Welcome Perplexity AI to the Law Library! Move Over Google

On a couple of podcasts, I’ve heard a lot of hype about Perplexity AI and how it could be a big competitor to Google. Even though I really like new, generative AI things, it still sometimes takes hearing about something multiple times before I overcome inertia and finally check it out.

While attempting to write a blog post about whether the memory-impaired ChatGPT-4 could still perform well on a mock bar exam (spoiler alert – my tests so far indicate it can!), I was Googling for information. Specifically, I was searching for articles around the time GPT-4 Passes the Bar Exam was published on SSRN and some background on the paper author’s methodology. It was taking a long time to piece it all together… Then suddenly, I overcame my laziness and decided to check out Perplexity AI. When I reached the site, I realized that I had actually used it before! For whatever reason, I found it more appealing the second time!

Question: Tell me about how ChatGPT-4 passed a mock bar exam and the methodology that was used to arrive at that conclusion. (Note: Click here to view the full answer on the system.)

Google

Question: Tell me about how ChatGPT-4 passed a mock bar exam and the methodology that was used to arrive at that conclusion.

Answer:

Watch out Google! I really love access relevant information is getting so much easier.

Does ChatGPT-4 Have Dementia?

Is it just me, or has ChatGPT-4 taken a nosedive when it comes to legal research and writing? There has been a noticeable decline in its ability to locate primary authority on a topic, analyze a fact pattern, and apply law to facts to answer legal questions. Recently, instructions slide through its digital grasp like water through a sieve, and its memory? I would compare it to a goldfish, but I don’t want to insult them. And before you think it’s just me, it’s not just me, the internet agrees!

ChatGPT’s Sad Decline

One of the hottest topics in the OpenAI community, in the aptly named GPT-4 is getting worse and worse every single update thread, is the perceived decline in the quality and performance of the GPT-4 model, especially after the November 2023 update. Many users have reported that the model is deteriorating with each update, producing nonsensical, irrelevant, or incomplete outputs, forgetting the context, and ignoring instructions. Some users have even reverted to previous versions of the model or cancelled their subscriptions. Here are some specific quotations from recent comments about the memory problem:

  • December 2023 – “I don’t know what on Earth is wrong with GPT 4 lately. It feels like I’m talking to early 3.5! It’s incapable of following basic instructions and forgets the format it’s working on after just a few posts.”
  • December 2023 – “It ignores my instructions, in the same message. I can’t be more specific with what I need. I’m needing to repeat how I’d like it to respond every single message because it forgets, and ignores.”
  • December 2023 – “ChatGPT-4 seems to have trouble following instructions and prompts consistently. It often goes off-topic or fails to understand the context of the conversation, making it challenging to get the desired responses.”
  • January 2024 – “…its memory is bad, it tells you search the net, bing search still sucks, why would teams use this product over a ChatGPT Pre Nov 2023.”
  • February 2024 – “It has been AWFUL this year…by the time you get it to do what you want format wise it literally forgets all the important context LOL — I hope they fix this ASAP…”
  • February 2024 – “Chatgpt was awesome last year, but now it’s absolutely dumb, it forgets your conversation after three messages.”

OpenAI has acknowledged the issue and released an updated GPT-4 Turbo preview model, which is supposed to reduce the cases of “laziness” and complete tasks more thoroughly. However, the feedback from users is still mixed, and some are skeptical about the effectiveness of the fix.

An Example of Confusion and Forgetfulness from Yesterday

Here is one of many examples of my experiences which provide an illustrative example of the short-term memory and instruction following issues that other ChatGPT-4 users have reported. Yesterday, I asked it to find some Texas cases about the shopkeeper’s defense to false imprisonment. Initially, ChatGPT-4 retrieved and summarized some relatively decent cases. Well, to be honest, it retrieved 2 relevant cases, with one of the two dating back to 1947… But anyway, the decline in case law research ability is a subject for another blog post.

Anyway, in an attempt to get ChatGPT-4 to find the cases on the internet so it could properly summarize them, I provided some instructions and specified the format I wanted for my answers. Click here for the transcript (only available to ChatGPT-4 subscribers).

Confusion ran amok! ChatGPT-4 apparently understood the instructions (which was a positive sign) and presented three cases in the correct format. However, they weren’t the three cases ChatGPT had listed; instead, they were entirely irrelevant to the topic—just random criminal cases.

It remembered… and then forgot. When reminded that I wanted it to work with the first case listed and provided the citation, it apologized for the confusion. It then proceeded to give the correct citation, URL, and a detailed summary, but unfortunately in the wrong format!

Eventually, in a subsequent chat, I successfully got it to take a case it found, locate the text of the case on the internet, and then provide the information in a specified format. However, it could only do it once before completely forgetting about the specified format. I had to keep cutting and pasting the instructions for each subsequent case.

