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Overview
Don't Become the Next Cautionary Tale
From Mata v. Avianca to Heppner and other recent decisions, courts have made one thing clear: attorneys remain responsible for every citation, factual assertion, and confidential document that leaves their office, regardless of whether it was drafted by a human or generated by AI. Through real-world case studies, hands-on review exercises, and practical checklists, this program will show you how to identify AI-generated errors before they reach a client, opposing counsel, or the court. You'll also explore confidentiality concerns raised by third-party AI tools, disclosure obligations, billing ethics, and law firm policies that reduce risk while allowing attorneys to use AI responsibly. Leave with a practical framework for reviewing AI-assisted work product, supervising AI use, and protecting both your clients and your professional reputation. Register today!
- Examine the leading AI sanctions cases and understand the ethical and practical lessons they teach.
- Stay ahead of evolving court expectations for attorneys who use generative AI.
- Learn practical techniques for reviewing AI-assisted briefs, motions, research, and document review before filing or sharing them.
- Develop defensible AI workflows, firm policies, and documentation practices that reduce malpractice and disciplinary risk.
*Mention of specific products or providers is informational only and does not constitute NBI endorsement. This program is not sponsored by any technology or electronics provider.
Abbreviated Agenda
- Mata and Beyond: Sanctions Cases and Ethics Lessons Learned
- Persuasive, Polished, and Wrong: Supervising AI-Assisted Legal Work in Practice
- The AI Supervision Checklists Every Law Firm Needs
- Disclosure, Billing, and Policy Design
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Credit Details
Credits Available
| Credit | Status | Total |
|---|---|---|
| Alaska CLE |
|
2 Total |
| Alabama CLE |
|
2 Total |
| Arkansas CLE |
|
2 Total |
| Arizona CLE |
|
2 Total |
| California CLE |
|
2 Total |
| Colorado CLE |
|
2 Total |
| Connecticut CLE |
|
2 Total |
| Delaware CLE |
|
2 Total |
| Florida CLE |
|
2.5 Total |
| Georgia CLE |
|
2 Total |
| Hawaii CLE |
|
2 Total |
| Iowa CLE |
|
2 Total |
| Idaho CLE |
|
2 Total |
| Illinois CLE |
|
2 Total |
| Indiana CLE |
|
2 Total |
| Kansas CLE |
|
2 Total |
| Kentucky CLE |
|
2 Total |
| Louisiana CLE |
|
2 Total |
| Maine CLE |
|
2 Total |
| Minnesota CLE |
|
2 Total |
| Missouri CLE |
|
2.4 Total |
| Northern Mariana Islands CLE |
|
2 Total |
| Montana CLE |
|
2 Total |
| North Carolina CLE |
|
2 Total |
| Nebraska CLE |
|
2 Total |
| New Hampshire CLE |
|
2 Total |
| New Jersey CLE |
|
2.4 Total |
| New Mexico CLE |
|
2 Total |
| Nevada CLE |
|
2 Total |
| New York CLE |
|
2 Total |
| Ohio CLE |
|
2 Total |
| Oklahoma CLE |
|
2.5 Total |
| Oregon CLE |
|
2 Total |
| Pennsylvania CLE |
|
2 Total |
| Rhode Island CLE |
|
2 Total |
| South Carolina CLE |
|
2 Total |
| Tennessee CLE |
|
2 Total |
| Texas CLE |
|
2 Total |
| Utah CLE |
|
2 Total |
| Virginia CLE |
|
2 Total |
| Vermont CLE |
|
2 Total |
| Washington CLE |
|
2 Total |
| Wisconsin CLE |
|
2 Total |
| West Virginia CLE |
|
2.4 Total |
| Wyoming CLE |
|
2 Total |
Select Jurisdiction
CLE
Agenda
-
Mata and Beyond: Sanctions Cases and Ethics Lessons Learned
- Model Rules at Stake: 5.1 and 5.3
- Mata v. Avianca, Inc.: How Much Verification is Enough?
- "AI Told Me It Was Real" is Not a Defense
- United States v. Farris and Dec v. Mullin: Does Intent Matter, or Only Outcome?
