Your Firm Is Already Using AI. Do You Have a Policy to Back It Up?
What every attorney needs to know — before an ethics complaint forces the conversation.
Picture this:
An associate runs a client contract through an AI drafting tool to save time. The output is solid. The client is happy. No one questions it.
Until someone does.
- Did that tool store confidential client data on a third-party server?
- Was the client informed?
- Was the output properly reviewed?
- Does your state bar even allow this?
What started as efficiency suddenly becomes exposure.
And it happens faster than most firms expect.
The firms getting into trouble aren’t the ones using AI, they’re the ones using it without a plan.
The Uncomfortable Reality for Law Firms
AI isn’t experimental anymore. It’s operational.
Attorneys are using it for:
- Contract review
- Legal research
- Drafting and editing
- E-discovery
- Client communication
And they’re using it because it works.
But here’s the problem, most firms are adopting AI informally, without structure, oversight, or clear policies.
That creates real risk:
- No standards for approved tools or data handling
- No guidance on review, supervision, or disclosure
- No defined accountability if something goes wrong
- No clear protection for your clients—or your license
Meanwhile, bar associations are moving quickly—and expectations are becoming more specific by the day.
There’s a Smarter Way Forward
On April 29, 2026, this CLE webinar cuts through the noise:
“Ethics, Confidentiality & AI — How to Develop a Strong Law Firm AI Policy Before It’s Too Late.”
This isn’t a theoretical discussion about the future of AI.
It’s a practical, attorney-focused session built for firms already dealing with these questions—and needing real answers.
What You’ll Walk Away With
A Clear View of AI in Legal Practice
No hype. No fear tactics. Just a grounded look at how AI is actually being used—and what it means for your firm.
A Direct Understanding of Ethical Risk
Confidentiality, unauthorized practice of law, and supervision obligations aren’t abstract. You’ll learn exactly where exposure exists—and how to address it.
Real Guidance from the ABA and State Bars
Understand what regulators are saying right now, including when disclosure to clients may be required—and when it’s not.
A Practical AI Policy Framework
This is where most CLEs fall short. You’ll leave with a usable framework:
-
- Approved tool guidelines
- Risk management protocols
- Disclosure standards
- Compliance checkpoints
Everything you need to start building a real policy immediately.
Who’s Leading the Session
Jeff Lantz
Attorney, entrepreneur, and CEO of Esquire Interactive LLC, Jeff has spent over 15 years at the intersection of law, technology, and strategy. A former corporate and securities attorney at Snell & Wilmer and ABA-published author, he brings practical, real-world perspective to how firms actually operate.
Desire’e Martinelli
A summa cum laude law graduate with experience spanning business law, IP, and digital strategy, Desire’e works directly with law firms navigating rapid technological change—including the integration of AI into everyday practice.
Two attorneys. Real-world experience. A practical playbook.
The Bottom Line
The best time to build your AI policy was six months ago.
The second-best time is now.
The firms that will lead in the AI era aren’t reacting to problems—they’re preventing them with clear policies, informed teams, and proactive strategy.
Reserve Your Spot
- https://www.celesq.com/
- Earn CLE credit. Protect your firm. Get ahead of the risk.
- Spots are limited for this live webinar.
Questions?
Jeff@esquireinteractive.com
Desiree@esquireinteractive.com