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Live Webinars

Using Agentic AI Ethically and Effectively in Your Practice

What You Will Learn

  • Ethical Disclosures for use of AI
  • Status of the Judiciary in use of AI
  • Can I run my entire practice off Claude for Legal?
  • How do I make sure my data is secure?
  • How can I make sure I own my data?
  • How law firms are using AI from marketing, to intake, to pre-lit, to pleadings, to discovery, to trial
  • Predictions on the future

Share this program:

What You Will Learn

  • Ethical Disclosures for use of AI
  • Status of the Judiciary in use of AI
  • Can I run my entire practice off Claude for Legal?
  • How do I make sure my data is secure?
  • How can I make sure I own my data?
  • How law firms are using AI from marketing, to intake, to pre-lit, to pleadings, to discovery, to trial
  • Predictions on the future
Register Now

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Tuesday, August 18, 2026

3PM EASTERN
(12:00 PM PT / 2:00 PM CT / 1:00 PM MT)

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Price

$99 for Association Member
$129 for Non-member

75 minutes
Publisher

Consumer Attorneys of California

Subjects

Ethics, Technology

Questions

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Summary

Agentic AI goes well beyond reviewing, summarizing, editing, and extracting data from large document sets. It is capable of operating autonomously to achieve complex, multi-step goals and workflows. Agentic AI can search and interact with databases, calendars, emails, and other software applications to deliver a completed task based on its understanding of your goals and intent. Programs such as Claude for Legal can be used for law firm workflows from marketing to intake, pre-litigation, pleadings, discovery, and trial.

With agentic AI’s expanded capability to initiate actions based on its reasoning, it’s especially important to know best practices for oversight, security, and setting clear limits when using it.

Bob Simon will walk you through the pitfalls and positives of using agentic AI. He will cover how you can use agentic AI in your practice, required ethical disclosures, the status of the judiciary in using AI, concerns about data security, and how to ensure you own your data. He will also address predictions on the future of AI.
 

 

SWL-28067

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Presenters

Robert Simon

Robert T. Simon is co-founder of the Simon Law Group and acts as the primary trial attorney. He founded the firm with his... Read More

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Agenda

5 Minutes - Introduction
60 Minutes - Presentation
10 Minutes - Live Q&A with the Speaker

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Credit

If applicable, you may obtain credit in multiple jurisdictions simultaneously for this program (see pending/approved list below). Registrants in jurisdictions not listed below will receive a Certificate of Attendance/Completion that may or may not meet credit requirements in other jurisdictions. Where applicable, credit will be only awarded to a paid registrant attending the live program at their own computer and phone.

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How to Attend

Join the live program from your office, home, or hotel room using a computer with high speed internet. You may ask questions, participate in evaluations, and post comments from your computer during the program. Please note that credit (if available) is only provided to registered attendees participating at their own computer and phone. Simple instructions with a link to the program will be sent when you register and again the day before the webinar.

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