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Josh Lee
Josh Lee

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5 Questions Every Managing Partner Should Ask Before Adopting AI

It feels like everyone’s racing to adopt artificial intelligence these days. If you’re a managing partner, you probably feel that pressure too. But honestly, diving into AI without really understanding what you’re getting into? That’s a recipe for headaches.

Before you make any moves, you’ve gotta know what data your AI will see and how that impacts client confidentiality. This isn’t just some IT detail—it’s about your firm’s reputation and the trust you’ve built with clients.

It’s also worth asking: who’s actually watching over the AI? Someone needs to make sure it follows compliance rules. Sure, AI can speed things up, but it’s still just a tool. What if it spits out a wrong answer? How’s your firm going to handle that? These aren’t little questions—they’re the framework for making smart, safe decisions about AI.

The 5 Critical Questions Law Firm Leaders Must Consider

AI can do a lot for law firms, but it brings up some big questions. You need to get clear on how it deals with data, keeps things private, who’s in charge, what rules you’ve gotta follow, and what you’ll do if it screws up.

What Data Will AI Access and How Is It Used?

Let’s start with the basics: what info will your AI actually see?

Is it digging through client files, emails, or just public stuff? Knowing this lets you control what’s shared—and what’s not.

Find out if your AI tool stores data or just uses it in the moment. You don’t want surprises here.

Push for transparency. You need to know exactly how your data’s handled so you can avoid accidental leaks.

Does your AI learn from your firm’s data to get smarter over time? If so, where’s that data going? Who else, if anyone, can see it?

Your data is valuable. Don’t let AI expose it in ways you never agreed to.

Is Client Confidentiality Preserved in All AI Processes?

Client confidentiality is non-negotiable in law.

Check if your AI provider encrypts data, both when it’s sent and when it’s sitting on their servers.

Make sure your AI tools follow the same privacy and ethics rules you do. You don’t want vendors snooping through confidential stuff.

Ask if the data AI uses gets anonymized. That’s one way to lower risks.

If your AI connects to the cloud, double-check their security standards. Are they as strict as yours?

Client trust is everything. Don’t cut corners on confidentiality just because AI sounds cool.

Who Provides Oversight and Review?

AI isn’t set-and-forget. Someone needs to keep an eye on it.

Pick a partner or a team to review what AI spits out. That way, you can catch errors or weird results early.

Make sure your human reviewers know AI’s limits. Don’t just trust whatever it says.

Set up a process: AI makes suggestions, but a person double-checks before anything important goes out.

Decide when it’s okay to rely on AI and when a human needs to step in. AI should help your lawyers—not replace their judgment.

What Compliance Standards and Legal Obligations Apply?

AI in law has to play by the same rules as everyone else. Find out if your AI tools meet laws like GDPR or CCPA.

Some places have special rules for lawyers using AI. Better check before you get caught off guard.

Your professional body might want you to be upfront about using AI in legal work.

Figure out who’s on the hook if AI messes up and causes legal problems. Don’t assume it’ll never happen.

Ask your AI vendor if they follow best practices for security and fairness. You don’t want to risk your firm’s reputation over a shortcut.

What Happens if AI Produces Inaccurate Results?

Let’s be real: AI isn’t perfect. Mistakes will happen.

Plan ahead—who’s going to spot and fix errors from AI?

Don’t just take AI’s word for it. Double-check important stuff.

If AI makes a mistake, who’s responsible? You, the vendor, both?

Set up safeguards. Maybe have a backup plan or a second set of eyes on AI-generated work.

AI’s a tool, not the boss. Use it to help, not to make the final call.

Building a Responsible AI Adoption Framework for Your Firm

To bring AI into your firm with some confidence, you need a real plan. Think about the risks, set clear rules for safe use, and build a culture where people ask questions instead of just nodding along. That’s how you protect your firm and make sure AI actually helps your clients.

Assessing Risks and Firm Readiness

Before you jump in, really look at the risks. What kind of data will your AI see? Is it super sensitive?

Know how your AI handles that info so you don’t end up with a privacy mess on your hands.

Does your team get AI’s limits? Not every tool spits out perfect answers—sometimes it just makes things up. If your people know that, they’ll be ready for mistakes or weird bias.

Look at your tech skills and resources. Can you handle AI tools and keep them updated? Don’t bite off more than you can chew.

Setting Policies for Secure and Ethical AI Use

Write policies that make sense for your firm. Keep them simple and clear—everyone should know what’s expected.

Spell out how to keep data safe. Talk about encryption, who can access what, and who’s in charge of the AI.

Make sure your policies cover ethics too. That means checking for bias and reviewing AI decisions regularly.

When everyone knows their role, it’s easier to keep AI safe and trustworthy. That way, you stay on the right side of the law and keep your clients happy.

Fostering a Culture of Transparency and Accountability

Let your team in on how and why you use AI at work. If folks understand both the perks and the pitfalls, they're way more likely to trust the whole process—inside and out.

Give someone the job of keeping an eye on your AI tools. That way, if something goes sideways, you know exactly who's on it and how to set things straight.

Transparency doesn't mean spilling every secret, but it does mean sharing how AI decisions happen, without putting sensitive info at risk. It's a tricky balance, but it's worth it.

Keep your team learning so they can catch AI hiccups before they become real problems. When people know they're responsible and can actually talk about what goes wrong, AI just works better.

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