The Renewal Checklist: 14 things your carrier may ask about AI

• A written AI acceptable-use policy with a version number and an approval date
• An acknowledgement register: who signed, on what date, against which version
• An enumerated tool list by named product and permission tier, not by category
• AI features already switched on inside software the firm owns: practice management, email, PDF
• Individually expensed AI subscriptions nobody approved
• For each tool, whether the vendor’s terms permit training on your inputs
• Where each vendor processes data, and how long it retains it
• One named person with authority to switch a tool off
• The verification step for work product containing legal authority: who performs it, against what
• Whether the verifier may be the drafter
• One completed verification record, on a real matter, you could hand an underwriter
• Which matter types require client consent before client information enters a self-learning tool
• Dated AI training sessions with a sign-in sheet
• An incident response plan naming AI scenarios, plus a near-miss log with a date on it

ABA Formal Opinion 512 (July 29, 2024) already puts the written-policy and supervision duty on firm leadership under Rules 5.1 and 5.3. An unticked box is not a problem. An unticked box you answered “yes” to on an application is.

What we will not do

Write a policy describing a firm that does not exist. A generic document with your letterhead asserts practices you do not have, and the gap becomes the story.

Download the one-page PDF

No form. Print it, mark it up, hand it round.