Checklist · AI decision systems

California attorney generative AI compliance checklist (Bus. & Prof. Code 6068.1, from 1 January 2027)

Checklist for California lawyers on the statutory duties in Bus. & Prof. Code 6068.1 from 1 January 2027: no delegation to AI, no confidential data in open systems, verify and correct output, and disclose AI use to the court.

MaintainedWe keep this page up to date.Law stated as at 7 November 2026

Kind: Checklist Steps or checks to work through and tick off.
Version: 1
Where it applies: United States, California
AI use: Yellow You and the tool draft together, with you directing. You check every statement you rely on.
Source: Written for this library
Status: Maintained. Checked on 7 November 2026 against the 4 authorities it cites, for United States and California.

When to use it

Use when a California-licensed lawyer or firm sets up or audits its generative AI use before 1 January 2027, and when onboarding staff after that date. Pair it with the firm's AI policy, the California court disclosure statement and the citation verification record in this library.

How to use this precedent

Check that it fits the matter: read “When to use it” and the places it applies to.
Log in to read the full text. It is free.
Adapt it to the matter, filling in each placeholder shown in [square brackets].
Use AI only as far as the Yellow level allows. “How AI may be used” says what AI may and must not do.
Before it goes out, a lawyer checks it against current law and each point under “The lawyer checks”.

How AI may be used

A tool may map the firm's AI tools to each statutory duty and list gaps. A lawyer decides whether a tool's access is restricted under 6068.1(a)(3)(A) and signs off the checklist.

AI may

List the firm's AI tools and the matters they are used on, from the firm's own register
Mark each tool against the duties in sections 2 to 6 and flag a duty with no control
Draft staff reminders that quote the statute accurately

AI must not

Must not decide that a tool's access is restricted to the attorney and authorised persons
Must not mark a citation, a vendor term or a control as checked
Must not treat this checklist as a substitute for the State Bar guidance or any Judicial Council rule issued after 7 November 2026

The lawyer checks

The vendor terms for each tool have been read by a lawyer for who can access inputs, retention and training use
The firm has decided how it will meet the court disclosure duty in 6068.1(a)(3)(C) and recorded that decision
The Judicial Council and the local court have been checked for any rule, form or standard issued after 7 November 2026

Method: how the Green, Yellow and Red levels are decided. This is guidance for planning, not legal advice.

Authorities

Read the full text

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read the whole precedent and its drafting notes;
copy it, or download it as a Word file or Markdown;
add it to your firm’s knowledge base, so colleagues can find it;
let the AI tools you connect read it from that knowledge base.

The summary, the law it rests on and the AI-use guidance above stay public. Privacy.

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