At this point AI use and automation news and discussions occur almost daily, and for good reasons. I am forwarding below links to two worthwhile discussions from Baker Hostetler (AI audits) and Lathrop GPM (liability considerations). For businesses, nonprofits, higher education, governmental entities, and at this point basically everyone who uses AI and automation, whether they are developed inhouse and then used, or are developed by an outside source and then used inhouse with aspects of possible agency, AI and automation use and output must be trustworthy and in compliance with the laws for which they are being used (such as, e.g., in the HR context and possible discriminatory evaluation or output). AI and automation can be helpful, but variously depending on the situation and circumstances at least in the legal use context they do not replace people for overall review and evaluation. These are topics that are now with us and that will be with us forever including for executive officers and management, boards and committees (including audit committees, risk committees and governance committees), chief legal officers, auditors (internal and external), compliance and ethics officers, and other people in management, compliance, diligence, and risk. And, yes, this also applies for attorneys and their practices.

The following is a link to the Baker Hostetler AI audit discussion:

https://www.bakerlaw.com/insights/ai-audits-initial-steps-toward-building-user-trust-and-maintaining-international-norms-the-journal-of-robotics-artificial-intelligence-law/

The following is a link to the Lathrop GPM liability considerations discussion:

https://www.lathropgpm.com/insights/liability-considerations-for-developers-and-users-of-agentic-ai-systems/

Best to you, David Tate, Esq.

Please reach out on this topic or on other topics if you wish.

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Thank you for viewing and reading this discussion. Please do pass this blog and blog post and information to other people who would be interested as it is only through collaboration and sharing that great things and success are more quickly achieved. If you are interested in discussing anything that I have said in the discussion above or in either of my two blogs (see blog addresses below), or if you simply want to reach out or are seeking assistance, it is best to reach me by email at dave@tateattorney.com.

David Tate, Esq. (and inactive CPA)

Trust, estate, probate, power of attorney, fiduciary, beneficiary, conservatorship, and elder and dependent adult abuse litigation and contentious administrations, undue influence, fraud and deceit, physical and mental health and challenging and contentious personalities and relationships.

Trust, estate and probate administrations and litigation involving special assets such as business ownership interests and operating businesses, asset co-ownership disputes, contentious governance, intellectual property assets, art and collectible assets, ongoing future contractual rights, buyouts and sales, M&A disputes, businesses divorces, and accountings.

Businesses and third party disputes and litigation – contract, licensing, co-business, royalty and other arrangements, unfair business practices, fraud and deceit, lack of good faith and fair dealing, buyouts and sales, mergers, acquisitions, ventures, etc.

Business co-ownership and internal governance disputes and litigation, business divorces, buyouts and sales, merger and acquisition disputes, family, closely held and professional businesses, accountings, and audits, D&O, boards, audit committees and investigations. Legal authority, duties, rights, conflicts of interest, diligence, compliance, liability, BJR, legal risk management, and resolution.

Real property and co-ownership disputes and litigation.

Trials.

Mediator and dispute and litigation resolution services.

Legal risk and uncertainty management processes – authority, duties, rights, conflicts of interest, governance, diligence, compliance, liability, and resolution.

Other and additional disputes, litigation and issues that fall within the above areas – court and trial evidence, persuasion, debate and fallacies, using AI assistance, IP, meetings, defamation, risk management processes, workplace, new laws, regulations and government actions – impact/legality, law and legal matters in the news, etc.

Remember, every case and situation is different. It is important to obtain and evaluate all of the evidence that is available, and to apply that evidence to the applicable standards and laws. You do need to consult with an attorney and other professionals about your particular situation. This post is not a solicitation for legal or other services inside of or outside of California, and, of course, this post only is a summary of information that changes from time to time, and does not apply to any particular situation or to your specific situation. So . . . you cannot rely on this post for your situation or as legal or other professional advice or representation, or as or for my opinions and views on the subject matter.

Also note – sometimes I include links to or comments about materials from other organizations or people – if I do so, it is because I believe that the materials are worthwhile reading or viewing; however, that does not mean that I do not or that I might not have a different view about some or even all of the subject matter or materials, or that I necessarily agree with, or agree with everything about or relating to, that organization or person, or those materials or the subject matter.

Please also subscribe to this blog and my other blog (see below), and connect with me on LinkedIn and Twitter.

My blogs are:

http://tateattorney.com – business, D&O, audit committee, governance, compliance, etc. – previously at http://auditcommitteeupdate.com

Prior blog: Trust, estate, conservatorship, elder and elder abuse, etc. litigation and contentious administrations http://californiaestatetrust.com

David Tate, Esq. (and inactive California CPA) – practicing only as an attorney in California.