Responsible AI

# Assist Mi Legal AI Use Policy Version 1.0 Effective Date: ___________ ## 1. Purpose Assist Mi Legal provides artificial intelligence-powered features designed to assist attorneys, legal professionals, and support staff with administrative, organizational, communication, and productivity tasks. These features include, but are not limited to: Matter organization Email processing Draft generation Task creation Calendar assistance Time tracking assistance Document summarization Research assistance Workflow automation AI assistant interactions through chat, email, and other communication channels This AI Use Policy governs the use of all AI-powered functionality provided by Assist Mi Legal. ## 2. No Legal Advice Assist Mi Legal is a software platform and is not a law firm. Neither Assist Mi Legal nor its AI assistant, Ava, provides legal advice. All content generated by the platform is provided for informational and productivity purposes only. Users are solely responsible for determining whether any output is accurate, appropriate, complete, legally sufficient, ethically permissible, or suitable for a particular matter or client. ## 3. Attorney Responsibility Attorneys remain solely responsible for: Legal analysis Professional judgment Legal advice Court filings Client communications Compliance with applicable rules of professional conduct Compliance with court rules Compliance with applicable laws and regulations The use of AI assistance does not transfer or reduce any professional responsibility owed by an attorney to a client, court, regulator, opposing party, or third party. ## 4. Human Review Requirement Users must independently review all AI-generated output before relying upon it. Users should not assume that any output generated by the platform is: Accurate Complete Current Legally correct Suitable for filing Suitable for client delivery All AI-generated content should be treated as a draft requiring human review. ## 5. Hallucinations and Errors Artificial intelligence systems may generate information that is: Incorrect Incomplete Misleading Outdated Fabricated Unsupported by authority Users acknowledge that AI systems may produce statements, citations, facts, legal authorities, dates, quotations, case references, or conclusions that are inaccurate or entirely fictional. Users agree to independently verify all information before relying upon it. ## 6. Client Confidentiality Users remain responsible for determining whether information entered into the platform may appropriately be processed using Assist Mi Legal. Users are responsible for: Protecting confidential information Protecting privileged information Complying with professional obligations Obtaining any required client consent Evaluating the suitability of cloud-based processing Nothing in this policy constitutes legal advice regarding confidentiality obligations or attorney-client privilege. ## 7. AI Assistant Authorization By enabling Ava or other AI-powered assistants within Assist Mi Legal, the organization authorizes the platform to perform automated processing on its behalf, including: Categorizing communications Organizing matters Drafting responses Creating tasks Creating reminders Generating summaries Identifying requested actions Suggesting workflow activities Such automated processing is performed solely as a software service and does not replace human oversight. ## 8. Automated Communications Certain platform features may draft or facilitate communications on behalf of users. Users remain responsible for: Reviewing communications Verifying recipients Confirming content accuracy Ensuring appropriateness of transmission Users are responsible for configuring any review and approval workflows available within the platform. ## 9. Third-Party Services The platform may utilize third-party artificial intelligence models and service providers. Users acknowledge that: Third-party systems may be involved in processing requests. Service providers may change over time. Model outputs may vary. Availability may vary. Assist Mi Legal makes no guarantee regarding the performance of any specific model or provider. ## 10. Prohibited Reliance Users shall not rely exclusively upon AI-generated content when: Providing legal advice Preparing court filings Making legal determinations Advising clients on legal rights Determining litigation strategy Calculating legal deadlines Evaluating compliance obligations Independent professional review is required. ## 11. Limitation of Liability Assist Mi Legal does not warrant that AI-generated content will be: Accurate Error-free Complete Reliable Legally sufficient Users assume all responsibility for the review, validation, and use of AI-generated content. ## 12. Policy Updates Assist Mi Legal may modify this policy from time to time. Continued use of AI-powered functionality following an updated policy constitutes acceptance of the revised policy. ## 13. Acceptance By enabling or using AI-powered functionality within Assist Mi Legal, the user acknowledges and agrees that: 1. AI output may contain errors. 2. Human review is required. 3. Assist Mi Legal does not provide legal advice. 4. Attorneys remain responsible for professional judgment. 5. Users are responsible for protecting confidential and privileged information. 6. AI-generated content should be treated as draft material unless independently validated. I acknowledge that I have read and agree to the Assist Mi Legal AI Use Policy.

