Practical tools for AI governance
Checklists, worksheets, and reference guides for solo and small firm attorneys - free to download.
The Four-Factor AI Tool Index.
Sixty-four AI tools evaluated against the Four-Factor Framework: data confidentiality, ethics compliance, practice area fit, and cost relative to a 1-10 attorney firm. Each row cites the relevant Florida Bar Rules and notes active litigation, retention windows, and DPA requirements.
Last full audit: May 2026 · Verified quarterly · Free with one-time email registration.
- ✓Searchable across all 64 entries
- ✓Filter by vendor or F1 confidentiality gate
- ✓Active litigation flagged inline (Otter.ai, Perplexity, NYT v. OpenAI)
- ✓Florida Bar Rule citations on every recommendation
- ✓Self-hosted on JDAI Consultants; no third-party tracking
Small Firm AI Governance Checklist
A step-by-step checklist covering the five components of a defensible AI governance policy - tool inventory, data handling rules, supervision protocols, staff training, and incident response.
Vendor Due Diligence Worksheet
A structured worksheet for evaluating any AI tool before adoption - covering data retention, training use, DPA availability, and the four-factor framework from initial evaluation to approval.
Resources referenced in Responsible AI for the Small Law Firm
Three companion resources the book directs readers to. Free to use, built to supplement the framework in the chapters.
AI Readiness Self-Assessment
Where does your firm sit on governance, verification, and supervision? A structured self-assessment in under five minutes.
Corrections & Supplemental Guidance
New state bar opinions, new case law, ABA supplements, and book errata published after print. Referenced in the book’s front matter and Appendix G.
Remediation Triage Checklist
The companion triage checklist distilled from Appendix B. Five incident categories, first-hour actions, and same-day decisions. Print-friendly.
These resources pair with the governance frameworks, ethics guidance, and evaluation criteria covered in the articles. For hands-on help implementing any of this in your firm, get in touch.