Wrap‑Up, Resources & Final Assessment

AI is here to stay in legal work. The goal is not “AI everywhere,” but AI where it is appropriate, with controls that match the risk.

Key takeaways

• AI output is draft material—supervise, verify, and document.
• Protect confidentiality by minimizing inputs and using approved tools.
• Maintain role boundaries to avoid UPL risk—staff work stays descriptive, not advisory.
• Have an incident response plan before something goes wrong.
• Governance is a cycle: policy → training → monitoring → improvement.

Suggested further reading (starting points)

• ABA news release on Formal Opinion 512 (Generative AI tools)
• ABA Model Rule 1.1, Comment [8] (technology competence)
• ABA Model Rule 1.6, Comment (confidentiality safeguards)
• NIST AI Risk Management Framework (AI RMF 1.0)
• EU AI Act overview and application timeline

Final assessment (recommended)

To complete the course, choose one of the following:

1. Policy exercise: Draft a 1‑page AI use policy for your team using the playbook in Module 5.
2. Scenario exercise: Run Scenario 2 (court-facing draft) and write the verification and approval checklist you would use.
3. Tool vetting exercise: Evaluate one AI vendor using the due diligence checklist and document the result.

Certificate note: If your LMS includes quizzes, you can attach a graded assessment to the Final Assessment topic and set completion rules accordingly.

Thanks for learning with us.