The Compliance Packet
A carrier-ready AI governance documentation kit mapped to ABA Formal Opinion 512 and your state bar's guidance. Produced in Word and PDF formats. Includes 12 months of updates.
For licensed attorneys only. Not legal advice.
Basic
$499
Solo and small firms needing a starting point
- ABA Opinion 512-mapped policy template (Word + PDF)
- Generic AI training deck (40 slides)
- Verification checklist
- Quarterly attestation template
- Sample audit packet PDF
- 5-page implementation guide
Pro
$1,499
Firms in active AI guidance states needing state-specific coverage
- Everything in Basic
- 3 state bar overlays (CA, FL, NY default; your choice)
- Video walkthrough of implementation
- Engagement letter consent addendum
- Vendor diligence template
Custom
$4,999
Firms that want a customized, done-for-you packet
- Everything in Pro
- Policy customized to your firm name, state, and practice area
- One-hour implementation call
- Priority support
What Update Subscription Covers
12 months of updates are included with every tier. After 12 months, an "Always Current" subscription is $199/year and covers:
- Policy template updates when your state bar issues new guidance
- Checklist updates when carrier requirements change
- New state overlays as they are completed
- Annual notification of material changes requiring your review
Need Full Implementation?
The consulting engagement ($12,500 fixed fee) includes policy customization, training rollout, and full carrier submission prep. Capped at two engagements per month. Contact us via the About page.