Sigh… I definitely echo the sentiments of expressed on the GPT-4 is getting worse and worse every single update thread.

ChatGPT Is Growing a Long Term Memory

Well, the news is not all bad! While we are on the topic of memory, OpenAI has introduced a new feature for ChatGPT – the ability to remember stuff over time. ChatGPT’s memory feature is being rolled out to a small portion of free and Plus users, with broader availability planned soon. According to OpenAI, this enhancement allows ChatGPT to remember information from past interactions, resulting in more personalized and coherent conversations. During conversations, ChatGPT automatically picks up on details it deems relevant to remember. Users can also explicitly instruct ChatGPT to remember specific information, such as meeting note preferences or personal details. Over time, ChatGPT’s memory improves as users engage with it more frequently. This memory feature could be useful for users who want consistent responses, such as replying to emails in a specific format.

The memory feature can be turned off entirely if desired, giving users control over their experience. Deleting a chat doesn’t erase ChatGPT’s memories; users must delete specific memories individually…which seems a bit strange – see below. For conversations without memory, users can use temporary chat, which won’t appear in history, won’t use memory, and won’t train the AI model.

The Future?

As we await improvements to our once-loved ChatGPT-4, our options remain limited, pushing us to consider alternative avenues. Sadly, I’ve encountered recent similar shortcomings with the once-useful for legal research and writing Claude 2. In my pursuit of alternatives, platforms like Gemini, Perplexity, and Hugging Face have proven less than ideal for research and writing tasks. However, amidst these challenges, Microsoft Copilot has shown promise. While not without its flaws, it recently demonstrated adequate performance in legal research and even took a passable stab at a draft of a memo. Given OpenAI’s recent advancements in the form of Sora, the near-magical text-to-video generator that is causing such hysteria in Hollywood, there’s reason to hope that they can pull ChatGPT back from the brink.

ABA TECHSHOW 2024 Review

Since so many of the AI Law Librarians team were able to attend this year, we thought we would combine some of our thoughts (missed you Sarah!) about this yearly legal technology conference.

Sean

Startup Alley

We arrived in Chicago on a chilly Wednesday morning, amid an Uber & Lyft strike, with plenty of time to take the train from the airport to our hotel. After an obligatory trip to Giordanno’s our students were ready to head over to the Start-up Pitch Competition. I sat with co-blogger Rebecca Fordon during the competition and we traded opinions on the merits of the start-up pitches. We both come from the academic realm and were interested in seeing the types of products that move the needle for attorneys working at firms.

I was familiar with many of the products because I spend a decent portion of my time demo’ing legal tech as part of my current role. It was stiff competition and there were many outstanding options to choose from. Once all of the pitches were done, the audience voted, and then Bob Ambrogi announced the winners. To my great surprise and pleasure, AltFee won! For the uninitiated, AltFee is “a product that helps law firms replace the billable hour with fixed-fee pricing.” This was very interesting to me because I have long thought that LLMs could mean the death knell of the billable hour in certain legal sectors. This was, at least, confirmation that the attorneys attending the TECHSHOW have this on their radar and are thinking through how they are going to solve this problem.

techshow sessions

This year’s schedule of sessions was noticeably heavy on AI-related topics. This was great for me because I’m super interested in this technology and how it is being implemented in the day-to-day life of practitioners. I saw sessions on everything from case management software, to discovery, to marketing, kinda everything.

An especially inspiring couple of sessions for me featured Judge Scott Schlegel on the Fifth Circuit Court of Appeal in Louisiana. Judge Schlegel is the first judge that I’ve seen make fantastic use of AI in United States Courts for access to justice. I am passionate about this topic and have been fishing for grants to try to implement a handful of projects that I have so it was phenomenal to see that there are judges out there who are willing to be truly innovative. Any initiative for access to justice in the courts would require the buy-in of many stakeholders so having someone like Judge Schlegel to point to as a proof of concept could be crucial in getting my projects off the ground. After hearing his presentations I wished that every court in the US had a version of him to advocate for these changes. Importantly, none of his projects require tons of funding or software development. They are small, incremental improvements that could greatly help regular people navigate the court system – while, in many cases, improving the daily lives of the court staff and judges who have to juggle huge caseloads. Please feel free to email grants opportunities in this vein if you see them: sharrington@ou.edu.

side quest: northwestern law ai symposium

In the weeks leading up to the TECHSHOW I received an invite from Prof. Daniel Linna to attend Northwestern University’s AI and Law: Navigating the Legal Landscape of Artificial Intelligence Symposium. I took a frigid hike down to the school in the morning to attend a few sessions before returning to the TECHSHOW in the afternoon. It was a fantastic event with a great mix of attorneys, law professors, and computer science developers.

