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Lawyers are getting sanctioned for AI. This toolkit gives you the procedures to show you took it seriously. It's the turnkey office policy, the citation-verification protocol that prevents a fabricated-citation sanction, client disclosure language, and the training — built to the ABA Model Rules with California's rules and the proposed amendments flagged. State Bar guidance tells you the rules. This turns them into firm procedures, training, and a verification protocol.
Who it's for: For solos and small firms using AI to draft and research who want written procedures, a verification step, and a training record in place.
What's Included:
GenAI Use Policy (fill-in)
Citation & Output Verification Protocol
Client Disclosure & Consent Language
Confidentiality & Tool-Selection Guide
AI Competence training materials + 20-question assessment
AI Ethics Compliance Checklist
Educational templates, not legal advice. Training materials are self-study and do not by themselves confer MCLE credit.
Lawyers are getting sanctioned for AI. This toolkit gives you the procedures to show you took it seriously. It's the turnkey office policy, the citation-verification protocol that prevents a fabricated-citation sanction, client disclosure language, and the training — built to the ABA Model Rules with California's rules and the proposed amendments flagged. State Bar guidance tells you the rules. This turns them into firm procedures, training, and a verification protocol.
Who it's for: For solos and small firms using AI to draft and research who want written procedures, a verification step, and a training record in place.
What's Included:
GenAI Use Policy (fill-in)
Citation & Output Verification Protocol
Client Disclosure & Consent Language
Confidentiality & Tool-Selection Guide
AI Competence training materials + 20-question assessment
AI Ethics Compliance Checklist
Educational templates, not legal advice. Training materials are self-study and do not by themselves confer MCLE credit.