Resources

Practical Resources for Smart AI Adoption

Guides and tools for legal teams adopting AI, setting up governance, and configuring legal AI agents.

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AI Agent Fundamentals

Use this guide to define one agent’s job, inputs, outputs, tools, permissions, approvals, and monitoring.

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AI Agent Risks

Use this guide to check access, actions, autonomy, consequences, and where human approval should sit.

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General education only. These resources are not legal advice, a certification, or a compliance determination.

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Articles and worksheets

Which legal workflows are worth using AI for?

A practical screen for choosing legal workflows where AI can help, and for identifying tasks that should remain human-led.

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Where should human review sit in an AI workflow?

A practical way to place human review before sensitive access, consequential use, and recurring quality checks in legal AI workflows.

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How do you know an AI workflow is working?

A practical way to test a legal AI workflow against its baseline, including quality, review, rework, time, and cost.

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Who owns an AI workflow in a legal team?

Assign ownership of an AI workflow, then test who can pause work, approve changes, and resolve exceptions.

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A practical AI workflow guide for small law firms

Choose one useful AI workflow, assign ownership, place review, test the result, and decide whether to continue. Includes a fictional intake example.

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What can a legal team use the NIST AI RMF for?

Understand the NIST AI Risk Management Framework and use its functions to organize questions about one AI workflow.

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What should you check before using an AI workspace for work?

Check the workspace, identity, data handling, retention, and review route before using a business AI account for a work task.

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Other Helpful Resources

Frameworks

Bar guidance on lawyers’ use of AI

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