AI Verification Log Template
A printable per-matter verification log mapped to ABA Formal Opinion 512 and the verification protocol in our Policy Template, Section 8.
When to complete a log
Complete a verification log before any AI-supported document is filed, delivered to a client, or sent to opposing counsel. The log applies whether the tool was general-purpose (ChatGPT, Claude, Gemini, Copilot) or legal-specific (Westlaw Precision AI, Lexis+ AI, Harvey, Spellbook, CoCounsel, vLex, Paxton AI), and whether citations were generated by the tool or only summarized by it.
For court filings governed by a standing order, general order, or local rule that requires AI disclosure or certification, complete the log and the matching certification from our Court Disclosure Templates. The log stays in the matter file; the certification goes in the filing.
What to log
The log captures the eight verification dimensions the policy template requires before AI-assisted work leaves the firm:
- Citations. Each cite verified against a primary source.
- Quotations. Each quote verified against the cited authority.
- Holdings and procedural posture. Each cited case confirmed against the primary source.
- Jurisdiction. All authorities confirmed to be from the controlling jurisdiction for the issue and forum.
- Doctrinal reasoning. The legal test or standard applied is correctly stated and the conclusion follows from it.
- Bias and characterization. No selective omission, no overstatement, no omission of controlling adverse authority.
- Formatting and procedural rules. Captions, signatures, page limits, and judge-specific rules confirmed.
- Attorney sign-off. Responsible attorney signs and dates the log; tool and version identified.
The log template
The form below is the log itself. Print it, fill it in by hand or in a fillable PDF, sign, and file with the matter.
AI VERIFICATION LOG
Matter: ____________________________________________
Matter number: ____________________________
Document or filing: ___________________________________
Date verified: ____________________________
AI tool used: ____________________________________
Tool version: ____________________________
Use case (drafting / research / summarization / analysis / other): ___________________________
Information classification (Public / Internal / Confidential / Highly Sensitive): ____________________
Tier of approved tool used (1 / 2): _____
Verification steps completed:
- Citations independently verified against primary source
- Quotations independently verified against cited authority
- Holdings, reasoning, and procedural posture confirmed against primary source
- Cited authorities are from the controlling jurisdiction
- Doctrinal test or standard correctly stated; conclusion follows
- Cited authorities reviewed for fair characterization (no omission of controlling adverse authority)
- Formatting and procedural rules confirmed against operative local and chambers rules
- Client consent obtained (if required under Section 6 of the AI Use Policy) and documented in matter file
Issues identified during verification:
_________________________________________________________________
_________________________________________________________________
Resolution:
_________________________________________________________________
_________________________________________________________________
Verified by responsible attorney:
Signature: ____________________________________________
Print name: ____________________________________________
Date: ____________________________
How to file the log
- File with the matter. The signed log is retained in the matter file alongside the document it verifies. Include the date, the document name, and the AI tool and version in the file path or document title for retrievability.
- Mirror to the firm AI usage register, if maintained. Some firms maintain a firm-wide AI usage register (a single log of who used what tool on what matter). The verification log is the per-document artifact; the register is the cross-matter index. Both reference the same matter and date.
- Retain through the applicable malpractice tail. Verification logs are responsive to a malpractice claim or a sanctions inquiry years after the matter closes. Retain at least as long as the matter file.
- Cross-link to court certifications, if any. If the matter required an AI certification on the filing itself (under a standing order, general order, or local rule), reference the certification language in the log so the on-the-record statement and the internal verification are visibly tied.
Log mapped to Policy Template Section 8 and ABA Formal Opinion 512 (July 2024). Last verified 2026-04-29.