Check a proposed disclosure of arbitral material against the confidentiality provisions

Key facts

Human involvement
YellowClose supervision
How AI is used
From the request (a funder, insurer, auditor, regulator or related proceeding) and the documents proposed to be disclosed, list each document and what it reveals about the arbitration, and match the purpose of the disclosure to the permitted circumstances in the statute and any confidentiality terms in the clause, rules or procedural orders.
What the lawyer must review
The lawyer decides whether a permitted basis applies, whether the other parties’ consent or a tribunal or court order is needed, what to redact, and what confidentiality undertaking the recipient must give before anything is sent.
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 request (a funder, insurer, auditor, regulator or related proceeding) and the documents proposed to be disclosed, list each document and what it reveals about the arbitration, and match the purpose of the disclosure to the permitted circumstances in the statute and any confidentiality terms in the clause, rules or procedural orders.
LawyerSet the scope, supervise the work closely, verify every part relied on, resolve omissions and exceptions, and approve the exact output.

Checklist

  1. Confirm whether the confidentiality provisions apply to this arbitration (seat, date, parties’ agreement and rules).
  2. Check each document on the list for what it actually reveals.
  3. Confirm the recipient’s undertaking is signed before disclosure.

Forms and precedents for this task

Forms and precedents for this task
Form or precedentKindAI useSummary
Disclosure of confidential information in a Model Law arbitrationChecklistAI use YellowChecklist of sections 23C to 23G on when confidential information in arbitral proceedings may be disclosed, and when those sections apply.

Signed-in accounts can read the full text of each one. All precedents.

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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