Useful whether or not you ever use Candor.
Two things every firm should have in place, free to take.
Firm AI use policy, template
A plain language starting policy covering approved tools, confidentiality, logging, attorney review, and recordkeeping, written to adapt to your firm and your state's guidance. Send a note and we'll email it back.
AI readiness checklist
The ten questions a carrier, a court, or a client could put to your firm about AI, and what "ready" looks like for each. Read it right here; no email required.
The 10-point AI readiness checklist
1. Do you know which AI tools your staff use?
Ready: a maintained approved tools list, and a way to spot use outside it.
2. Is client confidential information screened before it reaches an AI tool?
Ready: a habit and a tool that catches identifiers before text is pasted out.
3. Do you keep a record of AI use on matters?
Ready: per matter entries, tool, task, who, when.
4. Is AI assisted research and drafting reviewed by an attorney?
Ready: a sign off step with a name and a timestamp attached.
5. Do reviewers confirm citations independently?
Ready: an explicit attestation, recorded, on research and drafting.
6. Is there a written AI use policy staff have acknowledged?
Ready: an adopted policy with dated acknowledgements, confirmed again on updates.
7. Can you produce documentation on demand?
Ready: an export you could hand a carrier or a court this afternoon.
8. Is your record tamper resistant?
Ready: append only entries that can't be quietly edited after the fact.
9. Is confidential content kept out of places it shouldn't live?
Ready: screening on the way out, and minimal retention by default.
10. Would your answer survive scrutiny six months from now?
Ready: the record was accumulating all along, not reconstructed under pressure.