# Assist Mi Legal Attorney Ethical Use Addendum Version 1.0 Effective Date: ___________ ## 1. Purpose This Attorney Ethical Use Addendum ("Addendum") applies to licensed attorneys who access or use Assist Mi Legal. This Addendum supplements the: Terms of Service User Agreement AI Use Policy Email Assistant Terms This Addendum is intended to support attorneys in understanding their professional responsibilities when using technology-assisted legal services. Nothing in this Addendum constitutes legal advice regarding ethical obligations. Attorneys remain responsible for determining their obligations under applicable laws, court rules, ethics opinions, bar guidance, and rules of professional conduct. ## 2. Attorney Responsibility The attorney remains solely responsible for: Legal advice Legal conclusions Professional judgment Client representation Litigation strategy Court filings Legal research relied upon in representation Communications with clients Communications with courts Compliance with professional obligations Use of Assist Mi Legal does not transfer any professional responsibility to the platform or its providers. ## 3. Technology Competence Attorneys acknowledge that many jurisdictions require attorneys to maintain competence regarding the benefits and risks associated with relevant technology. Attorneys agree to exercise reasonable judgment regarding: Platform configuration Security settings User permissions Review workflows Data sharing practices AI-assisted workflows ## 4. Supervision Obligations Attorneys remain responsible for supervising work performed through the platform. This responsibility applies whether work is performed by: Attorneys Paralegals Legal assistants Interns Contractors Vendors AI-assisted systems Attorneys must exercise reasonable supervision over work product generated, organized, or assisted by the platform. ## 5. AI-Assisted Work Product AI-generated content should be treated as draft work product unless independently reviewed and validated. Attorneys agree to independently evaluate: Legal analysis Citations Authorities Conclusions Recommendations Draft pleadings Draft correspondence Attorneys should not assume that AI-generated content is accurate, complete, or current. ## 6. Verification of Authorities Attorneys are responsible for verifying: Case citations Statutory references Regulatory references Quotations Procedural requirements Filing requirements No attorney should rely upon AI-generated authorities without independent verification. ## 7. Confidentiality Attorneys remain responsible for safeguarding confidential information. Attorneys should evaluate whether use of the platform is appropriate based upon: Client expectations Applicable rules of professional conduct Court orders Protective orders Contractual obligations Confidentiality requirements Nothing in the platform guarantees preservation of privilege or confidentiality under every circumstance. ## 8. Attorney-Client Privilege Determinations regarding privilege are legal judgments. Assist Mi Legal does not determine: Whether privilege exists Whether privilege has been waived Whether disclosure is permissible Whether a communication is protected Attorneys remain solely responsible for making these determinations. ## 9. Client Communications Attorneys remain responsible for all client communications. This responsibility applies whether communications are: Written by the attorney Drafted by staff Drafted by AI systems Assisted by the platform Attorneys should ensure communications are reviewed as appropriate before transmission. ## 10. Court Filings Attorneys remain solely responsible for all filings submitted to courts, agencies, arbitrators, regulators, and tribunals. Attorneys agree to independently review all filings prior to submission. ## 11. Deadlines and Calendaring The platform may assist with: Scheduling Calendar management Deadline tracking Reminder generation Attorneys remain responsible for: Monitoring deadlines Calculating deadlines Meeting filing requirements Maintaining docket control The platform should not be relied upon as the sole mechanism for deadline management. ## 12. Delegation and Automation The platform may automate administrative activities. Attorneys remain responsible for determining whether automated workflows are appropriate for a particular matter, client, or circumstance. Automation does not eliminate supervisory responsibilities. ## 13. Matter Management The platform may: Create matters Categorize matters Associate documents Associate communications Recommend classifications Attorneys remain responsible for ensuring matter information is accurate. ## 14. Conflicts of Interest The platform may assist with organization and information management. Attorneys remain responsible for: Conflict checks Conflict analysis Conflict waivers Conflict management No platform feature should be treated as a substitute for attorney conflict review. ## 15. Reliance on Platform Output Platform-generated output should be considered advisory, administrative, and assistive in nature. Final decisions remain the responsibility of the attorney. ## 16. Jurisdictional Compliance Ethical requirements vary by jurisdiction. Attorneys are responsible for understanding and complying with: State bar requirements Local rules Court rules Regulatory obligations Ethics opinions Assist Mi Legal does not warrant compliance with any specific jurisdiction's requirements. ## 17. Professional Independence Nothing in the platform is intended to interfere with an attorney's independent professional judgment. All legal decisions remain under the control of the attorney. ## 18. Acceptance By using Assist Mi Legal, I acknowledge and agree that: 1. I remain responsible for professional judgment. 2. I remain responsible for client representation. 3. I remain responsible for protecting confidential information. 4. I remain responsible for supervising AI-assisted work. 5. I will independently verify legal authorities and legal conclusions. 6. I will not rely exclusively on AI-generated content. 7. I remain responsible for all legal advice, filings, and client communications. I have read and agree to the Assist Mi Legal Attorney Ethical Use Addendum.

