Every time I tell another Florida lawyer I use AI in real client matters, I get the same reaction:
“Aren’t you violating attorney-client privilege?”
No. And the Florida Supreme Court has already addressed it.
This is the first video in a series on how I actually use generative AI in my estate planning and probate practice. Over the next several videos, I’ll walk through the tools, workflows, and systems I use day to day, including intake automation, document drafting, Clio management, marketing, and even editing videos like this one.
In this first video, I explain why I think many lawyers misunderstand the ethics issues surrounding AI and the practical framework I use to handle confidentiality and client data responsibly.
I also discuss:
- why AI is not fundamentally different from other cloud-based vendors lawyers already use every day
- the settings most lawyers do not realize they should configure
- how my engagement agreement addresses AI-assisted technology
- and why competent use of technology is now part of competent lawyering
Most lawyers are still debating whether AI belongs in a law practice. I’m more interested in figuring out how to use it competently.