Test a proposed disclosure against the Rule 1.6 permissions

Key facts

Human involvement
YellowClose supervision
How AI is used
List the disclosure the lawyer describes, the recipient, and which of Rule 1.6(b)(1) through (b)(7) the lawyer is testing. Do not say the permission applies.
What the lawyer must review
You decide whether you may reveal the information. Rule 1.6(a) bars revelation unless the client gives informed consent, the disclosure is impliedly authorized to carry out the representation, or paragraph (b) permits it. Paragraph (b) permits a revelation only to the extent the lawyer reasonably believes necessary, and only for the seven purposes it lists: to prevent reasonably certain death or substantial bodily harm; to prevent a crime or fraud in the circumstances (b)(2) states; to prevent, mitigate, or rectify injury in the circumstances (b)(3) states; to secure advice about compliance with the rules; to establish a claim or defense in a controversy with the client or a charge or claim based on the representation; to comply with other law or a court order; or to detect and resolve conflicts from a change of employment or of firm ownership, if the revelation would not compromise the attorney-client privilege or otherwise prejudice the client. The tool does not decide that your belief is reasonable or that a purpose is met. No Australian conduct-rule exception is used.
Written for / version
United States versionUS

Who does what

Who does what
RoleWhat they do
AssistanceConsider narrowly defined preparation support after confirming the tool’s capability and permitted scope.
LawyerSet the scope, supervise the work closely, verify every part relied on, resolve omissions and exceptions, and approve the exact output.

Checklist

  1. Confirm that the actual tool, feature and processing terms permit use of this information, including access, retention, training and disclosure conditions.
  2. Confirm the output against the client’s instructions and the complete relevant source material, including omissions or contradictions.
  3. Resolve exceptions and record the responsible lawyer’s approval of the exact output and intended use.

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