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Ethics of Using Chatbots, Intake Forms & AI on Law Firm Websites (U.S.)

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Worry-Free CLE Credit

  • Approved in Texas for 1.0 hour Ethics/Professional Responsibility credit.
  • Approved in Florida for 1.0 hour Ethics credit and 1.0 hour Technology Credit.
  • Approved in Illinois for 1.0 hour of Professional Responsibility - Legal Ethics CLE credit.
  • Pending approval in California for 1.0 hour Legal Ethics credit.
  • Pending approval in New Jersey for 1.2 hours Ethics credit.
  • If your jurisdiction requires self-reporting or individual approval, we include a Self-Submission Pack to support your filing.

Learn How to Use AI Tools on your Website Without Crossing Ethical Lines

 

Is your law firm using chatbots, online intake forms, or AI-assisted tools on its website—or planning to? 

As client behavior shifts to after-hours, mobile, and online first contact, many firms are adopting AI-assisted intake to reduce friction and improve responsiveness. But when these tools aren’t properly designed or supervised, they can create serious ethics risks. 

This 1-hour (60 minute), on-demand CLE webinar walks through how to use AI-enhanced intake like a lawyer—with clear guardrails, disclosures, and supervision that align with professional conduct rules. 

In this program, you’ll learn how to: 

  • Apply ABA Model Rules to chatbots and automated intake tools 
  • Understand what ABA Formal Opinion 512 means for client-facing AI 
  • Avoid misleading communications and unauthorized practice of law 
  • Protect confidentiality and manage intake data responsibly 
  • Implement practical disclosures, hand-off protocols, and supervision policies 

Includes real U.S. case examples, downloadable checklists and templates, and 1.0 CLE ethics credit, available on demand. 

Accessibility: Closed captions included. French caption translation available..

Enroll now and watch at your convenience 

 

Enroll now and watch at your convenience

Meet Your Instructor

 Lynn Fitzpatrick is the founder of Right Path Academy and a legal marketing strategist with more than 20 years of experience working with law firms across North America. She previously served as CEO and co-founder of fSquared Marketing and regularly advises lawyers on ethical marketing, technology, and client communication in modern legal practice.

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Who This Program Is For?

 

  • Lawyers evaluating AI tools for intake or client communication

  • Law firms implementing chatbots or automated intake forms

  • Attorneys responsible for website content or marketing oversight

  • Lawyers interested in ethical use of emerging technology

Imagine a thriving practice, powered by ethical AI use

 

Sign up for our course and get started on the right path.

 

Register Now

CLE Webinar

$99

including

  • On-Demand Access (watch anytime)
  • 1.0 CLE Ethics or Professional Responsibility
  • Closed captions included.
  • Spanish caption translation available.
  • Presentation slide download
  • Participant Handout - to reinforce learning and give you the resources you need
  • Worksheets - to bring practical tools to your practice
  • Completion Certificate (e-mailed immediately after course completion)
  • Self-Submission Pack (for self-report/self-application where permitted) including course agenda, learning objectives, and speaker credentials.
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Who This Program Is For?

 

  • Lawyers evaluating AI tools for intake or client communication

  • Law firms implementing chatbots or automated intake forms

  • Lawyers responsible for website content or marketing oversight

  • Lawyers interested in ethical use of emerging technology