From the LinkedIn Live with Yunes Seulami, a lawyer and the founder of We SimpliFi: 3 essentials, 6 steps, and a policy you can copy and fill in today.
Alejo Pijuan and Paige Pijuan · Realize Partners · We are not lawyers; have your own counsel read your final version.
Name each tool and the plan it is on. A tool not on the list is not used for client work.
Personal accounts, free or paid, never touch client work.
Every case, quote and fact is read in the original before it leaves the firm.
Whatever tool helped, the signer is responsible for the work.
One named person runs the training and answers questions. Nobody uses AI on client work before it.
Retell it with fake names, then ask the AI 5 questions you already know the answers to.
[FIRM NAME] AI Use Policy Effective: [DATE] Owner: [NAME], the champion who runs the training and approves tools 1. Approved tools We use only these AI tools for firm work: [TOOL, PLAN], [TOOL, PLAN]. Personal accounts, free or paid, are never used for client work. 2. Client information Client information goes only into the approved tools above. A closed matter is still confidential. 3. Check every output Every citation, quote and fact is checked against its source before it leaves the firm. Before a filing, the signer checks the court's AI rule. We tell a client before their information goes into an AI tool when the rules require it. 4. The signer owns it The lawyer who signs is responsible for the work, whatever tool helped write it. 5. The champion trains everyone [NAME] runs the training. Nobody uses AI on client work before it. 6. Practice on a case you know Training uses a case the lawyer knows by heart, retold with fake names. 7. Review [OWNER] re-reads this policy every [6] months. Next review: [DATE]. I have read this policy and will follow it. Name: ____________ Signature: ____________ Date: ________
Built on ABA Formal Opinion 512 (29 Jul 2024), which says managing lawyers must set clear firm policies on AI use, and the Oregon PLF sample policy (2026).
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