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
| Role | What they do |
|---|---|
| Assistance | Supporting 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. |
| Lawyer | Perform the substantive analysis and decisions. Independently check any permitted supporting work and approve the exact output for its intended use. |
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.
Forms and precedents for this task
| Form or precedent | Kind | AI use | Summary |
|---|---|---|---|
| Client consent to input information into a generative AI tool (United States) | Letter | AI use Yellow | A 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) | Letter | AI use Yellow | A 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.