

This document is a checklist designed for lawyers to ensure the safe and effective use of AI tools in legal work. It outlines ten specific recommendations that lawyers should follow to maintain accuracy, ethics, and client trust while utilizing AI. The checklist emphasizes the importance of using firm-approved tools and ensuring security and confidentiality by confirming that any AI tool meets high security standards such as SOC-2 Type II. It also stresses the necessity of verifying facts and citations manually, cross-checking sources, and analyzing the quality of reasoning provided by AI. Additionally, the checklist advises lawyers to map content to the correct jurisdiction, look for bias in AI-generated content, confirm compliance with court formatting and procedural requirements, and adhere to ethical standards set by professional organizations. Finally, it underscores the need for a final human review of all AI-generated work before it is shared with clients or courts.