📢 Shout Out! ILTACON 2025 Recap: AI Revolution, Cybersecurity Imperatives, and the Exciting Legal Tech Future!

🎉 Three Game-Changing Highlights from Legal Technology's Premier Event!

Iltacon - The only peer-created and led conference for legal technology professionals.

The corridors of the Gaylord National Resort & Convention Center just outside Washington, DC were buzzing with an energy as one fellow reporter aptly put it was the most excitement he’d seen at ILTACON in years – and the catalyst was undeniably artificial intelligence.

With over 4,000 legal professionals from 30 different countries converging in National Harbor, Maryland, from August 10-14, ILTACON 2025 delivered an unprecedented showcase of innovation. The numbers tell the story: over 225 vendors and over 80 educational sessions created a treasure trove of legal technology advancements that had attorneys and IT professionals equally captivated.

🚀 Highlight #1: AI Takes Center Stage – From Pilots to Production

The shift from AI experimentation to implementation was unmistakable. Harvey, iManage, Thomson Reuters, and Litera weren't just talking about AI anymore – they were demonstrating working solutions and real-world results.

AI agents emerged as the breakout stars. These sophisticated systems move beyond simple chatbots to become "digital colleagues" that can plan, reason, and execute complex legal tasks autonomously. The "Orchestrating Intelligence: AI Agents in the Legal Space" session showcased how these tools amplify human capabilities rather than replace them, with speakers noting that agents will be able to do much more, but with a better quality output.

iltacon was ready for it 4000+ attendees from 30+ countries!

Knowledge Management experienced a renaissance. The "KM Roundtable: Embracing the New Wave of Knowledge Management" revealed that KM professionals have become the unsung heroes of AI implementation. Without proper content governance and data structure, even the most advanced AI tools fall flat. KM teams are shifting from maintaining knowledge bases to orchestrating AI workflows and ensuring data quality.

Interoperability standards like the Model Context Protocol (MCP) are breaking down data silos. These developments signal a future where AI tools can seamlessly integrate across platforms without costly custom development.

Real-world applications dominated discussions. Sessions demonstrated concrete time savings: customers reported 50-70% time savings reaching early drafts with better consistency, while legal research showed 60%+ time savings while discovering new arguments in cross-jurisdictional litigation. The "Charting Your Search Journey in the Age of AI" session emphasized how precedent research has evolved from "finding a needle in a haystack" to having a "haystack full of needles".

🔒 Highlight #2: Cybersecurity Rises to Critical Priority

The cybersecurity focus was evident throughout the conference, with sessions like "Emerging Cybersecurity Threats in Legal Tech" and "The Yin & Yang of Cybersecurity in eDiscovery" drawing significant attendance. These sessions addressed how sophisticated cybersecurity threats present new challenges for legal organizations, from AI-driven attacks to vulnerabilities in emerging technologies.

Reporting on iltacon2025 from Gaylord National Resort & Convention Center just outside Washington, DC!

AI Ethics in Legal Writing emerged as a critical intersection between technology adoption and professional responsibility. Ivy Grey of WordRake, recognized as an Influential Woman in Legal Tech by ILTA, led compelling discussions about the ethical implications of using generative AI in legal writing. Her panel explored how lawyers can maintain ethical obligations while leveraging AI tools for document creation, emphasizing the importance of verification, maintaining independent judgment, and ensuring client confidentiality when using AI-assisted writing tools.

Security-AI integration discussions addressed prompt injection attacks, data leakage prevention, and the challenge of educating clients about AI security measures. The "Getting the Most from M365 Copilot: The Do's & Don'ts" session provided practical frameworks for rolling out AI tools while maintaining security protocols.

Document management security revealed concerning trends. Sessions highlighted how firm knowledge is scattered across OneDrive, SharePoint, Teams, and personal folders, making it difficult to locate and use effectively. Security by obscurity no longer works, as AI tools like Copilot can surface documents that were previously hidden by poor organization rather than true security measures.

🔮 Highlight #3: The Future-Forward Mindset Revolution

Keynote speaker Reena SenGupta challenged the industry with her "seven evolutions" framework, urging legal professionals to think of law firms as living organisms rather than rigid hierarchies. Her fungal network metaphor resonated deeply – emphasizing how technology professionals serve as the connective tissue enabling knowledge flow throughout organizations.

Predictive capabilities are replacing reactive approaches. SenGupta showcased how firms are moving from precedent to prediction, with examples like DLA Piper's "Compliance-as-a-Service" product that uses AI to spot minor compliance issues before they become major problems, and Paul Hastings restructuring their white-collar investigations practice around AI-powered anomaly detection.

