Prepare the client notice that the firm uses generative AI on the matter

Key facts

Human involvement
RedLawyer-led
How AI is used
List the disclosure points in Formal Opinion 512 and Model Rule 1.4 against the firm's tool notes. Write none of the notice the client receives.
What the lawyer must review
You write and send the notice. Opinion 512 requires informed consent before client information goes into a tool that can disclose it outside the firm, and the consent must explain the risks and the benefit. Model Rule 1.4 requires you to explain the matter so the client can decide. A generated sentence that survives into the notice is your communication.
Written for / version
United States versionUS

Who does what

Who does what
RoleWhat they do
AssistanceSupporting preparation only. Consider narrowly defined preparation support after confirming 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.
LawyerPerform the substantive analysis and decisions. Independently check any permitted supporting work and approve the exact output for its intended use.

Checklist

  1. Confirm the output against the client’s instructions and the complete relevant source material, including omissions or contradictions.
  2. Resolve exceptions and record the responsible lawyer’s approval of the exact output and intended use.

Forms and precedents for this task

Forms and precedents for this task
Form or precedentKindAI useSummary
Client consent to input information into a generative AI tool (United States)LetterAI use YellowA tool-specific consent for putting information relating to a representation into a named generative AI tool, with the risk particulars Formal Opinion 512 says a boilerplate engagement sentence does not supply.
Client consultation when generative AI affects a significant decision (United States)LetterAI use YellowA short consultation for the case in which a generative AI tool's output will influence a significant decision, or the client has asked whether a tool was used, including where confidentiality consent is not required.

Signed-in accounts can read the full text of each one. All precedents.

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