Episodes

  • 🧪🎧 TSL Labs Bonus Podcast: Open vs. Closed AI — The Hidden Liability Trap in Your Firm ⚖️🤖

    🧪🎧 TSL Labs Bonus Podcast: Open vs. Closed AI — The Hidden Liability Trap in Your Firm ⚖️🤖
    Dec 19 2025
    Welcome to TSL Labs Podcast Experiment. 🧪🎧 In this special "Deep Dive" bonus episode, we strip away the hype surrounding Generative AI to expose a critical operational risk hiding in plain sight: the dangerous confusion between "Open" and "Closed" AI systems. Featuring an engaging discussion between our Google Notebook AI hosts, this episode unpacks the "Swiss Army Knife vs. Scalpel" analogy that every managing partner needs to understand. We explore why the "Green Light" tools you pay for are fundamentally different from the "Red Light" public models your staff might be using—and why treating them the same could trigger an immediate breach of ABA Model Rule 5.3. From the "hidden crisis" of AI embedded in Microsoft 365 to the non-negotiable duty to supervise, this is the essential briefing for protecting client confidentiality in the age of algorithms. In our conversation, we cover the following: [00:00] – Introduction: The hidden danger of AI in law firms. [01:00] – The "AI Gap": Why staff confuse efficiency with confidentiality. [02:00] – The Green Light Zone: Defining secure, "Closed" AI systems (The Scalpel). [03:45] – The Red Light Zone: Understanding "Open" Public LLMs (The Swiss Army Knife). [04:45] – "Feeding the Beast": How public queries actively train the model for everyone else. [05:45] – The Duty to Supervise: ABA Model Rules 5.3 and 1.1[8] implications. [07:00] – The Hidden Crisis: AI embedded in ubiquitous tools (Microsoft 365, Adobe, Zoom). [09:00] – The Training Gap: Why digital natives assume all prompt boxes are safe. [10:00] – Actionable Solutions: Auditing tools and the "Elevator vs. Private Room" analogy. [12:00] – Hallucinations: Vendor liability vs. Professional negligence. [14:00] – Conclusion: The final provocative thought on accidental breaches. RESOURCES Mentioned in the episode ABA Model Rule 5.3 (Responsibilities Regarding Nonlawyer Assistance): https://www.americanbar.org/groups/professional_responsibility/publications/model_rules_of_professional_conduct/rule_5_3_responsibilities_regarding_nonlawyer_assistant/ ABA Model Rule 1.1, Comment 8 (Technology Competence): https://www.americanbar.org/groups/professional_responsibility/publications/model_rules_of_professional_conduct/rule_1_1_competence/ and https://www.americanbar.org/groups/professional_responsibility/publications/model_rules_of_professional_conduct/rule_1_1_competence/comment_on_rule_1_1/#:~:text=of%20these%20Rules.-,Maintaining%20Competence,all%20continuing%20legal%20education%20requirements%20to%20which%20the%20lawyer%20is%20subject.,-Back%20to%20Rule Software & Cloud Services mentioned in the conversation Lexis+ AI (LexisNexis): https://www.lexisnexis.com/en-us/products/lexis-plus-ai.page Protégé (LegalMation/LexisNexis context): https://www.lexisnexis.com/en-us/products/lexis-plus-ai.page Westlaw Precision (Thomson Reuters): https://legal.thomsonreuters.com/en/products/westlaw-precision Co-Counsel (Casetext/Thomson Reuters): https://casetext.com/co-counsel Harvey AI: https://www.harvey.ai/ vLex Vincent AI: https://vlex.com/vincent-ai ChatGPT (OpenAI): https://chat.openai.com/ Perplexity AI: https://www.perplexity.ai/ Claude (Anthropic): https://claude.ai/ Microsoft 365 Copilot (Teams/Word): https://www.microsoft.com/en-us/microsoft-365/enterprise/copilot Adobe Creative Cloud (AI features): https://www.adobe.com/ai/overview.html Zoom AI Companion: https://www.zoom.us/aihttps://www.zoom.com/en/products/ai-assistant/
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    16 mins
  • 🎙️ TSL LABs 🧪 Bonus: From Cyber Compliance to Cyber Dominance: What VA's AI Revolution Means for Government Cybersecurity, Legal Ethics, and ABA Model Rule Compliance!

