Assist Mi Legal Attorney Ethical Use Addendum

# Assist Mi Legal Attorney Ethical Use Addendum Version 1.0 Effective Date: August 1, 2026 ## 1. Purpose This Attorney Ethical Use Addendum ("Addendum") applies to licensed attorneys who access or use Assist Mi Legal. This Addendum supplements the: Terms of Service User Agreement AI Use Policy Email Assistant Terms This Addendum is intended to support attorneys in understanding their professional responsibilities when using technology-assisted legal services. Nothing in this Addendum constitutes legal advice regarding ethical obligations. Attorneys remain responsible for determining their obligations under applicable laws, court rules, ethics opinions, bar guidance, and rules of professional conduct. ## 2. Attorney Responsibility The attorney remains solely responsible for: Legal advice Legal conclusions Professional judgment Client representation Litigation strategy Court filings Legal research relied upon in representation Communications with clients Communications with courts Compliance with professional obligations Use of Assist Mi Legal does not transfer any professional responsibility to the platform or its providers. ## 3. Technology Competence Attorneys acknowledge that many jurisdictions require attorneys to maintain competence regarding the benefits and risks associated with relevant technology. Attorneys agree to exercise reasonable judgment regarding: Platform configuration Security settings User permissions Review workflows Data sharing practices AI-assisted workflows ## 4. Supervision Obligations Attorneys remain responsible for supervising work performed through the platform. This responsibility applies whether work is performed by: Attorneys Paralegals Legal assistants Interns Contractors Vendors AI-assisted systems Attorneys must exercise reasonable supervision over work product generated, organized, or assisted by the platform. ## 5. AI-Assisted Work Product AI-generated content should be treated as draft work product unless independently reviewed and validated. Attorneys agree to independently evaluate: Legal analysis Citations Authorities Conclusions Recommendations Draft pleadings Draft correspondence Attorneys should not assume that AI-generated content is accurate, complete, or current. ## 6. Verification of Authorities Attorneys are responsible for verifying: Case citations Statutory references Regulatory references Quotations Procedural requirements Filing requirements No attorney should rely upon AI-generated authorities without independent verification. ## 7. Confidentiality Attorneys remain responsible for safeguarding confidential information. Attorneys should evaluate whether use of the platform is appropriate based upon: Client expectations Applicable rules of professional conduct Court orders Protective orders Contractual obligations Confidentiality requirements Nothing in the platform guarantees preservation of privilege or confidentiality under every circumstance. ## 8. Attorney-Client Privilege Determinations regarding privilege are legal judgments. Assist Mi Legal does not determine: Whether privilege exists Whether privilege has been waived Whether disclosure is permissible Whether a communication is protected Attorneys remain solely responsible for making these determinations. ## 9. Client Communications Attorneys remain responsible for all client communications. This responsibility applies whether communications are: Written by the attorney Drafted by staff Drafted by AI systems Assisted by the platform Attorneys should ensure communications are reviewed as appropriate before transmission. ## 10. Court Filings Attorneys remain solely responsible for all filings submitted to courts, agencies, arbitrators, regulators, and tribunals. Attorneys agree to independently review all filings prior to submission. ## 11. Deadlines and Calendaring The platform may assist with: Scheduling Calendar management Deadline tracking Reminder generation Attorneys remain responsible for: Monitoring deadlines Calculating deadlines Meeting filing requirements Maintaining docket control The platform should not be relied upon as the sole mechanism for deadline management. ## 12. Delegation and Automation The platform may automate administrative activities. Attorneys remain responsible for determining whether automated workflows are appropriate for a particular matter, client, or circumstance. Automation does not eliminate supervisory responsibilities. ## 13. Matter Management The platform may: Create matters Categorize matters Associate documents Associate communications Recommend classifications Attorneys remain responsible for ensuring matter information is accurate. ## 14. Conflicts of Interest The platform may assist with organization and information management. Attorneys remain responsible for: Conflict checks Conflict analysis Conflict waivers Conflict management No platform feature should be treated as a substitute for attorney conflict review. ## 15. Reliance on Platform Output Platform-generated output should be considered advisory, administrative, and assistive in nature. Final decisions remain the responsibility of the attorney. ## 16. Jurisdictional Compliance Ethical requirements vary by jurisdiction. Attorneys are responsible for understanding and complying with: State bar requirements Local rules Court rules Regulatory obligations Ethics opinions Assist Mi Legal does not warrant compliance with any specific jurisdiction's requirements. ## 17. Professional Independence Nothing in the platform is intended to interfere with an attorney's independent professional judgment. All legal decisions remain under the control of the attorney. ## 18. Acceptance By using Assist Mi Legal, I acknowledge and agree that: 1. I remain responsible for professional judgment. 2. I remain responsible for client representation. 3. I remain responsible for protecting confidential information. 4. I remain responsible for supervising AI-assisted work. 5. I will independently verify legal authorities and legal conclusions. 6. I will not rely exclusively on AI-generated content. 7. I remain responsible for all legal advice, filings, and client communications. I have read and agree to the Assist Mi Legal Attorney Ethical Use Addendum.