ILTACON2025 is celebrating 45 years!

The billable hour debate intensified. The "Bill(AI)ble Hours: The Debate Continues" session explored how AI's efficiency gains might fundamentally alter legal economics, with the audience showing more support for alternative fee arrangements (AFAs) than opposition. The discussion centered on capturing value creation rather than time tracking, though the majority agreed the billable hour wouldn't disappear within the next five years.

Multidisciplinary integration emerged as essential rather than optional. SenGupta described the breakdown of the divide between legal and non-legal roles, citing examples like White & Case's integration of project managers into client teams and DLA Piper's consulting unit working hand-in-glove with lawyers. These cross-functional teams are becoming critical for delivering client value.

🎯 Strategic Takeaways for Legal Professionals

For Solo and Small Firms: While ILTACON traditionally targets larger firms, this year's vendor presentations often included scalable solutions. The key insight? Start with AI tools that integrate with existing workflows rather than requiring complete system overhauls.

For Mid-Size Firms: Investment in knowledge management infrastructure emerged as the critical success factor. The KM Roundtable revealed that firms implementing AI without proper data governance struggle to achieve meaningful results.

For Large Firms: Change management and user adoption dominated discussions. Technical capability matters less than organizational readiness to embrace new workflows. The overview from these sessions is that robust workflows and a positive organizational culture are essential building blocks for effective AI adoption.

🔧 Practical Implementation Insights

The most valuable sessions provided actionable frameworks rather than theoretical discussions. The "Actionable AI Strategy & Policy" session offered specific methodologies for balancing governance with flexibility, with speakers emphasizing the need for a mellable but strong foundational governance policy.

Vendor interactions proved particularly valuable. The exhibit hall's "Pirate's Bounty" theme encouraged exploration, and many attendees reported discovering solutions through peer recommendations rather than vendor pitches.

Technology evaluation challenges were evident. The KM Roundtable revealed "POC fatigue" as teams try to evaluate numerous AI tools while managing regular workloads, with general skepticism about which tools will have longevity.

🚢 Looking Ahead: Charting the Course

It was great catching up with The Tech-Savvy Lawyer.Page Podcast Guest (Ep. 109) Jacqueline Schafer, Founder and CEO of Clearbrief!

ILTACON 2025 demonstrated that legal technology has moved from experimental to operational. The questions are no longer "Can AI help lawyers?" but rather "How do we implement AI responsibly and effectively?"

The excitement was palpable – and justified. For technology professionals in law, this represents a career-defining moment where their expertise directly impacts firm competitiveness and client service quality.

As we navigate these transformative waters, remember that the real treasure isn't the technology itself. It's the enhanced client service, improved efficiency, and competitive advantages these tools provide when properly implemented.

Next year's ILTACON promises to build on this momentum. Mark your calendars now – this is where the legal profession's technological future gets written, one innovation at a time.

Ready to implement what you learned at ILTACON 2025? Subscribe to The Tech-Savvy Lawyer.Page for ongoing insights and practical guidance on legal technology adoption.

Why Are Lawyers Still Failing at AI Legal Research? The Alarming Rise of AI Hallucinations in Courtrooms 🚨⚖️

lawyers avoid sanctions - check your work!

The legal profession stands at a crossroads: Artificial intelligence (AI) offers unprecedented speed and efficiency in legal research, yet lawyers across the country (and even around the world, like our neighbor to the north) continue to make costly mistakes by over-relying on these tools. Despite years of warnings and mounting evidence, courts are now sanctioning attorneys for submitting briefs filled with fake citations and non-existent case law. Let’s examine where we are today:

The Latest AI Legal Research Failures: A Pattern, Not a Fluke

Within the last month, the legal world has witnessed a series of embarrassing AI-driven blunders:

  • $31,000 Sanction in California: Two major law firms, Ellis George LLP and K&L Gates LLP, were hit with a $31,000 penalty after submitting a brief with at least nine incorrect citations, including two to cases that do not exist. The attorneys used Google Gemini and Westlaw’s AI features but failed to verify the output-a mistake that Judge Michael Wilner called “inexcusable” for any competent attorney.

  • Morgan & Morgan’s AI Crackdown: After a Wyoming federal judge threatened sanctions over AI-generated, fictitious case law, the nation’s largest personal injury firm issued a warning: use AI without verification, and you risk termination.

  • Nationwide Trend: From Minnesota to Texas, courts are tossing filings and sanctioning lawyers for AI-induced “hallucinations”-the confident generation of plausible but fake legal authorities.

