MTC: AI in Law: Protecting Client Privacy While Embracing Legal Tech Innovation! 🚨

Artificial intelligence is rapidly becoming an integral part of the software tools lawyers rely on daily. From legal research platforms to document management systems, AI is being baked into the very fabric of legal technology. For instance, Google's Gemini AI is now integrated into Gmail on Android devices, offering to summarize and organize emails. Similarly, Apple is developing its own AI called Apple Intelligence, which aims to enhance various aspects of its ecosystem. Even smartphone manufacturers like Google are incorporating advanced AI features into their latest devices, such as the Pixel 9 Pro XL, which offers AI-powered image editing and call transcription capabilities.

While these AI advancements promise increased efficiency and productivity, many lawyers are understandably wary of the technology's encroachment into their professional domain. The legal profession is built on a foundation of trust, confidentiality, and ethical obligations to clients. As AI becomes more prevalent, attorneys must grapple with the potential risks it poses to client privacy and data security.

One of the primary concerns is the protection of clients' personal identifiable information (PII) when using AI-powered tools. Lawyers have an ethical duty to safeguard client confidentiality, and the use of AI introduces new challenges in fulfilling this obligation. For example, when using AI-powered email summarization tools or document analysis software, there's a risk that sensitive client information could be inadvertently shared with third-party AI providers or stored in ways that compromise its security.

Moreover, the training of AI models raises additional privacy concerns. Apple's efforts to scrape content for AI training have met resistance from major publishers, highlighting the contentious nature of data collection for AI development. This underscores the need for lawyers to be vigilant about how client data is used and processed by AI systems they employ in their practice.

The legal profession must also contend with the potential for AI to introduce errors or biases into legal work. While AI can process vast amounts of information quickly, it lacks the nuanced understanding and ethical judgment that human lawyers bring to their practice. Overreliance on AI-generated content or analysis could lead to serious mistakes or ethical breaches if not properly vetted by legal professionals.

To navigate these challenges and protect client PII when using AI in legal work, lawyers should consider the following top three tips:

  1. Conduct thorough due diligence on AI tools: Before adopting any AI-powered software, carefully review the provider's data privacy policies, security measures, and compliance with relevant regulations. Ensure that the AI tool does not retain or use client data for purposes beyond the specific task at hand. 

  2. Implement strict data handling protocols: Establish clear guidelines for how client information is input into AI systems. Use anonymization techniques when possible and limit the amount of PII shared with AI tools to only what is absolutely necessary for the task. 

  3. Maintain human oversight: Always review AI-generated content or analysis critically. Use AI as a supplementary tool rather than a replacement for legal expertise. Implement a process for human verification of AI outputs before they are used in client matters or legal proceedings.

As AI continues to evolve and integrate into legal practice, lawyers must remain vigilant in protecting their clients' interests and upholding their ethical obligations. By approaching AI adoption with caution and implementing robust safeguards, the legal profession can harness the benefits of this technology while maintaining the trust and confidentiality that are fundamental to the attorney-client relationship.

MTC

My Two Cents: Podcasting for Lawyers - How the 2024 Podcast Movement in DC is Shaping Legal Practices.

Your favorite Tech-Savvy Lawyer at 2024 Podcast movement!

There is a clear, growing intersection of law and podcasting. This is why I attended last week’s 2024 Podcast Movement in Washington, DC.  As a lawyer who attended this event, I found myself amidst a vibrant community of creators, including familiar faces like former podcast guests David Hamilton of Mac Geek Gab and Gordon Firemark, known as The Podcast Lawyer™. Although the number of lawyers was small, the convergence of legal professionals and podcasters underscores a compelling trend: lawyers should embrace podcasting as a powerful tool for their practice.

