AI Ethics Training · Law Firms
AI Ethics Training for Attorneys
Built on ABA Formal Opinion 512. Grounded in the post-Mata v. Avianca sanctions record. Written for PI firms, not hypotheticals.
Christian Kameir · Forbes contributor · Harvard lecturer · 30 years in capital markets & law · 1,356 AI cases documented
Instant access after purchase · PDF + EPUB · 30-day refund
One AI error. One sanctions order. One lost contingency fee.
Your associates are using ChatGPT on demand letters. Your paralegals are running medical records through free AI tools. Your intake chatbot is answering legal questions you haven't reviewed.
None of them have a written protocol. None of them know what to disclose to a court. And your malpractice carrier is about to ask you — in writing — what your AI policy is.
Mata v. Avianca made it national news. The Second Circuit repeated it in Park v. Kim. The Northern District of California has a standing order requiring AI disclosure. ABA Formal Opinion 512 (July 2024) tells every attorney in the country exactly what they're expected to do.
What none of those documents tell you is what to do Monday morning at a firm with six attorneys, 400 active files, and three paralegals who all have ChatGPT on their phones. That is what this training is for.
Who this training is for
Written for personal injury firm owners and managing partners at $1M–$20M firms. Not solos. Not AmLaw 100. Not general practice.
This is for your firm if
- 2–10 attorneys, all or mostly contingency fee
- 50–500 active files at any time
- Staff using AI tools — with or without your knowledge
- No written AI policy in place
- Malpractice carrier renewal coming up
- At least one associate drafting pleadings faster than seems humanly possible
This is not
- A prompt-engineering guide
- A legal tech vendor brochure
- A broad-audience CLE deck written for solos or BigLaw
- An academic paper on legal ethics
It is an operating manual — written for a firm owner who bills contingency and cannot absorb a single AI-driven sanction, malpractice claim, or bar advertising violation.
What the training covers
The Sanctions Record
What Mata, Park v. Kim, and the growing federal docket of AI sanctions orders mean for a PI firm. What courts are actually requiring. What the sanctions cost — in dollars, fees, and reputation.
ABA Formal Opinion 512
The Opinion broken into 12 specific obligations. Which apply on day one. Which require a written policy. Which require client disclosure. Which expose a supervising partner to personal liability.
The Intake Workflow
Where AI enters your intake process. Where it creates unauthorized practice of law exposure. What to allow, what to prohibit, and what your intake protocol must say in writing.
Demand Letters
The highest-volume AI use case in a PI firm. The pre-send review checklist that catches hallucinated medical facts, wrong statute of limitations calculations, and unverified treatment costs.
Pleadings & Discovery
Citation verification protocols. FRCP 11 pre-signature requirements. AI disclosure language for N.D. Cal. and C.D. Cal. filings. The discovery certification problem when AI drafts responses.
Medical Records & PHI
HIPAA, CMIA, and the BAA requirement most firms don't know about. Why the free tier of any AI tool is off-limits for medical record work. The PHI handling policy and vendor checklist.
Client Communication
Where AI-drafted client letters create confidentiality exposure. The staff training requirement ABA Op. 512 implies. What prompt hygiene means in practice.
Advertising & Intake Marketing
CA Rule 7.1 and B&P § 6157 applied to AI-generated ad copy, intake chatbots, and landing pages. Why AI-written testimonials are a bar complaint waiting to happen.
The Audit Scoring System
Red/Yellow/Green scoring across six practice areas. Print it. Run it with your ops manager. Know exactly where your exposure is before your carrier asks.
Building Your AI Governance Policy
The written policy document that Op. 512 implies and carriers are beginning to require. Structure, required clauses, and the staff acknowledgment process.
What you receive — instantly
The Training Protocol
Ethics Safe AI Use for Law Firms — PDF + EPUB, downloadable immediately after purchase.
The Clause Library
Ready-to-use disclosure language for federal court filings, client engagement letters, staff AI-use policies, and vendor agreements.
47-Point AI Audit Checklist
Red/Yellow/Green scoring across six practice areas. Run it with your ops manager this week.
12-Month Updates
When new sanctions orders drop or new federal standing orders issue, your copy is updated — at no additional charge — for 12 months from purchase.
