Free Florida AI Starter Playbook

A Sensible Starting Point for AI in Your Florida Firm

Eight practical resources for managing partners and firm administrators who want useful AI without unmanaged risk, software sprawl, or a six-month initiative.

Built for Florida law firms with fewer than 25 lawyers.

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What Is Inside

The playbook in the order you will actually use it.

The operating rule: pick one repetitive, reviewable workflow, test it with low-risk information, measure whether it helps, then decide whether to expand. Here is the outline, part by part.

0

Part 0: Start Here

What this playbook is, and is not; who it’s for; what it won’t do.

I

Part I: The Rules

Florida Bar Opinion 24-1, the four authorities behind it, the AI citation-verification rule for Florida filings (Rule 2.515(d)(2), effective June 15, 2026), and the five controls firm leaders cannot delegate.

II

Part II: Readiness

The AI-readiness checklist: questions that reveal whether the firm has a useful starting point or merely a collection of licenses, plus an introduction to the five workflows worth testing.

III

Part III: The Workflows

Five ready-to-run pilot cards, each with a copy-and-paste prompt: intake summary, file summary and chronology, controlled first draft, client update, and internal checklist.

IV

Part IV: The Controls Toolkit

The AI tool-approval scorecard (ten criteria, any zero stops approval, plus six vendor questions), the daily verification checklist, sample client disclosure language, and the incident-response protocol.

V

Part V: The 90-Day Roadmap

A measured implementation outline from assessment to one tested workflow, documented controls, and team training, with a one-page pilot brief and a 30-minute partner agenda.

VI

Part VI: What Comes Next

Primary sources and further reading, and how to reach Actionable AI if the firm wants help applying any of it.

Primary Sources

Use the playbook with current authority open.

For ethics and AI-risk controls, start with Florida Bar Ethics Opinion 24-1, ABA Formal Opinion 512, the NIST AI Risk Management Framework, and the OWASP Top 10 for LLM Applications. The 25 AI ethics questions are the plain-English companion.

Who It Is For

Firms trying to make a real decision.

  • Managing partners deciding where AI belongs
  • Firm administrators handling tools, people, and risk
  • Practice leaders looking for a useful first workflow
  • Lawyers concerned about Florida ethics and client trust
  • Firms using Microsoft 365, Google Workspace, ChatGPT, Claude, Gemini, or Lexis

You do not need an innovation committee. You do need a shared starting point.

After that, browse the full Florida AI Guides library.

What It Will Not Do

The playbook will not make difficult decisions for the firm.

It will not approve a product, replace a security review, decide when client consent is required, or verify a lawyer’s work.

It will give the firm a practical framework for asking better questions, choosing one useful experiment, and keeping professional judgment in control.

Need Help Applying It?

Bring one workflow to a 15-minute conversation.

We will discuss what consumes time, what the firm already owns, and whether AI is actually the right answer.

Schedule 15-Min Intro Call