Before You File: Bus. & Prof. Code § 6068.1(a)(3)(A)–(C) Checklist
Review this 4-point pre-filing verification checklist before removing yellow [INSERT] draft brackets or signing any pleading assisted by generative AI.
Never input unredacted SSNs, dates of birth, driver's license numbers, minor identifiers, financial accounts, or confidential treatment records into public AI training models. Use Draft Master's local client-side PII gate + Vertex AI CDPA lock.
Review and correct every factual and legal assertion using independent professional judgment, resolve yellow [INSERT: ...] placeholders, and open every cited judicial opinion, statute, and rule in CourtListener, Official California Appellate Reports, or leginfo.legislature.ca.gov.
Comply with all applicable California Rules of Court, local Superior Court rules, and individual department standing orders governing disclosure or certification of generative AI assistance, and visually inspect every page of redacted discovery PDFs prior to service.
Code Civ. Proc. § 128.7 applies to civil and family law actions rather than criminal prosecutions (People v. Cook (1989) 209 Cal.App.3d 404), where counsel's verification and candor duties are governed directly by Bus. & Prof. Code §§ 6068(d) and 6068.1(a)(3)(A)–(C) and CRPC Rule 3.3(a)(1). While newly enacted C.C.P. § 128.7(b)(2)(A) (SB 574, eff. Jan. 1, 2027) refers to a paper presented to “any court”—a phrase not yet judicially construed in a published criminal decision—using the dedicated Criminal Defense Template below ensures full compliance with Bus. & Prof. Code § 6068.1(a)(3)(A)–(C) without citing civil sanctions statutes in a criminal caption. Never sign either compliance note until you have completed primary-source citation verification.COUNSEL'S VERIFICATION & GENAI DISCLOSURE NOTE (BUS. & PROF. CODE § 6068.1) Pursuant to California Business and Professions Code § 6068.1(a)(3)(C) and any applicable local court rule or judicial standing order, undersigned counsel discloses that generative artificial intelligence drafting tools were used to assist in preparing this filing and that all AI-assisted text was independently reviewed and revised using counsel's professional judgment. Counsel further confirms pursuant to Business and Professions Code §§ 6068(d) and 6068.1(a)(3)(A)–(B) and California Rules of Professional Conduct, Rule 3.3(a)(1), that confidential and personally identifiable client information was protected in accordance with § 6068.1(a)(3)(A), and that every cited case, statute, rule of court, and factual proposition was independently read and verified for accuracy in primary legal sources (§ 6068.1(a)(3)(B)).
COUNSEL'S VERIFICATION & GENAI DISCLOSURE NOTE (C.C.P. § 128.7(b)(2) & BUS. & PROF. CODE § 6068.1) Pursuant to California Business and Professions Code § 6068.1(a)(3)(C) and any applicable local court rule or judicial standing order, undersigned counsel discloses that generative artificial intelligence drafting tools were used to assist in preparing this filing and that all AI-assisted text was independently reviewed and revised using counsel's professional judgment. Counsel further certifies pursuant to California Code of Civil Procedure § 128.7(b)(2), Business and Professions Code § 6068.1(a)(3)(A)–(B), and California Rules of Professional Conduct, Rule 3.3(a)(1), that confidential and personally identifiable information was protected in accordance with § 6068.1(a)(3)(A), and that every cited legal authority and factual contention was independently read and verified for accuracy in primary legal sources pursuant to § 6068.1(a)(3)(B).
