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Perspectives and news
Insights and opinions.
Unvarnished reflections and updates on business, systems, and the operational aspects of the legal industry.
Do You Need AI Policies in Place Within Your Firm?
Publication Date: April 2026 Should you have AI policies in place within your firm even if you don’t use AI regularly? This topic was addressed during the 2026 California State Bar 29th Annual Statewide Ethics Symposium. The consensus was "yes," based on two key points: • First, many of today’s software applications have embedded AI systems, meaning you may be using it without realizing it. • Second, there is the unknown factor of how clients are using AI to communicate, outl
1 min read
Extending the Reach of Justice Through Community Advocates
Bridging the justice gap requires creative thinking and strong collaboration. A recent piece from the Harvard Law School Center on the Legal Profession, Tribal Lay Advocates Expand Access to Justice, highlights a model that deserves closer attention. Many rural and tribal communities face severe attorney shortages. In these legal deserts, tribal courts have long utilized trained community advocates to step in and provide vital support. These advocates bring deep local knowled
1 min read
Operational Perspective of Integrating the Law Office Study Program and Certified Law Students Program into the Hiring Strategy
California Law Office Study (LOS) Program students can now participate in the Certified Law Student (CLS) Program alongside JD and LLM students. Operationally, there are several benefits to this program. One being that it could allow overloaded attorneys to systematically delegate depositions, client negotiations, and court appearances (under supervision) to a Certified Law Student. Law Office Study Program students are unique, because they are usually gaining practical, hand
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Opinions About the Operational Value and Potential of the California Law Office Study Program
Publication Date: June 2026 California is one of the few states where individuals can qualify for the bar exam through supervised legal education under an attorney or judge. The Law Office Study Program (LOSP) lowers barriers to entry and builds a more diverse legal community. This practical approach to legal education also ensures future attorneys enter the field uniquely equipped to serve clients effectively. The California Supreme Court recently approved amendments that m
2 min read
Takeaways from the May 6, 2026, Orange County Women Lawyers Association and Orange County Bar Association Business & Corporate Law Section Joint Meeting on AI
AI is a useful tool to improve efficiency, but as we integrate it into workflows, how do we design the boundaries that keep ethics and security front and center? This was one of the topics discussed during the Orange County Women Lawyers Association and Orange County Bar Association Business & Corporate Law Section joint meeting “What Every Lawyer Needs to Know About Using AI: Keeping Humans in the Loop for Privilege, Intake, Quality, and Security”. A big thanks to the expert
1 min read
Reflections on California Supreme Court Amendments to the Law Office Study Program
Publication Date: May 2026 California is one of the handful of states that allows individuals to qualify for the California bar exam by completing supervised legal education under an attorney or a judge instead of attending law school. By lowering traditional barriers and emphasizing hands-on experience, the Law Office Study Program helps build a more diverse legal community. It also ensures that future attorneys who learn under this model are well-equipped with the practical
1 min read
Do You Need AI Policies in Place Within Your Firm?
Publication Date: April 2026 Should you have AI policies in place within your firm even if you don’t use AI regularly? This topic was addressed during the 2026 California State Bar 29th Annual Statewide Ethics Symposium. The consensus was "yes," based on two key points: • First, many of today’s software applications have embedded AI systems, meaning you may be using it without realizing it. • Second, there is the unknown factor of how clients are using AI to communicate, outl
1 min read
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