California State Bar AI Guidance and SB 574: A Solo Checklist
What the California State Bar AI guidance and the new SB 574 law mean for solo lawyers: confidentiality, citation checks, court disclosure, agents.
· 11 min read
Compliance
7 articles
Texas Ethics Opinion 705: AI Rules for Solo Lawyers
What Texas Ethics Opinion 705 means for solo lawyers using AI: four duties, billing, and why the Rule 13 AI filing change still isn't final.
· 13 min read
Is ChatGPT HIPAA Compliant? A Guide for Solo Practices
Is ChatGPT HIPAA compliant? Which ChatGPT plans offer a BAA in 2026, which don't (Plus, Pro, Business, Health), and what solo practices can safely paste.
· 15 min read
AI Notetaker for Lawyers: Consent Rules in FL, TX and CA
AI notetaker for lawyers: what Florida, Texas and California recording laws and bar guidance require before AI records and summarizes client calls.
· 12 min read
Can therapists use AI note-takers? What the new state laws allow
New state laws limit AI in therapy. What Illinois, Nevada, Colorado, Maine, Vermont and Rhode Island allow for AI notes, client consent and admin work.
· 13 min read
Can tax preparers use AI with client data? What the IRS expects
The IRS's AI guidelines for tax pros say: verify everything, protect return data and bill fairly. What that means for a solo practice, plus a setup plan.
· 10 min read
Florida Bar AI rules: an Opinion 24-1 checklist for solo lawyers
What Florida Bar Opinion 24-1 requires when solo lawyers use AI: client consent, chatbots, billing and review, plus the Dec 10, 2026 proposed opinion.
· 8 min read
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