I was able to see Professor Harry Surden‘s introductory session on how LLM’s work in legal applications. While this information was not “new” to me per se (since I frequently give a similar presentation), he presented this complicated topic in an engaging, clear, and nuanced way. He’s obviously a veteran professor and expert in this area and so his presentation is much better than mine. He gave me tons of ideas on how to improve my own presentations to summarize and analogize these computer science topics to legal professionals, for which I was very grateful.

The second session was a panel that included Sabine BrunswickerJJ Prescott, and Harry Surden. All were engaged in fascinating projects using AI in the law and I encourage you to take a look through their publications to get a better sense of what the pioneers in our field are doing to make use of these technologies in their research.

Our Students

Each year our school funds a cohort of students to attend the TECHSHOW and this year was no different. This is my first year going with them and I wasn’t sure how much value they would get out of it since they don’t have a ton of experience working in firms using these tools. Was this just a free trip to Chicago or was this pedagogically useful to them?

I will cut to the chase and say that they found this tremendously useful and loved every session that they attended. Law school can (sometimes) get a little disconnected from the day-to-day practice of law and this is a great way to bridge that gap and give the students a sense of what tools attorneys use daily to do their jobs. You’d think that all of the sexy AI-related stuff would be attractive to students but the best feedback came from sessions on basic office applications like MS Outlook and MS Word. Students are definitely hungry for this type of content if you are trying to think through workshops related to legal technology.

In addition to the sessions, the students greatly appreciated the networking opportunities. The TECHSHOW is not overly stuffy and formal and I think they really liked the fact that they could, for example, find an attorney at a big firm working in M&A and pick their brain at an afterparty to get the unfiltered truth about a specific line of work. All of the students said they would go again and I’m going to try to find ways to get even more students to attend next year. If your school ends up bringing students in the future, please reach out to me and we can have our students get together at the event.

Jenny

Jenny live-tweeted the ABA TECHSHOW’s 60 Apps in 60 Minutes and provided links. You can follow her on this exciting journey starting with this tweet:

Rebecca

One of the most impactful sessions for me was titled “Revitalize Your Law Firm’s Knowledge Management with AI,” with Ben Schorr (Microsoft) and Catherine Sanders Reach (North Carolina Bar Association).  To drive home why KM matters so much, they shared the statistic that knowledge workers spend a staggering 2.5 hours a day just searching for what they need. That resonated with me, as I can recall spending hours as a junior associate looking for precedent documents within my document management system. Even as a librarian, I often spend time searching for previous work that either I or a colleague has done.

To me, knowledge management is one of the most exciting potential areas to apply AI, because it’s such a difficult problem that firms have been struggling with for decades. The speaker mentioned hurdles like data silos (e.g., particular practice areas sharing only among themselves), a culture of hoarding information, and the challenges of capturing and organizing vast amounts of data, such as emails and scanned documents with poor OCR. 

The speakers highlighted several AI tools that are attempting to address these issues through improved search going beyond keywords, automating document analysis to aid in categorizing documents, and suggesting related documents. They mentioned Microsoft Copilot, along with process tools like Process Street, Trainual, and Notion. Specific tools like Josef allow users to ask questions of HR documents and policies, rather than hunting for the appropriate documents.

Artificial Intelligence and the Future of Law Libraries Roundtable Events

South Central Roundtable

OU Law volunteered to host the South Central “Artificial Intelligence and the Future of Law Libraries” roundtable and so I was fortunate enough to be allowed to attend. This is the third iteration of a national conversation on what the new AI technologies could mean for the future of law libraries and (more broadly) law librarianship. I thought I would fill you in on my experience and explain a little about the purpose and methodology of the event. The event follows Chatham House Rules so I cannot give you specifics about what anybody said but I can give you an idea of the theme and process that we worked through.

Law Library Director Kenton Brice of OU Law elected to partner with Associate Dean for Library and Technology Greg Ivy and SMU to host the event in Dallas, TX because it was more accessible for many of the people that we wanted to attend. I’d never been to SMU and it’s a beautiful campus in an adorable part of Dallas – here’s a rad stinger I made in Premiere Pro:

Not cleared with SMU’s marketing department

TL;DR: If you get invited, I would highly recommend that you go. I found it enormously beneficial.

History and Impetus

The event is the brainchild of Head of Research, Data & Instruction, Director of Law Library Fellows Program Technology & Empirical Librarian, Cas Laskowsi at the University of Arizona (hereinafter “Cas”). They hosted the inaugural session through U of A’s Washington, DC campus. You may have seen the Dewey B. Strategic article about it since Jean O’Grady was in attendance. The brilliant George H. Pike at Northwestern University hosted the second in the series in Chicago. I know people who have attended each of these sessions and the feedback has been resoundingly positive.

The goal of this collaborative initiative is to provide guidance to law libraries across the country as we work to strategically incorporate artificial intelligence into our operations and plan for the future of our profession. 

