When the AI Acts: A Case Study in Agentic AI, Legal Ethics, and Client Risk

Maryam M. Meseha
Maryam M. Meseha
Pierson Ferdinand LLP

Maryam M. Meseha is a Founding Partner of Pierson Ferdinand LLP and Co-Chair of the firm’s Privacy and Data Protection group. She counsels AI developers, deployers, and enterprise adopters on artificial intelligence governance, including algorithmic accountability, automated decision-making, transparency obligations, and risk mitigation.

Joseph Schramm
Joseph Schramm
Pierson Ferdinand LLP

Joseph Schramm is a litigation partner at Pierson Ferdinand LLP, where he also serves as the firm’s Deputy General Counsel and Director of Conflicts. From 2014 to 2022, he sat on the New Jersey Supreme Court District IIIB Ethics Committee.

Live Video-Broadcast: November 17, 2026

2 hour CLE

Tuition: $195.00
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Program Summary

 

When the AI Acts, the Lawyer Still Answers

AI agents no longer stop at answering questions. They draft and file, send email, process refunds, and enter into transactions with limited human involvement. That shift raises new questions for lawyers who use these tools and for lawyers who advise the companies that deploy them.

File a brief your research agent drafted, and fabricated citations invite sanctions under Rule 11 and 28 U.S.C. § 1927. Give an agent inbox access, and privileged comments can leave the firm, testing Rule 1.6(c) and FRE 502. Let a client’s agent act beyond its authority, and apparent authority under Moffatt v. Air Canada becomes the client’s problem. Launch without a review, and the EU AI Act, state AI laws, and FTC enforcement against AI washing follow.

The program follows one hypothetical company, Meridian Health Retail, Inc., and its outside counsel through eight escalating scenes. Each scene closes with a discussion question and an audience poll. You leave with a framework for agentic AI use policies built on permissions, logging, approval gates, and human review. In-house counsel get a deployment checklist, and outside counsel get an advising and contracting checklist. Every attendee receives the Meridian fact pattern before the program.

Key topics to be discussed:

  • Research Agents and Sanctions
    How Rules 1.1, 3.3, 5.1, and 5.3 and ABA Formal Opinion 512 apply when a research agent places fabricated citations in a filed brief, and the Rule 11 and § 1927 sanctions case law since Mata v. Avianca.
  • Confidentiality and Privilege
    How Rule 1.6(c) reasonable efforts, FRE 502, and ABA Formal Opinion 483 apply when an agent holds credentials, falls to a prompt injection, or leaves prompts, memory, and logs open to discovery.
  • Billing and Firm Policies
    How Rules 1.5 and 1.4 shape billing for AI-driven efficiency, and how to update engagement letters, outside counsel guidelines, and firm and legal department policies for agentic AI.
  • Launch Review Requirements
    How to classify a client’s agent under the EU AI Act and the Colorado, California, Texas, and Utah AI laws, weigh federal–state preemption, and avoid FTC enforcement for AI washing.
  • Agent Data and Privacy
    How consumer health data laws, GDPR Article 22, and the CCPA regulations on automated decision-making drive risk assessments and deletion from agent memory.
  • Authority, Liability, and Governance
    How apparent authority, UETA and E-SIGN contract formation, Caremark oversight, NIST AI RMF, ISO/IEC 42001, and key contract terms allocate liability when a client’s agent goes wrong.

This course is co-sponsored with myLawCLE.

Date / Time: November 17, 2026

  • 12:00 pm – 2:10 pm Eastern
  • 11:00 am – 1:10 pm Central
  • 10:00 am – 12:10 pm Mountain
  • 9:00 am – 11:10 am Pacific

Closed-captioning available

Speakers

Maryam M. Meseha, Founding Partner and Co-Chair | Pierson Ferdinand LLP

Maryam M. Meseha is a Founding Partner of Pierson Ferdinand LLP and Co-Chair of the firm’s Privacy and Data Protection group. She counsels AI developers, deployers, and enterprise adopters on artificial intelligence governance, including algorithmic accountability, automated decision-making, transparency obligations, and risk mitigation. She pairs that work with a data privacy and security, crisis and risk management, and corporate compliance practice that serves clients from high-growth startups to global enterprises.

  • Education & Credentials

Ms. Meseha earned her J.D. from the Elisabeth Haub School of Law at Pace University in 2011 and her B.S. in Diplomacy and International Relations from Seton Hall University in 2008. She has held the IAPP CIPP/US privacy certification since 2022. She is admitted to practice in New Jersey, New York, and North Carolina, and before the U.S. District Courts for the District of New Jersey, the Southern and Eastern Districts of New York, and the Western District of North Carolina.

  • Recognition & Leadership

Chief named Ms. Meseha a 2025 winner of its inaugural New Era of Leadership Awards, recognizing her advocacy for equitable AI development and her work connecting women in technology and law with mentorship and funding. North Carolina Lawyers Weekly named her one of its 50 Most Influential Women of 2024, and The Best Lawyers in America® has included her for Commercial Litigation in its 2025 through 2027 editions. At Pierson Ferdinand, she leads a multidisciplinary team of privacy and data protection attorneys.

