AI Is in the Room: Responsible Adoption of AI in Virtual Attorney-Client Conversations

Attorney-client conversations are where trust is earned and business is won. In this webinar, we’ll explore how attorneys can responsibly leverage AI during these high-stakes client conversations to improve issue-spotting, streamline follow-ups, and enhance client service—without compromising confidentiality, privilege, or professional judgment. 

This session will assess the benefits and risks of adopting both legal industry specific tools (e.g., Querious) and general purpose tools (e.g., AI note-takers and co-pilots). You’ll leave with a practical framework for evaluating AI tools used in real-time meetings, as well as a clear understanding of the ethical landscape, including guidance from ABA Formal Opinion 512 and relevant New York state bar rules and opinions. 

Whether you’re just beginning to explore AI or are ready to adopt tools that work in the flow of conversation, this session will help you think through how to use AI thoughtfully and strategically—when it matters most.

Speakers:

Hilary Bowman, CEO, Querious

Alexander Paykin, Esq., Managing Partner, Paykin Law