Deploy a US client-facing chatbot without it practising law unsupervised
Key facts
- Human involvement
- RedLawyer-led
- How AI is used
- Draft proposed user-facing disclosures (not a lawyer, not legal advice, how data is used) from the firm’s policy.
- What the lawyer must review
- Check UPL, advertising and confidentiality risks (Opinion 512, Florida 24-1)
- Do not let an agentic tool give advice without review
- From 1 January 2027 (Colorado), do not present outputs as 'licensed professional services'
- Written for / version
- United States versionUSNZ
Rules that apply
The document starts from the task name. Change it if this piece of work is different.
Who does what
| Role | What they do |
|---|---|
| Assistance | Supporting preparation only. Potential support includes preparing preliminary structure or wording. 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 that the actual tool, feature and processing terms permit use of this information, including access, retention, training and disclosure conditions.
- 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.