Old duties, new tool
Professional bodies in several jurisdictions have said that generative AI is permitted but must be used consistently with existing rules. In the United States, ABA Formal Opinion 512 (July 2024) walks through competence, confidentiality, communication, candour, supervision and fees. Other regulators, including law societies in the UK, Ireland and Scotland, have published their own guidance. Read the version for your jurisdiction.
Five duties, five habits
| Duty | Habit |
|---|---|
| Competence | Learn what the tool does and fails at before using it on client work |
| Confidentiality | Use approved tools; keep identifiers out of unapproved ones |
| Candour | Verify every authority; never file unchecked output |
| Supervision | Set a firm policy; train staff; review juniors' use |
| Fees and communication | Bill honestly; tell clients when it matters to them |
Gray areas worth deciding in advance
- Is informed consent needed for this tool and this data?
- Do you disclose AI use to the court if a standing order exists?
- How do you handle AI notetakers in privileged calls?
- Who is responsible when junior staff use personal accounts?
- How do you bill a task that AI cut from hours to minutes?
Writing these answers into a firm policy turns ethics into routine. Our policy outline and consent template give you the structure.
Where Notion and LawyerOS fit
Notion can hold the policy, the approved-tools register and consent flags on matters. LawyerOS Pro includes a Custom AI Agents page for Notion AI setup; it is guidance inside a template, not a separate AI product, and it does not remove any of the duties above.
- AI ethics for lawyers
- Firm AI policy template
- Client consent for AI use
- ABA Model Rules for cloud and AI
General information only, not legal advice. Check the rules of your own bar or regulator and your clients' terms.
Frequently asked questions
- Is it unethical for lawyers to use AI?
- Regulators generally treat AI use as permissible if existing duties are met. Not using it is also acceptable.
- Can I be sanctioned for AI errors?
- Courts have sanctioned lawyers who filed AI-generated fake citations. The duty to verify is yours.
- Must I tell clients I use AI?
- It depends on jurisdiction, the tool and the data. When confidential information is shared with a tool, informed consent may be needed.
- Does LawyerOS handle ethics compliance?
- No. It is a template for organising matters and does not provide compliance functions.
About the author
Raghav Handa trained as a lawyer, then spent years building legal technology, from enterprise legal products to custom systems for law firms.
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