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AI Tool Vetting SOP

A short standard operating procedure for evaluating any AI or automation tool before it touches client information.

New AI tools appear weekly, and a solo lawyer or small firm cannot afford a confidentiality mistake. This procedure gives you a repeatable ten-minute review before you adopt anything.

What’s inside

  • A pre-adoption question list on data handling
  • A risk rating guide
  • A pilot step using fake data
  • A record-keeping template
  • A review schedule

How to use it

  1. Run each new tool through the question list.
  2. Pilot it with fictional information first.
  3. Save your notes in a vendor folder.
  4. Re-review each tool every six months.

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