The useful part
Develop a written AI policy Al Roberts, who heads professional liability underwriting for Berkley Select, said firms should establish formal AI-use policies rather than allowing lawyers and staff to determine their own practices. He encourages business leaders to establish firmwide guidelines identifying approved AI tools, permissible uses and required review procedures. Lee Norcross, president of L Squared Insurance Agency, a nationwide insurance broker, similarly warned that attorneys can be sanctioned or face professional discipline for failing to verify work.
How it works
- Independently verify every citation, quotation, factual statement and legal conclusion before relying on it in client work or court filings.
- Newbold similarly cautioned lawyers against putting confidential information into free, publicly available AI platforms.
- Train lawyers and staff Tom Martin, creator of CiteCheck AI, said lawyers need to educate themselves about how AI systems work before using them.
- Attorneys — not the technology — remain responsible for the accuracy of their work product.
- Newbold said lawyers continue to "own the judgment, the verification and the work product" when they use AI.
What to take from it
Statistics Statistics The technical storage or access that is used exclusively for statistical purposes. The technical storage or access that is used exclusively for anonymous statistical purposes. Advertisement Advertisement The technical storage or access is required to create user profiles to send advertising, or to track the user on a website or across several websites for similar marketing purposes.
Example or evidence
- They need to understand AI's capabilities and limitations, applicable ethics requirements and firm policies.
- Roberts also noted that attorneys need to understand any ethics requirements governing AI use in each jurisdiction where they practice.
- professional judgment cannot be delegated AI can improve efficiency, but it cannot replace a lawyer's independent legal judgment, the experts said.
- Through these technologies, we and certain third parties may automatically collect information about your interactions with our website, such as your browsing behavior and page views.
Details worth keeping
How law firms win attorney buy-in on cybersecurity policies Verify everything Chris Newbold, chief operating officer and executive vice president of ALPS, a Montana-based lawyers' professional liability insurer, emphasized that lawyers remain responsible for verifying their work, even when AI is used. Treat work as a first draft, not a final product, experts advise. We also may share this information about your activity on our website with our social media, advertising, analytics, and other business partners.
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