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-seven 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.
Per-tool verification dates · oldest entry verified: 2026-05-31 · Free with one-time email registration.
- ✓Searchable across all 67 entries
- ✓Filter by vendor or F1 confidentiality gate
- ✓Active litigation flagged inline (Otter.ai, Perplexity, NYT v. OpenAI, xAI Grok)
- ✓Florida Bar Rule citations on every recommendation
- ✓Self-hosted on JDAI Consultants; no third-party tracking
AI Compliance Crosswalk for Florida Lawyers.
One reference that maps AI compliance requirements across the controlling authorities: Florida Bar Ethics Opinion 24-1, ABA Formal Opinion 512, the Florida Rules of Professional Conduct, and the 11th and 17th Circuit administrative orders.
Eight operational requirements and a disclosure safe harbor, mapped column by column, so a solo or small firm can see what compliance looks like in one place.
- ✓Competence, confidentiality, and verification duties mapped
- ✓Citation and factual-claim verification side by side
- ✓Candor, supervision, and client communication covered
- ✓Florida Rules of Professional Conduct cited on every row
- ✓Mobile-friendly and print-friendly reference format
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.