These are not isolated incidents. As covered in our recent blog post, “Generative AI vs. Traditional Legal Research Platforms: What Modern Lawyers Need to Know in 2025,” the risks of AI hallucinations are well-documented, and the consequences for ignoring them are severe.

The Tech-Savvy Lawyer.Page: Prior Warnings and Deep Dives

lawyers need to confirm all of their citations generative ai or not!

I’ve been sounding the alarm on these issues for some time. In our November 2024 review, “Lexis+ AI™️ Falls Short for Legal Research,” I detailed how even the most advanced legal AI platforms can cite non-existent legislation, misinterpret legal concepts, and confidently provide incorrect information. The post emphasized the need for human oversight and verification-a theme echoed in every major AI research failure since.

Our “Word of the Week” feature explained the phenomenon of AI “Hallucinations” in plain language: “The AI is making stuff up.” We warned attorneys that AI tools are not ready to write briefs without review and that those who fail to learn how to use AI properly will be replaced by those who do.

For a more in-depth discussion, listen to our podcast episode "From Chatbots to Generative AI – Tom Martin explores LawDroid's legal tech advancements with AI", where we explore how leading legal tech companies are addressing the reliability and security concerns of AI-driven research. Tom’s advice? Treat AI as a collaborator, not an infallible expert, and always manage your expectations about its capabilities.

Why Do These Mistakes Keep Happening? 🤔

  1. Overtrust in AI Tools
    Despite repeated warnings, lawyers continue to treat AI outputs as authoritative. As detailed in our November 2024 editorial, MTC/🚨BOLO🚨: Lexis+ AI™️ Falls Short for Legal Research!, and January 2025 roundup of AI legal research platforms, Shout Out to Robert Ambrogi: AI Legal Research Platforms - A Double-Edged Sword for Tech-Savvy Lawyers 🔍⚖️, even the best tools, e.g., Lexis+AI, Westlaw Precision AI, vLex's Vincent AI, produce inconsistent results and are prone to hallucinations. The myth of AI infallibility persists, leading to dangerous shortcuts.

  2. Lack of AI Literacy and Verification
    Many attorneys lack the technical skills to critically assess AI-generated research (yet have the legal research tools to check their work, i.e., legal citations). Our blog’s ongoing coverage stresses that AI tools are supplements, not replacements, for professional judgment. As we discussed in “Generative AI vs. Traditional Legal Research Platforms,” traditional platforms still offer higher reliability, especially for complex or high-stakes matters.

  3. Inadequate Disclosure and Collaboration
    Lawyers often share AI-generated drafts without disclosing their origin, allowing errors to propagate. This lack of transparency was a key factor in several recent sanctions and is a recurring theme in our blog postings and podcast interviews with legal tech innovators.

  4. AI’s Inability to Grasp Legal Nuance
    AI can mimic legal language but cannot truly understand doctrine or context. Our review of Lexis+ AI, see “MTC/🚨BOLO🚨: Lexis+ AI™️ Falls Short for Legal Research!," highlighted how the platform confused criminal and tort law concepts and cited non-existent statutes-clear evidence that human expertise remains essential.

The Real-World Consequences

lawyers don’t find yourself sanctioned or worse because you used unverified generative ai research!

  • Judicial Sanctions and Fines: Increasingly severe penalties, including the $31,000 sanction in California, are becoming the norm.

  • Professional Embarrassment: Lawyers risk public censure and reputational harm-outcomes we’ve chronicled repeatedly on The Tech-Savvy Lawyer.Page.

  • Client Harm: Submitting briefs with fake law can jeopardize client interests and lead to malpractice claims.

  • Loss of Trust: Repeated failures erode public confidence in the legal system.

What Needs to Change-Now

  1. Mandatory AI Verification Protocols
    Every AI-generated citation must be independently checked using trusted, primary sources. Our blog and podcast guests have consistently advocated for checklists and certifications to ensure research integrity.

  2. AI Literacy Training
    Ongoing education is essential. As we’ve reported, understanding AI’s strengths and weaknesses is now a core competency for all legal professionals.

  3. Transparent Disclosure
    Attorneys should disclose when AI tools are used in research or drafting. This simple step can prevent many of the cascading errors seen in recent cases.

  4. Responsible Adoption
    Firms must demand transparency from AI vendors and insist on evidence of reliability before integrating new tools. Our coverage of the “AI smackdown” comparison made clear that no platform is perfect-critical thinking is irreplaceable.

