Check a plan to enter client confidential information into a publicly available generative system

Key facts

Human involvement
YellowClose supervision
How AI is used
From the proposed workflow, list each input that would be entered, whether the lawyer has marked it as client confidential information or as material produced under compulsion, and whether the system is publicly available. Do not enter the client material into the generative system, and do not rewrite it as a prompt.
What the lawyer must review
The lawyer decides whether rule 9 allows the input. The Law Society of NSW guide to responsible use of artificial intelligence says that putting client confidential information into a publicly available generative system is akin to putting it in the public domain, is likely to breach confidentiality, and may cause the client to lose privilege. The same guide says the Harman undertaking prohibits use or disclosure of information produced under compulsion, other than for the litigation for which it was produced, unless it has been received into evidence, and that such information must not be disclosed when using generative AI. Rule 9.2.1 authority is not assumed. The lawyer records the decision before any input.
Written for / version
US

Open a jurisdiction version of this task to see which instruments apply: US

Who does what

Who does what
RoleWhat they do
AssistanceFrom the proposed workflow, list each input that would be entered, whether the lawyer has marked it as client confidential information or as material produced under compulsion, and whether the system is publicly available. Do not enter the client material into the generative system, and do not rewrite it as a prompt.
LawyerSet the scope, supervise the work closely, verify every part relied on, resolve omissions and exceptions, and approve the exact output.

Checklist

  1. Do not paste the client document into the tool to test the workflow. The inventory uses the lawyer's labels only.
  2. Separate a system the practice has engaged, under a contract the lawyer has read, from a publicly available system. The guide's warning is about the public system.
  3. Keep material produced under compulsion out of the system unless it is in evidence or the undertaking no longer applies.
  4. If the lawyer relies on client authority, the authority is on the file before the input, and it names the system.

Sources

These are suggested working checks. Confirm the required checking with the responsible lawyer before work starts; the checking approach does not establish permission to use AI.

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