Services

I provide targeted consulting, in-house training, and CLE education for lawyers and law firms working with technology, ethics, and modern practice challenges. Engagements are tailored to each client and focused on practical, defensible decision-making.

AI Integration & Training

  • AI Implementation for Law Firms Evaluation, selection, and integration of AI tools into legal workflows, including generative and agentic systems. Covers assessment of current processes, identification of appropriate use cases, rollout and change management, and oversight structures for multi-step agentic tasks.
  • AI Training for Attorneys and Staff Customized training covering generative and agentic AI tools, prompt drafting, verification practices, and the ethical duties that apply at each step. Programs can be delivered live, on-demand, or as a hybrid.
  • AI Policy Development & Ethics Review Analysis of specific AI tools and proposed use cases against applicable ethics rules, including competence, confidentiality, supervision, candor, and billing. Includes drafting and review of firm policies governing AI use, client disclosures, confidentiality protections, supervision requirements, and documentation standards.

Ethics & Professional Responsibility

  • Legal Ethics & Professional Responsibility Guidance on professional responsibility issues arising from technology use, supervision, competence, confidentiality, and modern law practice.
  • Cybersecurity, Privacy & Data Protection Risk assessment and guidance related to data security, privacy obligations, incident prevention, and response planning.
  • Online Reputation & Risk Management Advice on managing professional risk associated with online presence, communications, and digital platforms.

Practice Operations & Technology

  • Law Practice Management & Firm Operations Consulting on systems, workflows, policies, and operational decisions that support efficient and ethical legal practice.
  • Electronic Discovery & Digital Evidence Guidance on issues related to electronically stored information, digital evidence, and related practice considerations.
  • Legal Marketing & Digital Strategy Advice on online presence, content, and digital strategy appropriate for legal professionals and law firms.
  • Website Development & Content Creation Assistance with law firm websites and content, with a focus on professionalism, clarity, accessibility, and ethical considerations.

Education & Speaking

  • CLE Faculty & Professional Education Experienced CLE presenter offering live and recorded programs for bar associations, law firms, and legal organizations. AI is a particular emphasis, including programs on generative AI, agentic AI, ethics considerations, and practical implementation, alongside ongoing work in legal ethics, cybersecurity, and law practice management.

Next Steps

For general information about my background and work, you may use the contact form below.