Cas, from the U of A Website

Methodology

The event takes the entire day and it’s emotionally exhausting, in the best way possible. We were broken into tables of 6 participants. The participants were hand-selected based on their background and experience so that each table had a range of different viewpoints and perspectives.

Then the hosts (in our case, Kenton Brice and Cas Laskowski) walked us through a series of “virtuous cycle, vicious cycle” exercises. They, thankfully, started with the vicious cycle so that you could end each session on a virtuous cycle, positive note. At the end, each table chose a speaker and then we summarized the opinions discussed so that the entire room could benefit from the conversations. Apparently, this is an exercise done at places like the United Nations to triage and prepare for future events. This process went on through 3 full cycles and then we had about an hour of open discussion at the end. We got there at 8am and had breakfast and lunch on-site (both great – thank you Greg Ivy and SMU catering) because it took the entire day.

We had a great mix of academic, government, and private sector presented at the event and the diversity of stakeholders and experiences made for robust and thought-provoking conversation. Many times I would hear perspectives that had never occurred to me and would have my assumptions challenged to refine my own ideas about what the future might look like. Additionally, the presence of people with extensive expertise in specific domains, such as antitrust, copyright, the intricacies of AMLaw100 firms, and the particular hurdles faced in government roles, enriched the discussions with a depth and nuance that is rare to find. Any one of these areas can require years of experience so having a wide range of experts to answer questions allowed you to really “get into the weeds” and think things through thoroughly.

My Experience

I tend to be (perhaps overly) optimistic about the future of these technologies and so it was nice to have my optimism tempered and refined by people who have serious concerns about what the future of law libraries might look like. While the topics presented were necessarily contentious, everybody was respectful and kind in their feedback. We had plenty of time for everybody to speak (so you didn’t feel like you were struggling to get a word in).

You’d think that 8 hours of talking about these topics would be enough but we nearly ran over on every exercise. People have a lot of deep thoughts, ideas, and concerns about the state and future of our industry. Honestly, I would have been happy to have this workshop go on for several days and cover even more topics if that was possible. I learned so much and gained so much value from the people at my table that it was an incredibly efficient way to get input and share ideas.

Unlike other conferences and events that I’ve attended this one felt revolutionary – as in, we truly need to change the status quo in a big way and start getting to work on new ways to tackle these issues. “Disruptive” has become an absolute buzzword inside of Silicon Valley and academia but now we have something truly disruptive and we need to do something about it. Bringing all these intelligent people together in one room fosters an environment where disparate, fragmented ideas can crystalize into actionable plans, enabling us to support each other through these changes.

The results from all of these roundtables are going to be published in a global White Paper once the series has concluded. Each roundtable has different regions and people involved and I can’t wait to see the final product and hear what other roundtables had to say about these important issues. More importantly, I can’t wait to be involved in the future projects and initiatives that this important workshop series creates.

I echo Jean O’Grady: If you get the call, go.

Beyond Legal Documentation: Other Business Uses of Generative AI

I have been listening to and enjoyed thinking about and participating in conversations about how generative AI is going to be integrated into the practice of law. Most of these conversations surround how it will be integrated into legal documents, which is not surprising considering how many lawyers have gotten in trouble for this and how quickly our research and writing products are integrating the technology. But there is more to legal practice than creating client and/or court documents. In fact, there are many more business uses of generative AI than just research and drafting.

This past fall, I was asked to lead an AI session for Capital University’s joint venture with the Columbus College of Art & Design, the Institute for Creative Leadership at Work. I was asked to adapt my presentation to HR professionals and focus on SHRM compliance principles. I enjoyed the deep dive into this world, and I came away from my research with a lot of great ideas for my session, Bard, Bing, and ChaptGPT, Oh My!: Possible Ethical Uses of Generative AI at Work, such as tabletop emergency exercises, social media posts, job descriptions, and similar tasks.

This week, I have been thinking about how everyone’s focus has really been around legal documentation, my own included. But there are an amazing number of backend business tasks that could also utilize AI in a positive way. The rest of the world, including HR, has been focusing on them for a while, but we seem to have lost track of these business tasks.

Here are some other business uses of generative AI and prompts that I think hold great promise. Continue reading →

