Training & Competency Module
Proof your attorneys were trained, not just told
A policy your attorneys haven't read and a governance committee they've never heard of don't protect your firm. This module closes the loop: it sets a minimum competency standard for AI use, builds a training curriculum around it, and creates the certification record that proves your policy was actually adopted — not just filed. It's what malpractice carriers and regulators ask to see when they want to know whether your governance program is real.
Documents in this module
Attorney AI Competency Training Program
The framework CLE credits are supposed to satisfy
A firm-level training program establishing minimum AI competency standards under Rule 1.1's technological competence duty and Formal Opinion 512. Specifies a three-module initial qualification curriculum, an annual refresher, a one-year competency certification, practice-group extensions, and completion tracking.
- Three-module initial qualification curriculum (4.5 hours)
- Annual refresher requirement (1.5 hours)
- One-year AI Competency Certificate with maintained records
- AI tool access gated on training completion
AI Policy Certification & Acknowledgment Program
Proof your policy was adopted, not just written
A complete certification program documenting that every attorney, staff member, and contractor has read and agreed to your firm's AI policies — the compliance record carriers and regulators ask to see. Sets certification deadlines, a retention standard, non-compliance escalation, and AI access gating for uncertified personnel.
- Three certification triggers: new policy, new hire, annual renewal
- Ready-to-sign certification acknowledgment language
- Seven-year record retention standard
- Non-compliance escalation to practice group leadership
Other Modules
ETHICS & PROFESSIONAL RESPONSIBILITY MODULE
Ethics & Professional Responsibility Module
The documents every firm using AI needs, regardless of size
AI GOVERNANCE FRAMEWORK MODULE
AI Governance Framework Module
Firm-level authority and structure, for firms with something to govern
TECHNOLOGY & VENDOR SECURITY MODULE
Technology & Vendor Security Module
The operational layer that keeps the other two modules honest
Not sure which documents you need?
The Phase 0™ Assessment scores your firm's AI governance readiness and tells you exactly where to start.