The Ethical Edge: Innovation in the Modern Law Firm

Guest NotesCari serves as Taft Law Firm’s Assistant General Counsel. In this role, she advises firm attorneys with respect to ethics compliance, risk prevention, and conflicts of interest. With over 15 years of legal experience in civil litigation, conflicts of interest, and professional responsibility. In addition, she assists in the review and negotiation of outside counsel guidelines, conflict waivers and engagement letters, and other items with ethical implications. In addition, she assists in providing ethical training and education within the firm to its attorneys and staff. Cari is an Adjunct Professor at the IU Robert H. McKinney School where she teaches Professional Responsibility. She is also a former Assistant Clinical Professor of Business Law and Ethics at the Kelley School of Business. She is passionate about promoting ethical awareness, integrity, and professionalism in the legal and business fields and contributing to the advancement of knowledge and practice in these domains.Cari is a frequent presenter and author on ethics and professionalism in the legal industry. She is a reoccurring author with the Res Gestae regarding the Ethics Curbstone and has been quoted in publications for her knowledge on ethical topics. Cari is also an avid speaker having given over 200 seminars on ethics and professionalism for various local and national platforms. Her primary area of research is regarding the ethics of AI and how it affects the legal and business community.• Cari L. Sheehan | People | Taft Law• [email protected]• LinkedinKey Takeaways1. Dedicated Ethics Oversight:Cari Sheehan highlights the importance of having designated personnel or teams within law firms who are responsible for ethics and professional responsibility. This dedicated oversight ensures that attorneys consistently uphold ethical standards, have a clear resource for guidance on complex legal situations, and helps maintain the firm’s reputation and public trust.2. Technology and Innovation:Taft Law Firm is committed to staying at the forefront of technological advancements by integrating innovative tools and solutions into their practice. Cari discusses how the firm encourages collaboration between younger, tech-savvy lawyers and more experienced attorneys. This cross-generational teamwork enables the firm to adopt new technologies that improve efficiency, streamline workflows, and deliver better client service.3. Active Listening and Communication:The podcast underscores the value of active listening and direct, open communication in the legal profession. Cari advocates for picking up the phone and having real conversations to resolve conflicts and address issues. This approach often leads to faster, more effective resolutions and helps foster a collaborative and collegial work environment, compared to relying solely on email.4. Ethical Use of AI:Cari shares her experiences with AI tools, such as note-taking devices, and discusses the ethical considerations involved in adopting these technologies. She emphasizes the need for law firms to use secure and compliant versions of AI to protect client confidentiality and ensure ethical standards are met. Careful evaluation of AI tools is necessary to balance innovation with the firm’s professional responsibilities.5. Continuous Learning and Adaptation:Continuous education is essential for law firms to keep pace with technological changes and evolving client expectations. Cari organizes seminars and works with different departments to ensure attorneys are informed about new developments and equipped to handle emerging challenges. This ongoing commitment to learning and adaptation helps the firm remain competitive and responsive in a rapidly changing legal landscape

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