AI CHECKLIST FOR CLIENTS

AI Use Disclosure and Assurance Checklist for Clients

(Provided by [Law Firm Name])

We value transparency, accuracy, and client trust. If Artificial Intelligence (AI) tools are used in your case, they will be applied responsibly, ethically, and with complete oversight by licensed attorneys. This checklist outlines our commitments to you.

1. Disclosure of AI Use

• We will tell you when AI is used in your matter.
• We will explain what specific tasks AI will handle (e.g., document review, legal research, drafting).
• We will provide examples of AI work product upon request.

2. Oversight and Verification

• All AI outputs will be reviewed by an attorney licensed in the relevant jurisdiction.
• We will verify all facts, citations, and conclusions before they are relied upon in your case.
• We will identify and correct any AI “hallucinations” or errors.

3. Safeguards Against Risk

• We will never submit AI-generated work without human verification.
• We will ensure AI use complies with the Rules of Professional Conduct and applicable confidentiality rules.
• We will not store your confidential information in unsecured AI platforms.

4. Benefits and Cost Transparency

• We will explain how AI use may reduce billable time or costs in your matter.
• We will inform you if AI use could create any risk or limitation in your case.

Acknowledgment
I have read and understand this AI Use Disclosure and Assurance Checklist.
I acknowledge that my legal representation will include responsible, verified use of AI tools as described above.

Client Name: ___________________________
Signature: _____________________________
Date: _________________________________

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