AI & Technology Policies for Law Firms

What Policy Work May Address

Depending on the firm, policy work may need to cover a range of topics as AI and emerging technology reshape how legal work is performed.

The scope and priority should reflect the firm's current technology landscape, risk profile, and client expectations.

Policy to Process

Write for the User

A policy may be legally sound and still be difficult to apply. Crestpoint helps translate governance requirements into clearer guidance for day-to-day use.

Policy→Decision Guidance→Approval / Escalation→User Education→Ongoing Review

A policy works better when the surrounding processes are equally clear.

Approved ToolsAuthorization, evaluation, and adoption criteria

Data HandlingConfidentiality, client data, and information governance

Acceptable UsePermitted activities, human review, and verification

EscalationQuestions, exceptions, and violation response

Policy Topics

Approved Tools & Procurement

Which AI tools are authorized, how new tools are evaluated, and under what conditions they can be adopted.

Confidential Information & Data Handling

How sensitive firm and client data should be treated when using AI and technology tools.

Client Restrictions

How client-specific requirements, ethical walls, and outside counsel guidelines apply to AI-assisted work.

Acceptable Use & Human Review

What AI can and cannot be used for, and when human oversight, verification, or approval is required.

External AI Services

Rules around the use of consumer AI tools, third-party services, browser extensions, and non-approved platforms.

Escalation & Exceptions

How questions, edge cases, and potential violations should be raised, reviewed, and resolved.

AI & Technology Policies