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AI Governance for Legal Billing + OCG Compliance
(PDF + Free Companion Google Sheet Toolkit + Risk Calculator)
AI isn’t dangerous. Uncontrolled AI is dangerous.
The AI OCG RULE MATRIX™ is a practical governance system that tells your team exactly what AI use is allowed, what requires review, and what’s prohibited—built for legal billing workflows and Outside Counsel Guidelines (OCGs).
You get the PDF framework plus a free Companion Google Sheet Toolkit so you can implement immediately (Task Matrix, Usage Log, Exception Requests, and a strict legal Risk Calculator).
Included with your $97 purchase:
AI OCG RULE MATRIX™ PDF (January 2026 Edition) — operational rules your team can actually follow
Traffic-Light Governance System (Green / Yellow / Red) — clear permissions + review requirements
AI Task Matrix (Ready-to-Use) — daily-use grid of common AI tasks with required actions
Legal Billing + OCG Addendum — rules for narratives, portal submissions, guideline-sensitive work, and common triggers
Templates (included in PDF + Sheet):
AI Usage Log (Yellow Zone)
Exception Request Form
FREE Companion Google Sheet Toolkit (Included) — working tabs your team can copy and use immediately
FREE AI Risk Calculator (Strict Legal Labeling)
Auto-labels risk using strict legal rules: 1–2 = Green | 3–4 = Yellow (High Scrutiny) | 5 = Red
Designed for:
Law firm billing teams, eBilling coordinators, and billing managers
Legal ops teams supporting strict client guidelines
Any team using AI for drafting, summarizing, training, or workflow support—but needing guardrails, review, and audit trail discipline
When AI use isn’t governed, teams accidentally create risk:
Client/matter details get exposed in prompts
AI outputs get used externally without review
Billing narratives get “cleaned up” in ways that trigger OCG violations
There’s no audit trail when a client challenges a submission
This framework gives you:
Clear rules (what’s allowed vs. review-required vs. prohibited)
Consistency across team members and matters
A repeatable review + logging system (especially for Yellow Zone work)
A practical risk score so decisions don’t depend on guesswork
Assign an AI Owner (Billing Manager / Ops Lead).
Confirm approved tools and adopt sanitization rules.
Use the Task Matrix to classify work (Green/Yellow/Red).
For Yellow Zone tasks: log usage + require human review.
Use the Risk Calculator to score tasks consistently and enforce “high scrutiny” review.
You’ll receive:
Instant PDF download after purchase
A link to the free Companion Google Sheet Toolkit (view-only master)
Then click File → Make a copy to save it to your Google Drive and use with your team.
Is this legal advice?
No. This is operational guidance. Always follow your firm policies, client requirements, and applicable laws/regulations.
Can my team use it?
Yes. Make a copy of the Companion Sheet and use it as your internal toolkit + log.
Do I need special software?
No—Google Sheets + your existing workflow.
AI Governance for Legal Billing + OCG Compliance
(PDF + Free Companion Google Sheet Toolkit + Risk Calculator)
AI isn’t dangerous. Uncontrolled AI is dangerous.
The AI OCG RULE MATRIX™ is a practical governance system that tells your team exactly what AI use is allowed, what requires review, and what’s prohibited—built for legal billing workflows and Outside Counsel Guidelines (OCGs).
You get the PDF framework plus a free Companion Google Sheet Toolkit so you can implement immediately (Task Matrix, Usage Log, Exception Requests, and a strict legal Risk Calculator).
Included with your $97 purchase:
AI OCG RULE MATRIX™ PDF (January 2026 Edition) — operational rules your team can actually follow
Traffic-Light Governance System (Green / Yellow / Red) — clear permissions + review requirements
AI Task Matrix (Ready-to-Use) — daily-use grid of common AI tasks with required actions
Legal Billing + OCG Addendum — rules for narratives, portal submissions, guideline-sensitive work, and common triggers
Templates (included in PDF + Sheet):
AI Usage Log (Yellow Zone)
Exception Request Form
FREE Companion Google Sheet Toolkit (Included) — working tabs your team can copy and use immediately
FREE AI Risk Calculator (Strict Legal Labeling)
Auto-labels risk using strict legal rules: 1–2 = Green | 3–4 = Yellow (High Scrutiny) | 5 = Red
Designed for:
Law firm billing teams, eBilling coordinators, and billing managers
Legal ops teams supporting strict client guidelines
Any team using AI for drafting, summarizing, training, or workflow support—but needing guardrails, review, and audit trail discipline
When AI use isn’t governed, teams accidentally create risk:
Client/matter details get exposed in prompts
AI outputs get used externally without review
Billing narratives get “cleaned up” in ways that trigger OCG violations
There’s no audit trail when a client challenges a submission
This framework gives you:
Clear rules (what’s allowed vs. review-required vs. prohibited)
Consistency across team members and matters
A repeatable review + logging system (especially for Yellow Zone work)
A practical risk score so decisions don’t depend on guesswork
Assign an AI Owner (Billing Manager / Ops Lead).
Confirm approved tools and adopt sanitization rules.
Use the Task Matrix to classify work (Green/Yellow/Red).
For Yellow Zone tasks: log usage + require human review.
Use the Risk Calculator to score tasks consistently and enforce “high scrutiny” review.
You’ll receive:
Instant PDF download after purchase
A link to the free Companion Google Sheet Toolkit (view-only master)
Then click File → Make a copy to save it to your Google Drive and use with your team.
Is this legal advice?
No. This is operational guidance. Always follow your firm policies, client requirements, and applicable laws/regulations.
Can my team use it?
Yes. Make a copy of the Companion Sheet and use it as your internal toolkit + log.
Do I need special software?
No—Google Sheets + your existing workflow.