Benefits of Podcasting for Lawyers 

Podcasting offers numerous advantages for lawyers. Firstly, it serves as an excellent platform for thought leadership. By sharing insights and expertise, lawyers can establish themselves as authorities in their respective fields. This not only enhances their professional reputation but also attracts potential clients who seek knowledgeable legal counsel. And when you see sponsors and vendors like CNN Radio, NPR, and SiriusXM, there is clearly a large market to tap into and as I think echoed amongst the attendees there is plenty of room for more podcast shows and talent. THIS COULD INCLUDE YOU!

Moreover, podcasting provides a unique opportunity for networking and collaboration. At the Podcast Movement, reconnecting with previous podcast guests like Dave and Gordon and meeting and hearing from people like Lindsay Bowen and Andrea Sager (both discussed below) exemplified the community-building aspect of podcasting. Such interactions can lead to fruitful partnerships and referrals, expanding a lawyer's professional network.

Lawyer like any podcaster must be mindful of legal issues when podcasting!

Additionally, podcasting can demystify legal concepts for the general public. By breaking down complex legal issues into accessible content, lawyers can educate their audience, fostering a better understanding of the law. This educational aspect not only benefits listeners but also positions lawyers as approachable and client friendly.

Legal Concerns in Podcasting

Despite its benefits, podcasting is not without legal challenges. During the Podcast Movement, Gordon Firemark's presentation, "Lights, Camera, Lawyers! - Legal issues video creators encounter that you might not have considered," highlighted potential pitfalls. Issues such as intellectual property rights, defamation, and privacy concerns are paramount. Lawyers venturing into podcasting must be vigilant about these legalities to avoid potential liabilities.

Lindsay Bowen, another lawyer for podcasters, discussed "NO FAIR! Let's talk about fair use," emphasizing the importance of understanding copyright laws when using third-party content. Furthermore, I talked with lawyer Andrea Sager of The Legalpreneur Podcast about on getting trademarks for your podcast underscoring the necessity of protecting one's brand in the podcasting space.

Final Thoughts

There is a large and growing market for lawyers who podcast!

Through The Tech-Savvy Lawyer.Page Blog and Podcast, I have consistently advocated for the integration of technology in legal practice. Tools like Podcasting presents a valuable opportunity for lawyers to expand their influence, connect with peers, and educate the public. This aligns perfectly with the ethos of podcasting, which democratizes information and reaches a broad audience.

However, it is crucial to navigate the legal landscape carefully. By understanding and addressing potential legal issues, lawyers can harness the full potential of podcasting, ensuring it becomes a beneficial extension of their practice. As the legal profession continues to evolve, embracing platforms like podcasts will be essential for staying relevant and impactful in the digital age. 

MTC

Stay tuned as I hope to have some exciting announcements in the months to come!

📢 🎙️ 📒

Stay tuned as I hope to have some exciting announcements in the months to come! 📢 🎙️ 📒


Look Who I Caught at the 2024 Podcast Movement Conference at National Harbor!

Dave and I hanging at Podcast movement 2024!

I'm attending this year's Podcast Movement Conference at National Harbor outside Washington, DC. While enhancing my skills as a podcaster and blogger, I bumped into a previous podcast guest, Dave Hamilton, host of the renowned Mac Geek Gab Podcast! He gave a presentation on his high-efficiency production techniques - Streamline to Shine: Mastering Real-Time Podcast Production Across Genres. Unfortunately, I was unable to attend. But knowing Dave, I'm sure it was great!

My 2024 podcast movement badge!

I also bumped into previous podcast guest, Gordon Firemark, lawyer and host of The Podcast Lawyer™. He gave a great presentation on the intricate world of entertainment and media law as it affects podcasters - Lights, Camera, Lawyers! - Legal issues video creators encounter that you might not have considered. I always learn something new from Gordon and his presentation did not disappoint!

It’s always great to see listeners, past and potentially future guests, and colleagues!

Remember, if you catch me in public and tell me you listen to The Tech-Savvy Lawyer.Page Podcast, I’ll send you a free The Tech-Savvy Lawyer.Page Podcast Mug*!

Happy Lawyering!

* Limit one per person.

