Justia Connect Webinars Full-On Monet: AI in the Workplace, Legal Ethics, and Law Firm Risk Management

CLE

Jennie Woltz Woltz & Folkinshteyn, P.C.

Jeffrey J. Cunningham Cohen Cunningham DeRose Higgins Lyon LLP

Benjamin Folkinshteyn Woltz & Folkinshteyn, P.C.

Full-On Monet AI in the Workplace, Legal Ethics, and Law Firm Risk Management

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Overview AI Webinar Summary

Full-On Monet: AI in the Workplace, Legal Ethics, and Law Firm Risk Management

This presentation examines how employee and lawyer use of AI is transforming business operations, workplace practices, and (legal) service delivery. The program addresses emerging risks involving confidentiality, discrimination, supervision, accuracy, privilege, employee discipline, AI policies, and professional responsibility obligations under the ABA Model Rules. Attendees will leave with practical guidance for building AI governance systems that protect clients, employees, law firms, and businesses while allowing responsible and effective use of AI tools.

Topics covered include:

Artificial Intelligence (AI) Law Firm Management Law Practice Legal Ethics Legal Tech

Agenda:

Overview: Changes Brought by AI
When Employees Use AI: Core Employment Risks
AI and Legal Ethics: The Core Model Rules
Confidentiality: Old Problem, but Worse
AI Policies: What Employers and Law Firms Need
Closer Look: Bias, Discrimination, and AI-Assisted Employment Decisions
Supervision and Quality Control: “Don’t Trust, and Verify”
Case Study 1: The Associate, the Chatbot and the Client Memo
Case Study 2: HR Uses AI To Screen Candidates
Case Study 3: AI Meeting Assistant Joins the Client Call
Practical Risk-Management Checklist
Closing Takeaways

Duration of this webinar: 60 minutes

Originally broadcast: July 15, 2026 9:30 AM PT

Webinar Highlights

This webinar is divided into section summaries, which you can scan for key points and then dive into the sections that interest you the most.

00:00 Overview of AI in the Legal Field

The discussion centers on AI's impact on the legal field, particularly its use in law firms and the associated risks. The speakers highlight the lack of media coverage on successful AI use, focusing instead on errors and sanctions. AI's integration into daily tasks is often unacknowledged, leading to 'shadow AI' usage, where firms unofficially use AI despite bans. Courts are beginning to address AI policies, emphasizing the need for written guidelines to manage AI use effectively.

10:19 Risks of AI for Lawyers

AI is becoming integrated into everyday tools, making it challenging to avoid its use entirely. The discussion covers the risks of AI in work product output, including hallucination risks and confidentiality issues. The United States leads in AI misuse in the law, highlighting the importance of maintaining competence and verifying AI-generated work. Confidentiality and privilege exposure are significant concerns, with courts grappling with these issues in legal contexts. The speakers highlight a case where client-AI interactions were deemed non-privileged, stressing the need for client coordination with attorneys.

32:23 Discrimination Risks of Using AI

AI's use in HR processes can lead to discrimination risks, particularly in hiring and promotion decisions. Many states are regulating AI use in HR, requiring notification to employees about AI's role in decision-making. Automation should be used with oversight to avoid biases and ensure compliance with discrimination laws. The speakers discuss AI's role in investigations, emphasizing the need for accurate records and the risks of AI-generated summaries. Maintaining a human element in HR interactions is crucial to fostering positive employee relations.

49:19 AI in Legal Practice: Challenges and Opportunities

AI's integration into legal practice presents challenges in supervision and maintaining professional standards. Junior lawyers are more comfortable with AI, but supervisory attorneys may struggle to grasp its implications. AI is likened to a 'law library on steroids,' offering vast research capabilities but also posing risks of misinformation. The speakers stress the importance of verifying AI-generated information to avoid legal pitfalls. They highlight the need for careful implementation of AI in client interactions, particularly during intake and termination phases.

Please note this AI-generated summary provides a general overview of the webinar but may not capture all details, nuances, or the exact words of the speaker. For complete accuracy, please refer to the original webinar recording.

Speakers

Jennie Woltz Founding Partner
Woltz & Folkinshteyn, P.C.

Jennie Woltz has made smart, compassionate employment and labor law solutions the focus of her legal career. Read More ›

Jeffrey J. Cunningham Founding Partner & General Counsel
Cohen Cunningham DeRose Higgins Lyon LLP

Jeffrey J. Cunningham actively defends lawyers and acts as outside General Counsel to small and mid-sized law firms across the United States, while also serving as his firm’s General Counsel. Jeff defends industry professionals in a wide range of professional liability, ethics and professional disciplinary matters. With an emphasis on simple systems of risk management, Jeff brings a holistic approach of protecting our clients before problems occur. Read More ›

Benjamin Folkinshteyn Founding Attorney
Woltz & Folkinshteyn, P.C.

