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The Florida Bar Guide to Getting Started with AI

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The Florida Bar offers this guide, developed by the Special Committee on AI Tools & Resources, as a resource for lawyers exploring the use of AI in their law practice.  Because this guide is intended as a starting point, it does not attempt to provide a comprehensive set of answers. Each lawyer should explore and make the decision whether to use AI or not based on their individual practices and circumstances, being mindful of applicable ethical rules as well as any unique risks from using particular AI models.

What is Artificial Intelligence (AI)?

Artificial Intelligence (AI) is the simulation of human intelligence by machines programmed to think, learn, and problem-solve like humans. AI performs tasks such as understanding language, recognizing patterns, and making decisions. An AI program is also called a "model." Common AI terms include:

Generative AI: A type of AI model that creates new content, such as text, images, or music, based on large amounts of training data. It uses neural networks to predict the next word or element based on context. Examples for text include OpenAI's ChatGPT, Microsoft’s Copilot, Google’s Gemini, Meta’s Llama, and Anthropic’s Claude, and for images ChatGPT, Gemini, Adobe and Midjourney. A generative AI model that is text-based is called a large language model (LLM).

Hallucination: The generation of incorrect or nonsensical information by an AI model, occurring when the AI produces outputs not based on input data or context, leading to factual inaccuracies.

Multimodal AI: AI that can process and understand multiple types of data simultaneously, such as text, images, audio, and video.

Neural Network: A computing system inspired by the human brain's network of neurons, consisting of interconnected layers of nodes that process data, enabling the AI to recognize patterns.

Prompt: An input or instruction given to an AI model. The more detailed and specific the prompt, the better the AI’s response or output.

How does generative AI Work?

Generative AI uses neural networks trained on massive amounts of data to recognize patterns. When given a question or prompt, the model uses these learned patterns to predict the best outputs, such as text or images. Training a generative AI model takes months because of the enormous amounts of data and the neural network’s process of learning and optimization. Generative AI is impressive but not perfect. Because AI predictions are just highly customized suggestions, they can occasionally be wrong.

Researchers are working on the next level of AI, which will allow it to reason and use logic.

What is the difference between AI models?

There are general and law-specific AI models. General models are trained on large sets of human-created data, while legal models take a general model and fine-tune it using law-specific data, such as court opinions, law review articles and example documents. Legal models usually have constraints on the sources of information they use in creating their responses, which are intended to reduce hallucination risk.

Example General AI Models:

  • Anthropic’s Claude
  • Google’s Gemini
  • Microsoft Copilot
  • OpenAI’s ChatGPT
  • xAI’s Grok

Example Law-Specific AI Models:

  • CoCounsel by Westlaw
  • Lexis+AI
  • Vincent AI by vLex

Where to get started?

Start by exploring general AI models such as ChatGPT, Gemini, or Copilot for administrative tasks and brainstorming. Then, try a free trial of a legal AI model such as CoCounsel, Lexis+AI, or Vincent AI for legal research and document review. Understanding a model's capabilities and limitations through hands-on experience is essential. For now, do not use any confidential or client-specific information.

Run your first prompt

Below is a link to Google’s Gemini (no sign-in required) and an example prompt.  Use copy/paste or retype the prompt in the chat box and submit it. 

Prompt: I’m a Florida lawyer and want to write a LinkedIn post about Usury under Florida law.  Please write the post for me. 

Congratulations on running your first prompt! Did you notice how the tone and format of the Gemini result was designed for LinkedIn, including hashtags or a call-to-action?

Now that you see how prompting works, try another prompt, this time for a practice area you know well. Importantly, try varying your prompts, such as requesting an answer “less than 250 words” or “written at a 10th grade level.” Revising a prompt with new information or requests changes the output. Remember to not give any client confidential information when first using an AI model. 

What about ethics?