- Nebraska Supreme Court re: Attorney Greg Lake and Gonzalez v. Texas Taxpayers: Candor Matters and Denial Escalates the Penalty
- Non-Lawyer Use Isn't a Shield
- United States v. Heppner: Beyond Hallucination - What Happens to Confidential Information Typed Into a Third-Party AI Tool
-
Persuasive, Polished, and Wrong: Supervising AI-Assisted Legal Work in Practice
- 10 Common AI Failures in Legal Drafting
- Catching Hallucinated/Misstated Cases and Logical Fallacies
- Reviewing a Sample AI-Drafted Brief for Errors, Unsupported Claims, and Other Red Flags
- AI-Assisted Document Review: Catching Privilege Mistakes, Missed Issues, and Other Errors
-
The AI Supervision Checklists Every Law Firm Needs
- AI Tool Screening: Purpose-Built Legal AI vs. General-Purpose, Licensed vs. Consumer-Grade
- Data Security: Protective Orders and Public AI Tool Restrictions
- What "Reasonable Supervision" Looks Like for AI Output
- Matter- and Task-Specific Controls: Flagging Output for HITL (Human-in-the-Loop) Review
- Citation-Checking Tips and Practical Checklists for Pre-Filing Review of AI-Assisted Work
- Danger of Multi-Step or "Agentic" AI Workflows
- Documenting AI Use and Maintaining Audit Trails
-
Disclosure, Billing, and Policy Design
- When and How to Tell Clients AI Was Used
- Disclosure Obligations to the Court
- Standing Orders, Local Rules, and Judge-Specific AI Requirements
- Billing Ethics: Charging for AI-Assisted Time, Efficiency Gains, and Duplicative Human Review
- Internal AI Use and Supervision Policy Best Practices
Who Should Attend
This program is designed for attorneys who want to use AI productively while avoiding the mistakes that lead to sanctions. Paralegals may also benefit.
Speakers
Speaker bio
Girija Gaur, Ph.D.
Is an attorney at Herbert Smith Freehills Kramer (US) LLP, where she works on intellectual property matters, in particular on patent prosecution and litigation involving a variety of technologies including optoelectronics, applied physics, machine learning, and artificial intelligence. She brings more than 15 years of scientific, technical, patent, and legal knowledge and experience to her work on behalf of clients. Ms. Gaur returns to the firm after previously working as a scientific advisor, assisting with patent prosecution and pre-litigation support for technologies including telecommunication networks, image sensors, and foundational semiconductor fabrication processes. Prior to rejoining the firm, she worked in the Silicon Valley office of a global law firm. Ms. Gaur's patent work also includes serving as the patent officer and project manager for a California-based company developing advanced optical products and software. While in law school, she combined her scientific background with her legal work to lead a collaborative initiative between law and technology focused on developing next-generation bioimaging techniques for reducing racial disparities in the documentation of soft-tissue injuries for legal proceedings. Ms. Gaur also participated in the University of California Irvine School of Law Domestic Violence Clinic and the Startup & Small Business Clinic. Since graduating, she founded an AI company that uses the latest imaging technology and AI to help victims of physical abuse record and manage evidence of deep tissue injuries. Ms. Gaur earned her B.E. degree in electronics and telecommunications from Pune University, her M.S. degree from Clemson University, her Ph.D. from Vanderbilt University and her J.D. degree from University of California, Irvine School of Law.
Speaker bio
Laura M. Julien
is a partner with Mickey, Wilson, Weiler, Renzi, Lenert & Julien, P.C. in Sugar Grove, Illinois, where she concentrates primarily in corporate law, real estate (commercial and residential), municipal law, school law, and employment law. Ms. Julien earned her undergraduate degree, with honors, from University of Wisconsin; and her J.D. degree from University of Notre Dame Law School.
Speaker bio
Jennifer Babounakis
is a principal with Roop Xanttopoulos Babounakis PLLC in Tysons, Virginia. She began her family law career to blend her experience in family counseling, corporate law and litigation. Ms. Babounakis relies on her corporate law experience when managing complex equitable distribution issues, such as property valuation, financial tracing and division. She likewise uses her understanding in mental health to aide in managing the social issues that are frequently involved in family law cases. Ms. Babounakis earned her B.S. degree from Arizona State University, her master's degree in social work from Virginia Commonwealth University and her J.D. degree, magna cum laude, from New York Law School. As an evening law student, Ms. Babounakis served as chief aide to Professor Nadine Strossen, the then president of the American Civil Liberties Union; and as an associate editor to the New York Law School Law Review. After law school, Ms. Babounakis practiced law for five years at Cleary, Gottlieb, Steen and Hamilton, LLP in Washington D.C.
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