    🎙️ TSL LABs 🧪 Bonus: From Cyber Compliance to Cyber Dominance: What VA's AI Revolution Means for Government Cybersecurity, Legal Ethics, and ABA Model Rule Compliance!
    Dec 12 2025
    In this TSL Labs bonus episode, we examine how the Department of Veterans Affairs is leading a historic transformation from traditional compliance frameworks to a dynamic, AI-driven approach called "cyber dominance." This conversation unpacks what this seismic shift means for legal professionals across all practice areas—from procurement and contract law to privacy, FOIA, and litigation. Whether you're advising government agencies, representing contractors, or handling cases where data security matters, this discussion provides essential insights into how continuous monitoring, zero trust architecture, and AI-driven threat detection are redefining professional competence under ABA Model Rule 1.1. 💻⚖️🤖 Join our AI hosts and me as we discuss the following three questions and more! How has federal cybersecurity evolved from the compliance era to the cyber dominance paradigm? 🔒What are the three technical pillars—continuous monitoring, zero trust architecture, and AI-driven detection—and how do they interconnect? 🛡️What professional liability and ethical obligations do lawyers now face under ABA Model Rule 1.1 regarding technology competence? ⚖️ In our conversation, we cover the following: [00:00:00] - Introduction: TSL Labs Bonus Podcast on VA's AI Revolution 🎯[00:01:00] - Introduction to Federal Cybersecurity: The End of the Compliance Era 📋[00:02:00] - Legal Implications and Professional Liability Under ABA Model Rules ⚖️[00:03:00] - From Compliance to Continuous Monitoring: Understanding the Static Security Model 🔄[00:04:00] - The False Comfort of Compliance-Only Approaches 🚨[00:05:00] - The Shift to Cyber Dominance: Three Integrated Technical Pillars 💪[00:06:00] - Zero Trust Architecture (ZTA) Explained: Verify Everything, Trust Nothing 🔐[00:07:00] - AI-Driven Detection and Legal Challenges: Professional Competence Under Model Rule 1.1 🤖[00:08:00] - The New Legal Questions: Real-Time Risk vs. Static Compliance 📊[00:09:00] - Evolving Compliance: From Paper Checks to Dynamic Evidence 📈[00:10:00] - Cybersecurity as Operational Discipline: DevSecOps and Security by Design 🔧[00:11:00] - Litigation Risks: Discovery, Red Teaming, and Continuous Monitoring Data ⚠️[00:12:00] - Cyber Governance with AI: Algorithmic Bias and Explainability 🧠[00:13:00] - Synthesis and Future Outlook: Law Must Lead, Not Chase Technology 🚀[00:14:00] - The Ultimate Question: Is Your Advice Ready for Real-Time Risk Management? 💡[00:15:00] - Conclusion and Resources 📚 Resources Mentioned in the Episode ABA Model Rule 1.1 - Competent Representation (including technology competence requirement) - https://www.americanbar.org/groups/professional_responsibility/publications/model_rules_of_professional_conduct/rule_1_1_competence/Department of Veterans Affairs (VA) Cybersecurity Initiative - https://www.va.gov/oit/cybersecurity/DevSecOps Pipelines - Security integration in software development - https://www.devsecops.org/FedRAMP (Federal Risk and Authorization Management Program) - https://www.fedramp.gov/FISMA (Federal Information Security Management Act) - https://www.cisa.gov/topics/cyber-threats-and-advisories/federal-information-security-modernization-actGoogle Notebook AI - AI discussion generation tool - https://notebooklm.google.com/HIPAA (Health Insurance Portability and Accountability Act) - https://www.hhs.gov/hipaa/index.htmlNIST Cybersecurity Framework - https://www.nist.gov/cyberframeworkRed Teaming - Ethical hacking and security testing methodology - https://www.cisa.gov/red-team-assessmentsZero Trust Architecture (ZTA) - Federal mandate for security verification - https://www.cisa.gov/zero-trust Software & Cloud Services Mentioned in the Conversation AI-Driven Detection Systems - Automated threat detection and response platformsAutomated Compliance Platforms - Dynamic evidence generation systemsContinuous Monitoring Systems - Real-time security assessment platformsDevSecOps Tools - Automated security testing in software development pipelinesFirewalls - Network security hardware devicesGoogle Notebook AI - https://notebooklm.google.com/Penetration Testing Software - Security vulnerability assessment toolsZero Trust Architecture (ZTA) Solutions - Identity and access verification systems
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    15 mins
  • 🎙️Ep. 126: AI and Access to Justice With Pearl.com Associate General Counsel Nick Tiger

    🎙️Ep. 126: AI and Access to Justice With Pearl.com Associate General Counsel Nick Tiger
    Dec 9 2025
    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 Missouri–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! 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?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?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/
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    36 mins
  • 🎙️ TSL Labs 🔬 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!

