Law Firm AI Inventory

Law Firm AI Inventory

A tool register and short policy packet for a small or mid-size firm.

The problem

Staff already use generative tools. Carriers and bar guidance expect the firm to know which tools are allowed. Most firms have no list.

What you receive

  • Inventory of tools in use
  • Approved-tool list
  • Short policy draft

How we work

No logins to matter systems, email, or AI accounts. No client files. Partners and staff tell us which tools they use. We write the register. This is not legal advice.

After the packet

The managing partner adopts the list, sends the policy internally, and attaches it if the malpractice carrier asks about AI. Benefit: the firm can show it reviewed tools without giving an outsider access to matters.

What others lose without this

Firms that have no approved-tool list discover the gap in a carrier form, a bar inquiry, or a leaked client prompt. The packet is how you get ahead of that question.

ABA Formal Opinion 512

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