Law Firm AI Policy Template
Give Your Attorneys and Staff Clear Guidelines for Using AI
AI is becoming part of everyday law firm work, from research and drafting to document analysis, communications, and administrative tasks. It is also increasingly built into the software and services firms already use.
A clear, firm-wide policy can help attorneys and staff understand how AI may be used, what information must be protected, and when human review and additional oversight are required.
A clear, firm-wide policy can help attorneys and staff understand how AI may be used, what information must be protected, and when human review is required.
Download PerformLaw’s free, customizable Law Firm AI Policy Template to help develop or update your firm’s internal AI guidelines. Includes an implementation checklist and practical considerations for firm leadership.
What's Included In This Template
A customizable framework to help your firm establish clear expectations for responsible AI use, with an implementation checklist and practical considerations for firm leadership.
Acceptable Use & Responsible AI Practices
Set expectations for approved AI tools and uses, including client and court requirements, billing considerations, and appropriate levels of oversight
Verification & Attorney Oversight
Establish how AI-assisted research, drafting, analysis, citations, facts, and other work should be reviewed and verified.
Client Confidentiality & Data Protection
Address how confidential and sensitive information should be handled when using AI tools, embedded AI, and third-party systems.
AI Policy Implementation
Checklist
Identify the steps to customize and implement the policy, evaluate AI tools and vendors, assign responsibility, train personnel, and periodically review the firm’s approach.
