Sample Documentation Packet

Inside a FrostKey documentation packet.

Review illustrative examples of the records FrostKey helps law firms establish and maintain when clients, insurers, courts, or internal stakeholders ask about AI oversight.

Sample records, organized like a packet.

These examples show the types of AI compliance records a firm may maintain over time.

Tab 1AI Policy
Tab 2Approved Tools
Tab 3Acknowledgements
Tab 4Attestations
Tab 5Monitoring
Tab 6Export

AI Policy Record

Documents approved AI use, restricted uses, confidentiality controls, and oversight responsibility.

Policy Version1.2
Last UpdatedJune 2026
StatusActive
Review ScheduleAnnual

Approved Tool Registry

Tracks approved, restricted, prohibited, and pending AI tools used across the firm.

Approved ToolsTracked
Restricted ToolsFlagged
Vendor StatusRecorded
Next ReviewQuarterly

Policy Acknowledgements

Shows which attorneys and staff have acknowledged the current AI policy.

Total Users30
Acknowledged28
Pending2
TriggerNew hires / updates

Attorney Attestations

Captures recurring certifications confirming compliance with firm AI requirements.

Current CycleQ2 2026
StatusCurrent
FrequencyQuarterly
Record TypeCertification

Monitoring Summary

Summarizes relevant court, bar, and insurer developments affecting AI documentation.

Court UpdatesCurrent
Bar GuidanceCurrent
Insurer ChangesCurrent
Recommended ActionNone

Audit Export

Creates an organized packet when documentation is requested by a client, insurer, or stakeholder.

Policy RecordIncluded
Tool RegistryIncluded
Attestation StatusIncluded
Export StatusReady

What happens when someone asks?

When clients, insurers, courts, or internal stakeholders request information, FrostKey helps organize the records your firm may need to provide.

Clients • Insurers • Courts • Internal Reviews
CLIENT REQUEST

AI Documentation Requested

Please provide documentation related to your firm's AI governance program, including applicable policies, approved tools, and supporting records.

AI Policy ✓ Attached
Tool Registry ✓ Attached
Staff Acknowledgements ✓ Included
Attorney Attestations ✓ Included
Monitoring Summary ✓ Included
Export Generated June 2026 • PDF Ready
Documentation assembled in under 2 minutes.

Want to build your own documentation packet?

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