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    Technology

    The Tech Savvy Lawyer

    The Tech Savvy Lawyer interviews Judges, Lawyers, and other professionals discussing utilizing technology in the practice of law. It may springboard an idea and help you in your own pursuit of the business we call “practicing law”. Please join us for interesting conversations enjoyable at any tech skill level!

    Advertise

    Copyright: ยฉ โ„— 2020 Michael D.J. Eisenberg

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    Latest Episodes:
    ๐ŸŽ™๏ธEp. 126: AI and Access to Justice With Pearl.com Associate General Counsel Nick Tiger Dec 09, 2025
    Show notes

    Our next guest is Nick Tiger, Associate General Counsel at Pearl.com, Nick shares insights on integrating AI into legal practice. Pearl.com champions AI and human expertise for professional services. He outlines practical uses such as market research, content creation, intake automation, and improved billing efficiency, while stressing the need to avoid liability through robust human oversight.

    Nick is a legal leader at Pearl.com, partnering on product design, technology, and consumer-protection compliance strategy. He previously served as Head of Product Legal at EarnIn, an earned-wage access pioneer, building practical guidance for responsible feature launches, and as Senior Counsel at Capital One, supporting consumer products and regulatory matters. Nick holds a J.D. from the University of Missouriโ€“Kansas City, lives in Richmond, Virginia, and is especially interested in using technology to expand rural community access to justice.

    During the conversation, Nick highlights emerging tools, such as conversation wizards and expert-matching systems, that enhance communication and case preparation. He also explains Pearl AI's unique model, which blends chatbot capabilities with human expert verification to ensure accuracy in high-stakes or subjective matters.

    Nick encourages lawyers to adopt human-in-the-loop protocols and consider joining Pearl's expert network to support accessible, reliable legal services.

    Join Nick and me as we discuss the following three questions and more!

    1. What are the top three most impactful ways lawyers can immediately implement AI technology in their practices while avoiding the liability pitfalls that have led to sanctions in recent high-profile cases?
    2. Beyond legal research and document review, what are the top three underutilized or emerging AI applications that could transform how lawyers deliver value to clients, and how should firms evaluate which technologies to adopt?
    3. What are the top three criteria Pearl uses to determine when human expert verification is essential versus when AI alone is sufficient? How can lawyers apply this framework to develop their own human-in-the-loop protocols for AI-assisted legal work, and how is Perl different from its competitors?

    In our conversation, we cover the following:

    [00:56] Nick's Tech Setup

    [07:28] Implementing AI in Legal Practices

    [17:07] Emerging AI Applications in Legal Services

    [26:06] Pearl AI's Unique Approach to AI and Legal Services

    [31:42] Developing Human-in-the-Loop Protocols

    [34:34] Pearl AI's Advantages Over Competitors

    [36:33] Becoming an Expert on Pearl AI

    Resources:

    Connect with Nick:

    Nick's LinkedIn: linkedin.com/in/nicktigerjd

    Pearl.com Website: pearl.com

    Pearl.com Expert Application Portal: era.justanswer.com/

    Pearl.com LinkedIn: linkedin.com/company/pearl-com

    Pearl.com X: x.com/Pearldotcom

    ABA Resources:

    ABA Formal Opinion 512: https://www.americanbar.org/content/dam/aba/administrative/professional_responsibility/ethics-opinions/aba-formal-opinion-512.pdf

    Hardware mentioned in the conversation:

    Anker Backup Battery / Power Bank: anker.com/collections/power-banks

    Software & Cloud Services mentioned in the conversation:

    • AT&T: att.com/
    • Pearl.com: pearl.com/
    • Sprint: thesprintgroup.com/
    • Timely: timely.com/
    • Verizon: verizon.com/

    ๐ŸŽ™๏ธ TSL Labs ๐Ÿ”ฌ Bonus Podcast: Google's Notebook LLM "Deep Dive" on December 1st, 2025, editorial on the the Lawyer's Defense Against Holiday Scams and 'Bargain' Tech Traps! Dec 05, 2025
    Show notes

    Listen in as Google's Notebook LLM provides an AI-powered conversation unpacks our December 1st, 2025 editorial examining how the holiday digital marketplace transforms into a lucrative hunting ground for device compromise and credential theft. We explore why attorneys and paralegalsโ€”trained to spot hidden clauses and anticipate riskโ€”often abandon professional skepticism when faced with shiny gadgets bearing 70% off stickers. Our discussion arms you with actionable strategies to protect your practice, safeguard client confidentiality, and prevent the kind of security breaches that trigger bar complaints and operational shutdowns. Whether you're a solo practitioner or part of a large firm, this episode delivers the technical insights you need without the jargon.

    Join Google's Notebook LLM as we discuss the following three questions and more!

    1. How do bargain tech deals create hidden professional liabilities that extend far beyond wasted money, and what specific technical deficits should lawyers avoid in discount hardware?
    2. What free forensic tools can legal professionals use to distinguish genuine discounts from manipulated pricing schemes, and how do these tools apply procurement-level rigor to personal shopping decisions?
    3. Which three active scam vectors target high-value professionals during the holiday season, and what mandatory four-point protocol ensures comprehensive protection against credential theft and device compromise?

    In our conversation, we cover the following:

    • [00:00:00] Welcome to TSL Labs Bonus Episode: AI-powered deep dive on holiday shopping risks
    • [00:01:00] Why legal professionals abandon professional skepticism during holiday sales
    • [00:02:00] The high stakes: credential theft, device compromise, and operational lockdown
    • [00:03:00] The bargain trap: understanding technical debt in cheap vs. inexpensive hardware
    • [00:04:00] Processor bottleneck red flags: older generation chips that consume billable time
    • [00:05:00] Screen resolution hazards: how 1366x768 displays create genuine error risks
    • [00:06:00] RAM deficits and security longevity: when devices become e-waste and compliance gaps
    • [00:07:00] Introduction to forensic price tracking tools for procurement-level shopping
    • [00:08:00] CamelCamelCamel, Keepa, and Honey: free tools that reveal true pricing history
    • [00:09:00] Malwarebytes 2025 holiday scam report: three attack vectors targeting professionals
    • [00:10:00] Scam #1: urgent delivery smishing attacks exploiting package expectations
    • [00:11:00] Scam #2: malvertising minefieldโ€”when legitimate ads redirect to cloned fraud sites
    • [00:12:00] Scam #3: gift card emergency scams posing as court clerks and government officials
    • [00:13:00] Bonus threat: social media marketplace fraud and payment protection gaps
    • [00:14:00] The mandatory four-point protocol for holiday shopping protection
    • [00:15:00] Final thoughts: applying contract-reading diligence to every link you click

    Resources

    Hardware Mentioned in the Conversation

    • Business-class Lenovo laptops: https://www.lenovo.com/business
    • HP commercial-grade hardware: https://www.hp.com/business
    • Dell professional series: https://www.dell.com/business
    • Apple MacBook Pro: https://www.apple.com/macbook-pro/

