MTC: Is Puerto Rico’s Professional Responsibility Rule 1.19 Really Necessary? A Technology Competence Perspective.

Is PR’s Rule 1.19 necessary?

The legal profession stands at a crossroads regarding technological competence requirements. With forty states already adopting Comment 8 to Model Rule 1.1, which mandates lawyers "keep abreast of changes in the law and its practice, including the benefits and risks associated with relevant technology," the question emerges: do we need additional rules like PR Rule 1.19?

Comment 8 to Rule 1.1 establishes clear parameters for technological competence. This amendment, adopted by the ABA in 2012, expanded the traditional duty of competence beyond legal knowledge to encompass technological proficiency. The Rule requires lawyers to understand the "benefits and risks associated with relevant technology" in their practice areas.

The existing framework appears comprehensive. Comment 8 already addresses core technological competencies, including e-discovery, cybersecurity, and client communication systems. Under Rule 1.1 (Comment 5), legal professionals must evaluate whether their technological skills meet "the standards of competent practitioners" without requiring additional regulatory layers.

However, implementation challenges persist. Many attorneys struggle with the vague standard of "relevant technology". The rule's elasticity means that competence requirements continuously evolve in response to technological advancements. Some jurisdictions, like Puerto Rico (see PR’s Supreme Court’s Order ER-2025-02 approving adoption of its full set of Rules of Professional Conduct, have created dedicated technology competence rules (Rule 1.19) to provide clearer guidance.

The verdict: redundancy without added value. Rather than creating overlapping rules, the legal profession should focus on robust implementation of existing Comment 8 requirements. Enhanced continuing legal education mandates, clearer interpretive guidance, and practical competency frameworks would better serve practitioners than additional regulatory complexity.

Technology competence is essential, but regulatory efficiency should guide our approach. 🚀

TSS: Meet Our Next Tech-Savvy Saturday (July 19, 2025) Guest: Mathew Kerbis, The Subscription Attorney

Join us this Saturday, July 19, 2025, at 12 PM EST for Tech-Savvy Saturday!

Legal innovation meets technology with Matt Kerbis, founder of Subscription Attorney LLC. Matt leads the charge to end the billable hour by offering predictable, affordable legal services starting at $19.99/month. With expertise in AI tools like Paxton, NotebookLM Pro, Perplexity, and Descript, Matt empowers attorneys to embrace efficient, client-centered models. Matt hosts the Law Subscribed podcast and is celebrated by the ABA for innovation. Don’t miss this industry-changing session—unlock how to become your own “subscription attorney”!

Don’t miss this industry-changing session—unlock how to become your own “subscription attorney”!

👉 Sign up here for the free webinar!

👉 Sign up here to stay abreast of Tech-Savvy Saturdays News!

SEE YOU THIS SATURDAY!!!

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SEE YOU THIS SATURDAY!!! 🎙️

🎙️ Bonus Episode: TSL Lab’s Notebook.AI Commentary on June 23, 2025, TSL Editorial!

Hey everyone, welcome to this bonus episode!

As you know, in this podcast we explore the future of law through engaging interviews with lawyers, judges, and legal tech professionals on the cutting edge of legal innovation. As part of our Labs initiative, I am experimenting with AI-generated discussions—this episode features two Google Notebook.AI hosts who dive deep into our latest Editorial: "Lawyers, Generative AI, and the Right to Privacy: Navigating Ethics, Client Confidentiality, and Public Data in the Digital Age." If you’re a busy legal professional, join us for an insightful, AI-powered conversation that unpacks the editorial’s key themes, ethical challenges, and practical strategies for safeguarding privacy in the digital era.

Enjoy!

In our conversation, the "Bots" covered the following:

00:00 Introduction to the Bonus Episode

01:01 Exploring Generative AI in Law

01:24 Ethical Challenges and Client Confidentiality

01:42 Deep Dive into the Editorial

09:31 Practical Strategies for Lawyers

13:03 Conclusion and Final Thoughts

Resources:

Google Notebook.AI - https://notebooklm.google/

🎙️ Ep. 114: Unlocking Legal Innovation: AI And IP With Matthew Veale of Patsnap

Our next guest is Matthew Veale, a European patent attorney and Patsnap's Professional Systems team member. He introduces the AI-powered innovation intelligence platform, Patsnap. Matthew explains how Patsnap supports IP and R&D professionals through tools for patent analytics, prior art searches, and strategic innovation mapping.

