TruLegal AI Self-Assessment

TruLegal AI Self-Assessment Form

This assessment is designed to help you and TruLegal better understand your current experience, comfort level, and practical use of AI. This assessment is representative rather than comprehensive and is intended to highlight skills and competencies most frequently desired by employers. There are no incorrect answers. This assessment should take approximately 2 minutes to complete.
First Name
Last Name
Email Address
example@example.com
Please select all AI tools, platforms, or software that you have used
Other
In the section below, please rate your experience in each area

Legal Research and Analysis

Rows	No Experience	Some Experience	Advanced	Expert
AI-assisted legal research
AI-assisted legal issue spotting across matters (transactional, litigation, regulatory)
AI for regulatory research, compliance monitoring, and change management
AI modeling for predictive case outcomes

Drafting and Document Work

Rows	No Experience	Some Experience	Advanced	Expert
AI-assisted contract drafting, review, and redlining
AI-assisted document and transcript summarization
AI for contract lifecycle management (CLM)
AI-assisted case timelines and chronologies

eDiscovery and Litigation Support

Rows	No Experience	Some Experience	Advanced	Expert
AI for documentation, legal hold coordination, and litigation readiness
AI for forensic collection
AI for eDiscovery processing
AI for TAR, and document review workflows
AI-powered privilege review
AI for deposition preparation and review
AI-assisted collection scoping and legal hold management
AI for search term development, refinement, and hit analysis
AI-assisted quality control and reviewer calibration in document review
AI for production planning, format optimization, and redaction workflows
AI-assisted audio and video transcription for legal proceedings, depositions, and interviews
AI for multimedia evidence processing and review, including audio, video, and image files
AI-assisted file categorization, image extraction, and unstructured data classification
AI for forensic collection

Due Diligence and Transactional Work

Rows	No Experience	Some Experience	Advanced	Expert
AI for due diligence workflows
AI-assisted legal data extraction and structured outputs
AI for M&A data room analysis and deal comparison

Privacy and Data Governance

Rows	No Experience	Some Experience	Advanced	Expert
AI-assisted data mapping, ROPAs, RAI or data inventory
AI for data subject request (DSR) intake, triage, and response workflows
AI for privacy impact assessments and data protection risk scoring
AI-assisted breach detection, triage, and notification drafting

AI for Information Governance/Records Management

Rows	No Experience	Some Experience	Advanced	Expert
AI for retention schedule development, records classification, and defensible deletion
AI for legal knowledge management and precedent libraries

Cybersecurity and Incident Response (Legal Context)

Rows	No Experience	Some Experience	Advanced	Expert
AI for cyber incident response documentation, legal hold coordination, and litigation readiness
AI for cyber incident response

Legal Operations and Project Management

Rows	No Experience	Some Experience	Advanced	Expert
AI for matter scoping, staffing, and resource planning
AI for legal spend analytics, budget forecasting, and outside counsel performance
AI-assisted workflow design and process automation in legal ops
AI for legal intake and triage routing

Finance, Billing, and Timekeeping

Rows	No Experience	Some Experience	Advanced	Expert
AI-assisted billing, invoicing, and timekeeping
AI-assisted matter management and OC/3rd party spend management
Vendor evaluation and procurement for legal AI tools

Compliance and Regulatory

Rows	No Experience	Some Experience	Advanced	Expert
AI-assisted internal investigation workflows and interview summaries
AI for sanctions screening, conflicts of interest analysis, and KYC documentation support
AI for assisted compliance/employee monitoring

AI Enablement and Responsible Use

Rows	No Experience	Some Experience	Advanced	Expert
Prompting and instruction design for legal tasks
Verifying and validating AI outputs, including legal research, citations, and analysis
Understanding AI limitations, hallucinations, and failure modes
Human review, supervision, and escalation judgment
Managing confidentiality, risk, and responsible-use policies for AI in legal work
Ethics and professional responsibility in AI-assisted legal work
AI governance, auditability, and documentation
AI for integrating AI into legal workflows to improve efficiency and process quality
AI for training and CLE

Please describe any coding, automation, low-code/no-code, or AI-assisted coding experience you have, including tools, languages, and example use cases.
Please detail any other AI skills, projects, certifications or training that distinguish or differentiate you:
Do you have any questions or curiosities for the team at TruLegal?
Please upload a current version of your resume (optional)

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TruLegal AI Self-Assessment Form