Tool Evaluation
AI Tool Evaluation
Review of legal and general AI tools for retention posture, model training terms, DPA availability, confidentiality implications, and operational fit for smaller firms.
AI governance consulting for solo and small law firms
Build trust, not just AI workflows.
JDAI Consultants helps law firms evaluate AI tools, build governance frameworks, and create policies that are practical, usable, and professionally defensible.
What JDAI helps firms do
- ✓Choose tools that align with client sensitivity and workflow realities.
- ✓Build supervised intake, review, and escalation standards.
- ✓Train attorneys and staff for responsible daily use.
- ✓Turn AI uncertainty into practical decision-making.
Florida Bar No. 1022922
David Zissman, J.D., M.B.A.
Licensed Florida attorney. Founder of JDAI Consultants. Author of Responsible AI for the Small Law Firm. Advising solo and small firm attorneys on AI governance, tool evaluation, and professional responsibility.
What We Do
Practical AI guidance across the full adoption lifecycle - from the first tool evaluation to firm-wide governance and training.
Governance
Governance & Policy Design
Practical help with acceptable-use standards, input restrictions, output review requirements, supervision expectations, and internal documentation.
Implementation
Implementation Strategy
Advice on where AI actually belongs in the workflow, where it should be limited, and how to structure adoption without creating avoidable exposure.
Training
Training for Attorneys & Staff
Operational training on responsible use, escalation, review discipline, and the difference between impressive output and trustworthy output.
The Book - Publishing 2026
Responsible AI for the Small Law Firm.
Governance. Risk. Implementation. Thirteen chapters, twelve appendices, and the practice-area application that turns ABA Formal Opinion 512 and state bar guidance into a working framework a small firm can actually implement.
By David Zissman, J.D., M.B.A. · Published by JDAI Consultants, LLC. Available on Amazon in paperback and Kindle.
Recent Writing
Governance frameworks, ethics obligations, and practice-ready guidance for law firms.
Latest
The Same Legal AI Tool Can Be Both Prohibited and Authorized
Will Chen's open-source Mike OSS scores anywhere from Prohibited to Conditionally Authorized depending on how a firm deploys it. The four-factor framework on a deployment-dependent tool.
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Discipline
57 of 63: The Greg Lake Suspension and the End of the ‘Bad Lawyer’ Defense
Nebraska indefinitely suspended attorney Greg Lake for AI hallucinations and concealment. Days later, Sullivan & Cromwell apologized for the same pattern. Eight questions every small firm needs to answer.
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Case Study
The Sullivan & Cromwell AI Filing: Where the Workflow Actually Broke
S&C had the policy, the training, and the verification standard. All three failed on the same filing. The five-layer workflow that closes the matter-level gap.
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Case Law
A Federal Judge Just Wrote Your Firm's AI Policy
Morgan v. V2X is the most comprehensive AI-in-litigation ruling to date. The protective order language reads like a governance checklist every law firm should already have.
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