Agenda

Webinar instructions will be emailed 24-48 business hours before the date of the webinar.
Please log into the webinar 10-15 minutes before start time.

Thursday, February 11, 2027
9:00 am – 4:00 pm CST (includes breaks)

Agenda:
Presented by Cari L. Sheehan, Marissa J. Moran, Amy M. Cann, James C. Suits II, and Casey Erick

 Ethical and Professional Responsibilities When Using AI (C. Sheehan) 

• Understanding how generative AI is changing paralegal roles and responsibilities 
• Applying existing ethical and professional standards to AI-assisted legal work 
• Maintaining professional competence as AI technologies and legal applications evolve 
• Understanding the capabilities and limitations of generative AI 
• Attorney supervision and the paralegal’s responsibilities when using AI 
• Avoiding the unauthorized practice of law when using AI tools 
• Maintaining professional judgment and accountability when incorporating AI into legal work 

Confidentiality, Privilege, and Protecting Client Information (M. Moran) 

• Applying confidentiality and privilege requirements when using AI platforms 
• Identifying risks associated with entering client, case, and personally identifiable information into AI tools 
• Understanding how AI providers may collect, retain, process, and use submitted information 
• Distinguishing between public, firm-approved, and legal-specific AI platforms 
• Evaluating privacy policies, data-use practices, and security features before using an AI tool 
• Ethical considerations involving client consent and disclosure of AI use 
• Establishing firm safeguards and policies for handling sensitive information with AI 

Accuracy, Hallucinations, and Quality Control (A. Cann) 

• Understanding why generative AI can produce inaccurate or unsupported information 
• Recognizing hallucinations, fabricated citations, false quotations, and other AI-generated errors 
• Identifying bias, incomplete information, and misleading conclusions in AI-generated results 
• Verifying AI-generated legal authorities, citations, facts, and other substantive information 
• Distinguishing reliable source material from unsupported AI-generated assertions 
• Establishing quality-control procedures for AI-assisted legal work 
• Understanding responsibility and accountability when inaccurate AI-generated information enters the legal workflow 

Integrating AI Into the Attorney-Paralegal Workflow: Practical Uses, Boundaries, and Best Practices (J. Suits) 

• Identifying points in the lifecycle of a legal matter where AI can appropriately support attorneys and paralegals  
• Defining the respective roles of attorneys, paralegals, and AI when completing legal and administrative work  
• Using AI to assist with routine case-management tasks, correspondence, internal communications, and preliminary work product  
• Developing effective attorney-paralegal workflows for assigning, reviewing, and refining AI-assisted work  
• Determining when AI can improve efficiency and when human experience and judgment should take priority  
• Establishing clear expectations for attorney review and approval of AI-assisted paralegal work  
• Incorporating AI into client intake, case development, preparation, and other recurring law-firm processes  
• Evaluating whether AI actually saves time and improves productivity within a legal practice  
• Avoiding overreliance on AI and maintaining the paralegal’s role in exercising judgment, organization, and critical thinking  
• Developing practical firm procedures for introducing AI into existing workflows without disrupting established practices 

Using AI for Document Review, Summarization, and Information Analysis (C. Erick) 

• Using AI to summarize lengthy documents, correspondence, transcripts, discovery materials, and case files 
• Extracting key facts, dates, parties, events, issues, and other information from source documents 
• Developing timelines, chronologies, issue summaries, and structured case information from document sets 
• Comparing multiple documents to identify differences, inconsistencies, and potentially significant information 
• Using AI to categorize, organize, and prioritize large volumes of information 
• Selecting appropriate AI tools and models for document-intensive tasks 
• Understanding context-window, file-format, document-size, and other technical limitations 
• Developing effective instructions for document analysis and information extraction 
• Assessing whether AI-generated summaries accurately reflect the underlying source material 
• Incorporating AI-assisted document analysis into broader case preparation and legal workflows 

Webinar Instructions 
 
All attendees must log-on through their own email – attendees may not watch together if they wish to earn continuing education credit. HalfMoon Education Inc. must be able to prove attendance if either the attendee or HalfMoon Education Inc. is audited.

