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Module 1: Ethical Risk Landscape & Professional Duties
Welcome & How to Use This Course The Ethical Risk Landscape in Legal AI Professional Duties When AI Is Involved Module 1 Knowledge Check (Self‑Check)
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Welcome & How to Use This Course
The Ethical Risk Landscape in Legal AI
Professional Duties When AI Is Involved
Module 1 Knowledge Check (Self‑Check)
Module 2: Supervised Use, Documentation & Verification
What “Supervised Use” Means (and Why It Matters) Documentation & Communication: Make AI Reviewable Verification Techniques for AI‑Assisted Legal Work Module 2 Knowledge Check (Self‑Check)
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What “Supervised Use” Means (and Why It Matters)
Documentation & Communication: Make AI Reviewable
Verification Techniques for AI‑Assisted Legal Work
Module 2 Knowledge Check (Self‑Check)
Module 3: Avoiding Unauthorized Practice of Law
Avoiding Unauthorized Practice of Law (UPL) in the Age of AI UPL Boundary Spectrum: Safe Tasks vs. Legal Advice Prompting With Role Guardrails (Templates You Can Reuse) Module 3 Knowledge Check (Self‑Check)
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Avoiding Unauthorized Practice of Law (UPL) in the Age of AI
UPL Boundary Spectrum: Safe Tasks vs. Legal Advice
Prompting With Role Guardrails (Templates You Can Reuse)
Module 3 Knowledge Check (Self‑Check)
Module 4: Confidentiality & Handling Sensitive Outputs
Confidentiality, Privilege & Data Privacy: Safe Inputs Handling Sensitive Outputs: Review, Redaction, Storage Incident Response & Vendor Due Diligence Module 4 Knowledge Check (Self‑Check)
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Confidentiality, Privilege & Data Privacy: Safe Inputs
Handling Sensitive Outputs: Review, Redaction, Storage
Incident Response & Vendor Due Diligence
Module 4 Knowledge Check (Self‑Check)
Module 5: Scenarios, Checklists & Continuous Improvement
Scenario Lab: Ethical Decision‑Making With AI Quick Reference Cards: Checklists You Can Use Immediately Implementation Playbook: Policy, Training, Governance Wrap‑Up, Resources & Final Assessment
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Scenario Lab: Ethical Decision‑Making With AI
Quick Reference Cards: Checklists You Can Use Immediately
Implementation Playbook: Policy, Training, Governance
Wrap‑Up, Resources & Final Assessment
AI Ethics for Legal Professionals

Avoiding Unauthorized Practice of Law (UPL) in the Age of AI

Unauthorized Practice of Law (UPL) rules exist to protect the public and maintain professional standards. AI tools can make it easier to accidentally cross the line—especially when the output sounds like legal advice.

What UPL looks like in practice

UPL definitions vary by jurisdiction, but common red‑flags include:

  • Giving a person legal advice about what they should do.
  • Interpreting law as applied to specific facts for a client.
  • Holding yourself out as qualified to provide legal judgment when you are not licensed.

Important: Even if an AI tool generated the advice, the risk is still yours and your firm’s.

Why AI increases UPL risk

  • AI outputs can include conclusions (“You should file X”) unless constrained.
  • AI may mimic attorney voice and confidence.
  • Non‑lawyers may forward AI drafts to clients without review.

Role‑safe principle

Rule of thumb: AI can help you draft and organize. It should not be the source of legal judgment.

Activity: identify UPL triggers

Pick one task you do that involves client communications. Ask:

  • Does the task involve recommending a legal action?
  • Does it interpret law for a specific client?
  • If this draft went out without review, would it be a problem?

If “yes” to any, treat it as high‑risk and require attorney sign‑off.

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