    Software & Cloud Services Mentioned in the Conversation

    • CamelCamelCamel (Amazon price tracker): https://camelcamelcamel.com
    • Keepa (Amazon price history browser extension): https://keepa.com
    • Honey (price tracking & coupon tool): https://www.joinhoney.com
    • Prisync (enterprise pricing solution): https://www.prisync.com
    • Price2Spy (enterprise pricing intelligence): https://www.price2spy.com
    • Malwarebytes (security software): https://www.malwarebytes.com

    ๐Ÿ“ป BONUS/SHOUT OUT/REPOST: Your The Tech-Savvy Lawyer.Page Blogger/Podcaster Appears on Law Practice Today Podcast With Terrell Turner To Discuss Essential Tips for Managing Trust Accounts in Small and Solo Law Firms! Dec 02, 2025
    Show notes

    ๐Ÿ™ Special Thanks to Terrell Turner and the ABA for having me on the Law Practice Today Podcast, produced by the Law Practice Division of the American Bar Association. We have an important discussion on trust account management. We cover essential insights on managing trust accounts using online services. This episode has been edited for time, but no information was altered. We are grateful to the ABA and the Law Practice Today Podcast for allowing us to share this valuable conversation with our audience.

    ๐ŸŽฏ Join Terrell and me as we discuss the following three questions and more!

    1. What precautions should lawyers using online services to manage trust accounts be aware of?
    2. How can solo and small firm attorneys find competent bookkeepers who understand legal trust accounting?
    3. What security measures should attorneys implement when using online payment processors for client funds?

    โฑ๏ธ In our conversation, we cover the following:

    00:00 โ€“ Introduction & Preview: Trust Accounts in the Digital Age

    01:00 โ€“ Welcome to the Law Practice Today Podcast

    01:30 โ€“ Today's Topic: Online Services for Payments

    02:00 โ€“ Guest Introduction: Michael D.J. Eisenberg's Background

    03:00 โ€“ Michael's Experience with Trust Accounts

    04:00 โ€“ Challenges for Solo and Small Practitioners

    05:00 โ€“ Ensuring Security in Online Services

    06:00 โ€“ Questions to Ask Online Payment Providers

    07:00 โ€“ Password Security & Two-Factor Authentication

    08:00 โ€“ Finding a Competent Legal Bookkeeper

    09:00 โ€“ Why 8AM Law Pay Works for Attorneys

    10:00 โ€“ Daily Monitoring of Trust Accounts

    11:00 โ€“ FDIC Insurance & Silicon Valley Bank Lessons

    13:00 โ€“ Researching Trust Account Best Practices

    15:00 โ€“ Closing Remarks & Podcast Information

    ๐Ÿ“š Resources

    ๐Ÿ”— Connect with Terrell

    ๐Ÿ’ผ LinkedIn: https://www.linkedin.com/in/terrellturner/

    ๐ŸŒ Website: https://www.tlturnergroup.com/

    ๐ŸŽ™๏ธ Law Practice Today Podcast โ€“ https://lawpracticetoday.buzzsprout.com

    ๐Ÿ“ฐ Mentioned in the Episode

    • ABA Model Rule 1.5 โ€“ Maintaining client property separate from your own
    • ABA Model Rule 1.1 Comment 8 โ€“ Technology competence requirement for attorneys
    • ABA TECHSHOW 2026 โ€“ March 25-28, 2026 in Chicago, IL โ€“ https://www.techshow.com
    • Law Practice Today Article by Michael D.J. Eisenberg (May 15, 2025): "What Precautions Should Lawyers Using Online Services to Manage Trust Accounts Be Aware Of?" - https://www.americanbar.org/groups/law_practice/resources/law-practice-today/2025/may-2025/what-precautions-should-lawyers-using-online-services-to-manage-trust-accounts-be-aware-of/

    ๐Ÿ’ป Software & Cloud Services Mentioned in the Conversation

    • 8AM Law Pay โ€“ Legal payment processing designed for trust account compliance โ€“ https://www.8am.com/lawpay/
    • 1Password โ€“ Password manager for generating and syncing complex passwords โ€“ https://1password.com/
    • LastPass โ€“ Mentioned as a password manager with noted security concerns โ€“ https://www.lastpass.com/

    ๐ŸŽ™๏ธ๐ŸŽ TSL Labs Bonus: The Ultimate 2025 Tech Gift Guide for Attorneys โ€” Expert-Curated Gadgets, AI Tools, and Must-Have Devices Every Lawyer Needs! Nov 28, 2025
    Show notes

    ๐ŸŽฏ In this TSL Labs Bonus episode, we are experimenting with Google's Notebook LLM to do a "Deep Dive" on our November 24th editorial on the ultimate 2025 tech gift guide for attorneys. We use this AI-powered conversation to unpack the key themes, ethical challenges, and actionable recommendations. Whether you're a solo practitioner, big law associate, or tech-curious partner, this episode delivers expert-curated insights on gadgets, AI tools, and must-have devices that support technological competence as a professional obligation.

    If you're a busy legal professional seeking practical tech recommendations that enhance daily practice rather than collect digital dust, join us for this insightful conversation that explores how the right technology investments can improve your practice, safeguard your clients, and help prevent unnecessary bar complaints.

    ๐Ÿค” Join Google AI Deep Dive as they discuss the following three questions and more!

    1. What are the essential low-cost tech gifts under $25 that can make an immediate impact on an attorney's practice, and why do items like cables and tracking devices matter for professional competence?
    2. Which professional-grade tools under $100 deliver the best value for attorneys seeking to fulfill their ethical duty to work smarter and faster through AI integration and productivity enhancements?
    3. Why should premium technology investments over $100โ€”including physical infrastructure like ergonomic chairsโ€”be considered essential to an attorney's professional obligation to their clients?

    In our conversation, we cover the following:

    [00:00:00] โ€” Episode introduction and TSL Labs Bonus overview

    [00:01:00] โ€” Navigating the perfect tech gift for attorneys: unique needs like security, portability, focus, and raw power

    [00:02:00] โ€” The three seismic forces driving tech choices: AI integration, cloud-based practice management, and heightened ethical duties

    [00:03:00] โ€” Target audience: solo practitioners, big law associates, and tech-curious partners who need technology that lasts

    [00:04:00] โ€” Essential low-cost gifts under $25: OWC Thunderbolt 4 USB-C cable and Apple AirTag for security and reliability

    [00:05:00] โ€” Productivity essentials: Logitech Pebble M350 silent mouse and Anker 7-in-1 USB-C Hub for presentations

    [00:06:00] โ€” AI tools for "forced competence": ChatGPT Plus one-month subscription as a low-risk nudge toward AI exploration

    [00:07:00] โ€” Professional grade tools under $100: Apple Pencil (1st Gen) for document annotation and Logitech MX Keys Mini keyboard

    [00:08:00] โ€” Focus and noise cancellation: Soundcore Space One headphones with 40+ hours battery life

