Model Artificial Intelligence (AI) Policy for Law Firms
Read more about essential provisions that should be included in an AI policy here and view a model AI policy for law firms below.
1. Purpose
2. Scope
3. Approved Uses of AI
AI tools may be used for the following tasks, provided human oversight is maintained at all times:
- Legal research support and summarization
- Drafting non-final legal memos, letters, client, and internal communications
- E-discovery assistance
- Document review
- Timekeeping, billing, and administrative tasks
- Social media, marketing, and non-legal content generation
All outputs must be reviewed and approved by a qualified legal professional before being relied upon or shared externally.
4. Prohibited Uses of AI
The following uses of AI are strictly prohibited without prior written approval from firm leadership:
- Providing legal advice directly to clients
- Generating legal opinions
- Relying on AI-generated analysis or legal conclusions without human review
- Uploading confidential, privileged, or sensitive client data to unvetted AI platforms
- Using AI tools for surveillance, bias-based profiling, or unethical decision-making
- Generating contracts, pleadings, or client deliverables without attorney review
5. Ethical Standards
6. Client Confidentiality & Data Security
Only anonymized or non-sensitive data may be used with AI tools unless expressly approved. No client-identifiable information shall be entered into public or unsecured AI tools. All prompt inputs must be treated as potentially discoverable and safeguarded accordingly. All AI platforms must be reviewed and approved by the firm’s IT and compliance teams.
AI vendors must demonstrate compliance with applicable privacy laws (e.g., GDPR, CCPA) and legal industry data security standards.
Attorneys must evaluate whether the use of AI in client work requires client disclosure under the Rules of Professional Conduct. Where AI use could materially affect the legal advice or outcome, or where it may involve sensitive client information, attorneys must consider whether informed client communication or consent is ethically required.
7. Governance and Oversight
8. Accountability and Reporting
9. Training
The firm will provide training and guidance on proper AI usage, tools, and risk management.
All staff must complete AI ethics and compliance training covering:
- Ethical risks, including bias and misinformation
- Regulatory compliance and professional responsibility
- Safe and effective prompt engineering
- Use case examples relevant to trade law and enforcement
Ongoing training will be provided annually or as needed based on updates to the firm’s AI tools or policies.