Task Force on Access Through Innovation of Legal Services (ATILS) - Subcommittee on Unauthorized Practice of Law/Artificial Intelligence
Notice and Agenda
Friday, June 7, 2019
11:00 a.m. - 5:00 p.m.
State Bar of California
845 S. Figueroa Street, Room 2A, Los Angeles, CA 90017
180 Howard Street, Room 8B, San Francisco, CA 94105
Video Conference - Los Angeles/San Francisco, CA

Questions regarding any agenda item should be directed to the Committee Coordinator(s), Randall Difuntorum at 415-538-2161 or Chair, Abhijeet Chavan at 415-538-2116. Committee members are requested to notify the Committee Coordinator as early as possible in advance of the meeting if they wish to remove any item/s from the consent agenda.

Committee Members: Simon Boehme, Hon. Wendy Chang, Margie Estrada, Heather Morse, Daniel Rubins, Joshua Walker.
The order of business is approximate and subject to change.

To Join by Conference Call
Toll-Free Dial-In Number: 1-855-520-7605
Conference Code: 253-541-0212#

Additional Locations
601 Poydras Street, 12th Floor, Conference Room 12-C, New Orleans, LA 70130

Open Session

A. Chair's Report
1. Roll Call
2. Call for Public Comment
3. Chair's Report
4. Staff Report
5. Approval of Action Summary from the May 13, 2019 Meeting
B. Action / Report and Recommendation
1. Review Report on the Task Force Recommendation: The Task Force does not recommend defining the practice of law
• Discuss and approve text for public comment circulation
2. Review Report on the Task Force Recommendation: Add an exception to the prohibition against the unauthorized practice of law permitting State-certified/registered/approved entities to use technology-driven delivery systems to engage in authorized practice of law activities
• Discuss and approve text for public comment circulation
3. Consideration of the Recommendation and Report: Regulation of an entity permitted to practice law using technology-driven delivery systems must incorporate standards sufficient to provide an equivalent or better level of protection provided to clients of licensed attorneys
• Discuss recommendation, including comments and concerns raised by full Task Force at May 13, 2019 meeting; finalize language; and vote on re-submission to full Task Force
• Discuss rationale for recommendation and presentation to full Task Force
• Discuss and approve text for public comment circulation
4. Consideration of the Recommendation and Report: If an entity is permitted to practice law using technology, then the nature of the technology used should not be limited or restrained by any concept or definition of “artificial intelligence”
• Discuss recommendation, finalize language, and vote on submission to full Task Force
• Discuss rationale for recommendation and presentation to full Task Force
• Discuss and approve text for public comment circulation
5. Consideration of the Recommendation and Report: If an entity is permitted to practice law using technology, then that entity should be required to provide adequate privacy protections similar to the protection afforded by the attorney-client privilege and a lawyer’s ethical duty of confidentiality
• Discuss recommendation, finalize language, and vote on submission to full Task Force
• Discuss rationale for recommendation and presentation to full Task Force
• Discuss and approve text for public comment circulation
6. Consideration of the Recommendation and Report: If an entity is permitted to practice law using technology, then that entity should be required to provide adequate data security
• Discuss recommendation, finalize language, and vote on submission to full Task Force
• Discuss rationale for recommendation and presentation to full Task Force
• Discuss and approve text for public comment circulation
7. Consideration of the Recommendation and Report regarding scaling of fees based on non-profit status, revenues, and/or profits
• Discuss recommendation, finalize language, and vote on submission to full Task Force
• Discuss rationale for recommendation and presentation to full Task Force
• Discuss and approve text for public comment circulation
8. Discussion of sections of draft written report:
• Overview of Regulation of Practicing Law in California
• Definition of the Practice of Law in California
• Restrictions on the Practice of Law in California by Persons or Entities Not Licensed by the State Bar of California
• Task Force Recommendations regarding Regulation of Practicing Law in California
• Regulation of Artificial Intelligence
• Federal Law regarding Regulation of Artificial Intelligence
• State Law regarding Regulation of Artificial Intelligence
• Purposes Served by the Regulation of Artificial Intelligence
• Task Force Recommendations regarding Regulation of Artificial Intelligence
9. Additional open questions with respect to artificial intelligence and unauthorized practice of law or suggestions for additional recommendations
Closed Session

None*

In compliance with the Americans with Disabilities Act, those requiring accommodations at this meeting should notify Angela Marlaud at 415-538-2116. Please provide notification at least 72 hours prior to the meeting to allow sufficient time to make arrangements for accommodations at this meeting.

The notice and agenda is available at: http://board.calbar.ca.gov/Board.aspx



None.