---
title: "Draft an in-house legal team's generative-tool playbook from decisions already made"
url: "https://ailawframework.com/practice/in-house-general-counsel/build-a-legal-team-genai-playbook/united-states"
type: "task_jurisdiction_version"
site: "AI Law Framework"
id: "A40-B8-2-US"
practice_area: "In-House / General Counsel"
tier: "yellow"
lawyer_review: "required"
jurisdictions: ["US"]
last_reviewed: "2026-10-22"
---

# Draft an in-house legal team's generative-tool playbook from decisions already made

> From the decisions the general counsel has already written, draft a playbook that names the permitted tools, the information that may be entered, and the lawyer who reviews the output.…

Canonical page: https://ailawframework.com/practice/in-house-general-counsel/build-a-legal-team-genai-playbook/united-states  
Last reviewed: 2026-10-22

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

## Key facts

| Fact | Value |
| --- | --- |
| Practice area | [In-House / General Counsel](https://ailawframework.com/practice/in-house-general-counsel.md) |
| Human involvement | Yellow: Lawyer and AI draft together |
| How AI is used | From the decisions the general counsel has already written, draft a playbook that names the permitted tools, the information that may be entered, and the lawyer who reviews the output. Do not adopt the playbook and do not add a decision that was not written. |
| What the lawyer must review | ABA Model Rule 5.1 requires a lawyer with managerial authority to make reasonable efforts so that the firm has measures giving reasonable assurance that all lawyers conform to the rules, and a lawyer with direct supervisory authority to make reasonable efforts so that the other lawyer conforms. ABA Model Rule 1.6 governs what information relating to a representation may be revealed. ABA Formal Opinion 512 (29 July 2024) applies competence, confidentiality, and supervision to generative tools. The playbook is adopted by the general counsel. The draft is not that adoption. |
| Written for | United States |
| Applies to | [Build a legal-team GenAI playbook](https://ailawframework.com/practice/in-house-general-counsel/build-a-legal-team-genai-playbook.md) |

## Checking plan

- What the AI does: From the decisions the general counsel has already written, draft a playbook that names the permitted tools, the information that may be entered, and the lawyer who reviews the output. Do not adopt the playbook and do not add a decision that was not written.
- Basis: Checked against the linked sources on 22 October 2026. Confirm the current instrument before reliance.

## Notes

- This playbook is for the in-house legal team. It is not the company-wide policy and it is not a litigation-team protocol.
- Model Rule 5.3 was not used. Supervision of lawyers is taken from Rule 5.1.

## Sources

- [ABA Model Rule 5.1, Responsibilities of a Partner or Supervisory Lawyer](https://www.americanbar.org/groups/professional_responsibility/publications/model_rules_of_professional_conduct/rule_5_1_responsibilities_of_a_partner_or_supervisory_lawyer/) (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 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)

## Forms and precedents for this task

| Form or precedent | Kind | AI level | Summary |
| --- | --- | --- | --- |
| [AI vendor due diligence questionnaire (United States)](https://ailawframework.com/precedents/in-house-general-counsel/us-ai-vendor-due-diligence-questionnaire.md) | Checklist | Yellow | Questions for a vendor of a generative or agentic AI tool, drawn from the confidentiality, security, retention and supervision points in Formal Opinion 512 and Model Rule 5.3.… |
| [Legal department generative AI policy (United States)](https://ailawframework.com/precedents/in-house-general-counsel/us-legal-department-generative-ai-policy.md) | Policy | Yellow | A short policy for lawyers and staff in a company legal department covering approved tools, what may be input, review of output, and instructions to outside counsel. |

Signed-in accounts can read the full text of each one.

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