Notes from practice.
Practical writing on technology leadership, AI adoption, and AI governance.
- Your firm's AI policy needs a second page
California's SB 574 and the Third Circuit's ROSS ruling change what a law firm's AI policy has to cover. Gail Jefferson on the legal shifts, and Christopher Fryer on the vendor terms, monitoring, and gateway controls that a one-page policy now needs behind it.
- Managing training and data retention across Claude plans
Training and retention are separate controls on every Claude plan. What each plan does by default, how to stop training, where zero data retention is actually available, and what I would configure for an individual, a small firm, and a law firm.
- Your staff are already using AI. Start with a one-page policy.
A ban on AI hides the risk instead of removing it. A one-page policy tells staff what they may use, what they must never share, and whom to ask, and it takes about a month to put in place.