Skills browser

Conduct a preliminary case analysis

Analyze a new matter to identify governing law and the relative strengths and weaknesses of each side.

• Identify the governing law — Determine which statutes, rules, and cases control the matter. TSK-001.01
• Assess strengths and weaknesses — Weigh the strong and weak points of both sides. TSK-001.02
• Frame the legal issues — State the dispositive issues the matter presents. TSK-001.03

Develop a case theory and strategy

Synthesize the facts and law into a coherent theory of the case and a plan to prevail.

• Articulate theory and themes — State the persuasive theory and supporting themes. TSK-002.01
• Identify elements to prevail — List the elements that must be proven or defeated. TSK-002.02
• Map liabilities and remedies — Identify exposure and the remedies available. TSK-002.03

Create a strategic plan of action

Translate the case theory into a sequenced plan with objectives, steps, and deadlines.

• Define client objectives — Capture what the client wants to achieve. TSK-003.01
• Sequence steps and deadlines — Order the tasks and key dates. TSK-003.02
• Select the forum and approach — Choose litigation, negotiation, or transaction path. TSK-003.03

Diagnose the client's legal problem at intake

Classify the client's problem into the correct area(s) of law and spot threshold issues.

• Classify the problem — Place the problem within one or more areas of law. TSK-004.01
• Spot threshold and jurisdiction issues — Identify limitations, standing, and forum questions. TSK-004.02

Write a legal analysis memorandum

Produce a written IRAC analysis of a legal question in a matter.

• State the issue and rule — Frame the question and the controlling rule. TSK-005.01
• Apply the law to the facts — Reason from rule to the matter's facts. TSK-005.02
• Reach a reasoned conclusion — State a supported conclusion and its confidence. TSK-005.03

Apply governing law to disputed facts

Match the elements of the governing law to the contested facts of the matter.

• Extract the legal elements — Break the rule into its required elements. TSK-006.01
• Match facts to elements — Line up the facts against each element. TSK-006.02
• Weigh counterarguments — Test the analysis against the opposing view. TSK-006.03

Construct and evaluate legal arguments

Build affirmative arguments and critically evaluate their strength against the opposition.

• Build the affirmative argument — Assemble facts and authority into an argument. TSK-007.01
• Anticipate the opposing argument — Predict and address the counterposition. TSK-007.02
• Assess relative strength — Judge which arguments are strongest. TSK-007.03

Synthesize authority into a working rule

Reconcile multiple, possibly conflicting, authorities into a usable statement of the rule.

• Reconcile conflicting authority — Harmonize or distinguish competing sources. TSK-008.01
• Derive a rule statement — State the synthesized rule for the file. TSK-008.02

Identify the controlling substantive rules

Locate and state the substantive rules that govern the matter.

• Locate governing statutes and code — Find the controlling primary law. TSK-009.01
• Identify controlling elements — State the substantive elements at issue. TSK-009.02

Analyze the elements of a claim or defense

Break a claim or defense into its prima facie elements and available defenses.

• Enumerate prima facie elements — List each element of the claim. TSK-010.01
• Identify affirmative defenses — List defenses that may defeat the claim. TSK-010.02

Apply area-specific doctrine to the facts

Apply the doctrine of the matter's practice area to its particular facts, noting jurisdictional variation.

• Apply doctrine to matter facts — Work the doctrine through the facts. TSK-011.01
• Note jurisdictional variations — Flag differences across the real-tier states. TSK-011.02

Determine the governing procedural framework

Identify the court, forum, and rule set that will govern the matter's procedure.

• Identify court, forum, and rules — Determine the tribunal and its rules. TSK-012.01
• Determine filing deadlines — Calendar the controlling deadlines. TSK-012.02

Apply the rules of civil procedure to a filing

Ensure a filing satisfies jurisdiction, venue, and service requirements.