Certificates of completion can be downloaded in PDF form upon passing a short quiz. A link to the quiz will be sent to each qualifying attendee immediately after the webinar. The certificate can be downloaded from the Results page of the quiz upon scoring 80% or higher.

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Credits

Paralegals
6.0 CLE Hours (Incl. 1.0 Ethics Hour)

NFPA - National Federation of Paralegal Associations
6.0 CLE Credits (Incl. 1.0 Ethics Credit)

This webinar is open to the public and is designed to qualify for 6.0 CLE hours, including 1.0 ethics hour, for paralegals in most states. Paralegal certification is not required to participate in this course. 

The National Federation of Paralegal Associations (NFPA) has approved this course for 6.0 total CLE credits, which includes 5.0 general CLE credits and 1.0 ethics CLE credit. 

The North Carolina State Bar Board of Paralegal Certification has approved this course for 6.0 total CPE hours, including 5.0 general hours and 1.0 ethics hour.

Attendance will be monitored, and attendance certificates will be available after the webinar for those who attend the entire course and score a minimum 80% on the quiz that follows the course (multiple attempts allowed). 

On-Demand Credits

The preceding credit information only applies to the live presentation. This course in an on-demand format is not pre-approved by any licensing boards and may not qualify for the same credits; please consult your licensing board(s) to ensure that a structured, asynchronous learning format is appropriate. 

Speakers

Amy M. Cann, Esq.

Cann Law, PC

Cann Law, PC 
Amy M. Cann is the founder of Cann Law, P.C., where she practices business, employment, and technology law. Before becoming an attorney, Amy owned a consulting firm serving businesses throughout New England and worked extensively in business operations, organizational leadership, and human resources. She previously practiced at McLane Middleton, P.C. 

In addition to her JD degree, she earned an MBA and certifications in data privacy and cybersecurity, and has a particular interest in the practical and ethical use of artificial intelligence and emerging technologies in legal practice. 

Amy serves as co-chair of the NHBA Solo/Small Firm Practice Section and as a volunteer mediator for the New Hampshire Commission for Human Rights. She regularly presents continuing legal education and professional training programs on employment law, workplace investigations, technology, and the use of AI in legal practice for UNH and several national organizations. 

 https://www.linkedin.com/in/amy-cann/  

Cari L. Sheehan

Assistant General Counsel, Taft Stettinius & Hollister LLP

Cari L. Sheehan is an assistant general counsel with Taft Stettinius & Hollister, LLP. With over 15 years of legal experience in civil litigation, conflicts of interest, and professional responsibility, she serves as the firm’s assistant general counsel with Taft Stettinius & Hollister, LLP. In this role, she advises firm attorneys with respect to ethics compliance, risk prevention, and conflicts of interest. In addition, she assists in the review and negotiation of outside counsel guidelines, conflict waivers and engagement letters, and other items with ethical implications. She also assists in providing ethical training and education within the firm to its attorneys and staff. Ms. Sheehan is an adjunct professor at the IU Robert H. McKinney School where she teaches Professional Responsibility. She is also a former assistant clinical professor of Business Law and Ethics at the Kelley School of Business. She is passionate about promoting ethical awareness, integrity, and professionalism in the legal and business fields and contributing to the advancement of knowledge and practice in these domains. Ms. Sheehan is a frequent presenter and author on ethics and professionalism in the legal industry. She is a recurring author with the Res Gestae regarding the ethics curbstone and has been quoted in publications for her knowledge on ethical topics. Ms. Sheehan is also an avid speaker, having given over 200 seminars on ethics and professionalism for various local and national platforms. Her primary area of research is regarding the ethics of AI and how it affects the legal and business community.