ETHICS & PROFESSIONAL RESPONSIBILITY MODULE
ETHICS & PROFESSIONAL RESPONSIBILITYAI Client Disclosure Procedures
Know exactly when — and how — to tell clients
Defines exactly when and how your firm must disclose AI use to clients, satisfying Rule 1.4 of the ABA Model Rules and Formal Opinion 512. Includes ready-to-use engagement letter language, disclosure triggers, mid-matter notification protocol, and a pre-filing tribunal disclosure checklist.
What's Included
- Four clear disclosure triggers
- Ready-to-use engagement letter clause
- Mid-matter re-disclosure protocol
- Pre-filing tribunal disclosure checklist
Use Cases
Engagement letter updatesCourt filing complianceClient communication protocol
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