• Confirm jurisdiction and venue — Verify the forum is proper. TSK-013.01
• Comply with service requirements — Effect and document proper service. TSK-013.02

Apply the rules of evidence in preparation

Assess admissibility and lay foundation for key evidence before a hearing or trial.

• Assess admissibility of exhibits — Test exhibits against the evidence rules. TSK-014.01
• Prepare foundation for key evidence — Plan how each item will be admitted. TSK-014.02

Navigate appellate procedure

Comply with appellate rules, format, and deadlines for a review proceeding.

• Confirm appellate rules and format — Meet the format and length requirements. TSK-015.01
• Calendar briefing deadlines — Track the appellate briefing schedule. TSK-015.02

Formulate a research plan

Plan a library research effort: issues, sources, and search terms.

• Identify issues to research — List the questions to answer. TSK-016.01
• Select sources and search terms — Choose the tools and vocabulary. TSK-016.02

Locate and read primary authority in print

Find and read the controlling statutes and case law in library sources.

• Find controlling statutes — Locate the governing code sections. TSK-017.01
• Find on-point case law — Locate cases on the issue. TSK-017.02

Validate and update authority

Confirm that authority is still good law and note subsequent history.

• Confirm authority is good law — Check that the source is still valid. TSK-018.01
• Note subsequent history — Record later treatment of the source. TSK-018.02

Run electronic database searches

Search online legal databases with effective queries filtered to the jurisdiction.

• Build boolean and natural-language queries — Construct effective search strings. TSK-019.01
• Filter by jurisdiction — Restrict results to the governing jurisdiction. TSK-019.02

Cite-check using online tools

Use citator tools to verify citations and check their treatment.

• Verify citation validity — Confirm each cite exists and is accurate. TSK-020.01
• Check treatment flags — Review negative or cautionary treatment. TSK-020.02

Assemble a research trail and report

Record the sources found and summarize the findings for the file.

• Record sources found — Log the authorities located. TSK-021.01
• Summarize findings for the file — Write a short research summary. TSK-021.02

Conduct a client intake interview

Interview a new client to elicit their story, goals, and concerns while building trust.

• Use open-ended then focused questions — Move from broad to narrow (T-funnel). TSK-022.01
• Build rapport and trust — Establish a working relationship. TSK-022.02
• Elicit the client's goals and concerns — Capture what the client wants and fears. TSK-022.03

Investigate and develop the facts

Gather documents and witness information and assess factual gaps and inconsistencies.

• Gather documents and records — Collect the relevant records. TSK-023.01
• Identify and interview witnesses — Find and question fact witnesses. TSK-023.02
• Assess gaps and inconsistencies — Test the facts for holes and conflicts. TSK-023.03

Interview fact witnesses

Prepare for and conduct interviews of fact witnesses and memorialize their statements.

• Prepare a witness question outline — Plan the areas to cover. TSK-024.01
• Capture and memorialize statements — Record the witness account. TSK-024.02

Build and maintain a chronology of facts

Order events into a timeline and link facts to the legal elements they support.

• Order events on a timeline — Place events in sequence. TSK-025.01
• Link facts to legal elements — Connect each fact to an element. TSK-025.02

Deliver an opening statement or oral argument

Present a structured, theme-driven oral argument and respond to questions from the bench.

• Structure the argument — Organize the oral presentation. TSK-026.01
• Use theory and themes — Anchor the argument in the case theory. TSK-026.02
• Respond to questions from the bench — Handle questioning under pressure. TSK-026.03

Conduct direct and cross-examination

Plan and deliver direct examination to elicit the story and cross to control the witness.

• Plan direct to elicit the story — Design questions that let the witness tell it. TSK-027.01
• Plan cross to control the witness — Design leading questions that limit the witness. TSK-027.02

Counsel and communicate with the client orally

Explain options and confirm understanding in plain, accessible language.

• Explain options in plain language — Translate legal choices for the client. TSK-028.01
• Confirm client understanding — Check that the client understood. TSK-028.02

Present a negotiation position orally

State interests and positions and make and respond to offers in real time.

