Using AI? What you need to know legally

The way you use AI in your practice matters.

It brings up all kinds of questions like:

  • When you use AI to create content, who owns the work - and what can you legally use?
  • If you're entering patient/client information into an AI tool, are you protecting the patient’s/client’s privacy appropriately?
  • As AI becomes part of your workflow, are you using the right client agreements, privacy policies, and business practices?

You don't need to become an AI or legal expert to navigate these questions. 

But you do want to understand what applies to your practice and where to focus your attention.

And things with AI are changing at a rapid pace. (If you haven’t noticed…) 🤨

That's one of the areas we'll explore together in my upcoming 2027 Legal Checkup for Health & Wellness Practitioners.



This live, 2-hour (interactive!) workshop is designed to help you get clear on five key areas of legal protection for your practice that have changed in 2026:

  • AI, Copyright & Privacy - how do you not violate copyright and privacy?
  • Scope of Practice - what are regulators looking at right now?
  • Medical & Health Claims - where are the lines drawn?
  • Telehealth, Privacy & Working Across State Lines - what’s allowed…and what’s not?
  • Legal Documents & Policies - do you really have what you need? 

We'll look at the issues that affect YOU and your practice. And you can assess your own practice IN REAL TIME to find out where you have gaps.

You'll receive my Legal Risk Kit that includes the 2027 Legal Risk Assessment + Action Plan so you know what steps to take next and in what order.

And my 2027 Legal Document Checklist -  a HUGE list of legal documents to help you know what you have, where you have gaps, and what you’ll need in the future.

I don’t share these documents anywhere else. This is the only way to get them.

Most importantly, you’ll leave with an honest-to-goodness action plan.

Save your spot here for the 2027 Legal Checkup for Health & Wellness Practitioners.

Wednesday, October 28, 2026
11am PT / 12pm MT / 1pm CT / 2pm ET
(You’ll receive a 30-day replay to rewatch the workshop whenever you need it.)

Now is a good time to be sure you have a strong legal foundation, you’re protecting your work, and honoring the trust your clients place in you as you embrace new tools to serve your clients.

Here’s to your legal protection supporting your practice - now and in the future! 

Join me LIVE next Wednesday, October 28, to gain a clearer understanding of the legal issues to consider and practical next steps for your own practice. Sign up here for create your legal action plan and get my BIG list of legal documents for your practice.


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