    🎙️ TSL Labs 🔬 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 5 2025
    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 paralegals—trained to spot hidden clauses and anticipate risk—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! 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?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?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 minefield—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/businessHP commercial-grade hardware: https://www.hp.com/businessDell professional series: https://www.dell.com/businessApple MacBook Pro: https://www.apple.com/macbook-pro/ Software & Cloud Services Mentioned in the Conversation CamelCamelCamel (Amazon price tracker): https://camelcamelcamel.comKeepa (Amazon price history browser extension): https://keepa.comHoney (price tracking & coupon tool): https://www.joinhoney.comPrisync (enterprise pricing solution): https://www.prisync.comPrice2Spy (enterprise pricing intelligence): https://www.price2spy.comMalwarebytes (security software): https://www.malwarebytes.com
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    16 mins
  • 📻 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!

    📻 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 2 2025

    🙏 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.

    🎯 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?

    ⏱️ In our conversation, we cover the following:

    00:00 – Introduction & Preview: Trust Accounts in the Digital Age

    01:00 – Welcome to the Law Practice Today Podcast

    01:30 – Today's Topic: Online Services for Payments

    02:00 – Guest Introduction: Michael D.J. Eisenberg's Background

    03:00 – Michael's Experience with Trust Accounts

    04:00 – Challenges for Solo and Small Practitioners

    05:00 – Ensuring Security in Online Services

    06:00 – Questions to Ask Online Payment Providers

    07:00 – Password Security & Two-Factor Authentication

    08:00 – Finding a Competent Legal Bookkeeper

    09:00 – Why 8AM Law Pay Works for Attorneys

    10:00 – Daily Monitoring of Trust Accounts

    11:00 – FDIC Insurance & Silicon Valley Bank Lessons

    13:00 – Researching Trust Account Best Practices

    15:00 – Closing Remarks & Podcast Information

    📚 Resources

    🔗 Connect with Terrell

    💼 LinkedIn: https://www.linkedin.com/in/terrellturner/

    🌐 Website: https://www.tlturnergroup.com/

    🎙️ Law Practice Today Podcast – https://lawpracticetoday.buzzsprout.com

    📰 Mentioned in the Episode

    • ABA Model Rule 1.5 – Maintaining client property separate from your own
    • ABA Model Rule 1.1 Comment 8 – Technology competence requirement for attorneys
    • ABA TECHSHOW 2026 – March 25-28, 2026 in Chicago, IL – 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/

    💻 Software & Cloud Services Mentioned in the Conversation

    • 8AM Law Pay – Legal payment processing designed for trust account compliance – https://www.8am.com/lawpay/
    • 1Password – Password manager for generating and syncing complex passwords – https://1password.com/
    • LastPass – Mentioned as a password manager with noted security concerns – https://www.lastpass.com/
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    16 mins
  • 🎙️🎁 TSL Labs Bonus: The Ultimate 2025 Tech Gift Guide for Attorneys — Expert-Curated Gadgets, AI Tools, and Must-Have Devices Every Lawyer Needs!