• State interests and positions — Present the client's goals and stance. TSK-029.01
• Make and respond to offers — Advance and react to proposals. TSK-029.02

Draft client correspondence and letters

Write clear client-facing letters, including status and advice letters.

• Write an engagement or status letter — Communicate scope or progress. TSK-030.01
• Write a client advice letter — Convey advice in writing. TSK-030.02

Draft correspondence to opposing counsel and the court

Write professional correspondence to opposing counsel and the clerk, with proof of service.

• Draft a meet-and-confer letter — Communicate with opposing counsel. TSK-031.01
• Include proof of service — Document service on the other side. TSK-031.02

Write a persuasive brief or memorandum of law

Draft a persuasive brief with organized argument headings and integrated citations.

• Organize argument headings — Structure the brief's point headings. TSK-032.01
• Integrate authority and record cites — Weave in citations to law and record. TSK-032.02

Edit and revise written work against a rubric

Self-edit and revise a draft for clarity, concision, and page limits against the rubric.

• Self-edit for clarity and concision — Tighten and clarify the prose. TSK-033.01
• Revise to meet page limits — Cut to the required length. TSK-033.02

Advise the client on options and risks

Lay out the alternatives and their consequences and give a candid recommendation.

• Lay out alternatives and consequences — Present the realistic options. TSK-034.01
• Give a candid recommendation — Recommend a course of action. TSK-034.02

Counsel on settlement versus proceeding

Help the client weigh settling against proceeding, using BATNA and cost-benefit.

• Evaluate the client's BATNA — Assess the best alternative to agreement. TSK-035.01
• Explain cost, benefit, and risk — Frame the tradeoffs clearly. TSK-035.02

Manage client expectations and decisions

Clarify that the client owns key decisions and document the advice given.

• Clarify decision ownership — Confirm the client decides. TSK-036.01
• Document the advice given — Memorialize the counseling. TSK-036.02

Counsel a distressed or vulnerable client

Acknowledge emotion, rebuild focus, and coordinate with a guardian or parent where needed.

• Acknowledge emotion and rebuild focus — Respond to distress and refocus. TSK-037.01
• Coordinate with a guardian or parent — Involve a caregiver appropriately. TSK-037.02

Build client trust and rapport

Earn the client's confidence through competence, preparation, and reliable follow-through.

• Demonstrate competence and preparation — Show mastery of the matter. TSK-038.01
• Communicate reliably and follow through — Do what you say, when you say it. TSK-038.02

Establish credibility with the tribunal and opposing counsel

Build a reputation for candor and preparedness before the court and opposing counsel.

• Demonstrate candor and preparedness — Be straight and ready. TSK-039.01
• Honor commitments and deadlines — Keep your professional word. TSK-039.02

Maintain the attorney-client relationship over time

Keep an ongoing client informed and responsive to sustain the relationship.

• Keep the client informed — Provide regular updates. TSK-040.01
• Respond promptly to communications — Answer the client quickly. TSK-040.02

Conduct a new-client intake and screening

Gather intake information and run a preliminary conflicts screen before accepting a client.

• Gather intake information — Collect the client and matter details. TSK-041.01
• Run a preliminary conflicts check — Screen for conflicts before engaging. TSK-041.02

Develop business and generate referrals

Identify prospective clients and communicate the firm's value to win work.

• Identify prospective clients — Find likely sources of work. TSK-042.01
• Communicate the firm's value — Explain why to hire the firm. TSK-042.02

Retain clients through service and relationship

Keep clients by delivering responsive service and acting on their feedback.

• Deliver responsive service — Serve clients promptly and well. TSK-043.01
• Solicit and act on feedback — Ask for and use client feedback. TSK-043.02

Prepare a strategic settlement and negotiation plan (SSNP)

Plan a negotiation: interests, positions, BATNA, targets, and confidential concessions.