Tabletop emergency simpulation image
  1. Drafting job descriptions
    • Pretend that you are an HR specialist for a small law firm in the United States. Draft a job description for a legal secretary who focuses on residential real estate transactions but may assist with other transactional legal matters as needed. [Include other pertinent details of the position]. The job description will be posted in the following locations [fill in list]
  2. Creating tabletop simulations to work through crisis/emergency plans:
    • You are an HR specialist who is helping plan for and test the company’s responses to a variety of situations. First is an active shooter in the main building. A 5th grade tour of the facilities is going on on the third floor. Create a detailed tabletop simulation to test this.
    • Second scenario: The accounting department is celebrating the birthday of the administrative assistant and is having cake in the breakroom. The weather has turned bad, and an F4 tornado is spotted half a mile away. After 15 minutes, the tornado strikes the building directly. Create a detailed tabletop simulation to test the plan and response for this event.
  3. Assisting with lists of mandatory and voluntary employee trainings
    • Pretend that you are an HR professional who works for a law firm. You are revamping the employee training program. We need to create a list of mandatory trainings and a second list of voluntary trainings. Please draft a list of training appropriate to employees in a law firm setting.
  4. Assisting with social media posting creation:
    • Pretend that you are a professional social media influencer for the legal field. Draft an Instagram post, including creating a related image, to celebrate Law Day, which is coming up on May 1st.  Make sure that it is concise and Instagram appropriate. Please include hashtags.
  5. Assisting with creating employee policies or handbooks (verify content!):
    • Pretend that you are an information security professional. Draft an initial policy for a law firm regarding employee AI usage for company work. The company wants to allow limited use of generative AI. They are very worried that their proprietary and/or confidential client data will be accidentally released. Specify that only your custom AI system – [name firm-specific or specialized AI with a strong privacy contract clause] – can be used with company data. The policy must also take into consideration the weaknesses of all AI systems, including hallucinations, potential bias, and security issues.
  6. Assisting with making sure your web presence is ADA accessible:
    • Copilot/web-enabled Prompt: Pretend that you are a graphic designer who has been tasked with making sure that a law firm’s online presence is ADA accessible. Please review the site [insert link], run an ADA compliance audit, and provide an accessibility report, including suggestions on what can be done to fix any accessibility issues that arise.
  7. Onboarding documentation
    • Create a welcome message for a new employee. Tell them that the benefits orientation will be at 9 am in the HR conference room on the next first Tuesday of the month. Pay day is on the 15th and last day of each month, unless payday falls on a weekend or federal holiday, in which case it will be the Friday before. Employees should sign up for the mandatory training that will be sent to them in an email from IT.
    • (One I just user IRL) Pretend that you are a HR specialist in a law library. A new employee is starting in 6 weeks, and the office needs to be prepared for her arrival. [Give specific title and any specialized job duties, including staff supervision.] Create an onboarding checklist of important tasks, such as securing keys and a parking permit, asking IT to set up their computer, email address, and telephone, asking the librarians to create passwords for the ILS, Libguides, and similar systems, etc.

What other tasks (and prompts) can you think of that might be helpful? If you are struggling to put together a prompt, please see my general AI Prompt Worksheet in Introducing AI Prompt Worksheets for the Legal Profession. We welcome you to share your ideas in the comments.

Birth of the Summarizer Pro GPT: Please Work for Me, GPT

Last week, my plan was to publish a blog post about creating a GPT goofily self-named Summarizer Pro to summarize articles and organize citation information in a specific format for inclusion in a LibGuide. However, upon revisiting the task this week, I find myself first compelled to discuss the recent and thrilling advancements surrounding GPTs – the ability to incorporate GPTs into a ChatGPT conversation.

What is a GPT?

But, first of all, what is a GPT? The OpenAI website explains that GPTs are specialized versions of ChatGPT designed for customized applications. These unique GPTs enable anyone to modify ChatGPT for enhanced utility in everyday activities, specific tasks, professional environments, or personal use, with the added ability to share these personalized versions with others.

To create or use a GPT, you need access to ChatGPT’s advanced features, which require a paid subscription. Building your own customized GPT does not require programming skills. The process involves starting a chat, giving instructions and additional information, choosing capabilities like web searching, image generation, or data analysis, and iteratively testing and improving the GPT. Below are some popular examples that ChatGPT users have created and shared in the ChatGPT store:

GPT Mentions

This was already exciting, but last week they introduced a feature that takes it to the next level – users can now invoke a specialized GPT within a ChatGPT conversation. This is being referred to as “GPT mentions” online. By typing the “@” symbol, you can choose from GPTs you’ve used previously for specific tasks. Unfortunately, this feature hasn’t rolled out to me yet, so I haven’t had the chance to experiment with it, but it seems incredibly useful. You can chat with ChatGPT as normal while also leveraging customized GPTs tailored to particular needs. For example, with the popular bots listed above, you could ask ChatGPT to summon Consensus to compile articles on a topic. Then call on Write For Me to draft a blog post based on those articles. Finally, invoke Image Generator to create a visual for the post. This takes the versatility of ChatGPT to the next level by integrating specialized GPTs on the fly.

Back to My GPT Summarizer Pro

Returning to my original subject, which is employing a GPT to summarize articles for my LibGuide titled ChatGPT and Bing Chat Generative AI Legal Research Guide. This guide features links to articles along with summaries on various topics related to generative AI and legal practice. Traditionally, I have used ChatGPT (or occasionally Bing or Claude 2, depending on how I feel) to summarize these articles for me. It usually performs admirably well on the summary part, but I’m left to manually insert the title, publication, author, date, and URL according to a specific layout. I’ve previously asked normal old ChatGPT to organize the information in this format, but the results have been inconsistent. So, I decided to create my own GPT tailored for this task, despite having encountered mixed outcomes with my previous GPT efforts.