Final Thoughts 🧐: AI Is a Tool, Not a Substitute for Judgment

lawyers balance your legal research using generative ai with known, reliable legal resouirces!

Artificial intelligence can enhance legal research, but it cannot replace diligence, competence, or ethical responsibility. The recent wave of AI-induced legal blunders is a wake-up call: Technology is only as good as the professional who wields it. As we’ve said before on The Tech-Savvy Lawyer.Page, lawyers must lead with skepticism, verify every fact, and never outsource their judgment to a machine. The future of the profession-and the trust of the public-depends on it.

Shout Out to Robert Ambrogi: AI Legal Research Platforms - A Double-Edged Sword for Tech-Savvy Lawyers 🔍⚖️

The use of ai is a great starting point - but always check your work (especially your citations)!

Robert Ambrogi's recent article on LawNext sheds light on a crucial development in legal tech: the comparison of AI-driven legal research platforms. This "AI smackdown" reveals both the potential and pitfalls of these tools, echoing concerns raised in our previous editorial about Lexis AI's shortcomings.

The Southern California Association of Law Libraries' panel, featuring expert librarians, put Lexis+AI, Westlaw Precision AI, and vLex's Vincent AI to the test. Their findings? While these platforms show promise in answering basic legal questions, they're not without flaws.

Each platform demonstrated unique strengths: Lexis+AI's integration with Shepard's, Westlaw Precision AI's KeyCite features, and Vincent AI's user control options. However, inconsistencies in responses to complex queries and recent legislation underscore a critical point: AI tools are supplements, not replacements, for thorough legal research.

This evaluation aligns with our earlier critique of Lexis AI, reinforcing the need for cautious adoption of AI in legal practice. As the technology evolves, so must our approach to using it.

Mark Gediman's wise words from Bob’s article serve as a fitting conclusion:

Whenever I give the results to an attorney, I always include a disclaimer that this should be the beginning of your research, and you should review the results for relevance and applicability prior to using it, but you should not rely on it as is.
— Mark Gediman

For tech-savvy lawyers, the message is clear: Embrace AI's potential, but never forget the irreplaceable value of human expertise and critical thinking in legal research. 🧠💼

MTC

MTC: AI in Legal Email - Balancing Innovation and Ethics 💼🤖

lawyers have an ethical duty when using ai in their work!

The integration of AI into lawyers' email systems presents both exciting opportunities and significant challenges. As legal professionals navigate this technological frontier, we must carefully weigh the benefits against potential ethical pitfalls.

Advantages of AI in Legal Email 📈

AI-powered email tools offer numerous benefits for law firms:

  • Enhanced efficiency through automation of routine tasks

  • Improved client service and satisfaction

  • Assistance in drafting responses and suggesting relevant case law

  • Flagging important deadlines

  • Improved accuracy in document review and contract analysis

These capabilities allow lawyers to focus on high-value work, potentially improving outcomes for clients and minimizing liabilities for law firms.

AI Email Assistants 🖥️

Several AI email assistants are available for popular email platforms:

  1. Microsoft Outlook:

    • Copilot for Outlook: Enhances email drafting, replying, and management using ChatGPT.

  2. Apple Mail:

  3. Gmail:

    • Gemini 1.5 Pro: Offers email summarization, contextual Q&A, and suggested replies.

  4. Multi-platform:

Always Proofread Your Work and Confirm Citations!

🚨

Always Proofread Your Work and Confirm Citations! 🚨

Ethical Considerations and Challenges 🚧

Confidentiality and Data Privacy

The use of AI in legal email raises several ethical concerns, primarily regarding the duty of confidentiality outlined in ABA Model Rule 1.6. Lawyers must ensure that AI systems do not compromise client information or inadvertently disclose sensitive data to unauthorized parties.

To address this:

lawyers should always check their work; especially when using AI!

  1. Implement robust data security measures

  2. Understand AI providers' data handling practices

  3. Review and retain copies of AI system privacy policies

  4. Make reasonable efforts to prevent unauthorized disclosure

Competence (ABA Model Rule 1.1)

ABA Model Rule 1.1, particularly Comment 8, emphasizes the need for lawyers to understand the benefits and risks associated with relevant technology. This includes:

  • Understanding AI capabilities and limitations

  • Appropriate verification of AI outputs (Check Your Work!)

  • Staying informed about changes in AI technology

  • Considering the potential duty to use AI when benefits outweigh risks

The ABA's Formal Opinion 512 further emphasizes the need for lawyers to understand the AI tools they use to maintain competence.

