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The One-Page AI Use Policy

A template written for solo and small-firm lawyers.

A one-page policy you can adopt this week. It sets the rules for which tools your firm uses, what never goes into them, who verifies what, and how you document it. Most firms I talk to use AI already and have nothing written down. This fixes that in one page.

What is in it

• Which tools the firm may use, and who keeps the list
• What never goes into a tool, in one paragraph you can actually follow
• The four verification steps before anything leaves the office
• Sign-off and recordkeeping that take thirty seconds per document
• Staff supervision under RPC 5.3, and what to tell clients
• A signature block so it is a policy and not a wish