Client disclosure

What to cover when you tell a client an AI tool was used

Say what the tool did, what it did not do, what information went into it, and who checked the output.

  1. What the tool was used for

    Name the task in ordinary words. For example, a first draft of a chronology. Say what the tool was not used for.

  2. Who checked it

    Say that a lawyer checks the output before it is used, and name the role if you can. Do not say the tool approved the work.

  3. What information went in

    Say whether confidential or privileged material was put into the tool, and which tool and plan received it.

  4. That the client can say no

    Say what the work looks like if the client does not want that tool used. Do not hide the choice in a general consent to ‘technology’.

  5. Adapt it

    This is a list of topics, not wording to copy onto a matter. Match it to the retainer, the tool’s terms, and any court rule that applies.

Sources

All public know-how · Save your own item in Knowledge

Questions

Is this legal advice?

No. These notes are general information about using AI in legal work in Australia. They are not advice on a matter, a client or a court.

Who can read a note I save?

Only the account that saved it. A note on this public page is different: anyone can read it. Your own notes are not published.

What should I leave out of a saved note?

Leave out a client’s name, a file number and other personal information unless you mean to store it on this account.