UPCOMING

Moving from Pilot to Practice: Governing Legal AI After the Tool Is Approved

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24 Sep, 2026 | 
12:00pm EDT
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60mins
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Virtual event
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1.0 CLE Ethics Credit

 In this free interactive continuing legal education (CLE) course, participants will explore the professional responsibility obligations that arise after generative AI tools move from pilot to everyday legal practice. Through ABA ethics rules and opinions, evolving state guidance, and recent judicial decisions, the panel will examine how legal departments can govern AI-assisted work while meeting duties of competence, candor, confidentiality, supervision, and independent professional judgment. 

Using ABA Model Rules, Formal Opinion 512, evolving state bar guidance, and recent judicial decisions involving AI-generated legal work, we’ll unpack how attorneys can responsibly oversee AI-assisted work in practice. Participants will explore issues including verification of AI output, hallucinated authorities, confidentiality and privilege, supervision of nonlawyer and autonomous systems, and the growing divergence in AI guidance across jurisdictions.

The session will also examine practical approaches to governing AI at scale, including risk-based human review, documentation and audit trails, escalation processes, outside counsel guidelines, and controls for agentic AI systems. We’ll discuss how legal departments can build governance frameworks that remain defensible as AI capabilities, ethical guidance, and regulatory expectations continue to evolve.

The program will conclude with practical considerations for demonstrating reasonable supervision and responsible AI use, followed by an audience Q&A.

Agenda

Approval Is the Beginning of Governance

  • Moving from supervised AI pilots to enterprise-wide use
  • Why lawyers remain responsible for AI-assisted work
  • The professional responsibility duties that continue after deployment

Competence & the Evolving Rules

  • Model Rule 1.1 and ABA Formal Opinion 512
  • Emerging and diverging state bar guidance
  • Keeping governance current as AI technology and regulation evolve

Verification & Candor

  • Verifying AI-generated legal research, citations, and factual assertions
  • Lessons from recent cases involving fabricated or inaccurate AI output
  • Calibrating human review based on legal risk

Supervision & Autonomous AI

  • Supervisory duties under Model Rules 5.1 and 5.3
  • Preserving independent professional judgment
  • Governing agentic AI and increasingly autonomous legal workflows

Confidentiality, Privilege & Disclosure

  • Protecting confidential and privileged information when using AI
  • Evaluating vendor, retention, and data-use risks
  • Client disclosure and outside counsel considerations

Documentation, Escalation & Defensibility

  • Documenting responsible AI governance and supervision
  • Establishing escalation paths for high-risk AI output
  • Managing audit logs, retention, preservation, and discoverability

Q&A

  • Audience questions and practical takeaways

Speakers

David O'Hara
David O'Hara
Lawyer
Axiom

David O’Hara is an experienced attorney and legal transformation leader with more than 20 years of experience advising organizations on commercial transactions, legal operations, technology, and emerging areas of legal practice. His career spans in-house leadership, legal consulting, and complex technology-focused engagements, including serving as General Counsel and as a Director in PwC’s Legal Business Solutions practice.

David has extensive experience at the intersection of law and technology, advising on technology transactions, intellectual property, data sharing, autonomous vehicles, and legal technology implementation. He has also led AI-focused legal projects, including training and evaluating AI-powered contract review tools and helping legal teams integrate technology into their workflows and operating models. David earned his J.D. from Wayne State University and his B.A. from the University of Michigan.

 

Register for Free


This is a 60-minute CLE program offering up to 1.0 CLE ethics credit. Check your state's accreditation status and requirements here.

 

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Agenda

Approval Is the Beginning of Governance

  • Moving from supervised AI pilots to enterprise-wide use
  • Why lawyers remain responsible for AI-assisted work
  • The professional responsibility duties that continue after deployment

Competence & the Evolving Rules

  • Model Rule 1.1 and ABA Formal Opinion 512
  • Emerging and diverging state bar guidance
  • Keeping governance current as AI technology and regulation evolve

Verification & Candor

  • Verifying AI-generated legal research, citations, and factual assertions
  • Lessons from recent cases involving fabricated or inaccurate AI output
  • Calibrating human review based on legal risk

Supervision & Autonomous AI

  • Supervisory duties under Model Rules 5.1 and 5.3
  • Preserving independent professional judgment
  • Governing agentic AI and increasingly autonomous legal workflows

Confidentiality, Privilege & Disclosure

  • Protecting confidential and privileged information when using AI
  • Evaluating vendor, retention, and data-use risks
  • Client disclosure and outside counsel considerations

Documentation, Escalation & Defensibility

  • Documenting responsible AI governance and supervision
  • Establishing escalation paths for high-risk AI output
  • Managing audit logs, retention, preservation, and discoverability

Q&A

  • Audience questions and practical takeaways