Defense · State Bar AI Opinions
State Bar AI Opinions for defense AI workflows
State Bar AI Opinions in defense AI workflows: what compliance requires, who asks for evidence, and the records to keep.
01 / The rule
What State Bar AI Opinions requires
Licensed lawyers and law firms using generative AI tools in practice.
- 01Understand the AI tool's capabilities and risks well enough to use it competently, including hallucination risk.
- 02Protect client confidential information; check the tool's data retention and training terms, and get informed consent when needed.
- 03Verify the accuracy of all AI-generated research and drafts before relying on them or filing them.
- 04Supervise lawyers and staff using AI, with firm policies, as with nonlawyer assistance.
- 05Bill only for time actually spent and reasonable actual AI costs; never bill for time the tool saved.
02 / In this sector
In a defense AI workflow
These opinions are written specifically about generative AI. They apply existing conduct rules (for example Model Rules 1.1, 1.4, 1.5, 1.6, 3.3, 5.1 and 5.3) to AI-assisted legal work.
Program office leads and ATO-package owners.
NIST AI RMF · DoW RAI · OMB M-25-21.
03 / Records
Records to keep
- 01Firm generative AI policy and training records
- 02Vendor review of data retention and confidentiality terms
- 03Client engagement terms disclosing AI use and costs
- 04Verification records for AI-assisted work product
Optional evidence · where Planisphere fits
Keep a record anyone can check
When your team meets a duty, Planisphere can seal the event it reports as a receipt.
A disclosure shown, a review signed, a model change approved: the event your system reports.
The event becomes a sealed receipt, dated and attributed to whoever is signed in.
Paste the receipt into Verify. No account or key.
A record supports your compliance evidence process. It is not a legal finding or a certification. Systems that call Planisphere's gate API can also hold or refuse an action before it runs.
SOURCES
Go back to the source
The Florida Bar
Professional Ethics Committee for the State Bar of Texas
New York City Bar Association
State Bar of California, COPRAC
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Related: State Bar AI Opinions: the full guide · State Bar AI Opinions for medicine · State Bar AI Opinions for law · State Bar AI Opinions for education