Draft client-facing disclosures that the firm uses AI on the matter
Key facts
- Human involvement
- YellowClose supervision
- How AI is used
- Produce first-draft retainer and website language from the professional-guidance headings the lawyer has listed, limited to how this firm actually uses tools.
- What the lawyer must review
- Confirm the current professional rule on disclosure to clients
- Do not claim a review that does not happen
- Written for / version
- US
Open a jurisdiction version of this task to see which instruments apply: US
Who does what
| Role | What they do |
|---|---|
| Assistance | Produce first-draft retainer and website language from the professional-guidance headings the lawyer has listed, limited to how this firm actually uses tools. |
| 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.
- Verify every relied-on citation, figure and name against the source document.
- The responsible lawyer approves the exact version before use.
Sources
Confirm the required checking with the responsible lawyer before work starts. The checking approach does not establish permission to use AI.