AI settings for a small law firm in Oklahoma
Checked against the source documents on October 26, 2026
Oklahoma's Court of Criminal Appeals now requires, under Rule 1.17, that AI-assisted filings be verified by a responsible person. Verification is half of it. The other half is where client facts go first. The settings that answer that are on the main checklist. This page says which ones Oklahoma points at, and why.
What Oklahoma has said
Oklahoma Court of Criminal Appeals: 2026 OK CR 7 (CCAD-2026-1), Rule 1.17, Order Adopting New Procedural Rule: Rule 1.17, Use of Generative Artificial Intelligence, 2026-02-18.
- Confidentiality. Not addressed in Rule 1.17.
- Competence. Not addressed as such; the rule assumes human responsibility for AI-produced text.
- Supervision. Not addressed; Judge Lumpkin's concurrence notes signing a filing certifies citations are true and correct.
- Disclosure. No disclosure or certification required by the rule text; only verification.
- Verification. Any portion of a filed document produced or modified by generative AI must be verified as accurate by a responsible person; sanctions include waiver of issues, striking the document, contempt (Rule 1.17(A), (C)).
One line from it: "has been verified as accurate by a person responsible" (Rule 1.17(A), 2026 OK CR 7).
The settings that answer it
- Use the business plan, not a personal one. On Claude Pro, Claude Max and ChatGPT Plus, training on chats is each user's own setting. On Claude Team, ChatGPT Business and Microsoft 365 Copilot with a work sign-in, business data is not used for training by default. On the checklist
- Turn off the training and feedback exceptions an admin can still turn off (Claude feedback, ChatGPT personal accounts that are still in use). On the checklist
- Set retention on purpose instead of taking the default. On the checklist
- Turn on single sign-on so a lawyer who leaves loses access the same day. On the checklist
- Decide on connectors, apps and agents before staff add them. On the checklist
- Pick a rule on memory, and teach temporary or incognito chats for one-off matter questions. On the checklist
- Put the vendor's written terms on training, retention, subprocessors and breach notice in the file. On the checklist
- Write the one-page staff instruction and a note for each new hire. On the checklist
- Keep a verification step before anything is filed. That is a procedure, not a setting, and no vendor sells it. On the checklist
- Decide what the engagement letter says about AI use and billing. That is yours to write; I only flag that the opinion raises it. On the checklist
Rules around it
Technology competence: Yes. Okla. Rules of Prof'l Conduct Rule 1.1 cmt. (benefits and risks of relevant technology), approved by Oklahoma Supreme Court Sept.
Court rule on AI in filings: Court of Criminal Appeals Rule 1.17, Use of Generative Artificial Intelligence (2026 OK CR 7), 2026-02-18. What it asks of the signer: verify.
In motion: Southwest Ledger reports an Oklahoma Supreme Court decision rendered March 23, 2026 stating AI disclosure shall not be required in filings and filers remain responsible for accuracy; no primary order number or URL located (OSCN blocked and search budget exhausted) 2026-03-23 source
What this page is not
This is a tech settings page, not legal advice. The state document above is the ethics half and it is yours to read and decide on. I am not a lawyer. I link the source so you can check me.
Send me one screenshot
Crop out client names, send me a screenshot of your Claude, ChatGPT or Microsoft 365 admin settings page, and I'll write back what I'd change. Free. I never need a login.
If you want this kept current for your firm, that is the monthly desk: I watch these settings as the vendors change them and as your state changes its guidance, answer staff questions in writing, usually within one business day, and write up setup notes for each new hire. $500 a month, cancel any month.
Who wrote this
I'm Nick Kaufman. I've spent six years in customer-facing technical support for SaaS, payments and CRM software, including three years at Tier 2 on a CRM built for financial advisors, whose firms work under SEC and FINRA rules. I'm not a lawyer and I don't give legal advice. I set up software so it does what the people responsible for it decided it should do.
Other states: the full list.