    🎙️🎁 TSL Labs Bonus: The Ultimate 2025 Tech Gift Guide for Attorneys — Expert-Curated Gadgets, AI Tools, and Must-Have Devices Every Lawyer Needs!
    Nov 28 2025
    🎯 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. 🤔 Join Google AI Deep Dive as they discuss the following three questions and more! 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? 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? Why should premium technology investments over $100—including physical infrastructure like ergonomic chairs—be considered essential to an attorney's professional obligation to their clients? In our conversation, we cover the following: [00:00:00] — Episode introduction and TSL Labs Bonus overview [00:01:00] — Navigating the perfect tech gift for attorneys: unique needs like security, portability, focus, and raw power [00:02:00] — The three seismic forces driving tech choices: AI integration, cloud-based practice management, and heightened ethical duties [00:03:00] — Target audience: solo practitioners, big law associates, and tech-curious partners who need technology that lasts [00:04:00] — Essential low-cost gifts under $25: OWC Thunderbolt 4 USB-C cable and Apple AirTag for security and reliability [00:05:00] — Productivity essentials: Logitech Pebble M350 silent mouse and Anker 7-in-1 USB-C Hub for presentations [00:06:00] — AI tools for "forced competence": ChatGPT Plus one-month subscription as a low-risk nudge toward AI exploration [00:07:00] — Professional grade tools under $100: Apple Pencil (1st Gen) for document annotation and Logitech MX Keys Mini keyboard [00:08:00] — Focus and noise cancellation: Soundcore Space One headphones with 40+ hours battery life [00:09:00] — Precision document navigation: Logitech MX Master 3S mouse with horizontal scrolling for wide documents [00:10:00] — Premium mobile computing sweet spots: iPad Air with M3 chip ($599) and MacBook Air M4 ($999) [00:11:00] — Physical infrastructure as health technology: Herman Miller Aeron chair ($1,351) for sustained high-quality work [00:12:00] — Ultra-wide monitor benefits: LG 34" 5K 2K ($315) for seamless document comparison and reduced cognitive strain [00:13:00] — Virtual practice essentials: Logitech Brio 4K webcam ($160) and Samsung T7 SSD ($109) for secure data management [00:14:00] — The ultimate organizational hub: CalDigit TS3 Plus dock ($280) with 15 ports for cable clutter elimination [00:15:00] — Strategic gift-giving advice: Understanding ecosystem (Apple, Windows, Android) and workflow considerations 📚 Resources 🖥️ Hardware Mentioned in the Conversation Under $25: OWC Thunderbolt 4 USB-C Cable (~$19.99) — Universal cable supporting 40Gb/s data, 100W power delivery, up to 8K video —(https://www.owc.com)Apple AirTag (Single Pack) ($24) — Bluetooth tracking device using Find My network —(https://www.apple.com/airtag)Logitech Pebble M350 Wireless Mouse (~$19.99) — Silent click, 90% noise reduction, 18-month battery — (https://www.logitech.com)Anker 341 USB-C Hub (7-in-1) (~$19.99) — HDMI 4K@30Hz, USB ports, SD card slots — https://www.anker.com)ORICLE 65W USB Travel Power Strip — Flat plug, 4-foot cord, 7-in-1 hub for travel —(https://oricotechs.com) Under $100: Apple Pencil (1st Generation) ($99) — Pressure and tilt sensitive stylus for iPad annotation —(https://www.apple.com/shop/product/myqw3am/a/apple-pencil-1st-generation)Logitech MX Keys Mini Keyboard (~$99.99) — Compact wireless keyboard, connects to 3 devices simultaneously — (https://www.logitech.com)Soundcore Space One Noise-Canceling Headphones ($69.99) — Adaptive ANC reducing up to 98% noise, 40+ hours battery — [soundcore.com](https://www.soundcore.com)Logitech MX Master 3S Mouse (~$99) — Silent clicks, horizontal scroll wheel, 8000 DPI sensor —(https://www.logitech.com)Apple AirTag (4-Pack) (~$64-99 during sales from resellers) — Bulk tracking solution for multiple devices/bags — https://www.apple.com/airtag/?afid=p240%7Cgo~cmp-21634151991~adg-...
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    17 mins
  • 🎙️Ep.# 125: Transforming Your Law Practice: Allison Johs on Legal Tech Productivity, AI Ethics & Automation Strategies!