Client Communication

Maintaining the personal touch in client communications is crucial. While AI can streamline processes, it should not replace nuanced, empathetic interactions. Lawyers should:

  1. Disclose AI use to clients

  2. Address any concerns about privacy and security

  3. Consider including AI use disclosure in fee agreements or retention letters

  4. Read your AI-generated/assisted drafts

Striking the Right Balance ⚖️

To ethically integrate AI into legal email systems, firms should:

  1. Implement robust data security measures to protect client confidentiality

  2. Provide comprehensive training on AI tools to ensure competent use

  3. Establish clear policies on when and how AI should be used in client communications

  4. Regularly review and audit AI systems for accuracy and potential biases

  5. Maintain transparency with clients about the use of AI in their matters

  6. Verify that AI tools are not using email content to train or improve their algorithms

Ai is a tool for work - not a replacement for final judgment!

By carefully navigating ⛵️ these considerations, lawyers can harness the power of AI to enhance their practice while upholding their ethical obligations. The key lies in viewing AI as a tool to augment 🤖 human expertise, not replace it.

As the legal profession evolves, embracing AI in email and other systems will likely become essential for remaining competitive. However, this adoption must always be balanced against the core ethical principles that define the practice of law.

And Remember, Always Proofread Your Work and Confirm Citations BEFORE Sending Your E-mail (w Use of AI or Not)!!!

Editorial Follow Up - From Apple Intelligence’s Inaccurate News Summarization of BBC News, to BBC’s Study on AI’s Accuracy Problem: What Lawyers Must Know After this Study 📢⚖️

Lawyers must keep a critical eye on the AI they use in their work - failure to do so could lead to violations of the MRPC!

Earlier, we discussed how "Apple Intelligence, made headlines for all the wrong reasons when it generated a false news summary attributed to the BBC 📰❌”.  Now, a recent BBC study has exposed serious flaws in AI-generated news summaries, confirming what many tech-savvy lawyers feared—AI can misinterpret crucial details. This raises a significant issue for attorneys relying on AI tools for legal research, document review, and case analysis.

As highlighted in our previous coverage, Apple’s AI struggles demonstrate the risks of automated legal processes. The BBC’s findings reinforce that while AI is a valuable tool, lawyers cannot blindly trust its outputs. AI lacks contextual understanding, often omits key facts, and sometimes distorts information. For legal professionals, relying on inaccurate AI-generated summaries could lead to serious ethical violations or misinformed case strategies. (Amazingly, the sanctions I’ve reported from Texas and New York seem light thus far.)

The ABA Model Rules of Professional Conduct emphasize that lawyers must ensure the accuracy of information used in their practice. See MRPC Rule 3.3: Candor Toward the Tribunal. This means AI-assisted research should be cross-checked against primary sources. Additionally, attorneys should understand how their AI tools function—what data they use, their limitations, and potential biases. See MRPC 1.1[e].

Human oversight by lawyers over the ai they use is a cornerstone to maintaining accuracy in their and ethical compliance with the Bar!

To mitigate risks, legal professionals should:
Verify AI-generated content before using it in legal work.
Choose AI solutions designed for legal practice, not general news or business applications, e.g., LawDroid.
Stay updated on AI advancements and legal technology ethics, and stay tuned to The Tech-Savvy Lawyer.Page Blog and Podcast for the latest news and commentary on AI’s impact on the practice of law and more!
Advocate for AI transparency, ensuring tech providers disclose accuracy rates.

The legal field is evolving, and AI will continue to play a role in law practice. However, as the BBC study highlights, human oversight remains essential. Lawyers who embrace AI responsibly—without over-relying on its outputs—will be best positioned to leverage technology ethically and effectively.

MTC

AI in Government 🇺🇸/🇨🇳: A Wake-Up Call for Lawyers on Client Data Protection 🚨

Lawyers need to be Tech-savvy and analyze AI risks, cybersecurity, and data protection!

The rapid advancement of artificial intelligence (AI) in government sectors, particularly in China🇨🇳 and the United States🇺🇸, raises critical concerns for lawyers regarding their responsibilities to protect client data. As The Tech-Savvy Lawyer.Page has long maintained, these developments underscore the urgent need for legal professionals to reassess their data protection strategies.

The AI Landscape: A Double-Edged Sword 🔪

China's DeepSeek and the U.S. government's adoption of ChatGPT for government agencies have emerged as formidable players in the AI arena[1]. These advancements offer unprecedented opportunities for efficiency and innovation. However, they also present significant risks, particularly in terms of data security and privacy.