Furthermore, Matthew highlights Patsnap's AI-driven capabilities, including semantic search and patent drafting support, while emphasizing its adherence to strict data security and ISO standards. He outlines three key ways lawyers can leverage AI—note-taking, document drafting, and creative ideation—while warning of risks like data quality, security, and transparency.

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

  1. What are the top three ways IP and R&D lawyers can use Patsnap's AI to help them with their work?

  2. What are the top three ways lawyers can use AI in their day-to-day work, regardless of the practice area?

  3. What are the top three issues lawyers should be wary of when using AI?

In our conversation, we covered the following:

[01:07] Matthew Tech Setup

[04:43] Introduction to Pat Snap and Its Features

[13:17] Top Three Ways Lawyers Can Use AI in Their Work

[17:29] Ensuring Confidentiality and Security in AI Tools

[19:24] Transparency and Ethical Use of AI in Legal Practice

[22:13] Contact Information

Resources:

Connect with Matthew:

Hardware mentioned in the conversation:

Software & Cloud Services mentioned in the conversation:

🎙️ Ep. 113 - How Seth Price Scaled a 50-Lawyer Firm and Digital Agency: Tech, Cloud, and the Future of Legal Marketing!

Seth Price, founding partner of Price Benowitz LLP and CEO of BluShark Digital, shares deep insights on leveraging technology to scale law firms. He highlights Salesforce, Clio, and Smart Advocate as essential tools, discussing their specific roles in case management and marketing automation. Seth outlines the evolution of digital marketing for lawyers, stressing the importance of content, links, and local reviews in SEO strategy. He offers tips for interpreting Google Analytics and staying ahead of algorithm changes. Concluding with advice on future-proofing practices, Seth urges law firm leaders to invest in adaptive tech stacks and remain inquisitive amid rapid innovation.

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

  1. What are the top three pieces of tech, software, or hardware you use to scale price benefits from a two-person firm to over 50 attorneys?

  2. What are the top three ways you've seen digital marketing change for lawyers, and can you give us a tip for each one?

  3. What are your top three tips for law firm leaders looking to future-proof their practices amid rapid technological change?

In our conversation, we cover the following:

[01:23] Seth's Tech Setup

[09:50] Top Three Tech Tools for Scaling Price Benefits

[11:27] Detailed Explanation of Clio and SmartAdvocate

[12:40] Digital Marketing Changes for Lawyers

[16:09] Importance of Local Search and Reviews

[19:00] Tips for Understanding Google Analytics

[25:13] Final Tips for Future-Proofing Law Firms

Resources:

Connect with Seth:

Hardware mentioned in the conversation:

Software & Cloud Services mentioned in the conversation:

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.

🎙️ Ep. 108: Women Leading Legal Tech: Sonya Palmer on AI, Apple Setup And Essential Tools.

Our next guest is Sonya Palmer, COO of Rankings.io and host of the LawHer podcast.

Today, Sonya shares her expertise on women's roles in legal tech, AI-powered marketing, and optimizing workflows within the Apple ecosystem. She addresses common misconceptions about women in law and technology, offers top tech tips for using social media to grow a legal practice, and highlights frequent mistakes professionals make when adopting AI. Sonya also provides practical advice for disconnecting from work, especially for attorneys, and explores how men and women approach tech-based disconnection differently.

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

  1. It's an interesting fact that more women than men play video games. What are the top three misconceptions people have about women in technology and the practice of law?

  2. What are our guest's top three tech tips for using social media to promote a law practice?

  3. What are our guest's top three tech tips for disconnecting from work to get peace of mind while maintaining oversight of the practice? Is there a difference between how men and women better disconnect? If so, what are the top three differences and top three similarities between the two?