    [00:09:00] โ€” Precision document navigation: Logitech MX Master 3S mouse with horizontal scrolling for wide documents

    [00:10:00] โ€” Premium mobile computing sweet spots: iPad Air with M3 chip ($599) and MacBook Air M4 ($999)

    [00:11:00] โ€” Physical infrastructure as health technology: Herman Miller Aeron chair ($1,351) for sustained high-quality work

    [00:12:00] โ€” Ultra-wide monitor benefits: LG 34" 5K 2K ($315) for seamless document comparison and reduced cognitive strain

    [00:13:00] โ€” Virtual practice essentials: Logitech Brio 4K webcam ($160) and Samsung T7 SSD ($109) for secure data management

    [00:14:00] โ€” The ultimate organizational hub: CalDigit TS3 Plus dock ($280) with 15 ports for cable clutter elimination

    [00:15:00] โ€” Strategic gift-giving advice: Understanding ecosystem (Apple, Windows, Android) and workflow considerations

    ๐Ÿ“š Resources

    ๐Ÿ–ฅ๏ธ Hardware Mentioned in the Conversation

    Under $25:

    • OWC Thunderbolt 4 USB-C Cable (~$19.99) โ€” Universal cable supporting 40Gb/s data, 100W power delivery, up to 8K video โ€”(https://www.owc.com)
    • Apple AirTag (Single Pack) ($24) โ€” Bluetooth tracking device using Find My network โ€”(https://www.apple.com/airtag)
    • Logitech Pebble M350 Wireless Mouse (~$19.99) โ€” Silent click, 90% noise reduction, 18-month battery โ€” (https://www.logitech.com)
    • Anker 341 USB-C Hub (7-in-1) (~$19.99) โ€” HDMI 4K@30Hz, USB ports, SD card slots โ€” https://www.anker.com)
    • ORICLE 65W USB Travel Power Strip โ€” Flat plug, 4-foot cord, 7-in-1 hub for travel โ€”(https://oricotechs.com)

    Under $100:

    • Apple Pencil (1st Generation) ($99) โ€” Pressure and tilt sensitive stylus for iPad annotation โ€”(https://www.apple.com/shop/product/myqw3am/a/apple-pencil-1st-generation)
    • Logitech MX Keys Mini Keyboard (~$99.99) โ€” Compact wireless keyboard, connects to 3 devices simultaneously โ€” (https://www.logitech.com)
    • Soundcore Space One Noise-Canceling Headphones ($69.99) โ€” Adaptive ANC reducing up to 98% noise, 40+ hours battery โ€” [soundcore.com](https://www.soundcore.com)
    • Logitech MX Master 3S Mouse (~$99) โ€” Silent clicks, horizontal scroll wheel, 8000 DPI sensor โ€”(https://www.logitech.com)
    • Apple AirTag (4-Pack) (~$64-99 during sales from resellers) โ€” Bulk tracking solution for multiple devices/bags โ€” https://www.apple.com/airtag/?afid=p240%7Cgo~cmp-21634151991~adg-175030672529~ad-739792099355_kwd-1231853153907~dev-c~ext-~prd-~mca-~nt-search&cid=aos-us-kwgo-btb-airtag-account-launch-

    Premium Over $100:

    • iPad Air with M3 Chip (Starting at $599) โ€” 8-core CPU, 9-core GPU, ideal balance of power and portability โ€” (https://www.apple.com/ipad-air)
    • MacBook Air M4 (Starting at $999) โ€” 10-core CPU, 10-core GPU, up to 18 hours battery life โ€”(https://www.apple.com/macbook-air)
    • Herman Miller Aeron Chair (~$1,351) โ€” Ergonomic office chair with PostureFit SL, three sizes for 1st-99th percentile โ€”(https://www.hermanmiller.com)
    • LG 34" Ultrawide 5K 2K Monitor (~$315) โ€” 3440x1440 resolution, curved display for seamless multitasking โ€” (https://www.lg.com/us/monitors)
    • Logitech Brio 4K Ultra HD Webcam (~$160) โ€” 4K@30fps, RightLight 3 HDR, adjustable 65ยฐ/78ยฐ/90ยฐ FOV โ€” (https://www.logitech.com)
    • Samsung T7 Portable SSD (1TB) (~$109.99) โ€” 1,050MB/s read speed, AES 256-bit encryption, 2m drop resistant โ€” (https://www.samsung.com)
    • CalDigit TS3 Plus Thunderbolt 3 Dock (~$280) โ€” 15 ports, 87W laptop charging, dual 4K display support โ€” (https://www.caldigit.com)

    ๐Ÿ’ป Software & Cloud Services Mentioned in the Conversation

    • ChatGPT Plus ($20/month) โ€” OpenAI's premium AI assistant with GPT-4 access for research and drafting โ€” (https://chat.openai.com)
    • Grammarly Premium (~$96/year on sale; $144/year regular) โ€” AI-powered writing assistant with plagiarism detection โ€”(https://www.grammarly.com)
    • Apple Find My โ€” Location tracking app for AirTags and Apple devices โ€” https://www.icloud.com/find

    ๐Ÿ“Œ Disclaimer: Prices mentioned throughout this episode and show notes are approximate and based on manufacturer suggested retail prices around the time of the publication date; actual pricing may vary depending on manufacturer availability, retailer promotions, seasonal sales, and geographic location, and we recommend verifying current pricing before making any purchase decisions.


    ๐ŸŽ™๏ธEp.# 125: Transforming Your Law Practice: Allison Johs on Legal Tech Productivity, AI Ethics & Automation Strategies! Nov 25, 2025
    Show notes

    My next guest is Allison Johs, former Chair of the ABA Legal Technology Resource Center and founder of Legal Ease Consulting. ๐ŸŽฏ Allison has spent nearly two decades helping law firms prevent "lawyer meltdown" by guiding them through digital transformation, boosting productivity, and providing practical tech solutions for modern legal professionals. With 15 years of practicing law and experience growing a firm from 15 to over 50 attorneys, Allison brings real-world expertise to the challenges lawyers face when balancing technology adoption with successful client service.

    Join Allison Johs and me as we discuss the following three questions and more! ๐Ÿค”

    1. What are the top three foundational mistakes lawyers make when implementing new legal technology, and how can solo and small firms avoid these pitfalls to ensure their technology investments actually improve their practice rather than just create additional complexity?
    2. What are your top three recommendations for lawyers who want to responsibly integrate AI into their practice while maintaining ethical compliance and ensuring client confidentiality?
    3. What are the top three technology-driven strategies lawyers can implement immediately to automate routine tasks and reclaim billable hours?

