© ILTA and Thomson Reuters 2026.
Appendix B —
Examples of Professional Responsibility Risk
Certain tasks or contexts may present elevated professional responsibility risks in using AI in
legal practice.
Here are some relevant examples (not a comprehensive list):
Task or Content Examples of
potential concerns
Examples of
Risk Mitigation
Court filings citing
AI-generated authority
Sanctions; Rule 3.3 candor
obligation
Independent citation
verification; disclosure where
court rules require it
Inputting client data into
public AI tools
Confidentiality (Rule 1.6) Use of enterprise tools with
data isolation and signed data
processing agreements
Inputting client data into
public AI tools
Hallucination risk in
unfamiliar courts
Supplementation with
jurisdiction-specific
human expertise
Agentic systems acting exter-
nally on client matters
Unauthorized commitments;
supervision failure
Attorney review and
approval prior to any
external-facing action
AI-generated outcome
predictions as sole basis
for advice
Competence; client harm Treatment as one input among
several; human judgment
governs final advice
Appendix C — Court Cases on Use of Legal AI
Court cases and orders involving use of legal AI.
Morgan v. V2X, Inc., No. 25-cv-01991 (D. Colo. Mar. 30, 2026)
9
United States v. Heppner, 2026 WL 436479 (S.D.N.Y. Feb. 17, 2026)
10
Warner v. Gilbarco, Inc., No. 2:24-cv-12333 (E.D. Mich. Feb. 10, 2026)
11
Park v. Kim, 91 F.4th 610 (2d Cir. 2024)
12
Mata v. Avianca, Inc., 678 F. Supp. 3d 443 (S.D.N.Y. 2023)
13
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9 https://websitedc.s3.amazonaws.com/documents/Morgan_v._V2X_USA_30_March_2026.pdf
10 https://www.akingump.com/a/web/ssTGsd5NHbtZ1onzXQMTye/1_25-cr-503-27-memorandum.pdf
11 https://www.hrlegalist.com/wp-content/uploads/sites/4/2026/03/2-Warner-v.-Gilbarco-Inc.pdf
12 https://caselaw.findlaw.com/court/us-2nd-circuit/115760381.html
13 https://www.law.berkeley.edu/wp-content/uploads/archive/2025/12/Mata-v-Avianca-Inc.pdf
