---
title: "Check that a tool does not give the practice a benefit from the client"
url: "https://ailawframework.com/obligations/client-facing-and-access-to-justice-ai-tools/check-that-a-tool-does-not-give-the-practice-a-benefit-from-the-client"
type: "task"
site: "AI Law Framework"
id: "A43-JU20261022-23"
practice_area: "Client-facing & access-to-justice AI tools"
tier: "yellow"
lawyer_review: "required"
last_reviewed: "2026-10-22"
---

# Check that a tool does not give the practice a benefit from the client

> From the tool's screens and any will or referral wording, list a proposed benefit to the practice, an appointment of the practice as executor, a commission, or a loan from the client. Do not leave that wording in place.

Canonical page: https://ailawframework.com/obligations/client-facing-and-access-to-justice-ai-tools/check-that-a-tool-does-not-give-the-practice-a-benefit-from-the-client  
Last reviewed: 2026-10-22

Site index for agents: https://ailawframework.com/llms.txt

## Key facts

| Fact | Value |
| --- | --- |
| Practice area | [Client-facing & access-to-justice AI tools](https://ailawframework.com/obligations/client-facing-and-access-to-justice-ai-tools.md) |
| Human involvement | Yellow: Lawyer and AI draft together |
| How AI is used | From the tool's screens and any will or referral wording, list a proposed benefit to the practice, an appointment of the practice as executor, a commission, or a loan from the client. Do not leave that wording in place. |
| What the lawyer must review | The lawyer decides whether the benefit is permitted, what must be told to the client in writing, and whether the practice may act. |
| Written for / versions | 1 jurisdiction versions below |

## Checking plan

**Source-by-source verification**

The practice does not act where its own interest conflicts with the client's, and does not take a benefit beyond fair remuneration, except as the rule permits and after the disclosure it requires.

- What the AI does: From the tool's screens and any will or referral wording, list a proposed benefit to the practice, an appointment of the practice as executor, a commission, or a loan from the client. Do not leave that wording in place.
- What the lawyer does: The lawyer decides whether the benefit is permitted, what must be told to the client in writing, and whether the practice may act.
- Who reviews: Responsible lawyer with competence in the matter
- Basis: Practical workflow informed by the linked primary sources; the traffic light and working checks are editorial guidance, not a court classification.
- Why: The level reflects what the work is, the consequence of an error, and how much of the output the lawyer must independently re-derive.

## Checks the lawyer makes

1. A solicitor must not act for a client where there is a conflict between the duty to serve the best interests of the client and the interests of the solicitor or an associate, except as the rule permits. A solicitor must not do anything calculated to dispose a client or third party to confer a benefit in excess of fair and reasonable remuneration, or that the solicitor knows or ought reasonably to anticipate is likely to induce such a benefit and is not reasonably incidental to the retainer.
2. Drawing a will that appoints the solicitor or an associate as executor is permitted if, before the will is signed, the solicitor informs the client in writing of any entitlement to claim executor's commission, of any provision entitling the solicitor, the practice or an associate to charge legal costs of the administration, and, if there is an entitlement to commission, that the client could appoint as executor a person who might make no claim for commission.
3. A referral benefit is permitted if the solicitor advises the client that a commission or benefit is or may be payable and of its nature, that the client may refuse the referral, and the client has given informed consent. A financial benefit payable to a third party for referring the client must be disclosed to the client first. A substantial benefit under a will, other than proper commission and proper fees, is permitted only for the family and solicitor instructing-parties the rule names.
4. A solicitor must not borrow, or assist an associate to borrow, from a client, or from a former client who has indicated a continuing reliance on the advice in relation to the investment of money, unless the client is an authorised deposit-taking institution, a trustee company, the responsible entity of a registered managed investment scheme or a custodian for such a scheme, an associate where the solicitor can prove full written disclosure and that the client's interests are protected, or the employer of the solicitor. The lawyer decides. The screen is not published with the benefit in it until then.

## Notes

- 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.

## Sources

- [Legal Profession Uniform Law Australian Solicitors' Conduct Rules 2015 (NSW)](https://legislation.nsw.gov.au/view/whole/html/inforce/current/sl-2015-0244) (checked 2026-10-22)

## Jurisdiction versions

| Jurisdiction | Level |
| --- | --- |
| [United States](https://ailawframework.com/obligations/client-facing-and-access-to-justice-ai-tools/check-that-a-tool-does-not-give-the-practice-a-benefit-from-the-client/united-states.md) | Yellow |

*Practice guidance for planning and review. Confirm current primary sources and the requirements of the actual matter. This is general information, not legal advice.*