---
title: "Adopt a firm policy on which AI tools may be used"
url: "https://ailawframework.com/practice/commercial-and-corporate-advisory/adopt-a-firm-ai-use-policy-and-approved-tools-list/united-states"
type: "task_jurisdiction_version"
site: "AI Law Framework"
id: "A1-B1-1-US"
practice_area: "Commercial & Corporate Advisory (contracts, company law, governance)"
tier: "yellow"
lawyer_review: "required"
jurisdictions: ["US"]
last_reviewed: "2026-10-22"
---

# Adopt a firm policy on which AI tools may be used

> Draft the policy from the list of tools and the confidentiality limits the lawyer supplies, with a square-bracket gap for any limit not yet stated.

Canonical page: https://ailawframework.com/practice/commercial-and-corporate-advisory/adopt-a-firm-ai-use-policy-and-approved-tools-list/united-states  
Last reviewed: 2026-10-22

Site index for agents: https://ailawframework.com/llms.txt

## Key facts

| Fact | Value |
| --- | --- |
| Practice area | [Commercial & Corporate Advisory (contracts, company law, governance)](https://ailawframework.com/practice/commercial-and-corporate-advisory.md) |
| Human involvement | Yellow: Lawyer and AI draft together |
| How AI is used | Draft the policy from the list of tools and the confidentiality limits the lawyer supplies, with a square-bracket gap for any limit not yet stated. |
| What the lawyer must review | Check every sentence before the policy is adopted. Formal Opinion 512: the lawyer remains responsible for the work, and uncritical reliance on generated text can fail Model Rule 1.1. Model Rule 1.6 requires the lawyer to keep client information confidential. A policy does not make a public tool a confidential place. Comment 8 to Rule 1.1 requires the lawyer to understand the benefits and risks of the technology the firm allows. |
| Written for | United States |
| Applies to | [Adopt a firm AI use policy and approved-tools list](https://ailawframework.com/practice/commercial-and-corporate-advisory/adopt-a-firm-ai-use-policy-and-approved-tools-list.md) |

## Checking plan

- What the AI does: Draft the policy from the list of tools and the confidentiality limits the lawyer supplies, with a square-bracket gap for any limit not yet stated.
- Basis: Checked against the linked sources on 22 October 2026. Confirm the current instrument before reliance.

## Notes

- The policy is checked before it is adopted. A template agreed at setup does not approve a later tool.
- Client information stays out of any tool the policy does not name.

## Sources

- [ABA Formal Opinion 512, Generative Artificial Intelligence Tools (29 July 2024)](https://www.americanbar.org/content/dam/aba/administrative/professional_responsibility/ethics-opinions/aba-formal-opinion-512.pdf) (checked 2026-10-22)
- [ABA Model Rule 1.6, Confidentiality of Information](https://www.americanbar.org/groups/professional_responsibility/publications/model_rules_of_professional_conduct/rule_1_6_confidentiality_of_information/) (checked 2026-10-22)
- [ABA Model Rule 1.1, Comment 8](https://www.americanbar.org/groups/professional_responsibility/publications/model_rules_of_professional_conduct/rule_1_1_competence/comment_on_rule_1_1/) (checked 2026-10-22)

*Practice guidance for planning and review. Confirm current primary sources and the requirements of the actual matter. This is general information, not legal advice.*