Task Force on Access Through Innovation of Legal Services (ATILS)
Notice and Agenda
Monday, April 8, 2019
10:00 -
The State Bar of California
180 Howard Street
Board Room, 4th Floor
San Francisco, CA 94105

Questions regarding any agenda item should be directed to the Committee Coordinator(s), Randall Difuntorum at 415-538-2161 or Chair, Justice Lee Edmon 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: Andrew Arruda, Simon Boehme, Tara Burd, Hon. Wendy Chang, Abhijeet Chavan, Jean Clauson, Valerie Dean, Johann Drolshagen, Margie Estrada, Lori Gonzalez, Bridget Gramme, Andrew Kucera, Joanna Mendoza, Kevin Mohr, Heather Morse, Joyce Raby, Daniel Rice, Allen Rodriguez, Toby Rothschild, Daniel Rubins, Mark Tuft, Joshua Walker.
The order of business is approximate and subject to change.

The meeting of the Task Force will begin at 10:00 a.m. for approximately 2.5 hours. Following the completion of the concurrent subcommittee meetings, the full Task Force meeting will resume at 2:30 p.m.

Open Session

A. Chair's Report10:00 a.m.
1. Roll Call
2. Call for Public Comment
3. Chair's Report
4. Staff Report
5. Approval of Action Summary from the February 28, 2019 Meeting
B. Guest Speakers10:45 a.m.
1. Professor Rebecca Sandefur
2. Speaker #2
C. Subcommittee Reports and Recommendations / Task Force Action2:30 p.m.
1. Discussion and potential action on Unauthorized Practice of Law / Artificial Intelligence Subcommittee Recommendations
a. Potential applicability of Privacy By Design standard
b. Potential applicability of LCCA standard
c. Law firm perspectives and experiences with security standards
d. Provider regulation vs. “Legal Advice Device” regulation
e. Agreed principles to be proposed for State Bar regulation of artificial intelligence and unauthorized practice of law
f. Additional open questions with respect to artificial intelligence and unauthorized practice of law
2. Discussion and potential action on Rules and Ethics Opinions Subcommittee Recommendations
a. Ms. Burd’s February 10, 2019 memo re rules
b. Adoption of a new Comment to Rules of Professional Conduct, rule 1.1, regarding a lawyer’s duty to be familiar with relevant technology
c. Interrelationship between UPL and possible reforms to fee sharing rules
3. Discussion and potential action on Alternative Business Structures/Multi-Disciplinary Practice Subcommittee Recommendations
a. Definition of Alternative Business Structures/Multi-Disciplinary Practice including entity regulation and other possible reforms
b. Law firm discipline
c. Non-lawyer ownership
d. Law and types of legal services in which access to justice is most needed
e. Source of funding for the implementation of ABS systems
f. Potential success criteria of ABS systems in meeting access to justice needs
D. Consideration of Staff Recommendations
1. Discussion of Survey
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