---
title: "California attorney generative AI compliance checklist (Bus. & Prof. Code 6068.1, from 1 January 2027)"
url: "https://ailawframework.com/precedents/ai-decision-systems/us-ca-attorney-generative-ai-compliance-checklist"
type: "precedent"
site: "AI Law Framework"
id: "a45-us-ca-attorney-generative-ai-compliance-checklist"
area_id: "A45"
kind: "checklist"
ai_level: "yellow"
version: 1
law_stated_as_at: "2026-11-07"
---

# 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…

Canonical page: https://ailawframework.com/precedents/ai-decision-systems/us-ca-attorney-generative-ai-compliance-checklist  
Law stated as at: 2026-11-07

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

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.

## Key facts

- Kind: Checklist. Steps or checks to work through and tick off.
- Practice area: [AI decision systems](https://ailawframework.com/precedents/ai-decision-systems.md)
- Jurisdictions: United States, California
- AI level: Yellow. You and the tool draft together, with you directing. You check every statement you rely on.
- Law stated as at: 2026-11-07
- Status: Maintained. Checked on 2026-11-07 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 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

## Authorities

- [Cal. Bus. & Prof. Code § 6068.1, added by SB 574 (Stats. 2026, ch. 858), operative 1 January 2027: (a)(2) no delegation of the practice of law to generative AI; (a)(3)(A) to (C) information, verification and court disclosure duties; (b) definitions, including personal identifying information](https://leginfo.legislature.ca.gov/faces/billTextClient.xhtml?bill_id=202520260SB574)
- [Cal. Code Civ. Proc. § 128.7(b)(2), as amended by SB 574 (Stats. 2026, ch. 858), operative 1 January 2027: no citation the responsible attorney has not personally verified, including any citation provided by generative AI](https://leginfo.legislature.ca.gov/faces/billTextClient.xhtml?bill_id=202520260SB574)
- [State Bar of California, Practical Guidance for the Use of Generative Artificial Intelligence in the Practice of Law (2026 version, approved 14 May 2026)](https://www.calbar.ca.gov/Portals/0/documents/ethics/Generative-AI-Practical-Guidance.pdf)
- [Noland v. Land of the Free, L.P., B331918 (Cal. Ct. App. 2025, published): sanctions for fabricated AI citations; no citation should be filed unless the responsible attorney has read and verified it](https://courts.ca.gov/opinions/archive/B331918.PDF)

## Full text and drafting notes

The full text and the drafting notes are not part of this public page. Signed-in firm accounts can read them at https://ailawframework.com/precedents/ai-decision-systems/us-ca-attorney-generative-ai-compliance-checklist and through the signed-in MCP connector https://ailawframework.com/mcp/firm.

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