The Perils of Government-Controlled AI 🕵️‍♂️

The involvement of government entities in AI development and deployment raises red flags for client data protection. As discussed in The Tech-Savvy Lawyer.Page Podcast 🎙️ Episode "67: Ethical considerations of AI integration with Irwin Kramer," lawyers have an ethical obligation to protect client information when using AI tools.

* Remember, as a lawyer, you personally do not need to be an expert on this topic - ask/hire someone who is! MRPC 1.1 and 1.1[8]

💡

* Remember, as a lawyer, you personally do not need to be an expert on this topic - ask/hire someone who is! MRPC 1.1 and 1.1[8] 💡

Lawyers' Responsibilities in the AI Era 📚

Legal professionals must recognize that the use of AI tools, particularly those with government connections, could inadvertently expose client information to unauthorized access or use. This risk is amplified when dealing with Personally Identifiable Information (PII), which requires stringent protection under various legal and ethical frameworks.

Key Concerns for Lawyers:

  • Data Privacy: Ensure that client PII is not inadvertently shared or stored on AI platforms that may have government oversight or vulnerabilities.

  • Ethical Obligations: Maintain compliance with ethical duties of confidentiality and competence when utilizing AI tools in legal practice, as emphasized in ABA Model Rule of Professional Conduct1.6.

  • Due Diligence: Thoroughly vet AI platforms and their data handling practices before incorporating them into legal workflows.

  • Informed Consent: Obtain explicit client consent for the use of AI tools, especially those with potential government connections.

  • Data Localization: Consider the implications of data being processed or stored in jurisdictions with different privacy laws or government access policies.

Proactive Measures for Legal Professionals 🛡️

Lawyers need to be discussing their firm’s AI, cybersecurity, and client data protection strategies!

To address these concerns, The Tech-Savvy Lawyer.Page suggests that lawyers should:

  1. Implement robust data encryption and access control measures.

  2. Regularly audit and update data protection policies and practices.

  3. Invest in secure, private AI solutions specifically designed for legal use.

  4. Educate staff on the risks associated with AI and government-controlled platforms.

  5. Stay informed about evolving AI technologies and their implications for client data protection.

Final Thoughts 🧐

The rise of government-controlled AI presents a critical juncture for legal professionals, demanding a reevaluation of data protection strategies and ethical obligations. As The Tech-Savvy Lawyer.Page has consistently emphasized, lawyers must strike a delicate balance between embracing AI's benefits and safeguarding client confidentiality, in line with ABA Model Rules of Professional Conduct and evolving technological landscapes. By staying informed (including following The Tech-Savvy Lawyer.Page Blog and Podcast! 🤗), implementing robust security measures and maintaining a critical eye on these issues, legal professionals can navigate the AI revolution while upholding our paramount duty to protect client interests.

MTC

MTC: 🍎 Apple's $95M Siri Settlement - A Wake-Up Call for Legal Professionals! ⏰💼⚖️🚨

Lawyers need to remember they may have an unintended guest during their private confidential meetings!

Apple's recent $95 million settlement over privacy concerns related to its voice assistant Siri  serves as a stark reminder of the potential risks associated with AI-powered technologies in legal practice 🚨. While Apple has long championed user privacy 🛡️, this case highlights that even well-intentioned companies can face challenges in safeguarding sensitive information.

The lawsuit alleged that Siri recorded users' conversations without consent, even when not activated by the "Hey Siri" command 🎙️. This raises significant concerns for lawyers who frequently handle confidential client information 🤐. As we discussed in our recent Tech-Savvy Lawyer.Page post, "My Two Cents/BOLO: Privacy Alert for Legal Pros: Navigating Discord's Data Vulnerabilities and Maintaining Client Confidentiality on the Internet," protecting sensitive data is paramount in legal practice and extends to all forms of communication, including those facilitated by AI assistants.

Voice assistants like Siri and Amazon's Alexa have become ubiquitous in both personal and professional settings 🏠💼. Their convenience is undeniable, but legal professionals must remain vigilant about the potential privacy implications. As a CBS News report highlighted, these devices are often listening more than users realize 👂.

Key concerns for lawyers include:

lawyers need to be mindful of what electronic devices may be listening in their confidential settings!

  • Unintended data collection: Voice assistants may capture sensitive conversations, even when not explicitly activated 🔊.

  • Data security: Collected information could be vulnerable to breaches or unauthorized access 🔓.

  • Third-party sharing: Voice data might be shared with contractors or other entities for analysis or improvement purposes 🤝.

  • Lack of transparency: Users may not fully understand the extent of data collection or how it's used 🕵️‍♀️.

