SERVESSolo · Small · Mid-sized firms
FORMATFixed-fee · 1-8 wks
JURIS.50 states + DC
BOOKINGThrough July 2026
STATUSAccepting
[ AI GUIDANCE TRACKER ]

Montana.

Attorney AI ethics guidance status for Montana as of May 9, 2026. No formal AI-specific opinion as of May 2026.

STATUSNO FORMAL OPINION
CITATION
YEAR
VERIFIED
POSTURENot legal advice
· 01 ·

Montana bar AI ethics status.

Montana AI ethics guidance status badge — IXSOR

The State Bar of Montana has not issued a formal AI-specific opinion. ABA Op. 512 applies as persuasive authority.

Authoritative source: https://www.montanabar.org/

Last verified: . If this row text disagrees with the linked source, the source controls.

· 02 ·

What this means in practice.

For practitioners admitted in Montana, the absence of a formal Montana-specific AI opinion does not mean AI use is unregulated. ABA Formal Opinion 512 (July 2024) is treated as persuasive authority by Montana as it is in other no-formal-opinion states. The recurring duties under the Montana Rules of Professional Conduct apply to AI use the same way they apply to any other technology: competence (Rule 1.1), confidentiality (Rule 1.6), supervision (Rule 5.3), and candor to the tribunal (Rule 3.3).

Practitioners should treat ABA Op. 512 as the operating reference until Montana-specific guidance issues. Monitor the source link above for updates.

· 03 ·

Comparison to ABA Op. 512.

No state-level opinion exists to compare against ABA Formal Opinion 512 (July 2024). ABA Op. 512 governs as persuasive authority in Montana, applied through the Montana Rules of Professional Conduct (which mirror the ABA Model Rules). The recurring duties imported are: competence (Rule 1.1, including technological competence), communication (Rule 1.4), reasonable fees (Rule 1.5), confidentiality (Rule 1.6), candor toward the tribunal (Rule 3.3), and supervision (Rules 5.1 / 5.3). Practitioners should treat ABA Op. 512 as the operating reference until Montana-specific guidance issues.

· 04 ·

Federal court AI standing orders affecting Montana practitioners.

No widely-noted court-wide or individual-judge AI standing orders affecting Montana's federal districts have surfaced as of May 2026. Individual judges may have issued orders that are not in our representative list. Practitioners should consult each assigned judge's standing orders before filing in any federal matter. The comprehensive corpus of federal-judge AI orders is maintained by Bloomberg Law and Law360 (both paywalled).

Last verified: . The comprehensive corpus of federal-judge AI orders is maintained by Bloomberg Law and Law360.

· 05 ·

AI case-law context for Montana.

Montana sits within the 9th Circuit (United States Court of Appeals for the 9th Circuit). Decisions of the 9th Circuit are binding on the federal courts within Montana; state-court decisions of the Montana appellate system bind Montana's state courts; Supreme Court decisions are binding on everyone. The Supreme Court has not yet issued a decision directly addressing attorney AI use, so the controlling case law is at the circuit and district levels:

Tremblay v. OpenAI, Inc.

Case No. 23-cv-03223-AMO, 2024 WL 3748003 (N.D. Cal. Aug. 8, 2024) (Martínez-Olguín, J.) — held that attorney-crafted prompts to AI systems can constitute opinion work product. The leading 9th Circuit decision on AI in legal practice; persuasive nationally.

Multiple N.D. Cal. and C.D. Cal. judges

have issued individual AI standing orders. The 9th Circuit has not issued a circuit-wide rule.

Persuasive authority

Mata v. Avianca and Park v. Kim are routinely cited as persuasive authority in 9th Circuit federal courts.

Practitioners in Montana should treat the cases above as the operating framework for AI-related conduct until Montana-specific binding precedent or Montana bar guidance controls a particular question. The verification duty under Mata and Park v. Kim has been routinely cited in sanctions matters across all federal circuits including the 9th Circuit.

· 06 ·

Montana legal landscape.

BAR SIZE~3,500 active attorneys (approximate)
HIGH COURTMontana Supreme Court, 7 justices
FEDERAL DISTRICTDistrict of Montana (D. Mont.)
BAR MODELMandatory unified bar

The State Bar of Montana is a mandatory unified bar. The Alexander Blewett III School of Law at the University of Montana (Missoula) is the state's only law school. Practice specialties track Montana's economy: ranching and agricultural law (Montana has the most cattle per capita of any state), mining (notably Berkeley Pit Superfund litigation in Butte and the Rock Creek copper-silver project), oil and gas in the eastern Bakken Shale region, and water rights. Montana also hosts seven federally recognized tribal nations on reservations covering about 9% of the state, with concomitant tribal-law and Indian Country jurisdictional practice. The District of Montana operates divisional offices in Billings, Butte, Great Falls, Helena, and Missoula.

