Field Note: Building the Stool — How to Implement the AI Discovery Standards

AI Tools for Practicing Lawyers · Apr 8, 2026 · 15m · transcript

In this companion Field Note to Episode 008, Ron walks through the practical steps lawyers can take to implement the emerging AI discovery standards discussed in Jeffries v. Harsco. He breaks the process into a simple three-legged stool: choosing the right vendor, properly configuring the tool, and handling the lawyer-side workflow and documentation needed to make AI use in discovery more defensible.

In Episode 008, I talked about the emerging legal standard for using AI in discovery and why lawyers need more certainty in this area. In this Field Note, I focus on the practical question:

How…