• Identify interests, positions, and BATNA — Map the negotiation landscape. TSK-044.01
• Set target and reservation points — Fix the goal and walk-away. TSK-044.02
• Plan confidential concessions — Decide what can be traded and when. TSK-044.03

Conduct a settlement or plea negotiation

Exchange and evaluate offers using principled bargaining and document the terms reached.

• Exchange and evaluate offers — Advance and assess proposals. TSK-045.01
• Use principled bargaining — Negotiate on interests, not positions. TSK-045.02
• Document the terms reached — Record the agreement. TSK-045.03

Negotiate a transaction to agreement

Reconcile competing deal terms and draft the negotiated agreement.

• Reconcile competing deal terms — Bridge the parties' positions. TSK-046.01
• Draft the negotiated agreement — Reduce the deal to writing. TSK-046.02

Participate in mediation

Prepare a mediation position and engage the neutral to explore options.

• Prepare a mediation position or statement — Set out the client's case for the neutral. TSK-047.01
• Engage the neutral and explore options — Work with the mediator toward resolution. TSK-047.02

Draft pleadings to initiate or respond

Draft the complaint or petition and the answer and counterclaim.

• Draft the complaint or petition — Plead the claim. TSK-048.01
• Draft the answer and counterclaim — Respond and assert counterclaims. TSK-048.02

Conduct discovery

Propound and respond to written discovery and take and defend depositions.

• Draft interrogatories and document requests — Propound written discovery. TSK-049.01
• Respond to written discovery — Answer the other side's requests. TSK-049.02
• Take or defend a deposition — Conduct deposition practice. TSK-049.03

Engage in motion practice

Draft and argue a motion with supporting and opposing memoranda and a proposed order.

• Draft the motion and supporting memo — Write the moving papers. TSK-050.01
• Draft the opposition — Write the responsive papers. TSK-050.02
• Prepare a proposed order — Draft the order for the court. TSK-050.03

Try a case to verdict

Prepare and present a trial from openings through witnesses to closings and jury instructions.

• Prepare the trial notebook — Assemble the trial materials. TSK-051.01
• Present openings, witnesses, and closings — Deliver the trial presentation. TSK-051.02
• Propose jury instructions and verdict form — Draft the instructions and verdict. TSK-051.03

Conduct an arbitration hearing

Draft the statement of the case and present evidence to the arbitrator.

• Draft the statement of the case — Prepare the arbitration statement. TSK-052.01
• Present evidence to the arbitrator — Try the matter before the arbitrator. TSK-052.02

Handle an appeal

Frame issues and standard of review, write the appellate brief, and argue the appeal.

• Frame issues and standard of review — Define the appellate questions. TSK-053.01
• Write the appellate brief — Draft the brief. TSK-053.02
• Present oral argument — Argue before the court. TSK-053.03

Manage the matter file and documents

Organize the case file, exhibits, and document versions for a matter.

• Organize the case file and exhibits — Keep the file orderly. TSK-054.01
• Track key documents and versions — Control document versions. TSK-054.02

Calendar deadlines and manage the docket

Docket court and discovery deadlines with reminders and buffers.

• Docket court and discovery deadlines — Enter every controlling date. TSK-055.01
• Set reminders and buffers — Add lead-time alerts. TSK-055.02

Coordinate the two-person firm's division of labor

Allocate tasks between the two partners and balance the workload realistically.

• Allocate tasks between partners — Split the work fairly. TSK-056.01
• Balance the workload realistically — Avoid overloading either partner. TSK-056.02

Track time and prepare for billing

Record contemporaneous time entries and categorize the work for the invoice.

• Record contemporaneous time entries — Log time as work is done. TSK-057.01
• Categorize work for the invoice — Code entries for billing. TSK-057.02

Identify and resolve conflicts of interest

Run a conflicts check and evaluate waiver or withdrawal where a conflict appears.

