Practical AI Strategies for Lawyers
Ethics, Guardrails & Building Your First Legal AI Agent
Lawyers around this country have been sanctioned for filing briefs built on citations that did not exist. Fined. Referred to their bar. Ordered to explain themselves in writing, on the record, where any client can read it.
Most of them were not reckless. They were busy. They used a tool they did not fully understand and trusted an answer that looked exactly like a real one. And when they told the court they didn't know it could invent authority, the court was not moved.
Competence means competence in the tools you actually use. The day AI touched a client matter in your practice, the duty to verify came with it — and it belongs to you, not to the machine.
And citations are only the risk you can see. Rule 1.6 walks in the moment client information goes into an AI tool — whether you invited it or not. Where does that text go? Is it retained? Is it training someone's model? Most lawyers using these tools have never had to answer those questions. The duty does not wait for you to ask them.
Here's the part nobody says plainly enough: this is a solvable problem. It takes guardrails and supervision, not a panic. That is what this session is for.
Two working hours, built around your practice. You close your laptop with a plan you can put to use.
Clear lines for confidentiality, verification, and professional judgment — and a framework for responsible oversight of anything AI touches in your practice.
You choose a real task from your practice and define it precisely — the inputs, the steps, and the result you need — before any AI gets near it.
Step-by-step instruction on building an AI agent for that workflow and setting the boundaries it works within, so it does what you intend and nothing more.
How to review the agent's outputs and maintain attorney supervision of the work — because the judgment, and the responsibility, stay with you.
Attorney guardrails for confidentiality, verification, professional judgment, and responsible oversight of AI-assisted work.
Practical instruction on defining a legal workflow, building an AI agent, setting boundaries, reviewing outputs, and maintaining attorney supervision.
Two working hours, as approved by the LSBA. All times Central.
Program runs Thursday, November 12, 2026, from 12:00 to 2:00 p.m. Central Time.
You do not need to be a technical person. You need to be a competent one, in the terms Rule 1.1 already requires. There is a difference, and it can be handled in two hours.
The AI Legal Strategist
I am not a vendor. I don't have software to sell you, and I'm not a technologist here to explain your own profession back to you.
I have been a member of this bar for thirty-one years. I have prosecuted cases. I have run a juvenile section. I have stood in front of judges in this state for most of my working life, and I know exactly what it costs a lawyer to get something wrong on the record.
I also run AI in my own practice — every day, on real matters. I built a working system of AI agents, and I built the guardrails around it, because I understood the exposure before I understood the tools. That order matters.
I teach this the way I built it: from the practice side, with the rules in one hand and the work in the other. Everything in this session has been used by a working Louisiana lawyer before it was ever taught to one.
Registering more than one attorney? Set the quantity at checkout — $169.00 for each attendee.
No. This session assumes you are a competent lawyer and a beginner with these tools, which describes most of the bar. There is no code, no jargon, and nothing to install beyond what you already have. If you can run a Zoom call and draft a motion, you can do this. Building an agent here means defining the work and its limits clearly — the skill being taught is judgment, not engineering — and judgment is already your day job.
The opposite, and it's the reason enrollment is limited to 50 attorneys and the session is live rather than recorded. You will be working. You'll define a real workflow from your own practice, build an AI agent around it, set its boundaries, and review what it produces while I'm on the line to answer questions. If you attend and take it seriously, you leave knowing how to build — and supervise — AI-assisted work, not just how to talk about it.
Because the duty already applies whether or not anyone has told you so. Rule 1.1 requires competence in the tools you use in representation. Rule 1.6 governs what happens to client confidences when you paste them somewhere. Rule 5.3 makes you responsible for supervising nonlawyer assistance — and the machine is not going to supervise itself. ABA Formal Opinion 512 said the quiet part out loud in 2024. The ethics hour in this session is spent on exactly this: the guardrails for confidentiality, verification, professional judgment, and oversight that the rules already expect of you.
The honest answer is: it depends — on the tool, the settings, and the safeguards you put around it, and any answer shorter than that is selling you something. Some configurations retain what you enter; some use it for training; some can be governed appropriately. Learning to tell the difference, and setting guardrails that draw the line for everyone in your office, is exactly what the ethics hour is for. You leave knowing how to evaluate a tool before client information ever touches it — not with a blanket promise that no one can honestly make.
Enrollment. Enrollment is limited to 50 to keep the session lively and interactive. Registration closes when the seats are gone or at 5:00 p.m. Central on November 11, whichever comes first.
What you'll need. A laptop or desktop with a reliable internet connection. Free accounts with ChatGPT and Claude are sufficient to participate; paid tiers (ChatGPT Plus, Claude Pro) are strongly recommended for the smoothest hands-on experience and are what most attendees will use going forward. Nothing to install beyond Zoom.
Materials. The session workbook and templates are delivered electronically before the program. The work you do in session — your guardrails, your defined workflow, and the AI agent you build — is yours to keep.
CLE credit. Attendance is verified during the live session and reported by the sponsor to the Louisiana State Bar Association following the program. You will also receive a Certificate of Attendance for your records. Credit is awarded only for attendance verified in accordance with applicable requirements.
Out-of-state attorneys. Louisiana attorneys will receive 2.0 approved CLE hours: 1.0 ethics hour and 1.0 general hour. Attorneys licensed in other jurisdictions should confirm their jurisdiction's requirements for claiming credit for an out-of-state program.
Cancellations and substitutions, at a glance. By November 5: full refund. November 6 through 10:00 a.m. Central on November 9: may be converted, at the provider's discretion, to a one-time credit toward a future program. After 10:00 a.m. Central on November 9: no refund or credit. Through 5:00 p.m. Central on November 11: free substitution of another eligible attorney. The complete policy follows.
The complete policy. Cancellations must be submitted in writing. Cancellations received by November 5, 2026, will receive a full refund. Cancellations received after November 5 but before 10:00 a.m. Central on November 9 may be converted, at the discretion of the provider, to a one-time credit toward a future live CLE program offered by Daphne Robinson Training & Consulting; the credit must be used within 12 months. No refunds or credits will be issued for cancellations received after 10:00 a.m. Central on November 9 or for failure to attend. Registrations may be transferred to another eligible attorney at no additional charge if the substitution request is received by 5:00 p.m. Central on November 11.
If plans change on our end. If the program is cancelled or cannot be delivered because of circumstances within the provider's control, registrants may choose a full refund or transfer their registration to a rescheduled program. If the program cannot be delivered due to circumstances beyond the provider's control, the program will be rescheduled and all registrations will be honored for the rescheduled date.
1. Reserve your seat. Secure checkout through Stripe. Your payment confirmation includes the link to complete your Zoom registration, where you'll provide your name and Louisiana bar roll number.
2. Get confirmed. Each registration is personally reviewed and approved against the enrollment list. Once approved, Zoom sends your join link — keep it; it's unique to you.
3. Receive your materials. The participant workbook arrives electronically before November 12. The work you do in session — your guardrails, workflow, and AI agent — is yours to keep afterward.
The math is not complicated. Two hours against the hours you give away every week to repetitive work — and against what one unsupervised AI output costs on the record. That's the whole calculation.