Creating GPTs is generally a simple process, though it often involves a bit of fine-tuning to get everything working just right. The process kicks off with a set of questions… I outlined my goals for the GPT – I needed the answers in a specific format, including the title, URL, publication name, author’s name, date, and a 150-word summary, all separated by commas. Typically, crafting a GPT involves some back-and-forth with the system. This was exactly my experience. However, even after this iterative process, the GPT wasn’t performing exactly as I had hoped. So, I decided to take matters into my own hands and tweak the instructions myself. That made all the difference, and suddenly, it began (usually) producing the information in the exact format I was looking for.

Summarizer Pro in Action!

Here is an example of Summarizer Pro in action! I pasted a link to an article into the text box and it produced the information in the desired format. However, reflecting the dynamic nature of ChatGPT responses, the summaries generated this time were shorter compared to last week. Attempts to coax it into generating a longer or more detailed summary were futile… Oh well, perhaps they’ll be longer if I try again tomorrow or next week.

Although it might not be the most fancy or thrilling use of a GPT, it’s undeniably practical and saves me time on a task I periodically undertake at work. Or course, there’s no shortage of less productive, albeit entertaining, GPT applications, like my Ask Sarah About Legal Information project. For this, I transformed around 30 of my blog posts into a GPT that responds to questions in the approximate manner of Sarah.

New Resources for Teaching with Legal AI and Keeping Up with the Latest Research

Today’s guest post comes from the University of Denver Sturm College of Law’s John Bliss. Professor Bliss has been kind enough to share some resources that he has crafted to help teach AI to lawyers and law students. In addition, he has launched a new blog which would likely be of interest to our audience so we are happy to host this cross-over event.

Teaching

I recently posted to SSRN a forthcoming article on Teaching Law in the Age of Generative AI, which draws from early experiments with AI-integrated law teaching, surveys of law students and faculty, and the vast new literature on teaching with generative AI across educational contexts. I outline a set of considerations to weigh when deciding how to incorporate this tech in the legal curriculum. And I suggest classroom exercises, assignments, and policies. See https://papers.ssrn.com/sol3/papers.cfm?abstract_id=4682456.

Blog

I’m also organizing a blog that provides up-to-date analysis of research on AI’s legal capabilities. You can subscribe at http://ai-lawyering.blog. Let me know if you’re interested in contributing. The motivation for the blog is that legal AI is a fast-moving field. It is all too common that our discussions are based on outdated and inaccurate information. Empirical findings are often misconstrued in mass and social media. The blog aims to address this issue by reviewing the latest high-quality research, emphasizing empirical studies of AI capabilities as well as scholarship on the implications of this technology for lawyers and other stakeholders in the legal system.

New Program on Generative AI for Legal Practitioners

I’m working with a non-profit teaching lawyers and other members of the legal profession about generative AI: http://oak-academy.org. Just last week, we held our first session with a group of lawyers, law students, and academics. It seemed to go well!

I look forward to continuing conversations on these topics. Please feel free to reach out—jbliss@law.du.edu

Introducing AI Prompt Worksheets for the Legal Profession

I spent the first week of January attending the American Association of Law Schools’ Annual Meeting in Washington D.C. I was really impressed with all of the thoughtful AI sessions, including two at which I participated as a panelist. The rooms were packed beyond capacity for each AI session that I attended, which underscored the growing interest in AI in the legal academy. Many people attended in order to start their education. The overwhelming interest at the conference made my decision clear: it is time to launch my AI prompt worksheets to the world, addressing the need I observed there. While AALS convinced me to release the worksheets, the worksheets themselves were created for an upcoming presentation at ABA TECHSHOW 2024, How to Actually Use AI in Your Legal Practice, at which Greg Siskind and I will be discussing practical tips for generative AI usage.

DALL-E generated

Background: Good Habits – Research Planning

Law librarians have been encouraging law students to create a research plan before they start their research for decades. The plan form varies by school and/or librarian, but it usually requires the researcher to answer questions on the following topics:

  • Issue Identification
  • Jurisdiction
  • Facts
  • Key words/Terms of Art
  • Resource Selection

Once the questions are answered, the plan has the researcher write out some test searches. The plan evolves as the research progresses. The more experienced the researcher, the less formal the plan often is, but even the most experienced researcher retrieves better results if they pause to consider what they know currently and what they need in the results. After all, garbage in, garbage out (GIGO). In other words, the quality of our input affects the quality of the output. This is especially true when billable hours come into play, and you cannot bill for excess time due to poor research skills.