• Run a conflicts check — Screen the matter for conflicts. TSK-058.01
• Evaluate waiver or withdrawal options — Decide how to cure a conflict. TSK-058.02

Safeguard client confidences and privilege

Protect privileged material and avoid improper disclosures.

• Protect privileged material — Keep privileged content secure. TSK-059.01
• Avoid improper disclosures — Prevent inadvertent waiver. TSK-059.02

Comply with the rules of professional conduct

Honor duties such as the no-contact rule and candor to the tribunal.

• Honor the no-contact (Rule 4.2) rule — Avoid contact with represented parties. TSK-060.01
• Maintain candor to the tribunal — Be truthful with the court. TSK-060.02

Handle client funds and trust duties ethically

Keep client funds in trust, avoid commingling, and reconcile the trust ledger.

• Keep client funds in trust — Segregate client money. TSK-061.01
• Avoid commingling and reconcile the ledger — Balance and separate the trust account. TSK-061.02

Draft transactional agreements

Draft a purchase or sale agreement and its protective clauses.

• Draft a purchase or sale agreement — Reduce the deal to a contract. TSK-062.01
• Draft protective clauses — Add easement, warranty, or similar protections. TSK-062.02

Draft a will and estate-planning documents

Draft a will to the client's instructions with an explanatory client letter.

• Draft the will per client instructions — Prepare the testamentary document. TSK-063.01
• Draft the explanatory client letter — Explain the will to the client. TSK-063.02

Draft an engagement letter and fee agreement

Draft the engagement letter stating scope, fee structure, and required billing terms.

• State scope and fee structure — Define the engagement and fee. TSK-064.01
• Include required billing terms — Add the billing and payment terms. TSK-064.02

Draft pleadings and litigation documents

Draft pleadings, motions, affidavits, and proposed orders.

• Draft pleadings and motions — Prepare the litigation papers. TSK-065.01
• Draft affidavits and proposed orders — Prepare supporting documents. TSK-065.02

Draft discovery instruments

Draft interrogatories and requests for production.

• Draft interrogatories — Prepare written questions. TSK-066.01
• Draft requests for production — Prepare document requests. TSK-066.02

Select and structure the fee arrangement

Match the fee type to the matter and document it in the agreement.

• Match fee type to matter — Choose hourly, flat, contingency, or retainer. TSK-067.01
• Document the fee in the agreement — Record the fee terms. TSK-067.02

Record time and expenses

Keep contemporaneous time sheets and capture disbursements.

• Keep contemporaneous time sheets — Log time as it is spent. TSK-068.01
• Capture disbursements and expenses — Record costs advanced. TSK-068.02

Prepare a client billing statement

Compile time entries into an invoice, compute the balance due, and enclose a cover letter.

• Compile time entries into an invoice — Assemble the billing statement. TSK-069.01
• Compute fees, expenses, and balance due — Total the amounts owed. TSK-069.02
• Enclose a billing cover letter — Send the statement with a letter. TSK-069.03

Manage retainers and trust accounting

Deposit funds to trust and reconcile the trust ledger so it is never negative.

• Deposit funds to trust — Place advance funds in trust. TSK-070.01
• Reconcile the trust ledger — Balance the trust account. TSK-070.02

Define staffing needs and roles

Identify the support-staff roles the firm needs and write role expectations.

• Identify support-staff roles — Determine needed positions. TSK-071.01
• Write role expectations — Define what each role does. TSK-071.02

Supervise and delegate to non-lawyer staff

Delegate appropriate tasks and supervise staff for competence and ethical compliance.

• Delegate appropriate tasks — Assign suitable work to staff. TSK-072.01
• Supervise for competence and ethics — Oversee quality and conduct. TSK-072.02

Onboard and manage support staff

Train new staff on firm systems and set performance expectations.

• Train on firm systems — Bring staff up to speed. TSK-073.01
• Set performance expectations — Define success for the role. TSK-073.02

Plan the firm's startup capitalization

Estimate startup costs and identify sources of capital for the firm.

