Decide whether client material can go into a tool
Key facts
- Human involvement
- YellowClose supervision
- How AI is used
- Organise the provider’s terms against the confidentiality questions in current professional guidance, using only the terms, not the client file.
- What the lawyer must review
- Check the terms answer how confidential data is stored, reused and shared
- Do not upload the file if they do not
- Record the decision
Open a jurisdiction version of this task to see which instruments apply.
Who does what
| Role | What they do |
|---|---|
| Assistance | Organise the provider’s terms against the confidentiality questions in current professional guidance, using only the terms, not the client file. |
| 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 forum or obligation that applies before any draft is used.
- Check the output against the current primary source for that forum.
- Keep confidential, suppressed and compelled material out of a public tool.
- The lawyer settles the document or the decision before it is used.