# Assist Mi Legal Email Assistant Terms Version 1.0 Effective Date: ___________ ## 1. Purpose These Email Assistant Terms ("Email Terms") govern the use of email-based assistant functionality provided by Assist Mi Legal. These terms supplement the Assist Mi Legal Terms of Service and AI Use Policy. In the event of a conflict, the Terms of Service shall control unless otherwise specified. ## 2. Email Assistant Services Assist Mi Legal may provide one or more AI-powered email assistants, including Ava and other future assistant configurations. The Email Assistant Services may: Receive emails Analyze email content Categorize communications Associate communications with matters Create tasks Create reminders Generate summaries Draft responses Suggest actions Facilitate workflow automation Interact with Connected Services The Email Assistant Services are intended to assist users with productivity and workflow management. ## 3. Authorization By enabling Email Assistant Services, Customer authorizes Assist Mi Legal to process communications submitted to the platform or received through configured assistant mailboxes. Customer authorizes automated processing for purposes including: Communication analysis Matter organization Draft generation Workflow execution Request fulfillment Administrative assistance This authorization remains effective until disabled by Customer. ## 4. Assistant Mailboxes The platform may provide dedicated assistant mailboxes. Examples include: ava.workspace@team.assistmi.net assistant mailboxes created by Customer future assistant communication channels Messages received through assistant mailboxes may be processed automatically. ## 5. Communications Sent to the Assistant Customer acknowledges that messages sent to assistant mailboxes may be: Read by automated systems Processed by AI systems Categorized Indexed Associated with matters Used to generate drafts and workflows Users should exercise appropriate judgment when transmitting information. ## 6. Communications Sent by the Assistant The platform may: Draft messages Suggest messages Prepare responses Facilitate communications Customer remains solely responsible for: Reviewing communications Approving communications Determining recipients Determining legal appropriateness Determining factual accuracy No communication generated by the assistant should be assumed accurate without review. ## 7. Review Workflows The platform may provide approval workflows. Examples include: Draft review Approval queues Human review checkpoints Supervisor approval workflows Customer is responsible for configuring and utilizing review workflows appropriate to its operations. Assist Mi Legal does not guarantee that review workflows will be enabled or properly configured. ## 8. Automated Actions Customer may choose to enable functionality allowing the assistant to perform actions automatically. Examples include: Creating tasks Creating reminders Updating matters Organizing documents Scheduling activities Synchronizing systems Customer assumes responsibility for any automation settings selected. ## 9. Client Communications Customer remains solely responsible for all client communications. Nothing in the platform shall be construed as: Legal advice Professional judgment Client representation Attorney supervision The assistant is a software tool and not a legal professional. ## 10. Attorney-Client Privilege Assist Mi Legal is designed to support legal professionals. Customer acknowledges that: Privilege determinations are legal decisions. Confidentiality determinations are legal decisions. Ethical obligations remain the responsibility of attorneys. Assist Mi Legal does not provide legal advice regarding attorneyclient privilege, confidentiality, waiver, disclosure, or ethical obligations. Customer is solely responsible for determining whether use of the Services is appropriate for a particular matter or communication. ## 11. Matter Assignment The assistant may automatically: Create matters Suggest matters Assign communications to matters Associate contacts with matters Customer remains responsible for verifying all assignments. Matter associations generated by the assistant may contain errors. ## 12. Workflow Execution The assistant may attempt to fulfill requests identified within communications. Examples include: Creating tasks Scheduling reminders Generating documents Producing summaries Updating records Requested actions may be misunderstood, partially completed, incorrectly completed, or not completed. Users should independently verify all outcomes. ## 13. Connected Services Email Assistant Services may interact with Connected Services. Examples include: Microsoft 365 Google Workspace Clio QuickBooks SharePoint Document repositories Calendar systems Company is not responsible for failures originating from Connected Services. ## 14. Accuracy Disclaimer The assistant may: Misinterpret instructions Misidentify requests Misclassify matters Draft inaccurate responses Omit relevant information Customer acknowledges these limitations and agrees to independently review outputs. ## 15. Monitoring and Logging To provide Services, Company may maintain logs relating to: Email processing Workflow execution Assistant actions System activity Audit records Such records may be used for security, troubleshooting, compliance, and service improvement purposes. ## 16. Suspension Company may suspend Email Assistant functionality if necessary to: Protect system integrity Address abuse Respond to security concerns Comply with legal requirements ## 17. Limitation of Liability Email Assistant functionality is provided on an "as available" basis. Company makes no representation that: Messages will be processed correctly. Requests will be completed. Communications will be delivered. Drafts will be accurate. Deadlines will be identified. Matters will be classified correctly. Customer assumes responsibility for supervising all assistant activities. ## 18. Acceptance By enabling Email Assistant functionality, Customer acknowledges and agrees that: 1. The assistant is a software tool. 2. Human oversight is required. 3. Communications may be processed automatically. 4. Outputs may contain errors. 5. Customer remains responsible for all professional obligations. 6. Attorneys remain responsible for legal advice, filings, strategy, and client communications. Customer further authorizes Assist Mi Legal to operate configured assistant mailboxes and perform automated processing as described in these Email Assistant Terms.

