06 Resources

Working tools your firm can adopt tomorrow. Free.

No email gate. No newsletter signup. Free for any firm to use, customize, and distribute internally.

Two real working documents pulled from active client engagements, redacted and generalized. Both are reviewed against ABA Op. 512 (Aug 2024), the California Bar generative-AI guidance (Nov 2024), and parallel state bar opinions through Q1 2026.

If you adapt them for your firm and want a 30-minute review of the customization, that’s included free with any engagement.

Want me to customize these for your firm?

Both resources are free as-is. Customizing them to your firm (specific tools, sign-off workflow, training plan, integration with existing policies) is included in any engagement at no additional fee. Or you can do it yourself — everything is in plain Word/PDF.

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