  • Professional Involvement

Ms. Meseha speaks frequently on AI governance, cybersecurity, and responsible technology development, including as a Legalweek speaker, and she presented “Cybersecurity Strategies for Small and Midsize Businesses” to CIANJ in 2022. Her commentary on AI regulation and data protection has appeared in Reuters, Yahoo Finance, Corporate Counsel, the National Law Journal, Legal Tech News, and the Daily Business Review. In 2026, S&P Global quoted her on how AI tools are changing trade secret protection, and Risk Management Magazine quoted her on the risks of AI washing.

  • Experience

Ms. Meseha designs AI governance frameworks that let clients adopt new technology while staying ahead of emerging regulation, and she helps organizations build internal policies, manage third-party risk, and structure compliance programs. Her writing tracks the same issues, including “The Future of Law: Harnessing AI Without Compromising Integrity” (Daily Business Review, 2024), “What’s the Harm? Establishing Standing in Cybersecurity Class Actions” (New Jersey Law Journal, 2022), and client alerts on Washington’s My Health My Data Act (2024) and California’s CIPA reform (2026). Before joining Pierson Ferdinand, she practiced at FisherBroyles, LLP and Sedgwick LLP.

 

Joseph Schramm, Partner, Litigation; Deputy General Counsel and Director of Conflicts | Pierson Ferdinand LLP

Joseph Schramm is a litigation partner at Pierson Ferdinand LLP, where he also serves as the firm’s Deputy General Counsel and Director of Conflicts. From 2014 to 2022, he sat on the New Jersey Supreme Court District IIIB Ethics Committee. A business trial lawyer based in Princeton, he represents plaintiffs and defendants, from large corporations to small businesses and individuals, in complex commercial disputes before federal and state trial and appellate courts.

  • Education & Credentials

Mr. Schramm earned his J.D., cum laude, from Rutgers School of Law – Camden, where he was a Dean’s Academic Excellence Scholar and a Merck Patent Fellowship recipient. He holds a B.S. in Chemistry, magna cum laude, from The College of New Jersey. He is admitted in New Jersey and Pennsylvania; before the U.S. District Courts for the District of New Jersey, the Eastern District of Pennsylvania, and the Northern District of Illinois; and before the U.S. Courts of Appeals for the Third, Eleventh, and District of Columbia Circuits. He is also a Registered Foreign Lawyer in England and Wales.

  • Recognition & Leadership

Alongside his eight years of service on the District IIIB Ethics Committee and his firm leadership roles as Deputy General Counsel and Director of Conflicts, Mr. Schramm was named a New Jersey Super Lawyers Rising Star from 2014 through 2018.

  • Professional Involvement

Before law school, Mr. Schramm worked in the pharmaceutical industry, developing drug formulations for preclinical studies and phase I clinical trials. He co-authored “Progress Towards a DNA-based Model System for Studying Electron Spin-Spin Interactions,” published in Biophysical Chemistry in 2007.

  • Experience

Mr. Schramm handles contract and UCC claims, construction disputes and liens, intellectual property infringement, defamation, environmental torts, insurance coverage, restrictive covenants, and shareholder and partnership disputes. He won reinstatement of a public contract award for his client before the New Jersey Supreme Court in Barrick v. New Jersey, 218 N.J. 247 (2014), and secured monetary damages and injunctive relief for a publicly traded logistics company after a week-long post-merger arbitration. His work also includes defending putative class actions, recovering class action defense costs from insurers, Hatch-Waxman patent litigation for generic pharmaceutical companies, and Robinson-Patman Act defense. Before Pierson Ferdinand, Mr. Schramm was a partner at FisherBroyles, LLP, a senior associate in Fox Rothschild LLP’s litigation department, and an associate in Duane Morris LLP’s trial practice group.

Agenda

SESSION 1 – The Lawyers’ Agents: Ethics, Sanctions, and Privilege | Maryam M. Meseha & Joseph Schramm | 12:00pm – 1:00pm

This session tests the Model Rules against agentic tools that research, draft, triage, and review with limited human involvement. Through four scenes, attendees see how competence, confidentiality, supervision, candor, and fee obligations apply when an AI agent, rather than a lawyer, takes the action. Attendees will leave with a practical framework for building AI use policies that include permissions, logging, approval gates, and human review.

BREAK | 1:00pm – 1:10pm

SESSION 2 – The Client’s Agents: Regulation, Governance, and Liability | Maryam M. Meseha & Joseph Schramm | 1:10pm – 2:10pm

Meridian launches “Mira,” an AI agent that recommends products, processes returns and refunds, and uses customer health and purchase data. This session follows Mira from the launch review through a regulatory inquiry and class action. Attendees will leave with a deployment checklist for in-house counsel and an advising and contracting checklist for outside counsel.

