Deliverables

This page contains the practical frameworks, protocols, templates, and downloads discussed on the podcast and in related field notes.

These materials are designed to help lawyers think more clearly about AI workflows, reduce friction, and create more defensible systems inside their practices.

Use of AI in Discovery

These materials are designed to work together as a practical framework for AI use in discovery.

AI Discovery Protocol

Sets out the core standard for using AI in discovery, including security, data handling, and defensibility requirements.

Notice of Intent to Use AI in Discovery

Creates early transparency by notifying opposing counsel of proposed AI use in discovery.

Proposed Form of Rule 26(f) Order

Suggested language to help bring AI use into the case framework early and reduce friction later.

AI Discovery Log Template

Helps lawyers document how AI was used and preserve a defensible record of the workflow.

Jeffries v. Harcros

The decision from the District of Kansas that forms the basis of the AI Discovery Protocols.