Draft an information-barrier protocol from the conflict papers
Key facts
- Human involvement
- YellowClose supervision
- How AI is used
- Produce a first-draft barrier protocol listing people, systems and folders that must be kept apart, from the conflict papers the lawyer has approved.
- What the lawyer must review
- Confirm access lists before the second matter opens
- Check the document-management system can enforce the barrier
- Written for / version
- US
Open a jurisdiction version of this task to see which instruments apply: US
Who does what
| Role | What they do |
|---|---|
| Assistance | Produce a first-draft barrier protocol listing people, systems and folders that must be kept apart, from the conflict papers the lawyer has approved. |
| 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.
- Verify every relied-on citation, figure and name against the source document.
- The responsible lawyer approves the exact version before use.
Forms and precedents for this task
| Form or precedent | Kind | AI use | Summary |
|---|---|---|---|
| Information barrier protocol for one matter | Policy | AI use Yellow | Protocol for one current matter where the practice holds confidential information of a former client: who is screened, what is locked, what undertakings are signed, and which tools the two groups must not share. |
Signed-in accounts can read the full text of each one. All precedents.
Sources
Confirm the required checking with the responsible lawyer before work starts. The checking approach does not establish permission to use AI.