🎙️ Episode #94, Mastering Legal Tech & Protecting Your Firm’s “Brand”: From WordPress to Trademarks with Andrea Sager!

Andrea Sager, Founder and CEO of Legalpreneur, is revolutionizing legal services for small business owners and attorneys. With experience as a BigLaw attorney, small business owner, and small business attorney, Andrea combines her passion for empowerment with expertise, ranking 27th among 40,000 trademark attorneys in the U.S., driving accessible, innovative legal solutions.

Throughout our conversation, Andrea explains why lawyers should trademark their work. Also, she provides essential podcasting tech tips and discusses strategies to stay compliant with State Bar rules and avoid UPL.

Join Andrea and me as we discuss the following three questions and more!

  1. What are the top three reasons a lawyer needs to trademark their business, blog, or podcast?

  2. What are your top three tech tips (hardware and software) to make your podcast stand out?

  3. What are your top three tips for ensuring a lawyer does not encroach on State Bar scrutiny with UPL (Unauthorized Practice of Law), etc.?

In our conversation, we cover the following:

[00:08] Andrea's Current Tech Setup

[07:08] Top 3 Reasons Lawyers Should Trademark Their Business, Blog, or Podcast

[10:53] Tech Tips for Podcasting

[14:46] Ensuring Compliance with State Bar Rules

[19:53] Connect with Andrea

Resources:

Connect with Andrea:

Software & Cloud Services mentioned in the conversation:

Shout Out: Celebrating My New Appointments at the ABA Law Practice Division! 🥳

DALL*E has an interesting interpreTATION OF ME FOR MY ANNOUNcement. Looks about right except the hair! 🙃

I'm excited to share some wonderful news with all of you today. I’m honored to announce my recent re-appointment to the American Bar Association (ABA) Law Practice Division (LPD) for 2024-2025. This will be my first full-term appointment after completing last year’s term, which unexpectedly opened after that year had started. I have been selected to serve on several important committees, a recognition that I am truly grateful for.

I want to express my sincere thanks to the ABA Law Practice Division for this opportunity. The chance to work alongside such esteemed colleagues in advancing the future of law practice is both an honor and a responsibility that I do not take lightly. I will be serving as a Member of the Futures Initiative, Law Practice Today, and the Legal Technology Resource Center committees.

Stay tuned for more insights on how technology is shaping the future of law practice right here on The Tech-Savvy Lawyer!

🧑🏻‍💻

Stay tuned for more insights on how technology is shaping the future of law practice right here on The Tech-Savvy Lawyer! 🧑🏻‍💻

i hope you continue to follow my journey as I share more tech law practice tips (whether i have a full set of hair on my head or not)! 🙃

These appointments will help me continue my strong interest in helping lawyers, judges, and legal practitioners in the areas of law practice management and technology.  I’m eager to contribute to these vital initiatives with LPD and share them with you, the readers of The Tech-Savvy Lawyer.Page and listeners of The Tech-Savvy Lawyer.Page Podcast!

Thank you for your continued support. I look forward to sharing more updates on this exciting journey!

Monday Morning Humor: Don't Be the 'Ctrl + Alt + Deleted' IT Person: Funny Tech Tip for Lawyers! 😉

Don't Be the 'Ctrl + Alt + Deleted' IT Person!

In today's tech-driven world, lawyers often double as their own IT person.

But let's not end up like this unfortunate "I.T. Guy" whose tombstone reads "Ctrl + Alt + Deleted."

Mastering tech is essential, but remember: your goal is to thrive in the digital age, not crash and burn. 🤪

My Two Cents: AI vs. Traditional Web Searches: A New Era for Legal Professionals

Will AI Searches Replace Traditional Web Searches?

WIll lawyers no longer have to struggle with multiple tabs and stacks of legal books as AI may rid the time-consuming nature of traditional web searches?