Credits

Alaska

Approved for CLE Credits
1 General, 1 Ethics

Our programs are CLE-eligible through Alaska’s recognition of multi-jurisdictional reciprocity.
Alabama

Pending CLE Approval
1 General, 1 Ethics

Arkansas

Approved for CLE Credits
1 General, 1 Ethics

Arizona

Approved for CLE Credits
1 General, 1 Professional Responsibility/Ethics

California

Approved for CLE Credits
1 General, 1 Ethics

Colorado

Pending CLE Approval
1 General, 1 Ethics / Professionalism

Connecticut

Approved for CLE Credits
1 General, 1 Ethics / Professionalism

District of Columbia

No MCLE Required
2 CLE Hour(s)

Delaware

Pending CLE Approval
1 General, 1 Enhanced Ethics

Florida

Pending CLE Approval
1 General, 1 Ethics

Georgia

Pending CLE Approval
1 General, 1 Ethics

Hawaii

Approved for CLE Credits
1 General, 1 Ethics or Professional Responsibility Education

Iowa

Pending CLE Approval
1 General, 1 Ethics

Idaho

Pending CLE Approval
1 General, 1 Ethics / Professionalism

Illinois

Pending CLE Approval
1 General, 1 Ethics, Civility, Professionalism

Indiana

Pending CLE Approval
1 General, 1 Ethics

Kansas

Pending CLE Approval
1 Substantive, 1 Ethics / Professionalism

Kentucky

Pending CLE Approval
1 General, 1 Ethics

Louisiana

Pending CLE Approval
1 General, 1 Ethics

Massachusetts

No MCLE Required
2 CLE Hour(s)

Maryland

No MCLE Required
2 CLE Hour(s)

Maine

Pending CLE Approval
1 General, 1 Ethics / Professionalism

Michigan

No MCLE Required
2 CLE Hour(s)

Minnesota

Pending CLE Approval
1 General, 1 Ethics

Missouri

Approved for CLE Credits
1.2 General, 1.2 Ethics

Mississippi

Pending CLE Approval
1 General, 1 Ethics

Montana

Pending CLE Approval
1 General, 1 Professional Fitness and Integrity

North Carolina

Pending CLE Approval
1 General, 1 Ethics

North Dakota

Approved for CLE Credits
1 General, 1 Ethics

Our programs are CLE-eligible through North Dakota’s recognition of multi-jurisdictional reciprocity. Section 1, Policy 1.14
Nebraska

Pending CLE Approval
1 General, 1 Professional Responsibility

myLawCLE reports attendance to Nebraska on each attorney’s behalf for all programs. Please do not self-report.
New Hampshire

Approved for CLE Credits
60 General minutes, 60 Ethics / Professionalism minutes

As of July 1, 2014, the NHMCLE Board no longer provides pre- or post-approval of courses. Attendees must self-determine whether a program is eligible for credit, and self-report their attendance online at www.nhbar.org, based on qualification provisions of Rule 53.
New Jersey

Approved for CLE Credits
1 General, 1 Ethics / Professionalism

Our programs are CLE-eligible through New Jersey’s recognition of multi-jurisdictional reciprocity, except for the courses required under BCLE Reg. 201:2
New Mexico

Approved for CLE Credits
1 General, 1 Ethics / Professionalism

Nevada

Pending CLE Approval
1 General, 1 Ethics / Professionalism

New York

Approved for CLE Credits
1 General, 1 Ethics / Professionalism

Our programs are CLE-eligible through New York’s Approved Jurisdiction Group “B”.
Ohio

Pending CLE Approval
1 General, 1 Professional Conduct

Oklahoma

Pending CLE Approval
1 General, 1 Ethics / Professionalism

Oregon

Pending CLE Approval
1 General, 1 Ethics

Pennsylvania

Approved for CLE Credits
1 General, 1 Ethics / Professionalism

Rhode Island

Pending CLE Approval
1 General, 1 Ethics / Professionalism

South Carolina

Pending CLE Approval
1 General, 1 Ethics / Professionalism

South Dakota

No MCLE Required
2 CLE Hour(s)

Tennessee

Pending CLE Approval
1 General, 1 Dual

Texas

Approved for CLE Credits
1 General, 1 Ethics / Professionalism

Utah

Pending CLE Approval
1 General, 1 Ethics / Professionalism

Virginia

Not Eligible
1 General Hours, 1 Ethics / Professionalism Hours

Vermont

Approved for CLE Credits
1 General, 1 Ethics

Washington

Approved via Attorney Submission
1 Law & Legal Hours, 1 Ethics Hours

Receive CLE credit in Washington via attorney submission.
Wisconsin

Pending CLE Approval
1 General, 1 Ethics

West Virginia

Pending CLE Approval
1.2 General, 1.2 Ethics / Professionalism

Wyoming

Pending CLE Approval
1 General, 1 Ethics / Professionalism

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