The Future of Private Client Practice – How to Ethically Utilize AI to Power your Practice and Improve your Client’s Value Proposition
When:
Hosted By:
Society of Trust and Estate Practitioners Global Congress
People:
Location:
Hamilton Princess Hotel & Beach Club, Bermuda
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Christophe Callahan will join a panel during the Society of Trust and Estate Practitioners Global Congress in Bermuda.
Among other things, the panelists will provide their insights on:
- The future of private client practice and the importance of utilizing the current tools while simultaneously learning cutting-edge new technology.
- What may be coming next, and how the technological advances may allow private client practitioners to provide higher quality service, in shorter delivery times, at lower prices.
- What types of technology Am 100 law firms in the United States are using to provide higher quality service, in shorter delivery times, at lower prices.
- The process of designing, deploying and managing Agentic AI in a large law firm, as well as examples of various agents being used and how they have allowed the clients and attorneys to be more satisfied with the outcomes of the cases, and more importantly, how everyone in the audience can do the exact same thing.
- how the discussion changes once a firm creates an agent to the relevant governance risks and other items.
- the governance risks and opportunities associated with the implementation and deployment of AI agents, as well as the personhood and the questions it raises within that wider governance theme.