Continuing the Good Habits with Generative AI

GIGO applies just as much to generative AI. I quickly noticed that my AI results are much better when I stop and think them through, providing a high level of detail and a good explanation of what I want the AI system to produce. So, good law librarian that I am, I created a new form of plan for those who are learning to draft a prompt. Thus, I give you my AI prompt worksheets.

AI Prompt Worksheet – General

Worksheet (Word)

The first worksheet that I created is geared towards general generative AI systems like ChatGPT, Claude 2, Bing Chat/Copilot, and Bard.  The worksheet makes the prompter think through the following topics:

  • Tone of Output
  • Role
  • Output Format
  • Purpose
  • Issue
  • Potential Refinements (may be added later as the plan evolves)

So that you can easily keep track of your prompts, the Worksheet also requests some metadata about your prompt, including project name, date, and AI system used. The final question lets the prompter decide if this prompt worked for them.

DALL-E generated

AI Prompt Worksheet – Legal

Worksheet – Legal (Word)

For the second worksheet, I wanted to draft something that works well with legal AI systems. Based on the systems that I have received access to, such as Lexis AI and LawDroid Copilot, and the systems that I have seen demonstrated, I cut down some of the fields. Most of the systems are building a guided AI prompting experience, so they will ask you for the jurisdiction, for instance. They may also allow you to select a specific type of output, such as a legal memo or contract clause. This means less need for an extensive number of fields in the worksheet. In fact, when I ran the worksheet past a vLex representative, I was told it was not needed at all because they had made the guided prompt that easy.

Librarian that I am, however, I still feel that planning before you prompt is preferred. Reasons for this preference include: the high cost of the current generative AI searches, the desire for efficient and effective results, knowledge that an attorney’s time is literally worth money, and the desire for a happy partner and client.

The legal worksheet trims the fields down to role, output (format and jurisdiction), issue, and refinement instructions. This provides enough room to flesh out your prompt without overlapping the guided prompt fields too much.

General Comments Regarding the Worksheets

With both worksheets, the key is to give a good, detailed description of what you need. Think about it like explaining what you need to a first-year law student – the more detail you give, the more likely you are to get something useable. The worksheets provide examples of the level of detail recommended, and you will find links to the results in the footnotes of the forms.

In addition to helping perfect your prompt with some pre-planning, these worksheets should be useful for creating your very own prompt library.

Feedback Wanted!

DALL-E created

Please feel free to use the worksheets (just don’t sell them or otherwise profit off of them! Ask if you want to make a derivative of them). If you do use them, please let me know what you think in the comments or via email. How have they assisted (or not) with improving your prompting skills? Are there fields you would like to see added/removed?  I will be updating and releasing new versions as I go. If you are looking for the most recent versions of the worksheets, I will post them at: https://law-capital.libguides.com/Jennys_AI_Resources/AI_Prompt_Worksheets

ChatGPT-4 Pre-Prompt Text Reminders: “Remember You Can Search the Internet…BUT NOT FOR SONG LYRICS!”

I have frequently wondered why ChatGPT often struggles with searching the internet – to the point where it sometimes denies having internet access altogether and has to be reminded. The answer fell into my lap today when I was listening to my favorite AI podcast and heard the ChatGPT Pre-Prompt Text Leaked episode. As it turns out, ChatGPT is so bad at remembering that it can search the internet for answers that OpenAI has to run a plain old normal natural language prompt reminding it behind the scenes – a set of custom instruction that runs even before the user’s custom instructions or prompts.

These pre-prompt instructions are not limited to internet search capability reminders. If you ask ChatGPT-4 to tell you EVERYTHING (click on the link for the specific language required), it will provide several screens of its behind-the-scenes pre-user prompt instructions on who it is (ChatGPT!), how to handle Python code, instructions for generating images, and…my favorite…a reminder that it can search the internet. An excerpt of the instructions appears below. To view the full text, click here to view my ChatGPT-4 transcript.

Behind the Curtain

Obviously, I knew that ChatGPT did something behind the scenes – it is after all a complicated computer program. However, I didn’t suspect that some of this behind-the-scenes magic is 1192 words (according to a Microsoft Word count) of normal text prompts, without any fancy computer programming.

So, behind the curtain of the fancy revolutionary AI software, there are…words. Basically, before applying the user’s custom instructions or looking at the user’s prompts, ChatGPT looks at its baseline instructions which are stated in plain language. It all makes perfect sense now… It’s not just my imagination; ChatGPT actually is horrible at remembering it can search the internet, and when it does search, it produces questionably helpful results. OpenAI has tried to deal with problem with a last minute helpful-ish reminder

“Remember, you CAN search the internet! See, like this!!”

“And for the love of GOD try hard to find stuff (except for song lyrics)! I believe in you!!”

Allows for Quick and Easy Fixes?