Built from 1,356 real cases
Every protocol in this training is grounded in what courts have actually sanctioned. Not hypotheticals. Not vendor marketing. The sanctions record.
Pricing
Single User
$49
One attorney or one staff member. Full protocol + clause library + checklist + 12-month updates.
Get Individual AccessMost common for PI firms
Firm License — Up to 10 Attorneys
$199
Full firm access. Share with every attorney, paralegal, and case manager. One purchase, full team coverage.
Get the Firm LicenseInstant access · PDF + EPUB · 30-day refund
Firm License — Up to 25 Attorneys
$499
For growing firms. Includes everything above plus priority access to Christian for questions during the first 90 days.
Get the 25-Attorney LicenseEnterprise (25+ attorneys or multi-location firms): Book a call to discuss a custom governance policy build and firm-wide training.
About the author
Christian Kameir
Thirty years at the intersection of capital markets, technology, and law. Forbes contributor. Guest lecturer at Harvard on fintech and AI. Chair of the Banking & Finance Special Interest Group at the Decentralized Identity Foundation. Author of Ethics-Safe AI Use for Law Firms, built on direct review of the post-Mata v. Avianca sanctions record and 1,356 documented AI hallucination cases in legal proceedings.
Why this training exists: ABA Opinion 512 and the federal sanctions record tell attorneys what the rules are. They don't tell a six-attorney PI firm what to do Monday morning. This fills that gap.
Work directly with Christian
60-Minute AI Risk Audit — $750
A review of your firm's current AI use across intake, drafting, discovery, and advertising — with a written gap analysis and specific protocols to address your highest-priority exposures.
Questions
- What do I receive after purchase?
- Instant access to the full training protocol — PDF and EPUB, downloadable immediately. Includes the playbook, clause library, 47-point AI audit checklist, and 12-month updates as the law evolves.
- Does this qualify for CLE credit?
- This is a practice management training protocol, not an accredited CLE course. Some bar associations grant self-study credit — check with your state bar. For a 6-hour accredited CLE, see the AI Ethics CLE Course.
- Is there a refund policy?
- Yes — 30-day refund, no questions asked.
- How many attorneys does the firm license cover?
- The $199 firm license covers up to 10 attorneys and all staff. The $499 license covers up to 25 attorneys. For firms larger than 25, or multi-office arrangements, contact for enterprise pricing.
- Does this cover my state's rules?
- Chapters covering ABA Model Rules, ABA Formal Opinion 512, and federal court requirements apply in every jurisdiction. California-specific sections provide a useful model even if your state rules differ.
- What if the rules change after I buy?
- 12-month updates are included. When a new sanctions order drops, a new federal standing order issues, or a significant ethics opinion affects PI firms, the relevant section is updated and sent to you at no charge.
- Can I share this with my whole firm?
- The $49 single-user license is for one person. The $199 firm license covers up to 10 attorneys and all staff. The $499 covers up to 25.
- Is this legal advice?
- No. This is educational content — a practice management training protocol. It is not legal advice and does not create an attorney-client relationship.
Also available
Live In-Person · Newport Beach
June 27 — Live AI Ethics Training
A full-day intensive in Newport Beach, CA. Small group, real Q&A on your firm's situation. Early-bird rate $399 through May 29.
See event details →6-Hour CLE Course
Generative AI Use Mandatory Training
Online, on-demand CLE covering competence, confidentiality, supervision, candor, and billing ethics under the ABA Model Rules. Six modules grounded in the sanctions record.
Preview free module →Case Database
1,356 AI Hallucination Cases
Every documented case where generative AI produced fabricated citations, invented quotes, or misrepresented authorities in a real court proceeding. Free, searchable, downloadable.
Browse the database →Free chapter
Download Chapter 1: The Sanctions Record
The full taxonomy of AI failure in legal practice — with annotated case examples from real court proceedings. No purchase required.
Your next AI error doesn't have to cost you a fee.
The protocols exist. The disclosure language exists. The checklist exists. You just need them in one place, adapted for how a PI firm actually runs.
Instant access · PDF + EPUB · 30-day refund · Not legal advice