Mock ESI Protocol Negotiator:
A Custom GPT Experiment

Where does AI show up in your meet-and-confers? Do you disclose how you’re using generative AI for discovery? Should you negotiate around prompt criteria? Are opposing counsel’s tools and your own subject to similar standards of validation and explainability?

There’s no one-size-fits-all answer, but early ESI protocol negotiations can serve as the foundation for the kind of cooperation, transparency, and even defensibility you hope to benefit from down the line.

Why not practice your negotiation strategy and your generative AI skills simultaneously? We’ve put together some prompt materials you can use to create a custom GPT that will chat with you about this topic.

Please note that this is just for fun, with no legal advice offered or implied. Use it to rehearse verbalizing your ESI strategies and gain experience using AI for a specific task.

To begin, download the documentation below. Then, attach these documents to the configurations of your custom GPT and, in the Instructions prompt box, add the following:

See attached "Custom GPT Prompt" document for detailed prompt instructions.

Refer to "Negotiating ESI Protocols for the Use of Generative AI in e-Discovery" documents for slides and notes from a live session modeling the kind of mock conversations you should facilitate with the user.

For reference, check out the image on the right to see how it would look in ChatGPT.


Please note: Session materials were captured as point-in-time coverage of a live event session delivered at Relativity Fest Chicago 2024. All of the below documents are shared for training and educational purposes only. Please do not redistribute. Any edits you make may affect AI training.

Prompt Document

Mock ESI Negotiator - Custom GPT Instructions

This document features instructions that guide the model on how to reference training material and engage with the user.

Download the document

Training Material

Negotiating ESI Protocol Session Notes

The slide deck from our original Negotiating ESI Protocols for the Use of Generative AI in e-Discovery live session.

Download the slide deck

Training Material

Negotiating ESI Protocol Session Notes

These notes, taken by an attendee at the live session, will add useful context to the slide deck for training purposes.

Download the document