While Apple has taken steps to improve Siri's privacy protections, such as implementing opt-in consent for voice recording storage, legal professionals should remain cautious ⚠️. The same applies to other voice assistants like Alexa, which has faced its own share of privacy scrutiny.

To mitigate risks, lawyers should consider the following best practices:

  • Inform clients about potential privacy limitations when using voice assistants during consultations 💬.

  • Disable or physically remove smart devices from areas where confidential discussions occur 🔇.

  • Regularly review and update privacy settings on all devices and applications ⚙️.

  • Stay informed about evolving privacy policies and terms of service for AI-powered tools 📚.

confidential client information may be unintenTionally shared with the world through smart devices.

As we emphasized in our Tech-Savvy Lawyer.Page editorial, "My Two Cents: Embracing the Future: Navigating the Ethical Use of AI in Legal Practice,” and TSL.P Podcast episode “#67: Ethical considerations of AI integration with Irwin Kramer," lawyers have an ethical obligation to protect client information when using AI tools ⚖️. This duty extends to understanding and managing the risks associated with emerging technologies like AI voice assistants.

The Apple settlement serves as a reminder that even companies with strong privacy reputations can face challenges in this rapidly evolving landscape 🌐. Legal professionals must remain proactive in assessing and addressing potential privacy risks associated with AI-powered tools.

Final Thoughts

While voice assistants offer convenience and efficiency, legal professionals must approach their use with caution and a thorough understanding of the potential risks 🧠. By staying vigilant and implementing robust privacy practices, lawyers can harness the benefits of AI technology while upholding their ethical obligations to clients 🤖👨‍⚖️. A crucial drumbeat I've made on The Tech-Savvy Lawyer.Page, it's crucial to stay informed about these issues and continuously adapt our practices to protect client confidentiality in an increasingly connected world 🌍.

MTC

🎙️ Ep. 102: From Chatbots to Generative AI – Tom Martin explores LawDroid's legal tech advancements with AI.

Welcome back previous podcast guest Tom Martin, the CEO and Founder of LawDroid, a legal tech pioneer revolutionizing law firms with AI-driven solutions!

Today, Tom explains how LawDroid has evolved from classical AI to incorporating natural language and generative models. He highlights its hybrid platform, AI receptionists, and automation features. He discusses AI-driven legal research and document management, stressing accuracy through retrieval-augmented generation. Tom advises lawyers to see AI as a collaborator, not an infallible tool, and to manage expectations about its capabilities.

Join Tom and me as we discuss the following three questions and more!

  1. What are the top three ways generative AI has transformed LawDroid's offerings and operations?

  2. What are the three most critical security concerns legal professionals should consider when using AI-integrated products like LawDroid? For each situation, provide strategies to address these concerns.

  3. What are the top three things lawyers should not expect from products like LawDroid?

In our conversation, we cover the following:

[01:31] Tom's Current Tech Setup

[05:59] LawDroid's Evolution and AI Integration

[08:36] AI-Driven Features in LawDroid

[09:47] Security Concerns in AI-Integrated Legal Products

[12:45] Addressing Security and Reliability in LawDroid

[16:33] LawDroid's Legal Research and Document Management

[18:21] Expectations and Limitations of Legal AI

[20:51] Contact Information

Resources:

Connect with Tom:

Software & Cloud Services mentioned in the conversation:

MTC/🚨BOLO🚨: Lexis+ AI™️ Falls Short for Legal Research!

As artificial intelligence rapidly transforms various industries, the legal profession is no exception. However, a recent evaluation of Lexis+ AI™️, a new "generative AI-powered legal assistant" from LexisNexis, raises serious concerns about its reliability and effectiveness for legal research and drafting.

Lexis+ AI™️ gets a failing grade!

In a comprehensive review, University of British Columbia, Peter A. Allard School of Law law Professor Benjamin Perrin put Lexis+ AI™️ through its paces, testing its capabilities across multiple rounds. The results were disappointing, revealing significant limitations that should give legal professionals pause before incorporating this tool into their workflow.

Key issues identified include:

  1. Citing non-existent legislation

  2. Verbatim reproduction of case headnotes presented as "summaries"

  3. Inaccurate responses to basic legal questions

  4. Inconsistent performance and inability to complete requested tasks

Perhaps most concerning was the AI's tendency to confidently provide incorrect information, a phenomenon known as "hallucination" that poses serious risks in the legal context. For example, when asked to draft a motion, Lexis+ AI™️ referenced a non-existent section of Canadian legislation. In another instance, it confused criminal and tort law concepts when explaining causation.