Florida was the first state to issue an ethics opinion regarding the use of AI. Florida Bar Ethics Opinion 24-1 provides a good overview of the ethical issues involved in using AI and should be reviewed before using client information in your prompts.

To ensure client confidentiality, you should confirm that you maintain ownership of any uploaded data, learn how to delete your data, and review the AI provider’s license terms or representations regarding confidentiality. Free General AI models may use your questions and uploaded documents to train future models. To maintain client confidentiality, you will need a paid subscription. Confirm your account settings do not allow data sharing and that you can delete your prompts and uploads at any time. 

When you find a general AI vendor you like, check its security reputation, hallucination risk, various AI model features, and paid plan options for individuals or businesses. One advantage of the three main Legal AI models is their promise to maintain client confidentiality, use of strong security, and reduced hallucination risk. However, always verify AI-generated outputs yourself to ensure accuracy and reliability, as AI should assist, not replace, human judgment. And if associates or nonlawyers will be using AI in your firm, consider a user training program and written guidelines for proper AI usage for client matters.

Examples to get started

To begin using AI, identify your specific needs, such as drafting documents, conducting legal research, managing client intake, or creating presentations. Start small, gradually incorporating AI into your practice, and continually verify AI-generated outputs for accuracy and reliability. As AI models continually improve, new specialized AI tools will emerge tailored to various practice areas.

General AI Tasks:

  • Drafting administrative letters or marketing articles: Use any of the general AI models to create an outline, initial drafts, or to improve an existing draft.
  • Generating summaries, creating formulas, customizing presentations: Use any of the general AI models to generate summaries and non-legal documents or articles. In Microsoft apps, Copilot can suggest Excel formulas and generate PowerPoint backgrounds and text. The same can be done in Google Workspace using Gemini.

Legal AI Tasks:

  • Legal research: CoCounsel from Westlaw, Lexis+AI, and Vincent AI from vLex, streamline research by offering relevant case law, statutes, and sometimes secondary references.
  • Document review: Use CoCounsel and Lexis+AI for reviewing contracts and legal documents, document comparisons, identifying key clauses, and suggesting improvements.
  • Document drafting: CoCounsel Drafting and Lexis Create+ will draft client-specific documents using their respective form libraries and drafting notes.
  • Case preparation: Certain AI models can help organize case files, highlight important information, and suggest strategies.
  • Electronic discovery: Reveal Data (Ask), Relativity (aiR), Merlin Search Technologies (Discovery Partner), and Everlaw AI have robust generative AI applications that are now built into their platforms.

By thoughtfully incorporating AI into your practice, you can enhance productivity while maintaining high ethical standards and protecting client confidentiality.

Comparison Charts

Comparison Chart of General vs. Legal AI Models*

 General AI modelsCoCounsel from WestlawLexis+AIVincent AI by vLex
Emails/lettersYesLimitedLimitedLimited
Marketing (ideas, copy)YesNoNoNo
PresentationsYes (e.g., PowerPoint with Copilot, Google Slides)NoNoNo
Legal researchVaries by AI model and has higher hallucination risks.Yes**Yes**Yes**
Research memosVaries by AI model and has higher hallucination risks.Yes**Yes**Yes**
Single document reviewYes and has higher  hallucination risks.Yes**Yes**Yes**
Large document or database reviewVaries by AI modelYes**Yes**Yes**
Document draftingYesYes, using WL formsYes, using Lexis Create+Soon
ConfidentialityOnly certain paid licenses promise prompts and uploads will not be used for training or stored.Yes (Learn more)Yes (Learn more)Yes (Learn more)
Live support helpLimitedYesNoNo
Deep research featureYesNoNoNo

*Disclaimer: This chart is based solely on the representations of each provider as of June 2025. AI is continuously evolving so this information is subject to change. The Florida Bar makes no promises or representations about any features and does not endorse any particular AI model.

