Check who a practice tool would reveal client information to
Key facts
- Human involvement
- YellowClose supervision
- How AI is used
- From the tool's send list, name each person who would receive information relating to the representation, and whether the file shows informed consent or that the disclosure is impliedly authorized. Do not send the information.
- What the lawyer must review
- Model Rule 1.6(a) forbids the revelation unless the client gives informed consent, the disclosure is impliedly authorized to carry out the representation, or paragraph (b) permits it. Rule 1.6(c) requires reasonable efforts against unauthorized access. Formal Opinion 512 says the lawyer must also consider people inside the firm who would not protect the information, including because they do not know it came from a client. The lawyer decides whether anyone on the list may receive it.
- Written for / version
- United States versionUS
Who does what
| Role | What they do |
|---|---|
| Assistance | Consider narrowly defined preparation support after confirming the tool’s capability and permitted scope. |
| Lawyer | Set the scope, supervise the work closely, verify every part relied on, resolve omissions and exceptions, and approve the exact output. |
Checklist
- Confirm the output against the client’s instructions and the complete relevant source material, including omissions or contradictions.
- Resolve exceptions and record the responsible lawyer’s approval of the exact output and intended use.