AI Fluency for Legal Work — editable workbook
2026.09-ai-fluency-1
Self-recorded notes; not independently verified. Use fictional material only.


Your learning details
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Learner identifier: · Course edition: 2026.09-ai-fluency-1 · Route: approved tool / simulation
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A01 — First useful result
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Task and intended reader
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Three-row action note: action / owner / due date or “not agreed” / source
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One thing I corrected: · One thing AI cannot decide from these notes
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Peer or solo participation check and my response
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A02 — Safe-use decision
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Proposed task: · Input category and permission evidence
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Environment/account: · Allowed sources: · Allowed actions
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What I must not upload or connect: · Who checks the result
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Decision: proceed with synthetic material / ask for approval / do manually — my choice
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Reason and escalation contact or unresolved owner
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Stop condition — when I must stop or ask for help
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Fallback — permitted manual or simulation alternative if I cannot proceed
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Peer or solo participation check and my response
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A03 — A prompt that improved
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Initial prompt
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Problem found in the result
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Revised prompt, with only useful context and constraints
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One output extract before and after, or labelled simulation
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Check against source and remaining uncertainty
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Reusable part of my method: · Case context that must change next time
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Peer or solo participation check and my response
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A04 — Source-linked findings
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Service period — Checked finding
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Service period — Source and location
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Service period — Version/status
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Service period — What is uncertain or conflicting?
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Service period — My check
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Monthly charge — Checked finding
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Monthly charge — Source and location
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Monthly charge — Version/status
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Monthly charge — What is uncertain or conflicting?
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Monthly charge — My check
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Support commitment — Checked finding
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Support commitment — Source and location
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Support commitment — Version/status
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Support commitment — What is uncertain or conflicting?
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Support commitment — My check
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Weekend support — Checked finding
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Weekend support — Source and location
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Weekend support — Version/status
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Weekend support — What is uncertain or conflicting?
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Weekend support — My check
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Transformations used, such as pasted extract or OCR
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Two-event chronology — event 1: date / event / source / what it does not establish
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Two-event chronology — event 2: date / event / source / what it does not establish
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One missing-document request, its purpose and the next reviewer
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T01 exception check — corrected summary and the source condition I preserved
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Peer or solo participation check and my response
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A05 — Verification record
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Question and proposed proposition
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Jurisdiction, relevant date, source type and publisher
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Exact title and locator; version/publication date; access date
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Route: A05-S1 actual statutory inspection / another bounded actual inspection / source inaccessible / simulation only — my choice
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Source URL or authorised copy identifier, exact provisions I personally inspected and access date
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What the source supports: · What it does not establish
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Later-law or treatment checks still needed
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Decision: usable for this limited proposition / revise / do not rely / escalate — my choice
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A05-S1 proposition A: supported / not supported / not checked; source-based explanation
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A05-S1 proposition B: supported / not supported / not checked; source-based explanation
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Inspection evidence and remaining limits, without copying unnecessary personal or copyrighted material
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Observation status: method practice only / self-reported actual inspection / reviewed actual inspection — my choice
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Reviewer name, observation or evidence-review date, evidence inspected and feedback, if actually provided
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Peer or solo participation check and my response
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A06 — A draft worth reviewing
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Internal update, maximum 150 words
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Two material changes I checked
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Support comparison, line 1 — what acknowledgement within four business hours promises
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Support comparison, line 2 — what restoration within two hours would promise
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Support comparison, line 3 — why this changes meaning rather than style
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T02 person-assumption check — neutral rewrite and the unsupported inference I removed
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Fee calculation, visible inputs and excluded items
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Source references: · Release status and reviewer
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Peer or solo participation check and my response
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A07 — Reusable workflow card
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Name and version: · Owner and review date
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Use when: · Do not use when
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Permitted inputs and required source metadata
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Steps and expected output
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Checks, stop conditions and approval boundary
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Ordinary-case test and result
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Missing/conflicting-input test and result
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Status: paper blueprint / tested as a prompt / tested installed skill — my choice
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Peer or solo participation check and my response
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A08 — Connection decision
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What result needs connected access?
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Source service and account/workspace: · Exact synthetic folder/files
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Read permissions: · Write/action permissions
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Provider, data destination/retention questions and approval evidence
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Smallest viable scope or manual alternative
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How to disconnect/revoke, who can do it, and deletion questions
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Prompt-injection response: · Decision and unresolved questions
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Proposed harmless single-file test, expected result and who must verify the actual configuration
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Test status: planned only / simulated / actually performed; evidence and date if performed
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Peer or solo participation check and my response
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A09 — Workflow and evaluation
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Input → draft/extract → source check → human review → permitted handover
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Signed baseline — Expected result before running
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Signed baseline — Observed result or labelled simulation
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Signed baseline — Correction / stop
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C07 unsigned changed price — Expected result before running
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C07 unsigned changed price — Observed result or labelled simulation
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C07 unsigned changed price — Correction / stop
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C06 embedded instruction — Expected result before running
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C06 embedded instruction — Observed result or labelled simulation
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C06 embedded instruction — Correction / stop
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Time spent in minutes: setup + generation + verification + correction + handover = total
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Use an explicit handover value, including 0 — not applicable when no handover occurred. If any required timing is unknown, record total not fully measured ; do not silently count unknown time as zero. Record whether timings are measured or a supplied fictional example
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Comparable manual task and time, if actually observed
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Material errors before/after review: · Missing fields: · Release blocker
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Named reviewer or unresolved review owner: · Stop conditions: · Manual fallback
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Peer or solo participation check and my response
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A10 — My next 30 days
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One recurring, permitted task: · Trigger/frequency
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Current difficulty and a quality baseline
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Week 1: one synthetic or approved low-risk attempt and a review
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Week 2: revise the prompt/workflow from feedback
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Week 3: repeat on a second appropriate example and share the method, not client facts
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Week 4: review checked quality, full time cost, support needs and whether to continue
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Supervisor/peer support and fallback if unavailable
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Stop rule and next review date
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Optional Esheria task brief: research or workflow goal ; sources ; coverage/access checks ; expected output ; human review ; portable alternative .
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Next learning direction and why it fits my legal background
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Peer or solo participation check and my response
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My learning record
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I can now
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I still need help with
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Verification method — not attempted / practised in simulation / self-reported actual use / reviewed observation; evidence
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Live prompting — not attempted / simulated / self-reported live use / reviewed observation; tool, task and evidence
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Actual authority inspection — not attempted / access gap / self-reported inspection / reviewed observation; A05-S1 or equivalent record
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Installed skill — not attempted / blueprint only / self-reported installed use / reviewed observation; exact skill/version and test evidence
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Connected read — not attempted / paper walkthrough / self-reported connected use / reviewed observation; permitted scope and evidence
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For each reviewed observation, give the capability, reviewer name, review date, evidence examined and feedback
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Final-practice feedback and correction
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Feedback source: learner-safe worked solution / named human reviewer; date and remaining questions
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Do not record an observed capability without its actual evidence and a named review.
For the full instructions and sources, open workbook.html in the learner pack.
