AI for Law Firms Toolkit: Prompts and an AI-Use Policy Built on ABA Opinion 512

Someone at your firm is probably pasting client facts into ChatGPT already, rules or no rules. ABA Formal Opinion 512 (July 29, 2024) applies the duties you already have to generative AI: competence, confidentiality, communication, candor, supervision and fees. This toolkit turns that opinion into prompts your staff can use and a policy your managing partner can adopt.

What you get (7-page PDF)

• 19 drafting prompts: 7 for intake, 6 for client letters and 6 for matter summaries. Fill in de-identified facts, get a first draft, then revise it.
• An AI-use policy template for the firm, section by section: approved tools, competence and verification, confidentiality, client communication, candor and supervision, billing, and violations. Fill in the brackets and route it to your managing partner or ethics committee.
• A confidentiality do's and don'ts list to post next to the screen: what never goes into a consumer AI tool, when you need informed client consent, and why "temporary chat" mode doesn't settle the question.
• A short guide to using the toolkit safely, starting with the confidentiality section.

Works with any tool

The prompts and the policy aren't tied to one model. Use them with ChatGPT, Claude, Copilot or the AI built into your practice-management software.

What it doesn't do

This is not legal advice and it doesn't create an attorney-client relationship. It is a set of drafting aids. A licensed attorney reviews every output before it goes to a client, a court or opposing counsel. The policy is a starting draft: check your own state bar's current guidance before you adopt it. It doesn't do legal research, check citations or replace your judgment.

How it was made

Written with AI help (Claude) and reviewed by AmagiLabs before release. AmagiLabs builds intake and AI tools for small law firms.

Refunds

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