# Assist Mi Legal Responsible AI & AI Governance Statement Version 1.0 Effective Date: ___________ ## Our Philosophy Assist Mi Legal was built on a simple principle: Artificial intelligence should assist legal professionals, not replace them. Our goal is to reduce administrative burden, improve organization, and help attorneys spend more time practicing law. We believe that legal judgment, client advocacy, professional responsibility, and ethical decision-making remain human responsibilities. Artificial intelligence can help attorneys work more efficiently, but it should not replace professional judgment. ## Our AI Principles Assist Mi Legal operates according to the following principles. ## 1. Human Oversight AI should support human decision-making. Important legal decisions should remain under the control of legal professionals. Assist Mi Legal is designed so that attorneys and authorized users remain responsible for: Legal advice Client communications Court filings Legal analysis Litigation strategy Ethical obligations AI-generated content should be reviewed before reliance or distribution. ## 2. Attorney Responsibility The use of AI does not transfer professional responsibility. Attorneys remain responsible for: Compliance with professional rules Client representation Confidentiality obligations Professional judgment Supervising work product Assist Mi Legal is a technology platform and not a law firm. The platform does not provide legal advice. ## 3. Transparency We believe users should understand when AI is involved. Assist Mi Legal strives to make clear when: Content is AI-generated Recommendations are AI-generated Drafts are AI-generated Automated processing has occurred Users should not be surprised by AI activity occurring within the platform. ## 4. Human Review AI-generated content should be treated as draft material. Users should independently review: Draft communications Summaries Recommendations Legal authorities Research results Workflow outcomes AI output may contain errors and should be validated before use. ## 5. Responsible Automation Automation should increase productivity while preserving human control. Assist Mi Legal may automate administrative activities such as: Matter organization Task creation Email categorization Document organization Calendar support Workflow assistance Organizations remain responsible for determining which automation features are appropriate for their operations. ## 6. Privacy and Confidentiality Protecting customer information is a core design objective. Assist Mi Legal is designed to support legal professionals working with confidential information. We strive to: Limit access to authorized users Segregate tenant data Apply security controls Support confidentiality obligations Customers remain responsible for evaluating the suitability of the platform for their legal, ethical, regulatory, and contractual obligations. ## 7. AI Provider Governance Assist Mi Legal may utilize third-party AI providers to deliver AIpowered functionality. When evaluating providers, we consider factors such as: Reliability Security Privacy practices Performance Operational maturity Provider relationships may evolve as technology advances. ## 8. Data Minimization We seek to process only the information necessary to provide requested functionality. Examples include: Draft generation Summarization Categorization Workflow execution We strive to avoid unnecessary processing whenever reasonably possible. ## 9. Security AI functionality operates within our broader security program. Security measures may include: Authentication controls Access controls Encryption Monitoring Audit logging Tenant isolation Security practices continue to evolve as threats and technologies change. ## 10. Accuracy and Hallucinations AI systems can produce incorrect information. This may include: Incorrect facts Incorrect citations Incomplete summaries Misunderstood instructions Fabricated information Assist Mi Legal does not guarantee the accuracy of AI-generated output. Independent verification remains essential. ## 11. No Legal Advice Assist Mi Legal does not provide legal advice. Ava is not a lawyer. AI-generated content should not be interpreted as legal advice. Users remain responsible for determining whether information is accurate, appropriate, and legally sufficient. ## 12. Attorney-Client Privilege Questions involving privilege, confidentiality, waiver, and professional responsibility are legal determinations. Assist Mi Legal does not determine: Whether privilege exists Whether privilege has been waived Whether disclosure is appropriate Whether a communication is protected Users remain responsible for making these determinations. ## 13. Continuous Improvement We continuously evaluate: AI performance Safety mechanisms User feedback Security controls Workflow outcomes Feedback from customers plays an important role in improving the platform. ## 14. Customer Control Customers control: Which features are enabled Which integrations are connected Which users receive access Which workflows are automated Which permissions are granted Organizations remain in control of their deployment. ## 15. Responsible Innovation We believe innovation and responsibility should advance together. As Assist Mi Legal evolves, we intend to continue developing AI capabilities that: Respect professional obligations Support human oversight Improve productivity Preserve user control Promote transparency ## Our Commitment Assist Mi Legal was created to help legal professionals manage work more effectively, not to replace lawyers. We believe the future of legal technology is not attorney versus AI. It is attorneys empowered by well-designed AI tools operating under human supervision, professional judgment, and ethical responsibility. That principle guides how we build Assist Mi Legal today and how we intend to build it in the future.