AI Chat Evidence for Litigation Support: From Legal Hold to Trial Exhibit

Course Overview

Conversations with ChatGPT, Claude, Microsoft Copilot, and similar tools are now ordinary evidence. In 2026 the Delaware Court of Chancery relied on a CEO’s ChatGPT exchanges to find a pretextual breach, a federal court affirmed an order to produce 20 million de-identified ChatGPT logs, and courts in New York, Michigan, Colorado, Texas, Nevada, and Florida issued conflicting rulings on whether AI chats are privileged or work product. Litigation support teams are the people who must find these conversations, keep them from disappearing, collect them in a form that survives challenge, and turn them into review sets, productions, and exhibits.

This course teaches that work in the order it happens. You will learn what an AI conversation record contains and where it lives for consumer, business, and enterprise accounts; how to write holds and run custodian interviews that reach AI tools; which retention settings and deletion behaviors put evidence at risk; how to choose between compliance APIs, Microsoft Purview, supervised exports, and forensic capture; how to validate a collection; how to process and review chats and handle privilege; and how to negotiate production terms, lay an authentication foundation, and build exhibits that show who said what. The course is vendor neutral, uses a fictional matter throughout, and is designed for litigation support professionals. It is not offered for CLE credit.

What You Will Learn

• Explain why courts treat prompts, outputs, and chat histories from AI tools as discoverable ESI, citing the 2025 and 2026 decisions that shaped the field.
• Identify the parts of an AI conversation record and map where each part is stored for consumer, business, and enterprise accounts.
• Implement legal hold notices and custodian interviews that reach AI tools, including personal accounts and temporary chats.
• Evaluate collection options, from enterprise compliance APIs and Microsoft Purview to supervised custodian exports, and select a defensible method for a given source.
• Apply completeness checks, hashing, and chain-of-custody documentation to an AI chat collection.
• Analyze privilege and work product questions for AI chats under the conflicting 2026 decisions and prepare log entries counsel can defend.
• Prepare production specifications and authentication foundations for AI chat evidence under the federal and Florida rules.
• Design trial and deposition exhibits that show who said what in an AI conversation without distorting its context.

Who Should Take This Course

• Litigation support analysts and managers at law firms
• eDiscovery project managers, forensic examiners, and consultants at service providers
• Corporate legal operations, records, and discovery staff
• Senior paralegals who run preservation, collection, or trial exhibit work

Course Outline

1. Section 1: AI Conversations as Evidence
   • Lesson 1.1: Why AI Chats Became Evidence
   • Lesson 1.2: Anatomy of an AI Conversation Record
   • Lesson 1.3: Mapping Where AI Conversations Live
   • Quiz 1: AI Conversations as Evidence
2. Section 2: Preservation
   • Lesson 2.1: Legal Holds and Custodian Interviews for AI Tools
   • Lesson 2.2: Retention Settings and Deletion Traps
   • Lesson 2.3: What the AI Provider Holds, and Who Can Get It
   • Quiz 2: Preservation
3. Section 3: Collection
   • Lesson 3.1: Choosing a Collection Method
   • Lesson 3.2: The Supervised Custodian Export
   • Lesson 3.3: Validating a Collection
   • Quiz 3: Collection
4. Section 4: Review and Privilege
   • Lesson 4.1: Processing AI Chats for Review
   • Lesson 4.2: Privilege and Work Product for AI Chats
   • Lesson 4.3: Coding and Logging AI Conversations
   • Quiz 4: Review and Privilege
5. Section 5: Production and Presentation
   • Lesson 5.1: Negotiating Production Terms for AI Chats
   • Lesson 5.2: Authentication and Admissibility
   • Lesson 5.3: Building Exhibits That Show Who Said What
   • Quiz 5: Production and Presentation
6. LGTLS202 Final Exam (20 questions, 80 percent to pass)

Course Details

• Level: Intermediate
• Instruction: 71 narrated minutes (1 hour 11 minutes), plus quizzes and a final exam
• Prerequisites: Working familiarity with basic eDiscovery terms (custodian, legal hold, processing, production). LGTLS201 is recommended but not required.
• Format: Self-paced online course with narrated lessons, interactive exercises, section quizzes, and a graded final exam

Materials Included

• Student handbook (PDF and Word)
• Quick reference card: AI chat evidence workflow from hold to exhibit (PDF)

Continuing Education

This course is designed for litigation support and eDiscovery professionals. It is not designed or offered for CLE credit. A certificate of completion documents instructional time for professional development records.

How to Use This Course

• Complete the sections in order; each builds on the last.
• Work through every interactive exercise before taking the section quiz.
• Pass each quiz and the final exam with a score of 80 percent or higher to earn your certificate of completion.
• Keep the student handbook and quick reference card for use in practice.

Current as of November 2026. Product names, vendor policies, rules, and court decisions discussed in this course change; the course is reviewed on an annual cycle.