• Estimate startup costs — Project what launch will cost. TSK-074.01
• Identify capital sources — Find funding options. TSK-074.02

Manage cash flow and reserves

Forecast cash flow and maintain operating reserves.

• Forecast cash flow — Project inflows and outflows. TSK-075.01
• Maintain operating reserves — Hold a cushion for lean months. TSK-075.02

Evaluate investment in tools and growth

Assess the return on a purchase and prioritize investments.

• Assess ROI of a purchase — Weigh cost against benefit. TSK-076.01
• Prioritize investments — Rank competing investments. TSK-076.02

Plan and scope a matter as a project

Define deliverables and milestones and estimate the effort and time required.

• Define deliverables and milestones — Set the outputs and checkpoints. TSK-077.01
• Estimate effort and time — Project the work required. TSK-077.02

Manage personal and firm time

Prioritize tasks and track billable versus non-billable time.

• Prioritize tasks — Order work by importance and deadline. TSK-078.01
• Track billable versus non-billable time — Separate the two categories. TSK-078.02

Improve process efficiency

Identify bottlenecks and standardize repeatable work.

• Identify bottlenecks — Find where work stalls. TSK-079.01
• Standardize repeatable work — Templatize recurring tasks. TSK-079.02

Prepare a matter or firm budget

Estimate fees and costs and set a budget baseline.

• Estimate fees and costs — Project the numbers. TSK-080.01
• Set a budget baseline — Fix the plan of record. TSK-080.02

Allocate resources across the docket

Match resources to matter priority and rebalance as needs change.

• Match resources to matter priority — Assign effort to what matters most. TSK-081.01
• Rebalance as needs change — Adjust allocations over time. TSK-081.02

Monitor budget versus actuals

Compare actuals to budget and adjust the plan.

• Compare actuals to budget — Track variance. TSK-082.01
• Adjust the plan — Revise the budget as needed. TSK-082.02

Develop a marketing and client-development plan

Define the target clients and niche and choose outreach channels.

• Define target clients and niche — Pick who to serve. TSK-083.01
• Choose outreach channels — Select how to reach them. TSK-083.02

Build the firm's brand and network

Cultivate referral relationships and maintain a professional presence.

• Cultivate referral relationships — Grow a referral network. TSK-084.01
• Maintain a professional presence — Keep a credible public profile. TSK-084.02

Prepare pitches and proposals

Scope a prospective engagement and present fees and value.

• Scope the prospective engagement — Define the proposed work. TSK-085.01
• Present fees and value — Explain price and worth. TSK-085.02

Adopt and use practice technology

Select case-management tools and use document and billing software.

• Select case-management tools — Choose the firm's systems. TSK-086.01
• Use document and billing software — Operate the core tools. TSK-086.02

Manage electronic communications and records

Organize email and files and retain records per policy.

• Organize email and files — Keep communications orderly. TSK-087.01
• Retain records per policy — Apply the retention schedule. TSK-087.02

Protect data security and client information

Secure devices and accounts and guard against data loss.

• Secure devices and accounts — Lock down access. TSK-088.01
• Guard against data loss — Back up and protect data. TSK-088.02

Establish firm governance and decision rules

Define partner decision rights and document firm policies.

• Define partner decision rights — Decide who decides what. TSK-089.01
• Document firm policies — Write the firm's rules. TSK-089.02

Set long-range strategy

Set multi-year goals and align resources to the strategy.

• Set multi-year goals — Define where the firm is going. TSK-090.01
• Align resources to strategy — Point resources at the goals. TSK-090.02

Make and review firm-level decisions

Weigh options and risks and review outcomes to adjust.

• Weigh options and risks — Assess the choices. TSK-091.01
• Review outcomes and adjust — Learn from results. TSK-091.02

Communicate effectively within the firm

Hold regular partner check-ins and give constructive feedback.

