Session 01
Foundations of Ethical AI Use
Rule 1.1 · Competence · System Prompt
How LLMs actually work, the two duties of competence under the 2026 Guidance, risks of agentic systems, and a personal system prompt with ethical guardrails.
California Attorneys · Limited Cohorts
A five-session, operator-focused course that translates the State Bar of California’s 2026 Practical Guidance and proposed Rule amendments into a documented AI Operating System you can actually use.
One-time investment · Full five-session cohort
Why This Matters Now
The State Bar’s 2026 Practical Guidance is highly authoritative. Proposed amendments to Rules 1.1, 1.4, 1.6, 3.3, 5.1 and 5.3 would make selected AI-related duties enforceable through the existing disciplinary process. Most attorneys still lack a durable, documented way to meet these expectations.
You must understand the tools you use and independently verify outputs. Judgment cannot be outsourced to a model.
Inputting client data into AI systems creates new risk. Reasonable efforts and sanitization are now expected.
Candor obligations apply to AI-assisted research and drafting. Verification protocols are no longer optional.
Rules 5.1 and 5.3 treat AI systems as tools requiring managerial oversight and nonlawyer-assistant controls.
Five Sessions → One Operating System
Each 90-minute session delivers a permanent piece of infrastructure. By Session 5 you leave with a documented personal or firm AI Operating System.
Rule 1.1 · Competence · System Prompt
How LLMs actually work, the two duties of competence under the 2026 Guidance, risks of agentic systems, and a personal system prompt with ethical guardrails.
Rule 1.4 · Disclosure · Outreach
When AI use is “material,” disclosure language that works, and a complete AI-assisted prospect research + outreach sequence with verification checkpoints.
Rule 1.6 · Rule 5.3 · Sanitization
Reasonable efforts standard, practical input sanitization and redaction, treating AI as a nonlawyer assistant, and one fully protected recurring workflow.
Rule 3.3 · Verification · Hallucination Control
Candor obligations for AI-assisted work product, a rigorous research → draft → verify pipeline, and a reusable citation verification checklist.
Rules 5.1 & 5.3 · Agentic Governance
Managerial and supervisory duties, basic firm or practice-level AI policies, governance for agentic systems, and the complete documented AI Operating System.
The End State
Not notes. Not theory. A practical system you can implement the week after the final session — grounded in the State Bar’s published materials and designed for independent operators and small firms.
Ethical constraints embedded so every interaction starts from the right posture.
Outreach sequences and disclosure language ready for real use.
Sanitization steps and supervision practices for internal AI use.
Citation and authority checks that protect candor obligations.
Policy outlines and supervisory structures for Rules 5.1 / 5.3.
One coherent artifact that ties the five sessions together.
Instruction
Head of AI Enablement and Adoption · fxops.ai
John designs and implements practical AI operating systems for professional service providers. This course is deliberately non-advisory: it translates the State Bar’s published Practical Guidance and proposed amendments into usable workflows, system prompts, checklists, and policies.
The lawyer remains fully responsible for professional judgment and compliance. The facilitator’s role is enablement, not interpretation of the Rules for any specific matter.
Next Cohort
| Start Date | Thursday, 30 July 2026 · 11:00 AM Pacific |
| Cadence | Five consecutive Thursdays · 90 minutes each |
| Format | Live remote via Microsoft Teams |
| Cohort Size | Maximum 10 concurrent attorneys |
| Investment | $1,495 one-time (full series) |
| Deliverable | Documented AI Operating System by Session 5 |
Limited Cohort
$1,495 USD
One-time charge · Full five-session series · Limited to 10 attorneys
Secure payment processed by Stripe. You will receive calendar invites and materials after enrollment.
Other Options
Get notified when the next cohort opens or when a seat becomes available.
Firms that prefer a closed group or customized schedule can request a private cohort.
Schedule a ConversationQuestions
Next cohort begins Thursday, 30 July 2026 at 11:00 AM Pacific. Only 10 seats. Human-led instruction focused on practical systems you can implement immediately.
Enroll Now — $1,495