continuing Legal Education has granted 1.0 hours of Continuing Legal Education Credit, including 0.0 hour of ethics.

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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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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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