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Readiness Authority
Free online event

Your AI Notetaker Never Forgets. Neither Will Opposing Counsel.

Every meeting your AI notetaker joins leaves a transcript the other side can ask for in a lawsuit. Courts are already ruling on whether AI chats are privileged, and meeting transcripts are next. What to retain, what to put on hold, and how to keep privilege intact.

When Tuesday, February 23, 2027 at 11:00 AM ESTWhere OnlineCost Free

Why now

Otter.ai's wiretap case survived

In August 2026 a federal judge in San Francisco let wiretap, California privacy and Illinois biometric claims go forward over meetings Otter recorded without every participant's consent.

An AI chat was not privileged

In United States v. Heppner (S.D.N.Y., February 2026) a defendant's chats with a consumer AI tool were held neither privileged nor work product. Courts in Michigan and Texas have since gone the other way.

20 million chat logs ordered produced

In The New York Times v. OpenAI the court ordered a 20 million log sample handed over, and the order was affirmed in January 2026.

Attendees who never signed up are suing

Cruz v. Fireflies.AI claims a meeting bot captured the voiceprint of someone who never used the product, under Illinois's biometric privacy law.

What you will learn

1When an AI transcript or summary is a business record, and which retention schedule it belongs on
2How to name notetakers in hold notices and preserve them under Rule 37(e)
3How privilege is lost or kept, using Heppner against the cases that went the other way
4All-party consent and voiceprint exposure from people who never agreed to the bot

Agenda

10 minThe cases so far: Otter, Fireflies, Heppner
10 minIs a transcript a record?
15 minHolds, preservation and Rule 37(e)
15 minPrivilege and consent
10 minYour questions
60 minThe virtual expo hall opens: visit the sponsor booths

Who should attend

Records and information governance managers, eDiscovery and litigation support teams, in-house counsel, privacy officers, and the IT owners of Zoom, Teams and Copilot.

Speakers

Speakers will be announced. The panel will include:

eDiscovery counsel
A records and information governance lead
Privacy counsel
An IT owner of meeting and collaboration tools

Virtual expo hall

When the session ends, the expo hall opens for an hour. Step into a sponsor's booth in a new tab to watch their short session and pick up their resources, then come back to the main stage whenever you like.