Most US states have adopted the substance of ABA Model Rule 1.1, Comment 8 — that the duty of competence requires lawyers to keep abreast of the benefits and risks of relevant technology. Whether Montana has adopted Comment 8 verbatim, in modified form, or relies on the underlying Rule 1.1 text alone, the substantive duty of technological competence applies to AI-related practice in Montana.

For multi-state practitioners admitted in Montana alongside other jurisdictions, the absence of a Montana-specific opinion means the most-restrictive applicable rule from any admission jurisdiction controls AI-related conduct in the matter. Where ABA Op. 512 conflicts with another state's rule, the lawyer must reconcile the duties under both regimes.

· 07 ·

When might Montana issue formal AI guidance?

Forecast signal: unclear — no announced project.

Small-bar states like Montana typically lag larger jurisdictions on opinion issuance because the ethics committee tends to draw on volunteer attorneys with finite committee bandwidth. Realistically, a Montana-specific AI ethics opinion is most likely in 2026 or 2027, depending on whether AI emerges as a priority topic for the Montana ethics committee's upcoming opinion calendar. Practitioners should not expect immediate guidance.

What practitioners can watch for, in roughly the order in which they would appear: (1) committee announcement on the Montana bar website that an AI ethics opinion is under consideration; (2) draft circulated for comment (public comment period typically 30–60 days); (3) final approved opinion published in the bar's ethics-opinions index. The transitions from (1) to (3) typically span 4–8 months in active jurisdictions, longer in less active ones.

Until then, practitioners should default to ABA Formal Opinion 512 (July 2024) as the persuasive operating framework, supplemented by the controlling case-law in §05 above and the Montana Rules of Professional Conduct as applied to technology use generally.

Montana-specific FAQ.

Has the Montana bar issued formal AI ethics guidance?

No. As of May 2026, no formal AI-specific opinion has been issued by the Montana bar. ABA Formal Opinion 512 (July 2024) governs as persuasive authority. The Montana Rules of Professional Conduct (competence, confidentiality, supervision, candor) apply to AI-related practice the same way they apply to any other technology.

Which federal district covers Montana?

Montana has one federal district: District of Montana (D. Mont.). AI-specific standing orders are typically issued at the individual-judge level rather than court-wide. Practitioners should consult each assigned judge's standing orders before filing.

Does Montana have a mandatory unified bar?

Yes. The Montana bar is a mandatory unified bar — all licensed attorneys must be members. AI ethics guidance issued by the bar applies to all admitted practitioners. Discipline for AI-related misconduct flows through the bar's formal disciplinary regime under the Montana Supreme Court's plenary supervisory authority.

How should a Montana attorney comply with AI-related ethics rules absent a Montana-specific opinion?

Treat ABA Formal Opinion 512 as the operating reference. Apply the standard duties under the Montana Rules of Professional Conduct: competence (Rule 1.1), confidentiality (Rule 1.6), supervision (Rule 5.3), candor toward the tribunal (Rule 3.3), and reasonableness of fees (Rule 1.5). Verify all AI-generated content before submission. Use closed-loop AI tools (not public consumer-grade) for any matter involving client information.

What about small-firm and solo practitioners in Montana?

Montana has approximately 3,500 active attorneys, making it one of the smaller US legal markets. Small-firm practitioners predominate. AI tooling decisions have outsized stakes for solo and small firms because the same tool will touch many matters; vendor diligence is therefore especially important. Closed-loop enterprise tiers from major foundation-model vendors are commercially accessible to firms of any size.

Does AI vendor diligence apply in Montana?

Yes. The supervisory duty under Montana's analog to Rule 5.3 (responsibilities regarding nonlawyer assistance) applies to AI vendor relationships. North Carolina's 2024 FEO 1 frames AI vendors explicitly under Rule 5.3, and that framing has been treated as persuasive in other jurisdictions including Montana. Vendor diligence — privacy-policy review, data-retention terms, training-on-customer-data clauses — is a precondition to selecting an AI tool for client work.