---
title: "Check that a tool does not take a gift or a business interest 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/united-states"
type: "task_jurisdiction_version"
site: "AI Law Framework"
id: "A43-JU20261022-23-US"
practice_area: "Client-facing & access-to-justice AI tools"
tier: "yellow"
lawyer_review: "required"
jurisdictions: ["US"]
last_reviewed: "2026-10-22"
---

# Check that a tool does not take a gift or a business interest from the client

> From the tool's screens and any will or referral wording, list a proposed gift, a business or ownership interest adverse to the client, or a payment from someone other than 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/united-states  
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 gift, a business or ownership interest adverse to the client, or a payment from someone other than the client. Do not leave that wording in place. |
| What the lawyer must review | Model Rule 1.8(c) says a lawyer shall not solicit a substantial gift from a client, including a testamentary gift, or prepare an instrument giving the lawyer or a related person a substantial gift, unless the recipient is related to the client. Rule 1.8(a) sets the writing, independent-counsel advice, and signed informed consent required for a business transaction or an adverse pecuniary interest. Rule 1.8(f) requires informed consent before the lawyer accepts compensation from someone other than the client, and forbids interference with the lawyer's independent judgment. Model Rule 1.7(a)(2) is the personal-interest conflict. The lawyer decides whether the screen may stay. |
| Written for | United States |
| Applies to | [Check that a tool does not give the practice a benefit from the client](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.md) |

## Checking plan

- What the AI does: From the tool's screens and any will or referral wording, list a proposed gift, a business or ownership interest adverse to the client, or a payment from someone other than the client. Do not leave that wording in place.
- Basis: Checked against the linked sources on 22 October 2026. Confirm the current instrument before reliance.

## Notes

- The text opened is the ABA Model Rule. The rule adopted in the lawyer's jurisdiction controls where it differs.
- Related persons for Rule 1.8(c) are a spouse, child, grandchild, parent, grandparent, or other relative or individual with whom the lawyer or the client maintains a close, familial relationship. The rule does not use a different list.

## Sources

- [ABA Model Rule 1.8, Current clients: specific rules](https://www.americanbar.org/groups/professional_responsibility/publications/model_rules_of_professional_conduct/rule_1_8_current_clients_specific_rules/) (checked 2026-10-22)
- [ABA Model Rule 1.7, Conflict of interest: current clients](https://www.americanbar.org/groups/professional_responsibility/publications/model_rules_of_professional_conduct/rule_1_7_conflict_of_interest_current_clients/) (checked 2026-10-22)

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