    In our conversation, we cover the following: โฑ๏ธ

    • [00:00:00] โ€“ Episode introduction and guest welcome
    • [00:01:00] โ€“ Allison's current tech setup: Dell laptop, HP all-in-one desktop, Logitech Brio webcam, Microsoft 365
    • [00:02:00] โ€“ Discussion of portable monitors (INNOCN) and dual-screen productivity setups
    • [00:03:00] โ€“ Document scanning workflow with ScanSnap scanner and going paperless
    • [00:04:00] โ€“ OCR considerations for different practice areas, Adobe Acrobat for occasional OCR needs
    • [00:05:00] โ€“ Mistake #1: Not considering roles of all people who will use the technology in the firm
    • [00:06:00] โ€“ Including staff input during technology selection and implementation
    • [00:07:00] โ€“ Coaching resistant employees through technology adoption
    • [00:08:00] โ€“ Addressing legitimate objections vs. fear of change; demonstrating value to staff
    • [00:09:00] โ€“ Mistake #2: Not checking how new technology integrates with existing systems
    • [00:10:00] โ€“ Hidden costs of technology transitions: running parallel systems for 6-8 months
    • [00:11:00] โ€“ Budgeting for duplicate CRM/LPM subscriptions during migration
    • [00:12:00] โ€“ Mistake #3: Failing to appropriately invest in ongoing training
    • [00:13:00] โ€“ Training new hires and keeping up with subscription software updates
    • [00:14:00] โ€“ AI Recommendation #1: Thoroughly investigate how AI tools handle data, security, and training
    • [00:15:00] โ€“ AI Recommendation #2: Setting and strictly enforcing AI usage policies; mandatory human review
    • [00:16:00] โ€“ The importance of reviewing AI outputsโ€”lawyers should know precedents in their practice area
    • [00:17:00] โ€“ AI Recommendation #3: Start with non-client-facing AI work (internal processes, marketing, financials)
    • [00:18:00] โ€“ Ethical considerations: using AI on published court decisions for legal analysis
    • [00:19:00] โ€“ Using AI to find contrary precedents and distinguishing cases
    • [00:20:00] โ€“ Duty to supervise: real-world consequences when AI use goes wrong
    • [00:21:00] โ€“ Automation Strategy #1: Appointment booking tools (Calendly, Microsoft Bookings)
    • [00:22:00] โ€“ Automation Strategy #2: Templates, document assembly, AI chatbots for client intake
    • [00:23:00] โ€“ Automation Strategy #3: Automated time tracking and AI-powered billing review
    • [00:23:30] โ€“ Text Expander discussion: saving 2-5 hours weekly on repetitive typing
    • [00:24:00] โ€“ Allison's top automation tools: Calendly, Microsoft Power Automate, Microsoft Bookings
    • [00:25:00] โ€“ Discovering hidden features in Microsoft 365 (Ben Schorr webinar reference)
    • [00:26:00] โ€“ Using AI for travel planning: Google AI for trip itineraries, Perplexity AI for route optimization
    • [00:27:00] โ€“ Maximizing productivity during travel and conference attendance
    • [00:28:00] โ€“ Where to find Allison: websites, social media, and YouTube channel

    Resources ๐Ÿ“š

    Connect with Allison Johs:

    • ๐ŸŒ Website: LawyerMeltdown.com
    • ๐Ÿ“ Blog: LegalEaseConsulting.com
    • ๐Ÿ“ง Email: Allison@LegalEaseConsulting.com
    • ๐Ÿ“ž Phone: 631-642-0221
    • ๐Ÿ’ผ LinkedIn: linkedin.com/in/allisoncjohslegalease
    • ๐Ÿ“บ YouTube: Legal Ease Consulting, Inc.

    Mentioned in the Episode:

    • ๐Ÿ“– ABA Legal Technology Resource Center โ€“ americanbar.org/groups/departments_offices/legal_technology_resources
    • ๐Ÿ“– How to Do More in Less Time (2nd Edition, 2023) โ€“ ABA Law Practice Division book co-authored by Allison Johs - https://www.amazon.com/How-More-Less-Time-Productivity/dp/1639052283
    • ๐Ÿ“– Make LinkedIn Work for You: A Practical Handbook for Lawyers and Other Legal Professionals โ€“ Co-authored with Dennis Kennedy - https://www.amazon.com/Make-LinkedIn-Work-You-Professionals/dp/1734076321
    • ๐Ÿ‘ค Ben Schorr โ€“ Microsoft 365 expert, now with Affinity Consulting Group - https://www.affinityconsulting.com/team/ben-m-schorr/
    • ๐Ÿ›๏ธ Universal Migrator โ€“ CRM/LPM data migration tool - https://www.universalmigrator.com/

    Hardware Mentioned in the Conversation:

    • ๐Ÿ’ป Dell Laptop - https://www.dell.com/en-us/shop/dell-laptops/scr/laptops?_gl=1*78tbrz*_up*MQ..*_gs*MQ..&gclid=EAIaIQobChMIgerxro6QkQMVdUpHAR0BUBUOEAAYASAAEgJ_R_D_BwE&gclsrc=aw.ds
    • ๐Ÿ–ฅ๏ธ HP All-in-One Desktop Computer - https://www.hp.com/us-en/shop/vwa/desktops/form=All-in-One
    • ๐Ÿ–ฅ๏ธ INNOCN Portable Monitor (1080p mobile screen) โ€“ innocn.com
    • ๐Ÿ“ท Logitech Brio Webcam (4K with built-in microphone) โ€“ logitech.com/brio
    • ๐Ÿ–จ๏ธ HP Printer - https://www.hp.com/us-en/shop/vwa/printers
    • ๐Ÿ“„ Fujitsu ScanSnap Scanner (duplex document scanner) โ€“ scansnap.com

    Software & Cloud Services Mentioned in the Conversation:

    • โ˜๏ธ Microsoft 365 โ€“ microsoft.com/microsoft-365
    • โšก Microsoft Power Automate โ€“ powerautomate.microsoft.com
    • ๐Ÿ“… Microsoft Bookings โ€“ microsoft.com/bookings
    • ๐Ÿ“… Calendly โ€“ calendly.com
    • ๐Ÿ’ฌ Zoom โ€“ Video conferencing platform - zoom.com
    • ๐Ÿ“„ Adobe Acrobat (for occasional OCR) โ€“ adobe.com/acrobat
    • โŒจ๏ธ TextExpander โ€“ textexpander.com
    • ๐Ÿค– ChatGPT โ€“ OpenAI's AI assistant - https://chatgpt.com
    • ๐Ÿค– Microsoft Copilot โ€“ AI assistant integrated with Microsoft 365 - https://copilot.microsoft.com/
    • ๐Ÿ” Google AI โ€“ For travel planning and itineraries - https://ai.google/
    • ๐Ÿ” Perplexity AI โ€“ AI-powered search engine โ€“ perplexity.ai
    • โš–๏ธ Lexis+ AI โ€“ Legal research AI tool โ€“ lexisnexis.com/lexis-plus-ai

    ๐ŸŽ™๏ธ TSL Labs! Google AI Discussion of MTC: The Hidden AI Crisis in Legal Practice: Why Lawyers Must Unmask Embedded Intelligence Before It's Too Late! Nov 21, 2025
    Show notes

    ๐Ÿ“Œ Too Busy to Read This Week's Editorial?

