Check conflicts before a client-facing tool is used on a new enquiry

Key facts

Human involvement
YellowClose supervision
How AI is used
From the enquiry, list the names of the people and organisations mentioned so they can be searched in the conflict records. Do not say that there is no conflict.
What the lawyer must review
The lawyer runs the conflict check for current and former clients and decides whether the tool may be used on the enquiry.
Written for / version
US

Open a jurisdiction version of this task to see which instruments apply: US

Who does what

Who does what
RoleWhat they do
AssistanceFrom the enquiry, list the names of the people and organisations mentioned so they can be searched in the conflict records. Do not say that there is no conflict.
LawyerSet the scope, supervise the work closely, verify every part relied on, resolve omissions and exceptions, and approve the exact output.

Checklist

  1. Queensland Law Society Guidance Statement No 37 says that, in the short and medium term, services supplied via a tool should be treated like any other service for current and former client conflict.
  2. Conflict checks before legal work starts remain important.
  3. The name list is not a clearance. The lawyer decides whether the tool may be used.
  4. A new party in an existing matter is checked again.

Sources

These are suggested working checks. Confirm the required checking with the responsible lawyer before work starts; the checking approach does not establish permission to use AI.

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