The advent of AI-driven search engines like ChatGPT*, Perplexity.AI* and Google Gemini has sparked discussions about the future of traditional web searching. These AI systems promise to revolutionize how information is accessed, but will they completely replace traditional search engines? More importantly, how will this shift impact the legal profession? 🧐

The Rise of AI in Search

AI search engines leverage advanced language models to provide more intuitive and conversational search experiences. Unlike traditional search engines that rely on keyword matching, AI searches can understand context and nuances, offering more precise and relevant results. This capability allows users to obtain direct answers without sifting through multiple links, potentially reducing the need for traditional web searches.

Impact on the Legal Profession

For lawyers, the shift towards AI-driven search engines presents both opportunities and challenges:

An AI-powered search engine can provide instant, precise results, allowing lawyers to focus on strategic tasks rather than sifting through endless information.

  • Efficiency and Speed: AI tools can significantly reduce the time required for legal research by providing quick and accurate answers. This can enhance productivity and allow lawyers to focus more on strategic tasks rather than routine research.

  • Access to Information: AI systems can democratize access to legal information, making it easier for individuals to obtain legal advice without professional help. This could lead to an increase in pro se litigants, challenging the traditional lawyer-client dynamic.

  • Quality of Information: While AI systems can provide quick answers, the quality and reliability of these answers can vary. Lawyers must remain vigilant about verifying AI-generated information, as inaccuracies could have serious legal implications.

Challenges and Considerations

  • Ethical and Privacy Concerns: The use of AI in legal research raises ethical questions, particularly regarding data privacy and the potential for bias in AI-generated outputs. Lawyers must ensure that AI tools comply with legal standards and ethical guidelines. 

  • Dependence on Technology: As AI becomes more integrated into legal practices, there is a risk of over-reliance on technology. Lawyers should maintain their critical thinking and analytical skills to interpret AI outputs effectively. 

  • Impact on Employment: The automation of routine legal tasks through AI could lead to job displacement within the legal sector. However, it could also create new roles focused on managing and interpreting AI tools.

Lawyers must remain vigilant about verifying AI-generated information, as inaccuracies could have serious legal implications!

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Lawyers must remain vigilant about verifying AI-generated information, as inaccuracies could have serious legal implications! 🚨

Preparing for the Future 

The New Legal Professional will likely have to Combine AI-driven efficiency with essential human skills like empathy and nuance.

Lawyers should take proactive steps to adapt to this technological evolution:

  • Embrace AI Tools: Understanding and integrating AI tools into legal practice can enhance efficiency and competitiveness. Familiarity with AI technologies will be crucial for future legal professionals.

  • Continuous Learning: It is essential to stay informed about advancements in AI and their implications for the legal field. Continuous professional development will help lawyers navigate the changing landscape.

  • Focus on Human Skills: While AI can handle routine tasks, human skills like empathy, negotiation, and complex problem-solving remain irreplaceable. Lawyers should focus on these areas to provide value beyond what AI can offer.

AI-driven search engines are poised to transform how information is accessed and utilized in the legal profession. While they offer numerous benefits, they also present challenges that require careful consideration. By embracing AI tools while maintaining a critical approach to their outputs, lawyers can harness the potential of AI to enhance their practice and better serve their clients.

Happy Lawyering!

MTC

My Two Cents: Lessons from ABA's Formal Opinion 512 - A Follow-Up!

there will be many Collaborative discussions on ABA Formal Opinion 512's impact on legal practice!

This post is a follow-up to last week's editorial on my experience with the AI sessions at the American Bar Association's (ABA) 2024 Annual meeting. Today, I'll delve deeper into ABA's Formal Opinion 512 and explore its implications for legal practitioners.

Building on Prior Model Rules

ABA's Formal Opinion 512 builds on several foundational Model Rules of Professional Conduct. These include:

 Breakdown of ABA Formal Opinion 512 

Tech-savvy lawyer reviews ethical implications of AI under ABA Opinion 512.

