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