AI Policy & Governance Package, AI Feature Audit, Workflow Rollout, In-firm Ethics CLE, plus the first quarter of Policy Maintenance and 3 months of Workflow Care for all the bundle's workflows.
All prices plus Washington sales tax. Full bundle card →
A short AI policy for your firm. Free.
Only 9% of firms have a written, enforced AI policy. This is the page to start from: a short AI use policy template written for Washington firms, with the nine things a policy has to settle and plain wording for each. Fill in the blanks, have your lawyers read it, have everyone sign it.
What's on the page
- Scope: who the rules cover, including contractors
- Approved tools, and the tools that are not allowed
- Client-data classes and where each may go
- Checking AI output before it leaves the office
- What clients are told, and when consent is needed
- Billing of AI-assisted work
- Meeting recorders and AI note-takers
- Reporting a slip: what to do when the wrong thing went in
- Training, a yearly review of the policy and the tool list, and exceptions
What it can't know
Which tools your staff actually use, what each vendor does with the data, and where your client files live today. That is the AI Policy & Governance Package: the Approved Tool Register, the Client Data Map and the AI Output Verification Checklist, written for your firm, plus the AI policy questions workflow in your firm's AI tool.
Where it comes from
Written by Astreon Advisory for Washington firms, from the WSBA and ABA guidance on AI in law practice, and kept current as that guidance changes.
Not legal advice
A template, for your lawyers to review. Astreon Advisory provides technical and operational advice; the legal language is theirs to approve.
Ten questions. Your firm's AI Snapshot, on the spot.
A flag on each AI tool your office uses, the gaps and the duty each one touches, three next steps. Scored in your browser; nothing is sent unless you choose.