Implementation Playbook: Policy, Training, Governance
Ethical AI use is easier when the team has clear rules, approved tools, and repeatable workflows.
A lightweight AI policy starter (outline)
- Approved tools list (and prohibited tools)
- Data rules: what can/can’t be entered
- Risk tiers: which tasks require attorney sign‑off
- Documentation: what must be logged
- Verification: minimum checks by task type
- Incident response: who to notify and how
Training plan (minimum viable)
- Short onboarding: “AI basics + top 10 red flags”
- Quarterly refresher: new tools/policy updates
- Scenario drills (like the Scenario Lab lesson)
Governance loop
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Tip: Keep an “AI incidents & lessons learned” log. Even minor issues help refine prompts, templates, and policy.
Activity: pick 3 rules your team will adopt
Choose three rules you can implement this week. Example:
- No public AI tools for matter-related work.
- All AI-assisted citations must be independently verified.
- Client-facing outputs require attorney sign-off.