Practical Frameworks for AI Adoption.
24 downloadable checklists and frameworks — each paired with a newsletter issue. From basic verification to governance board implementation.
25 workflows
Basic Verification Checklist
Essential verification steps before using any AI-generated legal content. Covers research output and drafted documents with specific checkpoints.
Citation Verification Protocol
5-step protocol for verifying AI-generated citations: existence check, citation accuracy, holding verification, currency check, and relevance confirmation.
Contract AI Evaluation Framework
Structured evaluation for contract review AI tools. Includes volume assessment, standardization check, ROI calculation, and fit assessment criteria.
4-Week Playbook Starter Kit
Week-by-week guide to building your first contract review playbook. Week 1: Inventory, Week 2: Document practice, Week 3: Codify standards, Week 4: Pilot and iterate.
AI Disclosure Decision Tree
Decision framework for determining when and how to disclose AI use. Covers research, drafting, contract review, and client-facing scenarios with jurisdiction-specific notes.
AI Service Evaluation Checklist
Due diligence checklist for evaluating AI-assisted legal services. Covers regulatory status, scope assessment, hallucination risk analysis, and economic analysis.
AI Legal Service Due Diligence
Comprehensive due diligence for AI-native legal service providers. Includes SRA verification, scope verification, hallucination safeguards, and accountability structure assessment.
Multi-Model Strategy Assessment
Framework for evaluating multi-model AI architecture for legal practice. Covers current state analysis, use case mapping, multi-model evaluation, and risk assessment.
AI Valuation Analysis Framework
Framework for understanding AI legal tech market dynamics. Includes revenue reality check, market penetration analysis, competitive moat assessment, and practitioner implications.
Document Automation Decision Framework
Decision framework for evaluating document automation platforms. Covers volume assessment, standardization check, ROI calculation, technical requirements, and vendor evaluation.
ABA Opinion 512 Compliance Checklist
Comprehensive compliance checklist mapping to ABA Formal Opinion 512. Covers competence (Rule 1.1), confidentiality (Rule 1.6), communication (Rule 1.4), supervision (Rules 5.1, 5.3), billing (Rule 1.5), and candor (Rule 3.3).
AI Billing Ethics Framework
Framework for developing ethical AI billing practices. Includes current state assessment, time-based billing policy, fixed fee considerations, value-based billing, and client communication templates.
AI-Assisted Due Diligence Checklist
Checklist for M&A and transaction due diligence with AI. Covers scope definition, AI task assignment, verification protocol, quality control, and post-deal review.
Legal AI Platform Evaluation Checklist
Comprehensive evaluation for enterprise legal AI platforms. Covers capability assessment, accuracy evaluation, security & compliance, integration, pricing analysis, and vendor stability.
AI-Native Competitor Assessment
Framework for assessing AI-native legal service providers as competitors or partners. Includes service identification, regulatory status, service comparison, client impact assessment, and strategic response options.
Pre-Filing Hallucination Prevention
Checklist for preventing AI hallucinations in court filings. Includes AI use documentation, citation verification, factual claims verification, structural review, and certification statement.
Contract Analytics Implementation Roadmap
Roadmap for implementing contract intelligence platforms. Covers 6 phases: Discovery, Configuration, Pilot, Training, Rollout, and Optimization.
AI Legal Tool ROI Tracker
Framework for tracking actual ROI of AI legal tools. Covers cost tracking, time savings measurement, quality improvements, ROI calculation, usage metrics, and recommendations.
UK Bar Council AI Compliance Checklist
Compliance checklist for UK Bar Council AI guidance. Covers competence (Core Duty 7), confidentiality, client communication, supervision, billing transparency, and accuracy verification.
AI-Native Legal Service Comparison
Framework for comparing AI-native legal services for client referral or competitive analysis. Includes regulatory status, service scope, pricing comparison, quality indicators, and client fit analysis.
Annual AI Tool Audit Checklist
Year-end review checklist for all AI tools and practices. Covers tool inventory, ROI assessment, compliance review, incident review, training status, policy review, and next year planning.
AI Infrastructure Readiness Assessment
Assessment framework against ABA 'infrastructure' framing. Covers competence baseline, governance status, ethical compliance, operational readiness, gap analysis, and remediation priorities.
AI Governance Board Starter Kit
Implementation guide for establishing formal AI governance. Covers 5 phases: Foundation, Structure, Policy Development, Implementation, and Operations with success metrics.
2026 AI Readiness Planning Checklist
Annual AI strategy and preparedness planning checklist. Covers 2025 review, market assessment, capability gaps, investment planning, training priorities, governance updates, and success metrics.
Technology Profile Assessment
Map your organisation's AI technology landscape. Identify tools, departments, use cases, and governance structures to build a complete technology profile for Article 4 compliance.
Need guidance on a specific workflow?
Alma Sharp can walk you through any workflow conversationally — ask questions, get recommendations, complete the checklist together.