As law firms increasingly rely on AI platforms, protecting the knowledge built into those systems becomes just as important as selecting the technology itself. This CLE program explores the risks firms face when their AI tools hold valuable institutional knowledge, including internal workflows, firm-specific guidance, lawyer feedback, and accumulated work product. Topics will include vendor dependency, data access and portability, confidentiality, and the ability to retain and transfer critical information when transitioning between AI providers.

The program also examines the ethical responsibilities associated with AI adoption under ABA Model Rules 1.1, 1.4, 1.6, 5.1, and 5.3, along with ABA Formal Opinion 512. Participants will consider issues involving vendor agreements, data use and model training, client confidentiality, informed consent, and oversight of AI-assisted legal work. The discussion will offer practical approaches to AI governance, interoperability, and knowledge preservation so firms can maintain control over their institutional expertise and adapt as technology changes.