Solo Practitioner AI Ethics Assessment | JHarris Advisory
Legal & Courts · Ethics Assessment
Solo Practitioner AI Ethics
Is your AI use within the ethics rules?
15 questions5 sectionsAbout 8 minutesScored against ABA Model Rules 1.1, 1.6, 3.3, 1.5, and Formal Opinion 512
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Solo and small-firm lawyers are using AI to draft and research. This self-check scores you against the duties that matter: competence, confidentiality, candor, supervision, communication, and billing.
Scoring: 0 = Not in place · 1 = Partial · 2 = Fully in place. Your answers stay in your browser.

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For your report

1. Policy & governance

0 / 6
1.1
We have a written GenAI use policy that everyone has acknowledged.
1.2
One person approves new AI tools before they're used on client matters.
1.3
We keep a current list of approved AI tools and their allowed uses.

2. Confidentiality & tools

0 / 6
2.1
No client-identifying or privileged information goes into non-approved or free AI tools.
2.2
We check whether a tool trains on or retains our inputs before using it.
2.3
Staff anonymize inputs, or avoid the tool, when client facts are involved.

3. Verification (candor)

0 / 6
3.1
Every AI-assisted filing has its citations independently verified before submission.
3.2
Verification is recorded (a log or sign-off), not just assumed.
3.3
We check the assigned judge's standing order on AI for each matter.

4. Competence & training

0 / 6
4.1
Everyone who uses AI for client work has had training on its risks and limits.
4.2
Training is refreshed at least annually.
4.3
We track proposed and adopted rule changes on AI in the jurisdictions where we practice.

5. Communication & billing

0 / 6
5.1
AI use is disclosed to clients where it matters or where a client guideline requires it.
5.2
Client outside-counsel guidelines are checked for AI restrictions.
5.3
Bills reflect time actually spent; AI subscriptions aren't passed through as costs.