Six professional documents — policy templates, compliance checklists, training materials — built specifically for Georgia closing attorneys and aligned with ABA Opinion 512.
Staff are using ChatGPT, Copilot, and other AI tools daily — often on personal accounts, often with client data. Without a written policy, you're one hallucinated citation away from a malpractice claim.
ABA Formal Opinion 512 (July 2024) makes clear: attorneys must understand the AI tools they use. Supervisory attorneys must establish usage policies.
FinCEN's residential real-estate reporting rule is in effect. Closing attorneys have reporting obligations that call for a documented, reviewable process.
If AI contributed to a document and something goes wrong, can you prove what was reviewed and by whom? That documentation gap is the malpractice risk.
Six governance documents customized for Georgia closing practices. Download individually or grab the full set. Ready to customize for your firm.
The starting point for any governance effort. Maps current AI usage across your firm — who's using what tools, for which tasks, with what client data. Complete this before anything else.
Complete firm policy: approved tools, prohibited uses, data classification (Restricted / Confidential / General), disclosure requirements, staff acknowledgment.
Three-tier review system (Critical / Standard / Internal) with workflow-specific checklists for FinCEN, GSCCCA, title exam, and wire fraud prevention.
10-section compliance audit mapped to ABA Opinion 512, Georgia RPC, FinCEN, and ALTA Best Practices. 80+ trackable requirements.
Documentation system with log templates, file naming conventions, retention schedules, and periodic audit procedures. Your malpractice defense in a binder.
12-slide presentation deck covering hallucination risks, data handling rules, the human review process, and incident reporting. Ready to present to your team.
We're not a generic AI consultancy. We build AI tools for real estate closings and understand the regulatory environment your firm operates in.
We know SoftPro, GSCCCA, FinCEN reporting, ALTA Best Practices, and the Georgia closing workflow. Your policy won't be generic boilerplate.
Our Agent Behavioral Contracts framework defines what AI can do autonomously, what requires confirmation, and what only attorneys can decide.
The readiness package maps your workflows. When you're ready to automate FinCEN filing, GSCCCA recording, or document review — we already know what to build.
Want help customizing these documents for your firm? Here's how the engagement works.
30-minute conversation about your firm, workflows, and risk areas. No obligation.
We send the questionnaire and review responses to map your complete AI footprint.
All six deliverables — customized to your practice — within 2–3 weeks.
Follow-up consultation plus planning for automation opportunities.
If your firm is using AI anywhere in the compliance workflow, that use needs governance — an inventory, a policy, and a record of human review. This package is the starting point; for a full engagement, see the Vectis AI Governance Audit.
Talk to Us →Schedule a 30-minute call. We'll discuss your firm's current AI usage, identify your biggest risk areas, and scope a customized governance engagement.
Schedule a Call →Or email us at contact@vectisco.ai