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Overview
What the Rules Require Now
The same everyday convenience that makes AI useful also makes it easy to input client information without fully considering the confidentiality rules that still apply. This CLE program goes beyond the obvious dangers, offering a grounded, practical walkthrough of what the rules require - including the fragmented inputs, hidden metadata, and agentic tools that don't announce themselves as confidentiality risks, but are. Don't let convenience compromise confidentiality - register today!
- Understand exactly what Model Rule 1.6 and current ABA/state guidance require when using generative AI.
- Avoid the false sense of safety that "anonymized" or fragmented inputs create.
- Spot the confidentiality exposure created by agentic AI tools and plugins with system-level access.
- Know when client disclosure or informed consent is required before using AI on a matter.
Abbreviated Agenda
- ABA and State Opinions on Confidentiality and GAI
- What You Must Never Put Into a Public/Consumer AI Tool
- Deleted Isn't Gone: Metadata Risk in AI-Uploaded Documents
- "Anonymized" or Fragmented Inputs - When They Violate Confidentiality
- Confidentiality Gaps in Agentic AI and Plugins
- Memory Hygiene Failures: Cross-Client and Concurrent-Client AI Contamination
- Who Else Gets to Read That? Vendor Access and AI Training Data
- Vendor Due Diligence Checklist
- Informed Consent: When You Need to Disclose AI Use to Clients
- Firm AI Policy Best Practices (and Ensuring Associates/Staff Follow It)
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Credit Details
Select Jurisdiction
CLE
Paralegal
Agenda
-
Confidentiality and AI: The Hidden Dangers
- ABA and State Opinions on Confidentiality and GAI
- What You Must Never Put Into a Public/Consumer AI Tool
- Deleted Isn't Gone: Metadata Risk in AI-Uploaded Documents
- "Anonymized" or Fragmented Inputs - When They Violate Confidentiality
- Confidentiality Gaps in Agentic AI and Plugins
- Memory Hygiene Failures: Cross-Client and Concurrent-Client AI Contamination
- Who Else Gets to Read That? Vendor Access and AI Training Data
- Vendor Due Diligence Checklist
- Informed Consent: When You Need to Disclose AI Use to Clients
- Firm AI Policy Best Practices (and Ensuring Associates/Staff Follow It)
Who Should Attend
This program is designed for attorneys. Paralegals may also benefit.
Speakers
Speaker bio
Carl Lamb
is an attorney at his firm, Carl Lamb & Associates, PC. He has extensive experience in both civil and criminal trial law throughout central and southern Indiana. Mr. Lamb earned his B.S. degree from Indiana University and his J.D. degree from Indiana University School of Law. He is a member of the Indiana State Bar and Monroe County Bar Association.
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