Review a client-facing chatbot or intake script against the no-advice line
Key facts
- Human involvement
- RedLawyer-led
- How AI is used
- From the script and sample transcripts, list answers that look like tailored advice, missing escalations and data-handling gaps.
- What the lawyer must review
- Have an admitted practitioner own the advice layer
- Approve scope, disclaimers, escalation and data handling before launch
- Re-approve them after every material change
Open a jurisdiction version of this task to see which instruments apply.
Who does what
| Role | What they do |
|---|---|
| Assistance | Supporting preparation only. Potential support includes summarising source material. Confirm the tool’s capability and permitted scope. 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.