A law firm's AI policy needs to say which work may be assisted, who checks it and what information may be supplied. Start with a small supervised pilot and expand only after reviewing actual results. For a definition of the technology, read what legal AI can and cannot do.
Define permitted tasks and the reviewing advocate
List the tasks covered by the pilot: for example, organising an anonymised brief, preparing an outline or revising a working paragraph. Record the person responsible for checking each output. Distinguish internal working notes from work that will be given to a client, another party or a court.
Describe tasks that require additional approval, including entering sensitive material and relying on a generated legal proposition. An approved tool should not become a substitute for matter-specific judgment.
Decide what information may be supplied
Review the provider's terms and privacy information against the firm's obligations. Identify who can approve access, which records may be processed and how to handle a request involving material outside that scope. Do not assume that every tool or subscription has the same data arrangements.
Begin training with fictional or appropriately anonymised records. Keep original files separate from generated summaries and working translations.
Set a repeatable review standard
For each working draft, check names, dates, amounts, admissions and source references. Read any cited authority in its original form and confirm that it supports the proposition being used. The citation verification guide describes that task.
Require staff to mark missing facts and uncertainties rather than accepting plausible completions. Identify the version approved by the reviewing advocate and preserve the corrections that matter to a later handover.
Train the team on one task
Give associates the same fictional brief and ask them to produce an outline, a first draft and one revision. Discuss where the output exceeded the source material or omitted an important qualification. Use that discussion to refine the policy and reusable instructions.
A useful pilot record includes the task, approved inputs, reviewer, corrections, final decision and full preparation effort. It is not a claim of measured savings for other practices.
Review the pilot before expanding access
Ask whether staff can recognise unsupported output, retrieve the relevant source and explain the corrections they made. Resolve recurring problems before adding more document types or users.
For selecting products, use the software guide. For introducing JuniorLawyer, book a demo and check current allowances. This policy checklist is a management starting point, not a determination of a firm's legal obligations.