The Canadian Membership Caucus is for the Canadian membership of the American Association for Justice (AAJ) to share information respecting the rights of Canadians in the civil justice system and other national legal issues, to provide legal education relevant to Canadian members in conjunction with AAJ Conventions and to further the objectives of AAJ through the Canadian Membership Caucus.

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Self-Paced Online

Ethics of AI for Litigators

Competence, Confidentiality, Candor, and Security

Published by Indiana Trial Lawyers Association
and Canadian Caucus of AAJ
Learning Objectives
  • A clear checklist for ethical, secure AI use across common use cases such as research, drafting, record summarization, and analytics
  • What must be verified by a human, when informed consent is required, and how to disclose and bill fairly
  • Safety and security essentials, including dataset and prompt redaction, secure settings, and access controls
  • Model language for engagement terms, an internal AI policy, and incident response basics
  • A billing and disclosure approach that avoids fee and candor pitfalls, plus a vendor vetting worksheet
  • A 15-minute implementation plan you can run with your team the next day



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$79 USD for Member
$99 USD for Non-member

Duration: 90 minutes

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Summary

AI is here, and clients, courts, and counsel are noticing. Generative AI can speed research and drafting, but it also raises material ethics, safety, and security risks. This practical CLE shows you how to use AI effectively while staying compliant with ethical duties of competence, confidentiality, client communication, candor, supervision, fees, and protecting client data.

Matt Schad translates ethics rules into concrete practices for day to day lawyering with AI. He maps core duties—competence, confidentiality, client communication, candor to tribunals, supervision, and reasonable fees—to common use cases like research, drafting, record summarization, and analytics. You’ll learn what must be verified by a human, when informed consent is required, and how to disclose and bill fairly. He will also cover safety and security essentials: zero retention vs. training models, dataset and prompt redaction, secure settings, access controls, vendor due diligence, and incident response basics. You will leave with simple policy clauses, a defensible logging practice, and a 15 minute implementation plan you can run with your team the next day.
 

SWOD-27013

Presenters
Matthew J. Schad
Partner - Schad & Schad

Matt Schad is an Martindale-Hubbell  AV-rated plaintiff’s trial attorney handling serious injury and death cases, including... Read More


Originally Published
February 10, 2026

Program Titles and Supporting Materials
This program contains the following components:

  • Media Files
  • Ethics of AI for Litigators - Video

  • Downloadable Files
  • Ethics of AI for Litigators - Handout

How To Attend
Join the self-paced program from your office, home, or hotel room using a computer and high speed internet connection. You may start and stop the program at your convenience, continue where you left off, and review supporting materials as often as you like. Please note: Internet Explorer is no longer a supported browser. We recommend using Google Chrome, Mozilla Firefox or Safari for best results.

Technical Requirements
You may access this course on a computer or mobile device with high speed internet (iPhones require iOS 10 or higher). Recommended browsers are Google Chrome or Mozilla Firefox.

Credit
If applicable, you may obtain credit in multiple jurisdictions simultaneously for this program (see pending/approved list below). If electing credit for this program, registrants in jurisdictions not listed below will receive a Certificate of Completion that may or may not meet credit requirements in other jurisdictions. Where applicable, credit will be only awarded to a paid registrant completing all the requirements of the program as determined by the selected accreditation authority.

 Click on jurisdiction for specific details  
AL, AZ, CA, DE, FL, KY, MO, MT, NC, NH, NM, NV, OK, OR, SC, SK, UT, WI, WY


Refund Policy
SeminarWeb and Canadian Caucus of AAJ programs are non-refundable.

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