Substantive CLE Handouts & Practice Checklists

Download the written materials for your client files, firm policies, and your records if you request credit from your bar.

Ethics & Compliance

Comprehensive multi-point compliance checklist for satisfying ABA Formal Opinion 512 duties when utilizing generative AI in client matters.

Practice Management

The definitive five-pillar operating framework for solo practitioners and litigation boutiques to adopt AI without malpractice exposure.

Regulatory Reference

Comparative state-by-state reference matrix summarizing ethics opinions and mandatory disclosure rules from CA, NY, TX, FL, and the ABA.