Why a policy matters
AI tools can save time, but they also raise questions about confidentiality, accuracy, and supervision. Without clear rules, staff may use AI in ways that create risk.
Key areas to cover
- Which AI tools are approved for use
- What information may never be entered into AI tools
- Required attorney review of AI-assisted work
- Verification of citations and legal research
- Client disclosure and consent where appropriate
- Record keeping and documentation
Confidentiality first
Client information is protected by professional rules. Policies should require using tools with appropriate data protections or avoiding client data entirely.
Verify everything
AI can produce incorrect information, including fake citations. Policies should require verification of all legal research and citations against reliable sources.
Supervision
Attorneys remain responsible for work produced with AI assistance by staff. Define who reviews what.
Stay informed
State bars and courts are issuing guidance on AI use. Assign someone to monitor updates and revise the policy as needed.
Train the team
Use AI to help draft training materials explaining the policy in simple terms, then review them with staff.
Start simple
A clear two-page policy that people follow is better than a long document nobody reads.
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