{"id":150986,"date":"2026-05-12T12:23:06","date_gmt":"2026-05-12T20:23:06","guid":{"rendered":"https:\/\/xira.com\/p\/2026\/05\/12\/create-an-ai-policy-before-your-firm-falls-further-behind\/"},"modified":"2026-05-12T12:23:06","modified_gmt":"2026-05-12T20:23:06","slug":"create-an-ai-policy-before-your-firm-falls-further-behind","status":"publish","type":"post","link":"https:\/\/xira.com\/p\/2026\/05\/12\/create-an-ai-policy-before-your-firm-falls-further-behind\/","title":{"rendered":"Create An AI Policy Before Your Firm Falls Further Behind"},"content":{"rendered":"
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One of the most striking findings from the recently released 8am 2026 Legal Industry Report<\/a> was that only 11% of firms required mandatory AI training, and only 9% had a written, enforced policy on AI use. Meanwhile, 69% of the 1,300 legal professionals surveyed reported using general-purpose AI tools for work-related purposes.\u00a0<\/p>\n

In other words, the majority of law firm employees are using AI with virtually no guidance or guardrails. How does your law firm compare? Do you have an AI policy in place, and have you educated your staff about appropriate AI usage?\u00a0<\/p>\n

Unfortunately, your firm\u2019s employees have been experimenting even as your AI exploratory committee carefully and methodically researches the issue to determine whether now is the time to invest. If your small law firm doesn\u2019t yet have AI governance in place, the reality is that you\u2019re probably too late: the call is coming from inside the house.\u00a0<\/p>\n

AI is not a future problem, and adapting is no longer a choice; it requires immediate attention. Your first step should be to reduce AI-related risk by drafting a policy, explaining it to your employees, and training them on appropriate AI use.\u00a0<\/p>\n

At a minimum, the policy should address: which tools are approved for use, what client and matter information cannot be entered into any AI system, the mandate that all AI-generated work product requires careful review before use, and that all disclosure obligations required by court rules must be followed.<\/p>\n

Fortunately, it\u2019s easier than ever to create governance by leveraging the very tools your employees are already using. Whether it\u2019s ChatGPT, Gemini, or Claude \u2014 AI can assist with drafting your firm\u2019s policy and establishing a training program that ensures your employees understand how and when they can use AI in the workplace.\u00a0<\/p>\n

If you\u2019re not sure where to start, here\u2019s a suggested approach using Claude, but you can accomplish this with Gemini or ChatGPT as well. You\u2019ll find it\u2019s easier than you might expect, and with just a few hours\u2019 work, you\u2019ll have created governance documents and a training program for lawyers and your staff.<\/p>\n

First, ensure you are using a paid tier and have confirmed in your settings that inputs won\u2019t be used to train the model. This ensures your firm\u2019s internal documents and policies remain private.<\/p>\n

Then, create a Project in Claude (or a Gem in Gemini\/Project in ChatGPT). A Project in Claude is a dedicated workspace that retains context across every conversation. The more information you add to the project, the more accurate the output will be.\u00a0<\/p>\n

Upload documents into the Project that define your firm\u2019s obligations and risk profile. These can include:<\/p>\n