Roll Out AI Use Ethically — Firm-Wide
Managing partners and general counsel: this is the course your associates need to take, and the templates you need to deploy, before any attorney at the firm touches an AI tool on a client matter.
The Firm-Wide Problem
Every Attorney at Your Firm Is About to Touch AI — If They Haven't Already
The supervisory duty under Rules 5.1 and 5.3 doesn't wait for the firm to write a policy. The moment an associate, paralegal, or contract attorney runs a brief through a chatbot, the question of partner exposure is already live — whether or not the partner knew it was happening.
And the Rule 1.6 question — what an AI vendor's terms of service do to privileged client information — applies regardless of whether the firm has formally adopted the tool. Default settings on consumer-grade AI tools are not, on their face, compatible with the duty of confidentiality.
The Course + Companion Templates bundle is built for the partner or general counsel who needs every attorney in the firm on the same page: same policy, same vendor questionnaire, same verification workflow. One purchase per partner — or one bulk-purchase decision — and the firm has the framework, the artifacts, and the doctrine in one place.
Firm Options
Three Ways to Roll This Out
Whichever option you choose, every attorney earns 6.0 CA MCLE hours toward their three-year compliance — Ethics + Tech + Wellness in one course.
Each attorney buys the course on Gumroad.
- 6.0 CA MCLE hours per attorney
- 5 modules + bonus state overlays
- 111-page eBook for each attorney
- 35-question assessment per attorney
- No firm templates included
The deployment kit — one purchase brings the full template pack to the firm.
- Everything in Standalone
- Editable Firm AI Policy template
- Client disclosure language
- Vendor questionnaire
- Matter intake flags + state matrix
- Internal training deck
A natural firm outing for California attorneys. Booking now.
- Saturday, June 27, 2026
- Newport Beach, CA (venue TBD)
- Full-day live with Rahul Gupta, Esq.
- 6.0 CA MCLE hours in one day
- Live Q&A with the faculty
Considering all-in for partners? The $449 Course + Templates + 30-min Consultation package includes a direct call with course author Christian Kameir — useful when a managing partner wants the framework pressure-tested against their firm's existing AI vendor decisions.
Why This Course for Your Firm
One Coherent Course — Not Six Different Vendor Pitches
The arguments your management committee will hear most often when AI policy comes up.
Vendor-Neutral
No vendor pitches. The course works regardless of whether your firm uses ChatGPT, Claude, Harvey, CoCounsel, Lexis+ AI, Westlaw Edge, a self-hosted model, or no AI at all.
One Policy, Same Page
The Companion Templates bundle gives every attorney the same starting point — so the firm's AI use is consistent, not whatever each associate decided on their own.
6.0 MCLE Hours Per Attorney
Every attorney who completes the course earns 6.0 of their 25 California MCLE hours — covering Ethics, Tech, and Wellness in one purchase.
Anchored to Real Doctrine
ABA Op. 512, California State Bar Practical Guidance, and the Mata sanctions case law. Not vendor-supplied "best practices" — the rules and orders attorneys are actually accountable to.
For Both Roles
Built for the associate who needs to know what verification Rule 3.3 requires, AND for the partner who needs to know what supervisory documentation Rules 5.1 and 5.3 require.
Internal CLE Option
The training deck included in the Templates bundle is built so a senior partner can lead an internal CLE session at the firm, with the course materials as the structure.
Bring the Firm to the Live Intensive
For California firms within driving distance of Newport Beach, the June 27 in-person intensive is a natural firm outing: full-day live delivery of the entire 6.0-credit course with Rahul Gupta, Esq. and Christian Kameir, plus live Q&A. Reserve attorneys individually via Lemon Squeezy. For groups, contact us to coordinate.
Newport Beach venue TBD