**All Florida attorneys have an ethical duty of competence to review AI output.  Hallucination, misstatement and omission can occur with any AI model. See Florida Ethics Opinion 24-1.

Comparison Chart of Largest Generative AI Models*

 ­ChatGPT
4.5/03
Microsoft
Copilot
Claude 4Gemini 2.5Grok 3
Access to InternetYesYesYesYesYes
Creates imagesYesYesYesYesYes
Runs codeYesNoYesYesYes
Does data analysisYesYes, in Excel onlyNoYesYes
Sees imagesYesYesYesYesYes
Sees videoNoNoNoYesYes
Reads filesYesYesYesYesYes
Integrated with word processing appsNoYesNoYesNo
PersonalityEager to help, a bit bland, verbose. Vocal mode has more personality.Friendly, can end conversation early.Strong personality, willing to play along.It wants to help. A lot.Offers a variety of variety of personalities
Best for…40 for everyday questions, 4.5 for excellent writing, and 03 for detailed or research questions. Vocal mode is impressive and easy to use.Works directly with Office programs and Win11 in interesting, useful ways.Excellent writer, high levels of “insight.” A top performer.Works with Google Workspace apps and YouTube. Largest context window by far. Notebook LM features are useful.Fast. Knows current events, very good writing, and deep research features. Witty personality modes are entertaining.

*Chart based on information published on "One Useful Thing" Substack by Ethan Mollick. Also see: "A Practical Guide to the Major Generative AI Models" by Josh Kubicki.

Additional Resources

Guides & Courses

Legal AI Newsletters

The following newsletters are published by thought leaders in legal AI. Each is usually emailed about 1-2 times per month.

  • Jordan Furlong is a legal tech thought leader with an insightful newsletter.
  • Josh Kubicki is a law professor and entrepreneur with a must-read newsletter with Legal AI news and insight.  
  • Ethan Mollick, a professor management at the Wharton School of the University of Pennsylvania, publishes the One Useful Thing newsletter that provides insight about legal AI trends.
  • Judge Scott Schlegel is a 5th Circuit Court of Appeals judge who writes on AI use in the courtroom and by the judiciary.

Optional Sample Disclaimer Regarding Use of Generative AI

As part of our commitment to providing efficient and high-quality legal services, [Law Firm Name] may use advanced technologies, including generative artificial intelligence (AI), to assist in legal research, document drafting, and other related tasks. The use of such technologies is supervised by our qualified attorneys and is intended to enhance, not replace, the legal judgment and expertise that we bring to your case.

Please be advised of the following:

  • Human Oversight: All work products generated by AI tools are carefully reviewed and validated by licensed attorneys in our firm. We do not rely on AI-generated content without human oversight.
  • Confidentiality: We take your privacy and confidentiality seriously. Any information shared with or processed by AI tools is subject to the same rigorous confidentiality and data protection standards as all other information handled by our firm.
  • Limitations of AI: While AI tools can assist in streamlining certain processes, they are not infallible. The final responsibility for the accuracy, relevance, and appropriateness of any legal advice, document, or strategy rests with our attorneys.
  • Client Consent: By engaging our services, you acknowledge and consent to the use of generative AI tools as part of our legal services. If you have any concerns about the use of AI in your case, please inform us, and we will discuss alternative approaches to meet your needs.

Acknowledgment and Acceptance

By signing this engagement agreement, you acknowledge that you have read and understood this disclaimer regarding the use of generative AI in our legal practice and agree to its terms.

Drafted by the Special Committee on AI Tools & Resources Best Practices Subcommittee

Gordon Johnson Glover and Edward Duffy Myrtetus, Co-Chairs

VIEWS AND CONCLUSIONS EXPRESSED IN ARTICLES HEREIN ARE THOSE OF THE AUTHORS AND NOT NECESSARILY THOSE OF FLORIDA BAR STAFF, OFFICIALS, OR BOARD OF GOVERNORS OF THE FLORIDA BAR.