AI settings for a small law firm in Connecticut
Checked against the source documents on October 26, 2026
Connecticut's new Practice Book Section 4-9 makes anyone who uses generative AI on a filing verify every citation themselves. Verification is half of it. The other half is where client facts go before that. The settings that answer that are on the main checklist. This page says which ones Connecticut points at, and why.
What Connecticut has said
Judges of the Superior Court (Rules Committee of the Superior Court), Connecticut Judicial Branch: Practice Book Sec. 4-9 (new) and Sec. 4-2(b) (revised), Connecticut Law Journal June 23, 2026, pp., 2026-06-11.
- Confidentiality. Not addressed; the rule only covers verification of AI output in filed documents.
- Competence. Signer represents good faith, diligent efforts to meet AI obligations and the Rules of Professional Conduct (Sec. 4-9(c)).
- Supervision. Not addressed; responsibility rests solely with the person filing the document (Sec. 4-9(d)).
- Disclosure. No disclosure duty; signing a pleading certifies compliance with Sec. 4-9 (Sec. 4-2(b)).
- Verification. Anyone using generative AI on a filed document must independently verify all citations, authorities and evidence; sanctions up to nonsuit or default (Sec. 4-9(b)).
One line from it: "shall independently verify all citations, legal authorities or evidence produced by generative AI" (Connecticut Law Journal June 23, 2026, p. 15PB, Sec. 4-9(b)).
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. Conn. Rules of Professional Conduct Rule 1.1, Commentary (Maintaining Competence), benefits and risks of relevant technology;
Court rule on AI in filings: Practice Book Sec. 4-9 (new) and Sec. 4-2(b), effective 2026-06-23. What it asks of the signer: verify and certify.
In motion: Connecticut Bar Association Generative AI Committee (co-chairs Jonathan M. Shapiro and N. Kane Bennett) exists; its public page lists no report, guidance or opinion; committee documents are members-only. source; Connecticut Judicial Branch AI committee said (secondary source only, aivortex) to be studying AI in filings and attorney practice; no committee page, recommendations or deadline found on jud.ct.gov. 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.