AIÂ Adoption Field Notes
Observations for law firm leadership
California AI Statute for Lawyers
California just gave law firm leaders another reason to stop thinking about AI governance as an “AI policy” problem. A new California statute governing lawyers’ use of generative AI takes effect January 1, 2027, addressing responsibilities that include verifying AI-assisted work and protecting co...
Oct 02, 2026
Claude for the Legal Industry - a Lawyer's Evaluation
Anthropic's May 12, 2026 legal release is easy to misread if you treat it as just another legal-tech announcement. The headlines make it sound like Anthropic released a batch of legal plugins, which is true as far as it goes.
The deeper story is more important. Anthropic is trying to make Claude ...
Jul 09, 2026
Shadow AI is a visibility problem
One of the more useful phrases showing up in recent reporting is “shadow AI.” The term sounds dramatic, but the underlying issue is plain enough. It describes AI use that is happening inside an organization without enough visibility, approval, policy structure, or supervision around it.
In a law ...
Jul 02, 2026
Your Firm May Already Have an AI Policy. It Just Has Not Been Written Down.
Many law firms still speak about AI adoption as if it were a future decision. That framing is becoming less accurate by the month. In many firms, AI has already entered the practice, not because leadership held a retreat and approved a strategy, but because lawyers and staff are making practical ...
Jun 15, 2026
Three Years After Mata, the Lesson Is Not About ChatGPT - Issue #9
"It is about whether law firm leadership has decided how AI-assisted work gets reviewed, supervised, and governed before it carries the firm's name."Â - Rex Anderson
What Mata Actually Taught
In June 2023, a federal court in New York sanctioned two attorneys after a brief filed in Mata v. Avianca...
Jun 11, 2026
On Existential Risk, Ethical Guidelines, and Artificial Superintelligence - Issue #8
Summary:Â Â
We take advanced AI risk seriously, including the possibility that highly capable systems may become difficult to interpret and govern. But we do not accept that uncontrollability should be treated as a settled premise. Our position is that AI safety is best addressed through disciplin...
Jun 11, 2026
On Judgment, AI, and What We’re Not Seeing Yet - Issue #7
A recent set of comments from a senior judge on India’s Supreme Court has been circulating, framed around a familiar claim: artificial intelligence can assist the judicial process, but it cannot replace the act of judgment itself.
The reasoning is straightforward and, at face value, difficult to ...
Jun 11, 2026
When AI Stops Assisting and Starts Operating - Issue #6
There is a shift happening in software development that most professional service firms have not yet fully absorbed.Â
In its most advanced form, AI is no longer just helping write software code. It is doing the entire cycle. A system takes a problem, generates a solution, tests that solution agai...
Jun 11, 2026
Heppner - AI chats are neither attorney work product nor attorney-client privileged communications - Issue #5
AI and attorney-client privilege
On February 17, 2026, Judge Jed Rakoff of the Southern District of New York issued what appears to be the first federal decision directly addressing whether communications with a generative AI platform are protected by attorney-client privilege or the work product...
Jun 11, 2026
AI is Altering the Standard of Care - Issue #4
In professional service firms, “standard of care” is not a theoretical concept. It is the line between competent practice and malpractice liability. It reflects what a reasonably prudent professional would do under similar circumstances, given the knowledge and tools available at the time.
That f...
Jun 11, 2026
Judgment and Governance: The Third Layer of AI Adoption - Issue #3
Much of the confusion around AI today comes from the fact that very different kinds of work are being discussed as if they were the same thing.
They are not.
What is often described as “AI adoption” or “AI strategy” actually spans three distinct layers, each with its own incentives, pressures, an...
Jun 11, 2026
Defining "AI Governance" - Issue #2
All professional service firms are being pulled into decisions about AI long before they are given the space, language, or structure to decide intentionally.
AI is not arriving as a single tool or initiative. It is arriving quietly, inside platforms, workflows, drafting processes, research habits...
Jun 11, 2026