AI Readiness Scorecard

We have a written AI use policy that everyone at the firm has read and signed.

One named person owns AI decisions: approving tools, answering questions, handling incidents.

Our engagement letters or client communications address how the firm uses AI tools.

We know which AI tools and accounts people at the firm are using today, including personal ones.

Firm work happens only on firm-provided accounts on a commercial plan, not personal or free accounts.

Someone has read the terms for each approved tool and knows its training, retention, and confidentiality position.

Attorneys and staff have had hands-on training on the firm's own documents, not only a demo.

We have shared prompts, templates, or Claude Projects, so results do not depend on who is asking.

We can name at least three recurring tasks where AI is part of how the work now gets done.

Every citation and quotation in AI-assisted work is checked in a legal research database before it leaves the firm, and the check is recorded.

Supervising attorneys know when AI was used on a draft and review it against the sources.

Our billing practices account for AI: we bill time actually worked and do not bill for learning the tools.