AI is entering contract workflows faster than legal teams can govern it.
A practical CLE on oversight, confidentiality, vendor accountability, and professional responsibility in AI-powered contract management.
Earn CLE credit while you get current on AI risk in contract workflows.
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Get access details, calendar info, and CLE-credit instructions via NACLE.
Why this matters now
AI risk is not just the output. It is the workflow.
When AI drafts, routes, escalates, or informs decisions in a contract process, oversight has to extend beyond reviewing a final artifact. Legal teams need clear policies, vendor standards, supervision models, and a defensible governance posture.
Generative AI
Review the artifact
Drafts, summaries, and redlines can be reviewed before action is taken.
Workflow-embedded AI
Govern the process
When AI participates in routing, escalation, approvals, or execution, oversight has to cover the workflow itself.
What you'll learn
A practical framework for AI responsibility in contract management.
01
Oversight obligations
How AI changes competence, supervision, and review expectations.
02
Confidentiality risk
What changes when client or contract data flows through vendor-managed AI.
03
Vendor accountability
The diligence questions to ask across DPAs, AI addenda, and security reviews.
04
Standards and controls
How SOC 2, ISO 27001, NIST, and AI-specific controls fit together.
05
6–12 month governance posture
A practical operating cadence for legal, security, and business teams.
Rules of Professional Conduct
Mapping AI to the duties you already owe.
A working map of the Model Rules most affected when AI enters the contract workflow — grounded in the professional-responsibility lens, including ABA Formal Opinion 512.
Duties to the client
Competence
Understand the AI tools you use well enough to use them properly.
Communication
Keep clients informed about how AI is used in their matters.
Reasonable fees
Reflect AI-driven efficiency fairly in what clients are billed.
Confidentiality
Protect client information when it flows through AI systems.
Duties of supervision
Supervisory duty
Put firm policies in place that govern responsible AI use.
Nonlawyer assistance
Supervise AI as you would any nonlawyer assistant.
Vendor diligence
Your confidentiality duty does not stop at the vendor login screen.
As AI becomes embedded in contract platforms, legal teams need to understand how vendors handle data, apply controls, document AI use, and support customer governance requirements.
Data use and retention
Where contract data goes, who can see it, and how long it is kept.
Model training boundaries
Whether your data is used to train shared or third-party models.
Auditability
Whether AI actions can be traced, exported, and reviewed after the fact.
Human oversight
Where a person stays in the loop on decisions and execution.
AI-specific controls
What governs the AI itself, beyond general security certifications.
Contractual commitments
DPAs, AI addenda, and the standards written into the agreement.
The briefing
Legal and security leadership, in the same session.
Legal
Lee Rone, Esq.
General Counsel
IntelAgree
Leads the professional-responsibility lens: the duties under the Model Rules when AI enters the contract workflow.
Security
Marlon Abbott
Director of Information Security
IntelAgree
Covers standards and vendor diligence — SOC 2, ISO 27001, NIST, and the AI-era questions for an InfoSec review.
Field perspective
Stanislav Zakharenko
Outside Counsel
GTC Law Group
An outside industry lens on where responsibility breaks down — and how teams handling AI change well are getting it right.
Save your seat
Get on the right side of AI in contract management.
Reserve your seat for a practical CLE on the duties, standards, and governance decisions legal teams need to make now.
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