• Hold regular partner check-ins — Keep the partnership aligned. TSK-092.01
• Give constructive feedback — Coach and correct helpfully. TSK-092.02

Manage partner and staff relationships

Align on expectations and address friction early.

• Align on expectations — Set shared expectations. TSK-093.01
• Address friction early — Handle tension before it grows. TSK-093.02

Resolve internal conflict

Surface disagreements constructively and reach a workable resolution.

• Surface disagreements constructively — Bring conflict into the open. TSK-094.01
• Reach a workable resolution — Settle on a path forward. TSK-094.02

Formulate an effective legal prompt

Write a prompt that specifies role, task, context, and the governing facts and constraints.

• Specify role, task, and context — Frame the request precisely. TSK-095.01
• Supply governing facts and constraints — Give the model what it needs. TSK-095.02

Iterate and refine prompts

Diagnose weak outputs and revise the prompt to improve results.

• Diagnose weak outputs — Identify what went wrong. TSK-096.01
• Revise the prompt and re-test — Adjust and try again. TSK-096.02

Build reusable prompt templates for tasks

Template recurring prompts for memos or interviews and document their usage and limits.

• Template a memo or interview prompt — Create a reusable prompt. TSK-097.01
• Document usage and limits — Note when and how to use it. TSK-097.02

Verify AI-asserted facts against the record

Cross-check AI claims to the case file and flag unsupported assertions.

• Cross-check claims to the case file — Verify against source facts. TSK-098.01
• Flag unsupported assertions — Mark what cannot be verified. TSK-098.02

Check AI-provided citations and authority

Confirm each AI citation exists and says what the output claims.

• Confirm each citation exists — Verify the source is real. TSK-099.01
• Confirm it says what is claimed — Read the source for support. TSK-099.02

Detect and correct hallucinations and errors

Identify fabricated content and correct it before relying on or filing the work.

• Identify fabricated content — Spot invented facts or law. TSK-100.01
• Correct before relying or filing — Fix errors before use. TSK-100.02

Decide which tasks to delegate to AI versus retain

Assess task risk and reversibility and keep judgment-heavy work with the human.

• Assess task risk and reversibility — Judge what is safe to delegate. TSK-101.01
• Keep judgment-heavy work human — Retain the hard calls. TSK-101.02

Integrate AI first-pass into the revise-and-repeat loop

Obtain an AI first-pass critique and revise the work against the rubric.

• Get an AI first-pass critique — Run the draft through AI. TSK-102.01
• Revise against the rubric — Improve using the rubric. TSK-102.02

Supervise AI as you would a junior

Set the assignment clearly and review AI work before it leaves the firm.

• Set the assignment clearly — Give the model a clear brief. TSK-103.01
• Review before it leaves the firm — Check the work before use. TSK-103.02

Avoid disclosing client confidences to AI tools

Strip or avoid identifiers and use only approved tools when working with AI.

• Strip or avoid PII and identifiers — Keep client identity out of prompts. TSK-104.01
• Use approved tools only — Restrict to vetted systems. TSK-104.02

Preserve privilege when using AI

Assess waiver risk and document the safeguards taken.

• Assess waiver risk — Judge the privilege exposure. TSK-105.01
• Document safeguards — Record the protections used. TSK-105.02

Maintain clean matter data for AI use

Keep the record complete and current and separate facts from work product.

• Keep the record complete and current — Maintain accurate matter data. TSK-106.01
• Separate facts from work product — Distinguish source facts from analysis. TSK-106.02

Govern AI use across the firm

Set an AI-use policy and log the tools and data flows.

• Set an AI-use policy — Define acceptable AI use. TSK-107.01
• Log tools and data flows — Track what is used and how. TSK-107.02

Manage retention and deletion of AI interactions

Retain AI interactions per policy and delete transient prompts and outputs.

• Retain per policy — Keep what policy requires. TSK-108.01
• Delete transient prompts and outputs — Purge ephemeral data. TSK-108.02