    Join us for a professional deep dive into essential tech strategies for AI compliance in your legal practice. ๐ŸŽ™๏ธ This AI-powered discussion unpacks the November 17, 2025, editorial, MTC: The Hidden AI Crisis in Legal Practice: Why Lawyers Must Unmask Embedded Intelligence Before It's Too Late! with actionable intelligence on hidden AI detection, confidentiality protocols, ethics compliance frameworks, and risk mitigation strategies. Artificial intelligence has been silently operating inside your most trusted legal software for years, and under ABA Formal Opinion 512, you bear full responsibility for all AI use, whether you knowingly activated it or it came as a default software update. The conversation makes complex technical concepts accessible to lawyers with varying levels of tech expertiseโ€”from tech-hesitant solo practitioners to advanced usersโ€”so you'll walk away with immediate, actionable steps to protect your practice, your clients, and your professional reputation.

    In Our Conversation, We Cover the Following

    00:00:00 - Introduction: Overview of TSL Labs initiative and the AI-generated discussion format

    00:01:00 - The Silent Compliance Crisis: How AI has been operating invisibly in your software for years

    00:02:00 - Core Conflict: Understanding why helpful tools simultaneously create ethical threats to attorney-client privilege

    00:03:00 - Document Creation Vulnerabilities: Microsoft Word Co-pilot and Grammarly's hidden data processing

    00:04:00 - Communication Tools Risks: Zoom AI Companion and the cautionary Otter.ai incident

    00:05:00 - Research Platform Dangers: Westlaw and Lexis+ AI hallucination rates between 17-33%

    00:06:00 - ABA Formal Opinion 512: Full lawyer responsibility for AI use regardless of awareness

    00:07:00 - Model Rule 1.6 Analysis: Confidentiality breaches through third-party AI systems

    00:08:00 - Model Rule 5.3 Requirements: Supervising AI tools with the same diligence as human assistants

    00:09:00 - Five-Step Compliance Framework: Technology audits and vendor agreement evaluation

    00:10:00 - Firm Policies and Client Consent: Establishing protocols and securing informed consent

    00:11:00 - The Verification Imperative: Lessons from the Mata v. Avianca sanctions case

    00:12:00 - Billing Considerations: Navigating hourly versus value-based fee models with AI

    00:13:00 - Professional Development: Why tool learning time is non-billable competence maintenance

    00:14:00 - Ongoing Compliance: The necessity of quarterly reviews as platforms rapidly evolve

    00:15:00 - Closing Remarks: Resources and call to action for tech-savvy innovation

    Resources

    Mentioned in the Episode

    • ABA Formal Opinion 512 (July 29, 2024): Ethical guidance on generative artificial intelligence tools - https://www.americanbar.org/content/dam/aba/administrative/professional_responsibility/ethics-opinions/aba-formal-opinion-512.pdf
    • Model Rule 1.1 (Competence) - Understanding benefits and risks of relevant technology - https://www.americanbar.org/groups/professional_responsibility/publications/model_rules_of_professional_conduct/rule_1_8_current_clients_specific_rules/
    • Model Rule 1.6 (Confidentiality) - Preventing unauthorized disclosure of client information - https://www.americanbar.org/groups/professional_responsibility/publications/model_rules_of_professional_conduct/rule_1_6_confidentiality_of_information/
    • Model Rule 5.3 (Supervision) - Supervising non-human assistance including AI - https://www.americanbar.org/groups/professional_responsibility/publications/model_rules_of_professional_conduct/rule_5_3_responsibilities_regarding_nonlawyer_assistant/
    • Model Rule 1.4 (Communication) - Informing clients about AI use and obtaining consent - https://www.americanbar.org/groups/professional_responsibility/publications/model_rules_of_professional_conduct/rule_1_4_communications/
    • Mata v. Avianca Case - Landmark sanctions case involving AI-generated fabricated citations - https://law.justia.com/cases/federal/district-courts/new-york/nysdce/1:2022cv01461/575368/54/
    • Stanford Research - Documented AI hallucination rates between 17-33% in legal tools - https://dho.stanford.edu/wp-content/uploads/Legal_RAG_Hallucinations.pdf

    Software & Cloud Services Mentioned in the Conversation

    • Adobe Acrobat AI Assistant - Automatic document analysis and summarization tool - https://www.adobe.com/acrobat.html
    • Clio - Legal practice management platform with AI features - https://www.clio.com
    • Google Notebook AI - AI discussion generation tool used to create this episode - https://notebooklm.google.com
    • Grammarly - AI writing assistant analyzing email and document content - https://www.grammarly.com
    • Lexis+ AI - AI-enhanced legal research platform - https://www.lexisnexis.com
    • Microsoft Word Co-pilot - AI-powered writing assistant with substantive editing capabilities - https://www.microsoft.com/microsoft-365/word
    • Otter.ai - AI meeting assistant and transcription service - https://otter.ai
    • Smokeball - Practice management with Auto Time AI billing - https://www.smokeball.com
    • Westlaw - Legal research platform with embedded generative AI - https://legal.thomsonreuters.com/en/products/westlaw
    • Zoom AI Companion - Meeting transcription and analysis service - https://www.zoom.com

    ๐ŸŽ™๏ธ TSL Labs! Google AI Discussion of MTC: ๐Ÿšจโ€ผ๏ธ Emergency BOLO! ๐Ÿšจโ€ผ๏ธ Lawyers on the Go: Essential Tech Strategies for Air Travel During the Government Shutdown โœˆ๏ธ Nov 14, 2025
    Show notes

    ๐Ÿ“Œ Too Busy to Read This Week's Editorial?

    Join us for an emergency professional deep dive into essential tech strategies for air travel during government shutdowns and travel disruptions. ๐Ÿ›ซ This AI-powered roundtable unpacks Michael D.J. Eisenberg's critical editorial with actionable intelligence on real-time flight tracking, data security protocols, connectivity redundancy, and power management. Whether you're a legal professional navigating travel chaos or anyone managing disruptions during system-wide stress, discover how to transform from reactive scrambling to proactive controlโ€”turning travel crises into manageable projects you command. Learn the five professional-grade rules that separate those who navigate disruptions from those who get derailed.

