Ethics of Using Chatbots, Intake Forms & AI on Law Firm Websites (Canadian Jurisdictions)

This course is designed for lawyers who want to use AI tools on their law firm website. Whether you're a solo practitioner or part of a larger firm, this course will provide you with the knowledge to use these tools ethically and effectively.

It is also suitable for those who are interested in the implementation of AI within the legal industry including in-house counsel, and anyone responsible for client intake, marketing, or technology decisions. 

You'll learn how to use AI tools including chatbots and intake forms to grow your practice, while staying within ethical boundaries. 

• Identify and apply the Federation of Law Societies of Canada Model Code provisions relevant to artificial intelligence and client-facing technology, including competence, confidentiality, supervision, marketing, unauthorized practice, and fees.
• Understand how provincial law society guidance (including Ontario, British Columbia, Alberta, and others) applies to generative AI tools, particularly in the areas of technological competence and data governance.
• Recognize and assess the principal ethical risks associated with AI-assisted intake systems, including hallucinated outputs, misleading communications, confidentiality breaches, bias, and unauthorized practice of law. 
• Implement practical compliance safeguards, including disclosure language, consent mechanisms, supervision protocols, transcript review practices, data retention controls, and billing transparency. 
• Design and evaluate AI-enhanced intake workflows and implementation checklists, ensuring that automated systems remain bounded, supervised, and aligned with professional obligations.

This course is designed to meet the educational standards for Continuing Professional Development (CPD) programs across multiple jurisdictions. It may qualify for credit in areas such as Ethics and Professionalism depending on your jurisdiction’s specific rules.

Accreditation and credit eligibility vary by state. We encourage participants to review their local CLE requirements and confirm eligibility with their accrediting body before claiming credit.

A detailed self-submission pack including outline, timed agenda, and course instructor bio, is provided to assist with self-submission where required.

This course is approved in Ontario for 1.0 hour CPD Professionalism content credit.

This course is approved in British Columbia for 1.0 hour CPD Professional Responsibility and Ethics credit.

Because each province has its own accreditation process, approval is not guaranteed in every jurisdiction.

For jurisdictions where individual lawyers are permitted or required to self-submit courses for credit, participants will receive all necessary supporting documentation, including the course agenda, learning objectives, and speaker credentials, to assist with that process.

Right Path Academy continuously expands its list of accredited jurisdictions and updates course materials to meet evolving CPD requirements.

To fulfill the completion requirement, once you've finished watching the webinar you'll need to complete a ten question multiple-choice quiz.  Once you get 80% (8 out of 10 questions) correct, you'll receive your completion certificate to download via to e-mail .