On the plus side of this simple approach of running pre-prompt prompts behind the scenes, it seems like it was a super easy fix to get DALL-E to embrace DEI. When the program first came out, if you wanted a non-white, non-man image, you had to specify that. As the months went on, it got better and better at providing images more representative of humanity. I thought maybe the developers did something complicated like retrain the system with new images, call on the great AI minds to adjust fancy algorithms, and who knows what else. Nope, just a few sentences fixed the problem!

“And for images, remember not all people are white men!”

Possibly Actionable Insights?

It’s funny to picture ChatGPT’s robomom yelling out the door as it leaves for school, “Don’t forget, you can use the internet! And remember not to be racist/sexist! AND MOST IMPORTANTLY NO SONG LYRICS!!”

In addition to being gratified that I was right that ChatGPT is really bad at searching the internet, I was thinking that this new (to me) knowledge about how the system works would be useful in some way, perhaps by helping to formulate more useful prompts. However, after thinking about it, I am not so sure that I have identified any actionable insights.  

Can I give it more complex prompts? On the one hand, it appears that the system can handle more complex instructions than I originally thought, because it is able to analyze several screens of text before it even gets to mine. Does this mean I should feel free to give even more complex instructions?
Should I give it less complex prompts? On the other hand, ChatGPT already seems to ignore parts of any long and complex instructions, and if not, its memory for them degrades during an extended back and forth session. Does this mean that the system is already overloaded with instructions, so I should make it a point to give it less complex ones?
Should I give it frequent reminders of important instructions? Does the fact that OpenAI thinks that it is effective to remind ChatGPT of important instructions mean that we should spend a lot of time…reminding it of important instructions? When asking the system a question which requires internet consultation for an answer, maybe it would help to preface the question by first cutting and pasting in the system’s own pre-prompt browsing instructions (that appear above).

Conclusion

I will keep thinking and let y’all know if I come up with anything!

Shifting Sands: Ethical Guidance for AI in Legal Practice

Generative AI has only been here for one year, and we’ve already seen several lawyers make some big blunders trying to use it in legal practice. (Sean Harrington has been gathering them here). Trying to get ahead of the problem, bar associations across the country have appointed task forces, working groups, and committees to consider whether ethical rules should be revised. Although the sand will continue to shift under our feet, this post will attempt to summarize the ethical rules, guidance and opinions related to generative AI that are either already issued or forthcoming. The post will be updated as new rules are issued.

Image generated by DALLE-3, showing Matrix-style code flowing over the shifting sands of a desert. A sandstorm looms.

California CPRC Best Practices

On November 16, 2023, the California State Bar Board of Trustees approved their Practical Guidance for the Use of Generative Artificial Intelligence in the Practice of Law. The document was initially created by the Committee on Professional Responsibility and Conduct. Unlike ethics opinions or formal rules, which tend to be more prescriptive and specific in nature, this document serves as a guide, offering insights and considerations for lawyers as they navigate the new terrain of AI in legal practice. It is organized by duties, with practical considerations for each duty, and addresses the duty of confidentiality, duties of competence & diligence, duty to supervise, duty of candor, disclosure to clients, charging clients for work produced by generative AI, and more.

Florida Bar Advisory Opinion

On January 19, 2024, the Florida Bar issued its Advisory Opinion 24-1, regarding lawyers’ use of generative AI. The opinion discusses the duty of confidentiality, oversight of AI, the impact on legal fees and costs, and use in lawyer advertising.

New Jersey Supreme Court

On January 24, 2024, the New Jersey Bar issued its Preliminary Guidelines on New Jersey Lawyers’ Use of Artificial Intelligence. The guidelines highlight the importance of accuracy, truthfulness, confidentiality, oversight, and the prevention of misconduct, indicating that AI does not alter lawyers’ core ethical responsibilities but necessitates careful engagement to avoid ethical violations.

Judicial Standing Orders

Beginning soon after the infamous ChatGPT error in Mata v. Avianca, judges began to issue orders limiting the use of generative AI or requiring disclosure of its use or checking for accuracy. To date, at least 24 federal judges and at least one state court judge have issued standing orders.

Fifth Circuit’s Proposed Rule

The United States Court of Appeals for the Fifth Circuit recently solicited comments on its proposed new rule requiring certification as to the use of generative AI. It is the first federal appeals court to consider such a rule.

Judicial Ethics Opinions

Finally, in some jurisdictions, ethical bodies have looked beyond the use of generative AI by lawyers, and have given guidance on how judges can and should use generative AI.

On October 27, 2023, the State Bar of Michigan issued an opinion emphasizing the ethical obligation of judicial officers to maintain competence with advancing technology, including artificial intelligence, highlighting the need for ongoing education and ethical evaluation of AI’s use in judicial processes.

Also in October 2023, the West Virginia Judicial Investigation Commission issued Advisory Opinion 2023-22, opining that judges may use artificial intelligence for research but not to determine case outcomes.

Resources