Review public self-help pages for accuracy and the advice line
Key facts
- Human involvement
- YellowClose supervision
- How AI is used
- List each legal statement on the page, the jurisdiction it assumes, and any button or sentence that tells the user what to file or how a court will rule.
- What the lawyer must review
- You decide what stays up. Model Rule 5.5(a): do not assist practice by someone who is not admitted. Opinion 512: the lawyer, not the tool, gives the advice, and output is checked before it is relied on. California's 2026 guidance bars an agentic system from substantive legal determinations without meaningful supervision. Model Rule 1.4 is the standard for explanations you do adopt.
- Written for / version
- United States versionUS
Who does what
| Role | What they do |
|---|---|
| Assistance | Consider narrowly defined preparation support after confirming the tool’s capability and permitted scope. |
| 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.
- 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 |
|---|---|---|---|
| No-advice notice for a client-facing tool (United States) | Notice | AI use Yellow | A fixed notice that a client-facing tool is not a lawyer, does not give legal advice, and does not create a client-lawyer relationship. |
Signed-in accounts can read the full text of each one. All precedents.