Goal & what you need
Goal
Prevent confidential-data exposure, fabricated authority, unsupported conclusions, improper billing, and unsupervised AI work while preserving an auditable human review chain.
What you need
- Verified matter, assignment, responsible lawyer, destination, and protected workspace
- Current firm AI policy and approved-tool register
- Written lawyer direction identifying the permitted tool, account, purpose, input class, sources, recipient, review standard, and prohibited uses
Check your firm’s process. This lesson teaches a safe general workflow. Your firm’s software, folder names, naming rules, retention steps, and escalation contacts may differ. If you are unsure, stop and ask your supervisor.
Step-by-step preview
Members can open all 20 steps.
- 1Verify the matter, client or prospective-client status, assignment, responsible lawyer, operator, destination, and protected workspace.
- 2Obtain written lawyer direction identifying the permitted task, tool, account, input class, sources, recipient, review standard, and prohibited uses.
Continue the full course
Open the complete SOP and every learning asset
Membership includes the checklist, common mistakes, video, podcast, infographic, flashcards, quiz, and complete source list.
Sources & references (6)
Preview two sources. Members can open the complete source list.