The PBC Legal AI Shield: Build a Defensible Filing Workflow in 5 Business Days.
Florida Rule of General Practice and Judicial Administration 2.515(d)(2), effective June 15, 2026, requires every signer to represent that the legal authorities identified in a filing exist and are accurately cited. Courts may impose sanctions after notice and an opportunity to be heard.
Matt Almassian builds the internal AI governance, authority-verification, confidentiality, and attorney-review workflows that help your firm operationalize that standard. Five deliverables in five business days. $2,500 flat fee. APC provides workflow consulting, not legal advice.
In 15 minutes, you will know where your current AI and filing-review workflow may have operational gaps.
Four Authorities.
One Defensible Workflow.
Florida’s current framework combines a statewide court-filing rule with professional-responsibility duties for lawyers who use generative AI.
“The legal authorities identified exist and are accurately cited.”
Every signer needs a reliable process for confirming that cited cases, statutes, quotations, pincites, and links are real and accurately represented before filing.
“The Court may ... impose sanctions for any filing inconsistent with this representation.”
After notice and an opportunity to be heard, sanctions may include reprimand, contempt, striking the document, dismissal, costs, attorneys’ fees, or other sanctions.
“Administrative Order 2.109-4/26 is VACATED in its entirety.”
The prior local AI disclosure and certification order no longer controls. Palm Beach County filings are governed by the statewide Rule 2.515 standard, while Florida Bar Opinion 24-1 continues to guide ethical AI use.
“Lawyers remain responsible for their work product and professional judgment.”
Law firms need controls for confidentiality, competence, accuracy, billing, advertising, supervision, data retention, and review of AI-assisted work. The opinion is advisory and not binding.
A Palm Beach County Firm Built the Governance Layer.
Here Is What Happened.
AI Governance and Compliance Audit. Palm Beach County Law Firm (Confidential).
A 15-attorney Palm Beach County firm was using AI tools for research and drafting with no written governance policy and no repeatable verification workflow. The firm needed a practical system for authority checking, confidentiality, attorney oversight, and responsible AI use before its next filing cycle.
The full Compliance Shield Audit: AI usage inventory, governance and filing-integrity gap report, a ready-to-adopt AI policy, a human-in-the-loop verification workflow, and a 60-minute on-site debrief. All five deliverables in 5 business days.
The firm adopted the governance policy and moved to a monthly retainer. AI is now used across research, drafting, and client intake with defined review steps, approved-use rules, and a documented accountability process.
Firm-ready governance and verification deliverables completed
Time savings across research and drafting workflows post-training
From engagement start to operational documentation in hand
AI use cases scaled during the subsequent retainer engagement
AI Workflow Engineering in a Law Firm Is Not New Work for Us.
Before auditing PBC firms for compliance, we built full AI workflow systems for legal practices. Legal Knights, a Beverly Hills firm handling workers' comp, personal injury, and employment law, hired AI-Powered Consulting to design and implement AI across every major workflow.
Reduction in total staff time across all legal workflows
Hours saved per year with no additional hires required
Revenue increase in 6 months from faster case throughput
Client: Legal Knights Law Firm, Beverly Hills, CA. Workers' Comp, Personal Injury, Employment Law. 2 attorneys, 7 staff.
The Filing Standard Is Specific.
The Operational Risk Is Real.
Rule 2.515 applies to every filing signer, whether or not AI was used. Florida Bar Opinion 24-1 adds separate duties around confidentiality, competence, accuracy, billing, advertising, and oversight when lawyers use generative AI.
Striking of the Document. Dismissal.
For a filing inconsistent with the signer’s representation, Rule 2.515 allows sanctions that may include striking the document or dismissal of proceedings after notice and an opportunity to be heard.
Costs. Attorneys’ Fees. Contempt.
The statewide rule also identifies costs, attorneys’ fees, contempt, and other sanctions. A repeatable verification workflow reduces the chance that authority errors survive to filing.
Confidentiality and Competence.
Florida Bar Opinion 24-1 requires lawyers using generative AI to protect client confidentiality, understand relevant technology risks, supervise AI-assisted work, and provide accurate and competent services.
Court Action on Its Own Motion.
Rule 2.515 permits the court to act on its own motion or on a party’s motion. The signer must be able to stand behind the filing, not merely the AI tool or staff member who helped prepare it.
Five Deliverables.
Five Business Days. $2,500.
Every deliverable is ready to use inside your firm from day one. The audit is aligned with Florida Rule 2.515, Florida Bar Opinion 24-1, and your firm’s actual AI workflows.
AI Usage Inventory
A complete map of the generative AI tools in use across your firm, how each is being used, what information is entering each tool, and where filing, confidentiality, billing, or supervision risk may arise.
Compliance Gap Report
A written report identifying gaps in authority verification, confidentiality, oversight, documentation, billing, and AI-use governance. Findings are ranked by operational and professional-responsibility risk.
