---
title: "Using generative AI in Oregon legal practice: ethics checklist"
url: "https://ailawframework.com/precedents/ai-decision-systems/us-or-genai-ethics-checklist"
type: "precedent"
site: "AI Law Framework"
id: "a45-us-or-genai-ethics-checklist"
area_id: "A45"
kind: "checklist"
ai_level: "yellow"
version: 1
law_stated_as_at: "2026-11-08"
---

# Using generative AI in Oregon legal practice: ethics checklist

> Checklist of what Oregon State Bar Formal Opinions 2025-205 (AI tools) and 2026-208 (chatbots for marketing and intake) say about lawyers using generative AI, with the Court of Appeals' sanctions notice on fabricated…

Canonical page: https://ailawframework.com/precedents/ai-decision-systems/us-or-genai-ethics-checklist  
Law stated as at: 2026-11-08

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

Checklist of what Oregon State Bar Formal Opinions 2025-205 (AI tools) and 2026-208 (chatbots for marketing and intake) say about lawyers using generative AI, with the Court of Appeals' sanctions notice on fabricated authority as recorded in this library's Oregon record.

## 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, Oregon
- AI level: Yellow. You and the tool draft together, with you directing. You check every statement you rely on.
- Law stated as at: 2026-11-08
- Status: Maintained. Checked on 2026-11-08 against the 3 authorities it cites, for United States and Oregon.

## When to use it

Use when an Oregon lawyer or firm sets up or audits its use of AI tools, chatbots or tools that act on their own, and when onboarding lawyers and staff. Pair it with the firm AI policy.

## How AI may be used

A tool may list the firm's AI tools and match them to each point; a lawyer confirms the Oregon sources are current, decides whether each point is met and signs off.

**AI may:**

- List the firm's AI tools and the matters they are used on, from the firm's own register
- Match each tool to the checklist points and flag points with no control
- Draft staff reminders that quote the named Oregon sources accurately

**AI must not:**

- Must not mark a point as met, a source as current or a citation as checked
- Must not decide whether a tool's terms protect confidential client information
- Must not add duties that the named sources do not state
- Must not treat this checklist as a substitute for the named sources or for a later opinion, rule or order

**The lawyer checks:**

- The current version of each named Oregon source has been confirmed
- The forum's local rules, standing orders and the assigned judge's orders have been checked for AI requirements
- Federal court rules and orders have been checked separately for any federal matter
- Each AI tool's terms of use and privacy policy have been read for access to inputs, retention and training use

## Authorities

- [Oregon State Bar Formal Opinion No 2025-205, Artificial Intelligence Tools (approved by the Board of Governors, February 2025)](https://www.osbar.org/_docs/ethics/2025-205.pdf)
- [Oregon State Bar Formal Opinion No 2026-208, on chatbots and autonomous AI used to communicate with clients and prospective clients (approved by the Board of Governors, February 2026)](https://www.osbar.org/_docs/ethics/2026-208.pdf)
- [Oregon Court of Appeals, Notice Regarding Court Imposition of Sanctions for Submission of Fabricated Authority Produced by AI](https://www.courts.oregon.gov/courts/appellate/rules/Documents/NoticeRegardingCourtImpositionOfSanctionsForSubmissionOfFabricatedAuthorityProducedByAI.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-or-genai-ethics-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.*