 1. Competence

Formal Opinion 512 emphasizes that competence in legal practice now extends to a lawyer's understanding and use of technology. Lawyers must stay informed about changes in technology that affect their practice areas. This includes:

  • Understanding AI Capabilities: Lawyers must understand the capabilities and limitations of AI tools they use.

  • Continuing Education: Lawyers should engage in ongoing education about technological advancements relevant to their practice.

 2. Confidentiality

The opinion underscores the importance of maintaining client confidentiality when using AI tools. Key points include:

  • Risk Assessment: Lawyers must assess the risks associated with using AI tools, particularly concerning data security and privacy.

  • Vendor Due Diligence: Lawyers should conduct due diligence on AI vendors to ensure they comply with confidentiality obligations.

Lawyers will be Debating AI ethics and compliance for the foreseeable future!

 3. Supervision

Lawyers are responsible for supervising the AI tools and ensuring they are used ethically. This includes:

  • Oversight: Lawyers must oversee the AI tools to ensure they are used appropriately and do not compromise ethical standards.

  • Accountability: Lawyers remain accountable for the outcomes of AI-assisted tasks, ensuring that AI tools do not replace human judgment.

 4. Communication

Effective communication with clients about the use of AI is crucial. Lawyers should:

  • Inform Clients: Clearly inform clients about the use of AI tools in their cases.

  • Obtain Consent: Obtain informed consent from clients regarding the use of AI, especially when it involves sensitive data.

ABA's Formal Opinion 512 signals that AI is now essential in legal practice, but it also underscores the importance of maintaining ethical standards when using it.

Final Thoughts

ABA's Formal Opinion 512 is a significant step in ensuring that lawyers remain competent and ethical in an increasingly digital world. By emphasizing the need for technological proficiency, confidentiality, supervision, and clear communication, the ABA reinforces that staying updated with technology is not optional—it's a matter of maintaining one's bar license. Lawyers must embrace these guidelines to provide the best possible representation in the modern legal landscape.

Lawyers who do not keep up with the evolving AI landscape will be left behind by those who do!

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Lawyers who do not keep up with the evolving AI landscape will be left behind by those who do! 🚨

Episode 93, Part II, Revolutionizing Law Practice. How Alexander Pakin Leverages Tech 🖥️ for Legal Success!

In this second part of our conversation with Alexander Paykin, we dive deeper into the practical applications of technology in modern law practice. As a tech-savvy commercial litigator and managing director of The Law Office of Alexander Paykin, P.C., he shares invaluable insights on leveraging cutting-edge tools to enhance legal services.

Paykin explores the transformative power of cloud computing in law firms, discussing its benefits for collaboration and accessibility while addressing critical security concerns. He offers practical advice on implementing robust cybersecurity measures to protect sensitive client data and maintain ethical standards in the digital age.

Drawing from his experience and involvement with bar associations, Paykin provides actionable strategies for attorneys to streamline operations, improve client service, and drive growth through technology. He also looks ahead to emerging technologies shaping the future of legal practice.

This episode is a must-listen for attorneys seeking to harness technology's potential to stay competitive and deliver superior outcomes for clients in an ever-evolving legal landscape.

We discuss the following question and more!

  1. What are the top three ways cloud computing has changed the way Alex's practice law?

  2. What are the top three cybersecurity concerns that lawyers should be aware of when using cloud-based services?

  3. What are the top three ways Alex sees technology continuing to shape the legal profession in the coming years?

Bonus question: What advice would you give to attorneys who are looking to adopt new technologies in their practice?

In this episode, we cover:

[02:15] - Cloud computing in law practice
[06:30] - Cybersecurity concerns and best practices for law firms
[11:45] - Client communication and collaboration tools
[15:30] - The future of legal technology and emerging trends
[20:00] - Advice for attorneys looking to adopt new technologies
[24:15] - The importance of continuous learning in legal tech
[28:00] - Closing thoughts and contact information for Alexander Paykin

RESOURCES

Connect with Alexander

Hardware mentioned:

Software mentioned: