---
title: "Build a document schedule the lawyer will mark for privilege"
url: "https://ailawframework.com/obligations/confidentiality-and-client-information/build-a-working-schedule-of-documents-for-a-privilege-review/united-states"
type: "task_jurisdiction_version"
site: "AI Law Framework"
id: "A51-MA20261022-8-US"
practice_area: "Confidentiality & client information"
tier: "yellow"
lawyer_review: "required"
jurisdictions: ["US"]
last_reviewed: "2026-10-22"
---

# Build a document schedule the lawyer will mark for privilege

> List each document by date, author, and type. Leave the privilege column blank. Do not say a document is privileged.

Canonical page: https://ailawframework.com/obligations/confidentiality-and-client-information/build-a-working-schedule-of-documents-for-a-privilege-review/united-states  
Last reviewed: 2026-10-22

Site index for agents: https://ailawframework.com/llms.txt

## Key facts

| Fact | Value |
| --- | --- |
| Practice area | [Confidentiality & client information](https://ailawframework.com/obligations/confidentiality-and-client-information.md) |
| Human involvement | Yellow: Lawyer and AI draft together |
| How AI is used | List each document by date, author, and type. Leave the privilege column blank. Do not say a document is privileged. |
| What the lawyer must review | You mark privilege. No privilege or work-product rule was opened, so the schedule does not apply a test and does not guess a label. Model Rule 1.6(a) still limits revelation of information relating to the representation while the schedule is built. Formal Opinion 512 requires informed consent before the documents go into a self-learning tool whose output could disclose that information. Model Rule 3.3 applies if you later describe the schedule to a tribunal. A document that is not in the set you marked is not added. |
| Written for | United States |
| Applies to | [Build a working schedule of documents for a privilege review](https://ailawframework.com/obligations/confidentiality-and-client-information/build-a-working-schedule-of-documents-for-a-privilege-review.md) |

## Checking plan

- What the AI does: List each document by date, author, and type. Leave the privilege column blank. Do not say a document is privileged.
- Basis: Checked against the linked sources on 22 October 2026. Confirm the current instrument before reliance.

## Notes

- The blank column is intentional. A generated label is not a privilege call.
- Do not send the schedule outside the firm until you have marked it.

## Sources

- [ABA Model Rule 1.6, Confidentiality of Information](https://www.americanbar.org/groups/professional_responsibility/publications/model_rules_of_professional_conduct/rule_1_6_confidentiality_of_information/) (checked 2026-10-22)
- [ABA Formal Opinion 512, Generative Artificial Intelligence Tools (29 July 2024)](https://www.americanbar.org/content/dam/aba/administrative/professional_responsibility/ethics-opinions/aba-formal-opinion-512.pdf) (checked 2026-10-22)
- [ABA Model Rule 3.3, Candor toward the Tribunal](https://www.americanbar.org/groups/professional_responsibility/publications/model_rules_of_professional_conduct/rule_3_3_candor_toward_the_tribunal/) (checked 2026-10-22)

*Practice guidance for planning and review. Confirm current primary sources and the requirements of the actual matter. This is general information, not legal advice.*