In this post, Cimplifi discusses the importance of an AI policy checklist and what should be addressed in your organization’s checklist.

In their latest post titled (wait for it!) Stepping Up to the Plate: The Importance of an AI Policy Checklist (available here), Cimplifi discusses how a practical AI policy checklist helps turn broad commitments – such as commitments to protect confidentiality, supervise technology, and communicate with clients – into decisions people can make consistently during everyday work. For law firms and corporate legal departments, an AI policy checklist’s greatest value is requiring users to establish what is permitted, who is responsible, what must be verified, and when to stop and seek guidance.

An internal policy might state that employees must use AI responsibly. But that statement gives a lawyer little help when deciding whether to upload deposition testimony, activate a meeting assistant, use AI to identify privileged documents, or charge a client for AI-assisted research.

A checklist brings those decisions into the workflow before information is uploaded, results are relied upon, or an invoice is issued. It also creates consistency across attorneys, litigation support personnel, contract reviewers, and outside providers. Without that consistency, the same organization can apply very different standards to substantially similar work.

So, what’s are the components that should be considered for inclusion in your AI policy checklist? Find out here, it’s only one click! Clicking will check that item off your to-do list! 😉

So, what do you think? Is your organization applying best practices for AI ethics and defensibility in legal practice? Please share any comments you might have or if you’d like to know more about a particular topic.

Image created using ChatGPT, using the term “robot batter stepping up to the plate with a robot catcher and a robot umpire behind the plate with fans in the stands behind them”.

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Disclaimer: The views represented herein are exclusively the views of the author, and do not necessarily represent the views held by my employer, my partners or my clients. eDiscovery Today is made available solely for educational purposes to provide general information about general eDiscovery principles and not to provide specific legal advice applicable to any particular circumstance. eDiscovery Today should not be used as a substitute for competent legal advice from a lawyer you have retained and who has agreed to represent you.