    In our conversation, we cover the following:

    • 00:00:00 โ€“ Introduction: Welcome to Tech Savvy Lawyer Labs Emergency BOLO
    • 00:01:00 โ€“ Travel Chaos as the New Normal: System Volatility & Professional Vulnerability
    • 00:02:00 โ€“ Flight Schedule Control: The Illusion & Reality of Travel Disruptions
    • 00:02:00 โ€“ Extreme Volatility in Air Travel: Cascading Flight Cancellations & Customer Service Chaos
    • 00:02:00 โ€“ Real-Time Flight Tracking Strategy: Flightradar24 & FlightAware Intelligence Systems
    • 00:02:00 โ€“ Backup Flight Monitoring: Multi-Carrier Surveillance Strategy (Delta, United, American)
    • 00:03:00 โ€“ Proactive Intelligence vs. Reactive Response: One-Hour Lead Time Advantage
    • 00:03:00 โ€“ Early Rebooking Strategy: First and Second Choice Flight Selection
    • 00:03:00 โ€“ Trusted Traveler Programs: TSA PreCheck & Time Investment ROI
    • 00:03:00 โ€“ TSA PreCheck Value: $78 for Five Years & Security Line Efficiency
    • 00:03:00 โ€“ Global Entry: $100 for Five Years with International Customs Acceleration
    • 00:04:00 โ€“ Trusted Traveler Planning: Background Checks, Interviews & Months-Ahead Application
    • 00:04:00 โ€“ Public WiFi Malpractice Alert: Data Security & Vulnerability Assessment
    • 00:04:00 โ€“ Personal Mobile Hotspot: Cellular Encryption Over Public Networks
    • 00:05:00 โ€“ Dual Carrier Coverage: eSIM Technology & Connectivity Insurance
    • 00:05:00 โ€“ Dual SIM Implementation: T-Mobile & Verizon Redundancy Strategy Without Two Phones
    • 00:05:00 โ€“ eSIM Digital Technology: Two Active Lines on One Device
    • 00:05:00 โ€“ Prepaid Data Plan Strategy: Coffee-Price Monthly Cost for Connectivity Backup
    • 00:06:00 โ€“ VPN Non-Negotiables: Encrypted Tunnel & Automatic Connection Protocol
    • 00:06:00 โ€“ VPN Automatic Startup: Device Initialization & All-Device Coverage (Phone, Tablet, Laptop)
    • 00:06:00 โ€“ International Travel Security: VPN Encryption & Surveillance Protection
    • 00:07:00 โ€“ TSA-Approved Power Banks: 100 Watt-Hour Specifications & 27,000 mAh Ceiling
    • 00:07:00 โ€“ Laptop Charging: 100-Watt USB-C Power Bank Requirements (MacBook Pro)
    • 00:07:00 โ€“ Multi-Device Charging: Simultaneous Laptop, Phone & Tablet Power Delivery
    • 00:07:00 โ€“ Smart Power Display: Charging Speed Monitoring & Juice Rationing
    • 00:07:00 โ€“ Surge Protector Safety: Airport Outlet Protection & Device Insurance
    • 00:08:00 โ€“ Airport Lounges: Priority Pass Access & Productivity Sanctuaries (1,300+ Worldwide)
    • 00:08:00 โ€“ Travel Credit Card Benefits: Complimentary Lounge Visits Strategy
    • 00:08:00 โ€“ Conference Call Chaos: Professional Communication Environment Solutions
    • 00:08:00 โ€“ Noise-Canceling Headphones: Sony XM5 & Bose QuietComfort Professional Focus
    • 00:08:00 โ€“ Battery Life Requirements: 30-40 Hour Endurance for Extended Delays
    • 00:09:00 โ€“ Offline Access Mandate: Pre-Departure Critical File Downloads
    • 00:09:00 โ€“ Six-Hour Offline Capability: Zero-Connectivity Work Strategy
    • 00:09:00 โ€“ Adobe Scan App: OCR Technology & Mobile Document Management
    • 00:10:00 โ€“ Adobe Ecosystem Syncing: Cross-Device Workflow & E-Signature Integration
    • 00:10:00 โ€“ Apple Ecosystem Continuity: iPhone, iPad & MacBook Seamless Integration
    • 00:10:00 โ€“ FileVault Encryption & Face ID: Built-In Security Non-Negotiables
    • 00:11:00 โ€“ Five Professional-Grade Rules: Pre-Travel Checklist & Crisis Preparation
    • 00:11:00 โ€“ Rule One: Full Device Charge Before Departure
    • 00:11:00 โ€“ Rule Two: Offline Maps & Critical Files Downloaded Locally
    • 00:11:00 โ€“ Rule Three: Screenshot Everything (Boarding Passes, Hotel, Car Rental)
    • 00:11:00 โ€“ Rule Four: Distributed Charger Storage Across Multiple Bags for Backup Power
    • 00:11:00 โ€“ Rule Five: Share Itinerary with Emergency Contact
    • 00:11:00 โ€“ Post-Crisis Integration: Permanent Daily Workflow Implementation
    • 00:11:00 โ€“ The Bigger Question: Crisis Tools as Permanent Professional Standards
    • 00:12:00 โ€“ Transition to AI Ethics Discussion: Hidden AI Crisis in Legal Practice Teaser
    • 00:14:00 โ€“ Conclusion: Tech Savvy Lawyer Labs Roundtable Summary & Resources

    Resources ๐Ÿ“š

    Mentioned in the episode:

    • Global Entry (CBP Trusted Traveler Program): https://www.cbp.gov/travel/global-entry
    • TSA PreCheck (Trusted Traveler Program): https://www.tsa.gov/precheck

    Hardware mentioned in the conversation:

    • Bose QuietComfort Noise-Canceling Headphones: https://www.bose.com/en_us/products/headphones/over_ear_headphones/bose-quietcomfort-headphones.html
    • Sony WH-1000XM5 Noise-Canceling Headphones: https://www.sony.com/electronics/headband-headphones/wh1000xm5
    • TSA-Approved Power Bank (100 Wh, USB-C): https://www.amazon.com/s?k=100+watt+hour+power+bank+usb-c
    • Travel-Sized Surge Protector: https://www.amazon.com/s?k=travel+surge+protector

    Software & Cloud Services mentioned in the conversation:

    • Adobe Document Cloud (Cross-Device Sync & E-Signature): https://documentcloud.adobe.com
    • Adobe Scan App (Mobile Document Scanning & OCR): https://www.adobe.com/acrobat/mobile/scanner-app.html
    • Apple FileVault (Device Encryption): https://support.apple.com/en-us/HT204837
    • Apple iCloud (File Sync & Continuity): https://www.icloud.com
    • FlightAware (Real-Time Flight Tracking & Alerts): https://flightaware.com
    • Flightradar24 (Real-Time Flight Tracking): https://www.flightradar24.com
    • Priority Pass (Airport Lounge Access - 1,300+ Worldwide): https://www.prioritypass.com
    • VPN Services (Research Provider Options): https://www.nerdwallet.com/article/apps/best-vpn

    ๐ŸŽ™๏ธ Ep. # 124: AI Governance Expert Nikki Mehrpoo Shares the Triple E Protocol for Implementing Responsible AI and Legal Practice While Maintaining Ethical Compliance and Protecting Client Data. Nov 12, 2025
    Show notes

    My next guest is Nikki Mehrpoo. She is a nationally recognized leader in AI governance for law practices, known for her practical, ethical, and innovation-focused strategies. Today, she details her Triple-E Protocol and shares key steps for safely leveraging AI in legal work.