Benjamin (Ben) Folkinshteyn has broad experience in domestic and international dispute resolution, including contract and tort matters, corporate governance litigation, as well as insurance litigation and arbitration. He regularly counsels clients on litigation avoidance strategies and legal and business risk assessment. Read More ›

Continuing Legal Education (CLE) Credits

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Alabama CLE

Status: Approved

Format: On-Demand

Credits: 1.00 Ethics

Earn Credit Until: December 31, 2026

Alaska CLE

Status: Approved

Format: Live (Virtual), On-Demand

Credits: 1.00 Ethics

Earn Credit Until: July 14, 2031

California CLE

Status: Approved

Format: Live (Virtual), On-Demand

Credits: 1.00 Technology in the Practice of Law

Earn Credit Until: June 30, 2028

Delaware CLE

Status: Approved

Format: Live (Virtual), On-Demand

Credits: 1.00 Enhanced Ethics

Earn Credit Until: December 31, 2026

Hawaii CLE

Status: Approved

Format: Live (Virtual), On-Demand

Credits: 1.00 Ethics

Earn Credit Until: July 14, 2028

Illinois CLE

Status: Approved

Format: On-Demand

Credits: 1.00 Professional Responsibility - Ethics / Civility / Professionalism / Sexual Harassment Prevention

Earn Credit Until: July 14, 2028

Indiana CLE

Status: Approved

Format: Live (Virtual), On-Demand

Credits: 1.00 Ethics

Earn Credit Until: December 31, 2027

Nebraska CLE

Status: Approved

Format: On-Demand

Credits: 1.00 Professional Responsibility

Earn Credit Until: July 15, 2028

New Jersey CLE

Status: Approved

Format: Live (Virtual), On-Demand

Credits: 1.20 Ethics/Professionalism

Earn Credit Until: July 14, 2027

North Carolina CLE

Status: Approved

Format: On-Demand

Credits: 1.00 Technology Training

Earn Credit Until: February 28, 2027

Ohio CLE

Status: Approved

Format: On-Demand

Credits: 1.00 Attorney Professional Conduct

Earn Credit Until: December 31, 2026

Pennsylvania CLE

Status: Approved

Format: On-Demand

Credits: 1.00 Ethics, Professionalism, or Substance Abuse

Earn Credit Until: July 14, 2028

South Carolina CLE

Status: Approved

Format: Live (Virtual), On-Demand

Credits: 1.00 Legal Ethics/Professional Responsibility

Difficulty: All Levels

Earn Credit Until: December 31, 2026

Texas CLE

Status: Approved

Format: On-Demand

Credits: 1.00 Legal Ethics/Professional Responsibility

Earn Credit Until: June 30, 2027

Utah CLE

Status: Approved

Format: On-Demand

Credits: 1.00 Ethics

Earn Credit Until: December 31, 2026

Vermont CLE

Status: Approved

Format: Live (Virtual), On-Demand

Credits: 1.00 Ethics

Earn Credit Until: July 15, 2031

West Virginia CLE

Status: Approved

Format: On-Demand

Credits: 1.20 Legal Ethics, etc.

Earn Credit Until: December 31, 2029

This presentation is approved for one hour of Ethics CLE credit in Alabama, one hour of Ethics CLE credit in Alaska, one hour of Technology in the Practice of Law CLE credit in California, one hour of Enhanced Ethics CLE credit in Delaware, one hour of Ethics CLE credit in Hawaii, one hour of Professional Responsibility - Ethics / Civility / Professionalism / Sexual Harassment Prevention CLE credit in Illinois, one hour of Ethics CLE credit in Indiana, one hour of Professional Responsibility CLE credit in Nebraska, one hour of Technology Training CLE credit in North Carolina, one hour of Attorney Professional Conduct CLE credit in Ohio, one hour of Ethics, Professionalism, or Substance Abuse CLE credit in Pennsylvania, one hour of Legal Ethics/Professional Responsibility CLE credit in South Carolina (all levels), one hour of Ethics CLE credit in Utah, one hour of Ethics CLE credit in Vermont, and one hour of Legal Ethics, etc. CLE credit in West Virginia. This program has been approved by the Board on Continuing Legal Education of the Supreme Court of New Jersey for 1.20 hours of total CLE credit. Of these, 1.20 qualify as total hours of credit for Ethics/Professionalism. This course has been approved for Minimum Continuing Legal Education credit by the State Bar of Texas Committee on MCLE in the amount of 1.00 credit hours, of which 1.00 credit hours will apply to Legal Ethics/Professional Responsibility credit.

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