Beyond the AI Notetaker: How to Use AI Responsibly in Client Conversations
About this program
Client conversations are where trust is built, relationships are strengthened, and business is won. Increasingly, these conversations are attended by a third party: the AI notetaker. This program goes beyond whether attorneys can use AI in client conversations and tackles how certain AI technology can be used responsibly to support these critical moments of legal practice.
Attendees will learn how to:
- Identify AI tools designed to support client conversations
- Navigate the legal and ethical considerations surrounding their use by California attorneys
- Conduct meaningful vendor due diligence (of any AI technology); and
- Implement the technology responsibly within their practice
The program will also explore practical strategies for having better conversations, building stronger client relationships, and producing more valuable legal work. Attendees will walk away with a practical framework for evaluating, adopting, and using AI responsibly to make the most out of every client conversation.
This OnDemand CLE program earns 1 hour of General credit in California. It aired September 15, 2026 and features Hilary Bowman.
Speaker
More Law Practice Management CLEs
Easier Billing, Smarter Trust Accounting, and Faster Payments: Tips & Tricks to Reduce Clicks
Understanding the IOLTA and Other Trust Account Financial Institution Reporting
Seriously, Lighten Up How Humor and Play Make Better Lawyers
Counseling Beyond the Law: The Rise of Business Therapy
From Engagement to Enforcement: Managing Fee Disputes and Nonpayment for Attorne
CTAPP Compliance Reviews: What to Expect, Common Findings, and How You Need to Prepare
Venmo, Bitcoin, and Beyond: The Ethics of Modern Payment Methods
Ten Tips for Client Trust Accounting Compliance: What Every California Attorney
Named Best CLE Provider and Best Online CLE Provider by The Recorder in both 2025 and 2026. Built for lawyers, by lawyers, to keep you ahead.
Stream anywhere
Watch on your phone, tablet, or computer, whenever it fits your schedule.
Certificate in minutes
Your certificate is emailed automatically and saved in My BHBA+.
Track your credits
My BHBA+ shows your credits, deadlines, and progress in one place.