    Join Nikki Mehrpoo and me as we discuss the following three questions and more!

    1. Based on your pioneering work with "Govern Before You Automate," what are the top three foundational steps every lawyer should take to implement AI responsibly, and what are the top three mistakes lawyers make with AI?
    2. What are your top three tips or tricks when using AI in your work?
    3. When assessing the next AI platform from a service provider, what are the top three questions lawyers should be asking?

    In our conversation, we cover the following:

    • 00:00:00 โ€“ Welcome and guest's background ๐ŸŒŸ
    • 00:01:00 โ€“ Current tech setup and cloud-based workflows โ˜๏ธ
    • 00:02:00 โ€“ Privacy and IP management, not client confidentiality ๐Ÿ”
    • 00:03:00 โ€“ Document deduplication with Effingo ๐Ÿ“„
    • 00:04:00 โ€“ Hardware: HP Omni Book 7 Laptop, HP monitors, iPhone ๐Ÿ’ป๐Ÿ“ฑ
    • 00:05:00 โ€“ Efficiency tools: Text Expander, personal workflow shortcuts โŒจ๏ธ
    • 00:06:00 โ€“ Balancing technology innovation and risk management โš–๏ธ
    • 00:07:00 โ€“ Adapting to change, ongoing legal tech education ๐Ÿง‘โ€๐Ÿ’ป
    • 00:08:00 โ€“ Triple-E Framework: Educate, Empower, Elevate ๐Ÿš€
    • 00:09:00 โ€“ Governance, supervision duties, policy setting ๐Ÿ›ก๏ธ
    • 00:10:00 โ€“ Human verification as a standard for all legal AI output ๐Ÿง‘โ€โš–๏ธ
    • 00:12:00 โ€“ Real-world examples: AI hallucinations, bias, and due diligence โš ๏ธ
    • 00:13:00 โ€“ IT vs. AI expertise, communicating across teams ๐Ÿ› ๏ธ
    • 00:14:00 โ€“ Chief AI Governance Officer, governance in legal innovation ๐Ÿ›๏ธ
    • 00:15:00 โ€“ Global compliance, EU AI Act, international standards ๐ŸŒ
    • 00:16:00 โ€“ Hidden AI in legacy software, policy gaps ๐Ÿ”Ž
    • 00:17:00 โ€“ Education as continuous legal responsibility ๐Ÿ“š
    • 00:18:00 โ€“ Better results through prompt engineering ๐Ÿ”ค
    • 00:19:00 โ€“ Verify, verify, verify: never trust without review โœ”๏ธ
    • 00:20:00 โ€“ ABA Formal Opinion 512: standards for responsible legal AI ๐Ÿ“œ
    • 00:21:00 โ€“ Nikki's Triple-E Protocol, governance best practices ๐Ÿ“Š
    • 00:22:00 โ€“ Data origin, bias, and auditability in legal AI systems ๐Ÿงฉ
    • 00:23:00 โ€“ Frameworks for "govern before you automate" in legal workflows ๐Ÿ”’
    • 00:24:00 โ€“ Importance of internal hosting and zero retention policies ๐Ÿข
    • 00:25:00 โ€“ Maintaining confidentiality with third-party AI and HIPAA compliance ๐Ÿคซ
    • 00:26:00 โ€“ Where to find Nikki and connect ๐ŸŒ

    Resources

    Connect with Nikki Mehrpoo

    • Email: Nikki@MedLegalProfessor.AI
    • Website: https://governbeforeyouautomate.ai
    • Secondary Site: https://igoverai.com
    • LinkedIn: https://linkedin.com/in/nikkimehrpoo

    Mentioned in the episode

    • ABA Formal Opinion 512: https://www.americanbar.org/groups/professional_responsibility/publications/model_rules_of_professional_conduct/
    • EU AI Act: https://digital-strategy.ec.europa.eu/en/policies/regulatory-framework-ai
    • GoHighLevel: https://blog.gohighlevel.com/highlevel-101-everything-you-need-to-know/
    • Triple-E AI Governance Protocol: https://igoverai.com

    Hardware mentioned in the conversation

    • HP External Monitors: https://www.hp.com/us-en/shop/vp/displays
    • HP Omni Book 7 Laptop: https://www.hp.com/us-en/shop/vp/Hp_Omnibook_7_Series
    • iPhone: https://www.apple.com/iphone/

    Software & Cloud Services mentioned in the conversation

    • GoHighLevel: https://gohighlevel.com
    • Gamma: https://gamma.app
    • Effingo: https://effingotech.com/
    • Text Expander: https://textexpander.com
    • Pixart: https://pixart.ai

    ๐ŸŽ™๏ธ TSL Labs! Google AI Discussion of MTC: Deepfakes, Deception, and Professional Duty - What the North Bethesda AI Incident Teaches Lawyers About Ethics in the Digital Age ๐Ÿง โš–๏ธ Oct 31, 2025
    Show notes

    ๐Ÿ“Œ To Busy to Read This Week's Editorial?

    Join us for an AI-powered deep dive into the ethical challenges facing legal professionals in the age of generative AI. ๐Ÿค– This episode explores the real-world story that sparked critical questions about professional responsibility: a North Bethesda prank that went wrong and became a legal cautionary tale. We unpack the implications of AI-generated deepfakes for evidence authentication, client confidentiality, and the fundamental duty lawyers owe to the court. Whether you're navigating emerging tech in your practice or learning how to protect yourself from costly bar complaints, this conversation provides actionable insights into ABA Model Rules 1.1, 3.3, and 8.4. ๐Ÿ“‹

    What You'll Learn: โœ… The technology competence imperative for modern attorneys โœ… How deepfake detection connects to ethical obligations โœ… The clash between client confidentiality (Rule 1.6) and candor to the tribunal (Rule 3.3) โœ… Five practical safeguards to implement immediately โœ… Why the "liar's dividend" threatens judicial integrity

    โฑ๏ธ In Our Conversation, We Cover the Following:

