Decide whether a public legal information tool may be switched on
Key facts
- Human involvement
- RedLawyer-led
- How AI is used
- From the screening note, the filing-order check, the consent screen and the vendor-contract review, list items that are still unresolved. Do not write the decision or the reasons.
- What the lawyer must review
- The lawyer writes the decision and the reasons. Formal Opinion 512 says the lawyer remains fully responsible and may not leave legal advice to the tool alone. Model Rule 1.1 requires competent representation, including the legal knowledge, skill, thoroughness and preparation reasonably necessary. Model Rule 5.5(a) forbids assisting another to practice in violation of the jurisdiction's regulation of the profession. The lawyer names the practitioner who remains responsible.
- Written for / version
- United States versionUS
Who does what
| Role | What they do |
|---|---|
| Assistance | Supporting preparation only. Potential support includes identifying points for review. Confirm the tool’s capability and permitted scope. The tool writes nothing into the document. Substantive advice, judgement and any restricted content remain with the responsible human. |
| Lawyer | Perform the substantive analysis and decisions. Independently check any permitted supporting work and approve the exact output for its intended use. |
Checklist
- Verify the applicable jurisdiction and the version of each relevant law, rule or instrument in force at the material time.
- 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.