AI Governance Policy Draft
A ready-to-adopt firm-wide AI governance policy drafted in plain English and tailored to your firm’s size, practice areas, tools, and risk tolerance.
Verification Workflow
A step-by-step human-in-the-loop process attorneys and legal staff follow before submitting AI-assisted work or any filing containing legal authorities.
60-Minute On-Site Debrief
A working session at your firm where every deliverable is reviewed with leadership, open questions are resolved, and the first implementation priorities are assigned.
From Unclear to Documented.
Here Is Exactly How.
Schedule a Confidential Briefing
A 15-minute call. We confirm the audit is a fit, discuss your current AI use and filing-review process, and schedule the on-site intake. No obligation.
On-Site Intake and Audit
Matt comes to your firm. He maps AI tool usage, reviews the current authority-checking and confidentiality workflow, and identifies operational gaps against Rule 2.515 and Opinion 24-1.
Receive Deliverables. Debrief On-Site.
Within 5 business days, you receive all five deliverables. Matt returns on-site to walk through the findings, assign implementation priorities, and answer operational questions.
Confidential Briefing. Scope Confirmed.
A 15-minute call to confirm the audit is a fit, discuss your current workflow, and schedule the on-site intake. You receive a preparation checklist before the session.
On-Site Intake. AI Inventory Conducted.
Matt arrives at your firm. AI tools, use cases, data flows, filing-review steps, and current controls are documented. This session typically runs 2 to 3 hours.
Analysis. All Five Deliverables Drafted.
The gap report, governance policy, and human-in-the-loop verification workflow are drafted around your firm’s actual roles, practice areas, and technology.
Review and Refinement.
All deliverables are reviewed for accuracy, practical usability, and alignment with the statewide filing rule and Florida Bar Opinion 24-1. Follow-up questions are resolved.
On-Site Debrief. Owners and Next Steps Assigned.
Matt returns to your firm. Every deliverable is reviewed with leadership, priority actions are assigned, and the implementation sequence is confirmed.
I Am Based in Palm Beach Gardens.
I Show Up.
I am a Strategic AI Consultant. I do not give legal or ethics advice. I design the internal AI workflows, governance controls, and verification systems that help attorneys and legal staff operate under a documented process aligned with Rule 2.515 and Florida Bar Opinion 24-1.
When you book this audit, I come to your firm, meet your team, and deliver the findings in person. No generic template. No remote handoff without context.
Simple. Flat. Done in Five Days.
Flat fee. On-site in Palm Beach County. 5 business days.
Most PBC associates bill $275 to $350 per hour. Forty internal hours researching tools, interviewing users, drafting a policy, and building a verification process represents $11,000 to $14,000 in attorney time.
One inaccurate authority can trigger sanctions and client consequences. The Compliance Shield Audit is $2,500 and is delivered in 5 business days.
In 15 minutes, you will know where your current AI and filing-review workflow may have operational gaps.
Scope note. AI-Powered Consulting provides workflow, governance, training, and implementation consulting. It does not provide legal or ethics advice, determine legal compliance, or replace review by qualified Florida counsel.
What Managing Partners Ask First
No. The statewide rule requires each filing signer to represent that identified legal authorities exist and are accurately cited. It replaced varied circuit-level AI disclosure and certification requirements. Separate ethical duties under Florida Bar Opinion 24-1 still apply when lawyers use generative AI, including confidentiality, competence, accuracy, billing, advertising, and oversight.
Because the operational risk did not disappear. Rule 2.515 creates a statewide authority-accuracy representation and sanctions framework, while Opinion 24-1 requires policies and practices for responsible AI use. A firm-wide workflow helps attorneys verify authorities, protect confidential information, supervise AI-assisted work, and document accountability consistently.
This is a legal-workflow and AI-governance audit, not a network-security review. It maps how generative AI is used in research, drafting, intake, and filing preparation; identifies workflow and policy gaps; and builds verification, confidentiality, supervision, and documentation controls. Network penetration testing, managed security, and software licensing are outside scope.
You receive five ready-to-use deliverables and an on-site debrief. Your leadership team can adopt or revise the policy, assign owners, implement the verification workflow, and request review from qualified ethics counsel. Some firms continue with training or workflow implementation support, but the audit also stands on its own.
Yes. The audit is designed for solo practitioners, small firms, and mid-sized practices. The policy, review workflow, and documentation requirements are scaled to your team, practice areas, AI tools, and filing volume rather than copied from a large-firm template.
The Rule Is Statewide.
Your Workflow Should Be Firm-Wide.
Schedule a confidential 15-minute briefing. We will discuss your current AI use, authority-verification process, and the operational gaps the audit is designed to address.
In 15 minutes, you will know where your current AI and filing-review workflow may have operational gaps.
matt@aipoweredconsulting.ai · 203-985-5791 · aipoweredconsulting.ai
Based in Palm Beach Gardens, FL. Serving law firms across Palm Beach County.