    • [00:00:00 โ€“ 00:01:00] Welcome & episode overviewโ€”exploring generative AI and legal responsibility in the digital age ๐Ÿ“ฑ
    • [00:01:00 โ€“ 00:03:00] The North Bethesda deepfake incidentโ€”a 27-year-old woman's prank turns into criminal charges when her AI-generated photo triggers an emergency response ๐Ÿšจ
    • [00:03:00 โ€“ 00:04:00] The technology competence imperativeโ€”ABA Model Rule 1.1 and the 2012 amendment requiring lawyers to understand AI risks ๐Ÿ“š
    • [00:04:00 โ€“ 00:05:00] The extent of adoptionโ€”31+ states have adopted or adapted tech competence language; it's no longer optional ๐Ÿ“
    • [00:05:00 โ€“ 00:06:00] Three core competencies lawyers need: How AI content is made, detection methods, and proper authentication practices ๐Ÿ”
    • [00:06:00 โ€“ 00:07:00] Rule 3.3 in the AI eraโ€”candor toward the tribunal when evidence authenticity is questioned ๐Ÿ›๏ธ
    • [00:07:00 โ€“ 00:08:00] The liar's dividend phenomenonโ€”how deepfakes undermine trust in all evidence, even genuine materials ๐ŸŽญ
    • [00:08:00 โ€“ 00:09:00] Defending authentic evidenceโ€”proactive authentication, metadata, and chain of custody documentation ๐Ÿ“Š
    • [00:09:00 โ€“ 00:10:00] Rule 8.4 and the ethical precipiceโ€”the line between negligence and fraud when submitting unverified digital evidence โš ๏ธ
    • [00:10:00 โ€“ 00:11:00] The Rule 1.6 vs. Rule 3.3 conflictโ€”when client confidentiality must yield to candor with the court ๐Ÿค
    • [00:11:00 โ€“ 00:12:00] Disclosure obligationsโ€”lawyers must reveal false evidence, even if provided by their own client ๐Ÿ“ข
    • [00:12:00 โ€“ 00:13:00] Safeguard #1: Invest in educationโ€”CLE courses, Florida's three-hour tech requirement, and continuous learning ๐ŸŽ“
    • [00:12:00 โ€“ 00:13:00] Safeguard #2: Establish verification protocolsโ€”documentation, metadata demands, and forensic expert consultation ๐Ÿ”
    • [00:13:00 โ€“ 00:14:00] Safeguard #3: Disclose limitations transparentlyโ€”admitting gaps in expertise and using Rule 1.1 to bring in qualified co-counsel ๐Ÿ‘ฅ
    • [00:14:00 โ€“ 00:15:00] Safeguards #4 & #5: Update client agreements and stay alert to evolving guidance from bar associations ๐Ÿ“
    • [00:14:00 โ€“ 00:15:00] The bigger questionโ€”what's the long-term cost to justice when digital evidence authenticity is perpetually questioned? ๐Ÿ”ฎ

    ๐Ÿ“š Resources

    Connect with Michael D.J. Eisenberg

    ๐ŸŒ Website: https://www.thetechsavvylawyer.com ๐Ÿ“ง Email: MichaelDJ@TheTechSavvyLawyer.Page ๐Ÿ’ผ LinkedIn: https://www.linkedin.com/in/michaeldjeisenberg/ ๐Ÿ“ฑ Podcast: https://www.thetechsavvylawyer.page/podcast

    Mentioned in the Episode

    ๐Ÿ”น ABA Model Rule 1.1 โ€“ Competence requirement (amended 2012) ๐Ÿ”น ABA Model Rule 3.3 โ€“ Candor toward the tribunal ๐Ÿ”น ABA Model Rule 8.4 โ€“ Misconduct (dishonesty, fraud, deceit, misrepresentation) ๐Ÿ”น ABA Model Rule 1.6 โ€“ Confidentiality of information ๐Ÿ”น North Bethesda, Maryland Deepfake Incident โ€“ October 2025 case study ๐Ÿ”น Florida CLE Mandate โ€“ Three hours of technology-focused continuing legal education every three years ๐Ÿ”น 40 States, D.C. & P.R. โ€“ Jurisdictions that have adopted ABA Model Rule 1.1 technology competence language


    ๐ŸŽ™๏ธ Ep. #123: Episode 123: Former Federal Prosecutor Reveals How AI Levels the Playing Field in Criminal Defense ๐ŸŽ™๏ธโš–๏ธ๐Ÿค– Oct 28, 2025
    Show notes

    My next guest is Lance Kennedy. Lance is a former federal prosecutor who now operates a tech forward criminal defense practice in Texas. He combines his prosecutorial experience with cutting edge AI and automation tools to compete against well-resourced government teams, helping criminal defense attorneys leverage technology for data analytics, digital forensics, and case management across both federal and state courts.

    Join Lance Kennedy and me as we discuss the following three questions and more! ๐ŸŽฏ

    1. What are the top three ways criminal defense attorneys can leverage technology to level the playing field against well-resourced prosecution teams? And how has your prosecutorial experience informed your approach to implementing these tools?
    2. With your experience handling both federal cases and state Texas matters, what are the top three technological tools or approaches that criminal defense attorneys should prioritize differently when managing federal cases versus state cases? And how can technology help attorneys navigate the distinct procedural and evidentiary challenges of each system?
    3. What are the top three ethical and practical considerations criminal defense attorneys must address when implementing AI tools in their practice? And how can lawyers ensure they maintain the 'human in the loop' while maximizing AI's benefits for client representation?

    In our conversation, we cover the following โฑ๏ธ

    00:00:00 - Introduction

    00:01:00 - Guest's Current Tech Setup

    00:05:00 - Top Three Ways Criminal Defense Attorneys Can Leverage Technology

    00:08:00 - Federal vs State Technology Tools and Approaches

    00:10:00 - Top Three Tech Tools Better Than Government Systems

    00:13:00 - Data Privacy and PII Protection in AI Tools

    00:14:00 - Ethical and Practical Considerations for AI Implementation

    00:16:00 - Where to Find Lance Kennedy

    RESOURCES ๐Ÿ“š

    Connect with Lance Kennedy ๐Ÿค

    • Website: https://www.lancekennedy.comelitelawyer+1
    • LinkedIn: https://www.linkedin.com/in/lancelkennedy/voyageaustin
    • Phone: (737) 324-7540

    Mentioned in the Episode ๐Ÿ’ก

    • Apple Annual Upgrade Program: https://www.apple.com/shop/iphone/iphone-upgrade-program
    • Apple Business Account: https://www.apple.com/business/

    Hardware Mentioned in the Conversation ๐Ÿ’ป

    • Curved Samsung Monitors): https://www.samsung.com/us/computing/monitors/
    • iPhone 17 Pro Max (Dual SIM, Orange): https://www.apple.com/iphone/
    • MacBook Pro (M2 chip, 16GB): https://www.apple.com/macbook-pro/
    • OtterBox Defender Case: https://www.otterbox.com/en-us/defender-seriesotterbox+1
    • Secret Lab Gaming Chair: https://secretlab.cosecretlab
    • Software & Cloud Services Mentioned in the Conversation โ˜๏ธ
    • Box (evidence sharing): https://www.box.com
    • ChatGPT Pro: https://openai.com/chatgpt/openai+1
    • Co-Counsel (Westlaw AI): https://legal.thomsonreuters.com/en/products/westlaw-advantagesites.psu+1
    • Gmail: https://www.google.com/gmail/
    • Grammarly: https://www.grammarly.comwikipedia+1
    • Lawmatics (CRM): https://www.lawmatics.comlegaltechnologyhub+1
    • MyCase (client management portal): https://www.mycase.comresiliencelawgroup+1
    • Scorpion (website management/advertising): https://www.scorpion.coonthemap+1
    • Westlaw: https://legal.thomsonreuters.com/en/products/westlaw-advantagelegal.thomsonreuters+1

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