AI Workflow Governance for California Lawyers

This course is being developed for California attorneys. It is not yet available for enrollment. No course date, credit hours, or certificate has been announced.

Intended audience

California-licensed attorneys and law firm professionals who supervise AI-assisted work, advise clients on AI adoption, or are responsible for compliance with professional conduct obligations in AI-assisted practice.

Topics under development

Confidentiality and AI tools

Identifying when AI-assisted workflows implicate client confidentiality obligations and how to evaluate vendor data handling.

Competence and verification

What competent use of AI-assisted legal work requires, including verification of AI-generated output and staying current with evolving tools.

Supervision of AI-assisted work

Supervisory responsibilities when AI tools are used by lawyers or non-lawyer staff, and how to structure review workflows.

Independent professional judgment

Maintaining independent judgment when AI tools generate recommendations, summaries, or draft work product.

Vendor and data governance

Evaluating AI vendors, reviewing terms of service, and establishing firm-level policies for AI tool use.

Related Education

Selected visual methods and hypothetical exercises from the AI & Agentic Systems Governance Masterclass are being adapted for this course. The executive Masterclass itself does not offer MCLE credit.

Express interest

If you are a California attorney interested in this course, you may submit an inquiry below. Inquiries are kept separate from legal client intake and from executive program notices.

This page describes a course in development. No MCLE approval, credit hours, certificate, course date, or enrollment is available at this time. This page will be updated when the course, provider application, and approval status are confirmed. Professional Disclosures