In our conversation, we cover the following:

[00:56] Sonya's Tech Setup

[06:15] Misconceptions About Women in Technology and Law

[08:07] Tech Tips for Social Media Promotion in Law Practice

[12:30] Common Errors in Using AI for Marketing

[16:03] Tech Tips for Disconnecting from Work

[20:54] Differences and Similarities in Disconnecting for Men and Women

[22:35] Contact Information

Resources:

Connect with Sonya:

Podcasts Mentioned in the episode:

Hardware mentioned in the conversation:

Software & Cloud Services mentioned in the conversation:

Tip of the Day! 💡 20 Affordable Gifts (10 tech and 10 non-tech) for Tech-Savvy Lawyers: Top Picks Under $50 for 2024 💼💻🎁

Time to find holiday gifts 🎁 that won’t break the bank for your favorite tech-savvy lawyer! 💻✨

As we approach the holiday season 🎄🎁, finding the perfect gift for the tech-savvy lawyer in your life can be a challenge 🤔. To help you navigate this task, I’ve compiled a list of top ten tech gifts 💻🔧 and ten non-tech gifts 📚☕ under $50 that are sure to delight any legal professional with a penchant for technology 👨‍⚖️👩‍⚖️. Whether it's for your boss 👔, colleague 🤝, or significant other 💑, these selections are inspired by the latest trends and discussions from The Tech-Savvy Lawyer.Page blog and podcasts 🎙️ throughout 2024 📅.

Top Ten Tech Gifts Under $50 🎁💻

1. Linq Digital Business Cards 📇

These innovative digital business cards are a game-changer for networking.* With a simple tap, lawyers can share their contact information, social media profiles, and even their latest podcast episode. Perfect for conferences and client meetings.

https://buy.linqapp.com/collections/cards

2. MacSparky Monthly Subscription Gift Card 🎓

Previous podcast guest david sparks popular blog is a great resource for the tech-savvy lawyer who wants to learn more about apple devices! 👩🏻‍💻

A gift card for a month's subscription to MacSparky offers access to valuable productivity tips and tech that can help any legal professional using the Mac platform.* This resource can help lawyers streamline their workflow and stay updated on the latest tech trends in the legal industry.

https://www.macsparky.com/join/

3. Anker 633 Magnetic Battery, 10,000 mAh Foldable Wireless Portable Charger, 20W USB-C Power Delivery Power Bank with Stand, Magsafe-Compatible for iPhone 16/15/14/13/12 Series 🔋

This portable charger ensures your lawyer's devices stay powered up during long days in court, on the road in or client meetings.* Its slim design fits easily in a briefcase or pocket, providing peace of mind for those crucial moments when a dead cell phone battery could be disastrous.

Click on this link to go to Amazon as the link itself is too long! 🙃

4. Logitech Pebble M350 Wireless Mouse 🐭 🖱️

A sleek, silent mouse that's perfect for working in quiet environments like libraries or shared office spaces. Its compact design and long battery life make it ideal for lawyers who frequently work on-the-go or in various locations.

https://www.logitech.com/en-us/products/mice/pebble-2-m350s-wireless-mouse.html

5. Blue Light Blocking Glasses 👓

Help protect your lawyer's eyes during long hours of screen time with these stylish blue light blocking glasses. These can reduce eye strain and potentially improve sleep quality, essential for lawyers who often work late nights reviewing documents.

https://www.diffeyewear.com/collections/blue-light-blocking-glasses

6. Bluetooth Trackers 🔍

Show your tech-savvy colleague a little love 🎁 with a thoughtful gift that won’t break your budget! 💻

Never let your lawyer misplace their keys or bag again with these handy Bluetooth trackers:

- Apple AirTag*: Perfect for iOS users, offering seamless integration with Apple devices.

https://www.apple.com/airtag/

- Tile Mate: A versatile option compatible with both iOS and Android devices.

https://www.thetileapp.com/en-us/store/tiles/mate

7. Amazon Echo Dot (4th Gen) 🔊

This smart speaker can help manage schedules, set reminders, and even brief on the latest legal news. It's a versatile assistant for lawyers, helping them stay organized and informed hands-free. (Warning:  Check terms of service and make sure Amazon is not eavesdropping on privileged/private communication! Personally, I’d go for the Apple Air Pod* (but its $99 and didn’t meet the criteria of this list).

https://www.amazon.com/Echo-Dot/dp/B07XJ8C8F5

8. Anker PowerWave Pad Qi-Certified Wireless Charger

A fast, efficient wireless charging pad for smartphones and other Qi-enabled devices. Universally friendly to most Qi-enabled smartphones (check with the manufacture). This charger eliminates cable clutter on a lawyer's desk and ensures their devices are always ready to go.

https://www.amazon.com/Anker-PowerWave-Qi-Certified-Compatible-Fast-Charging/dp/B07DBX67NC