    🎙️Ep.# 125: Transforming Your Law Practice: Allison Johs on Legal Tech Productivity, AI Ethics & Automation Strategies!
    Nov 25 2025
    My next guest is Allison Johs, former Chair of the ABA Legal Technology Resource Center and founder of Legal Ease Consulting. 🎯 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! 🤔 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?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?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: ⏱️ [00:00:00] – Episode introduction and guest welcome[00:01:00] – Allison's current tech setup: Dell laptop, HP all-in-one desktop, Logitech Brio webcam, Microsoft 365[00:02:00] – Discussion of portable monitors (INNOCN) and dual-screen productivity setups[00:03:00] – Document scanning workflow with ScanSnap scanner and going paperless[00:04:00] – OCR considerations for different practice areas, Adobe Acrobat for occasional OCR needs[00:05:00] – Mistake #1: Not considering roles of all people who will use the technology in the firm[00:06:00] – Including staff input during technology selection and implementation[00:07:00] – Coaching resistant employees through technology adoption[00:08:00] – Addressing legitimate objections vs. fear of change; demonstrating value to staff[00:09:00] – Mistake #2: Not checking how new technology integrates with existing systems[00:10:00] – Hidden costs of technology transitions: running parallel systems for 6-8 months[00:11:00] – Budgeting for duplicate CRM/LPM subscriptions during migration[00:12:00] – Mistake #3: Failing to appropriately invest in ongoing training[00:13:00] – Training new hires and keeping up with subscription software updates[00:14:00] – AI Recommendation #1: Thoroughly investigate how AI tools handle data, security, and training[00:15:00] – AI Recommendation #2: Setting and strictly enforcing AI usage policies; mandatory human review[00:16:00] – The importance of reviewing AI outputs—lawyers should know precedents in their practice area[00:17:00] – AI Recommendation #3: Start with non-client-facing AI work (internal processes, marketing, financials)[00:18:00] – Ethical considerations: using AI on published court decisions for legal analysis[00:19:00] – Using AI to find contrary precedents and distinguishing cases[00:20:00] – Duty to supervise: real-world consequences when AI use goes wrong[00:21:00] – Automation Strategy #1: Appointment booking tools (Calendly, Microsoft Bookings)[00:22:00] – Automation Strategy #2: Templates, document assembly, AI chatbots for client intake[00:23:00] – Automation Strategy #3: Automated time tracking and AI-powered billing review[00:23:30] – Text Expander discussion: saving 2-5 hours weekly on repetitive typing[00:24:00] – Allison's top automation tools: Calendly, Microsoft Power Automate, Microsoft Bookings[00:25:00] – Discovering hidden features in Microsoft 365 (Ben Schorr webinar reference)[00:26:00] – Using AI for travel planning: Google AI for trip itineraries, Perplexity AI for route optimization[00:27:00] – Maximizing productivity during travel and conference attendance[00:28:00] – Where to find Allison: websites, social media, and YouTube channel Resources 📚 Connect with Allison Johs: 🌐 Website: LawyerMeltdown.com📝 Blog: LegalEaseConsulting.com📧 Email: Allison@LegalEaseConsulting.com📞 Phone: 631-642-0221💼 LinkedIn: linkedin.com/in/allisoncjohslegalease📺 YouTube: Legal Ease Consulting, Inc. Mentioned in the Episode: 📖 ABA Legal Technology Resource Center – americanbar.org/groups/departments_offices/legal_technology_resources📖 How to Do More in Less Time (2nd Edition, 2023) – ABA Law Practice Division book co-authored by Allison Johs - https://www.amazon.com/How-More-Less-Time-Productivity/dp/1639052283📖 Make LinkedIn Work for You: A Practical Handbook for Lawyers and Other Legal Professionals – Co-authored with Dennis Kennedy - https://www.amazon.com/Make-LinkedIn-Work-You-Professionals/dp/1734076321👤 Ben Schorr – Microsoft 365 expert, now with Affinity Consulting Group - https://www.affinityconsulting.com/team/ben-m-schorr/...
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    29 mins
  • 🎙️ 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!

    🎙️ 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
    📌 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. 🎙️ 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 expertise—from tech-hesitant solo practitioners to advanced users—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.pdfModel 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.htmlClio - Legal practice management platform with AI features - https://www.clio.comGoogle Notebook AI - AI discussion generation tool used to create this episode - https://notebooklm.google.comGrammarly - AI writing assistant analyzing email and document content - https://www.grammarly.comLexis+ AI - AI-enhanced legal research platform - https://www.lexisnexis.comMicrosoft Word Co-pilot - AI-powered writing assistant with substantive editing capabilities - https://www.microsoft.com/microsoft-365/wordOtter.ai - AI meeting assistant and transcription service - https://otter.aiSmokeball - ...
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    16 mins