These shortcomings highlight the critical need for human oversight and verification when using AI tools in legal practice. While AI promises increased efficiency, the potential for errors and misinformation underscores that these technologies are not yet ready to replace traditional legal research methods or professional judgment.

For lawyers considering integrating AI into their practice, several best practices emerge:

lawyers need to be weary when using generative ai! 😮

  1. Understand the technology's limitations

  2. Verify all AI-generated outputs against authoritative sources

  3. Maintain client confidentiality by avoiding sharing sensitive information with AI tools

  4. Stay informed about AI developments and ethical guidelines

  5. Use AI as a supplement to, not a replacement for, human expertise

Just like in the United States, Canadian law societies and bar associations are beginning to address the ethical implications of AI use in legal practice. The Law Society of British Columbia has published guidelines emphasizing the importance of understanding AI technology, prioritizing confidentiality, and avoiding over-reliance on AI tools. Meanwhile, The Law Society of Ontario has set out its own set of similar guidelines. Canadian bar ethics codes may be structured somewhat differently than the ABA Model Rules of Ethics and some of the provisions may diverge from each other, the themes regarding the use of generative AI in the practice of law ring similar to each other.

Canadian law societies and bar associations, mirroring their U.S. counterparts, are actively addressing the ethical implications of AI in legal practice. The Law Society of British Columbia has issued comprehensive guidelines that underscore the critical importance of understanding AI technology, safeguarding client confidentiality, and cautioning against excessive reliance on AI tools. Similarly, the Law Society of Ontario has established its own set of guidelines, reflecting a growing consensus on the need for ethical AI use in the legal profession.

While the structure of Canadian bar ethics codes may differ from the ABA Model Rules of Ethics, and specific provisions may vary between jurisdictions, the overarching themes regarding the use of generative AI in legal practice are strikingly similar. These common principles include:

  1. Maintaining competence in AI technologies

  2. Ensuring client confidentiality when using AI tools

  3. Exercising professional judgment and avoiding over-reliance on AI

  4. Upholding the duty of supervision when delegating tasks to AI systems

  5. Addressing potential biases in AI-generated content

Hallucinations can end a lawyers career!

This alignment in ethical considerations across North American jurisdictions underscores the universal challenges and responsibilities that AI integration poses for the legal profession. As AI continues to evolve, ongoing collaboration between Canadian and American legal bodies will likely play a crucial role in shaping coherent, cross-border approaches to AI ethics in law.

It is crucial for legal professionals to approach these tools with a critical eye. AI has the potential to streamline certain aspects of legal work. But Professor Perrin’s review of Lexis+ AI™️ serves as a stark reminder that the technology is not yet sophisticated enough to be trusted without significant human oversight.

Ultimately, the successful integration of AI in legal practice will require a delicate balance – leveraging the efficiency gains offered by technology while upholding the profession's core values of accuracy, ethics, and client service. As we navigate this new terrain, ongoing evaluation and open dialogue within the legal community will be essential to ensure AI enhances, rather than compromises, the quality of legal services.

MTC

🎙️ Ep. 100: Guest Host Carolyn Elefant Catching Up with Your Tech-Savvy Lawyer Blogger And Podcaster!

In this special 100th Episode, guest host Carolyn Elefant catches up with your tech-savvy lawyer, blogger, and podcaster. We discuss my current tech setup, how technology is changing legal practice, and the impact of AI on client communication and law work. We also discuss practical tips for using tech tools effectively to improve efficiency and strengthen client relationships.

This milestone episode is full of insights for lawyers, judges and legal practitioners looking to stay ahead in legal tech!

Join Carolyn and me as we discuss the following three questions and more!

  1. How have some of the other legal tech tools that Michael uses transformed the way that he works with clients and deliver service to them since the 50th episode?

  2. What are the challenges as well as the opportunities legal professionals who use technologies like AI, like gen AI are having and what are the implications they have for client confidentiality and data security?

  3. What are the most significant challenges and opportunities Michael has observed for legal professionals using technology to enhance client confidentiality and data security?

In our conversation, we cover the following:

[01:03] Michael's Current Tech Setup

[04:13] Legal Tech Tools and Client Communication

[07:04] Evolution of AI in Legal Practice

[09:50] Challenges and Opportunities with AI

[15:40] Practical Advice for Tech Use in Legal Practice

[21:08] Connect with Carolyn

Connect with Carolyn:

Linkedin: linkedin.com/in/carolynelefant/

Website: myshingle.com/

Resources:

Hardware mentioned in the conversation:

Software & Cloud Services mentioned in the conversation: