Conflicts, Confidentiality and Competence: You May Be Competent, But How Much Do You (or Should You) Trust Your Artificial Intelligence (AI) "Co-Counsel"?

Financial Services attorney Edward Rojas will present at the National Association of Bond Lawyers' (NABL) 2026 Workshop, a premier gathering for the public finance sector. Celebrating its 50th year, The Workshop will convene leading municipal bond, tax and securities attorneys to exchange ideas and strengthen professional relationships. Ed's session on the second day of the conference will address the timely topic of artificial intelligence (AI) use by attorneys and clients. The advent of AI products specially designed for legal professionals means some clients not only anticipate, but expect, counsel to utilize this technology to produce documents or answer questions. Ed will cover compliance and ethics issues that arise with incorporating AI into your practice, from privilege implications to competence questions, helping draw the line between creating efficiency and neglecting duty. He will also address how to manage clients who take it upon themselves to use publicly available AI tools as "co-counsel" and bring their findings to the conversation.