© ILTA and Thomson Reuters 2026.
Legal Administrative & Workflow Tasks
Many repetitive workflows can achieve greater efficiency through use of AI by legal operations
professionals and other staff, as well as attorneys:
• Time entry and billing narrative drafting.
• Client intake, matter opening, and routing workflows.
• Document management.
• CRM, deadline tracking, and docket management.
• Internal memos, meeting agendas, and status reports.
Professional Responsibility:
Accuracy & Ethical Considerations
AI use in legal practice implicates a number of professional responsibility obligations, which are
evolving along with the technolo.
The accuracy limitations of GenAI tools are significant and well-documented. Large language
models can produce legal citations that are confident, well-formatted, and yet entirely fabricat-
ed — a phenomenon commonly referred to as hallucinations. Courts have imposed sanctions on
attorneys who filed AI-generated briefs containing fictitious case citations. Accuracy concerns
also extend to legal analysis, jurisdiction-specific conclusions, and factual summaries.
Responsibility for use of AI rests with the supervising attorney. No AI output should be submit-
ted to a court, transmitted to a client, or otherwise relied upon without independent verification.
• ABA Formal Opinion 512
1
(2024) — Use of Generative Artificial Intelligence Tools
• ABA Model Rules of Professional Conduct
2
— Rules 1.1, 1.6, 3.3, 5.1, 5.3 govern supervising
AI usage, verifying outputs, and protecting client data.
• State bar ethics opinions on AI are available through jurisdictions' state bar websites; a
compilation is maintained by the ABA Center for Professional Responsibility.
3
• AI Policy Consortium for Law and Courts
4
(Thomson Reuters Institute and the
National Center for State Courts)
Appendices B & C provide additional information regarding professional responsibility concerns.
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1 https://www.americanbar.org/content/dam/aba/administrative/professional_responsibility/ethics-opinions/aba-formal-opinion-512.pdf
2 https://www.americanbar.org/groups/professional_responsibility/publications/model_rules_of_professional_conduct/
3 https://www.americanbar.org/groups/professional_responsibility/
4 https://ncsc.courtlms.org/ai-literacy