9. Jabra soundcore V30i 🎧

These affordable earbuds offer great sound quality for podcast listening and clear audio for calls. Perfect for lawyers who need to take confidential calls on-the-go or want to catch up on legal podcasts during their commute. 🤗

https://www.soundcore.com/products/v30i-a3873-open-ear-earbuds?ref=open-ear-headphones

10. Rocketbook Smart Reusable Notebook 📓

This eco-friendly notebook allows lawyers to digitize their handwritten notes easily. It's perfect for those who prefer handwriting but need the convenience of digital storage and organization.

https://getrocketbook.com/products/rocketbook-core

Top Ten Non-Tech Gifts Under $50 🎁

1. Staufs Coffee Sampler ☕️

My favorite regional coffee shop/brewer that was recently rated #3 in a national pole on regional coffee shops!

A selection of rich, flavorful blends from this regional coffee brewery to fuel long work hours.* This is my personal favorite! I’ve been a customer of theirs for years.  The last place I moved to while living in Columbus, OH was in part because it was four to five blocks away from their main store in Grandview, OH. 🤗
Note free shipping for orders over $50!

https://www.staufs.com/shop-all-coffee

2. "The Tech Contracts Handbook" by David W. Tollen 📚

This comprehensive guide to technology contracts is a valuable resource for any tech-savvy lawyer.

Click on this link to go to Amazon as the link itself is too long! 🙃

3. Personalized Desk Nameplate 🏷️

Add a touch of professionalism to your lawyer's workspace with a custom nameplate.

https://www.etsy.com/search?q=lawyer+Personalized+Desk+Nameplate&is_personalizable=true

4. Lawyer-Themed Socks 🧦

Inject some fun into your lawyer's wardrobe with these quirky, profession-specific socks.

https://shop.nypl.org/products/lawyer-socks

5. "The Anxious Lawyer" by Jeena Cho and Karen Gifford 🧘‍♀️

A book offering an eight-week program on meditation and mindfulness, created by lawyers for lawyers.

https://jeenacho.com/the-anxious-lawyer-book/

6. Legal-Themed Art Print 🖼️

Stand out at your holiday party 🎉 by giving a gift that gets you noticed—thoughtful, tech-savvy, and memorable! 🎁✨

Decorate your lawyer's office with a tasteful print featuring legal motifs or famous courthouses.

https://www.fulcrumgallery.com/c37592/law-office-art.htm

7. Money Clip w Air Tag Holder 💵 🏷️

This practical gift combines a stylish money clip with an AirTag holder, ensuring your lawyer's wallet is always traceable and organized. These money clips offers a blend of technology and functionality at an affordable price.*

Click on this link to go to Amazon as the link itself is too long! 🙃

8. Gavel-Shaped Whiskey Decanter Set 🥃

A unique and conversation-starting gift for the lawyer who enjoys a good drink after a long day.

Click on this link to go to Amazon as the link itself is too long! 🙃 

9. Moleskine Precious and Ethical Notebook 📔

A high-quality notebook for jotting down ideas, whether in the courtroom or during podcast brainstorming sessions.

https://www.moleskine.com/en-us/gift-guide/best-gifts-under-50/precious-ethical-notebook-petroleum-8056598859430.html

10. Lawyer-Themed Coffee Mug ⚖️

A witty mug to brighten up their morning coffee routine.

Click on this link to go to Amazon as the link itself is too long! 🙃 

A Personal Note on Gift-Giving 🎁💭

During this season of gathering with friends, colleagues, and family, show your appreciation with a thoughtful gift—perfect for the tech-savvy lawyer who makes every day brighter. 🎁

Whether you opt for a cutting-edge gadget 🔧 or a classic non-tech item 📚, each gift on our list is designed to enhance productivity 📈, foster well-being 🧘‍♀️, or simply bring a smile 😊 to your favorite legal eagle 🦅⚖️. Remember, it's not just about the gift itself, but the thought behind it 💭❤️. By choosing one of these items, you're showing that you understand and appreciate the unique challenges and interests of the modern, tech-savvy lawyer 💼💻.

Here's to making the season brighter 🌟 for the legal professionals in your life, one thoughtful gift at a time! Happy gifting! 🎉🎊

Have a Happy Holiday Season!

❄️❅☃️❆❄️

Have a Happy Holiday Season! ❄️❅☃️❆❄️