Index a draft board minute against the meeting record
Key facts
- Human involvement
- RedLawyer-led
- How AI is used
- For each sentence in a draft minute, cite the place in the meeting record that supports it, and mark a sentence with no support. Write no minute, no resolution, and no note of legal advice.
- What the lawyer must review
- You write the minutes. Model Rule 1.6(a) provides that a lawyer shall not reveal information relating to the representation of a client unless the client gives informed consent, the disclosure is impliedly authorized in order to carry out the representation, or the disclosure is permitted by paragraph (b). Paragraph (b) was not applied in this version. Rule 1.6(c) requires reasonable efforts to prevent the inadvertent or unauthorized disclosure of, or unauthorized access to, information relating to the representation. ABA Formal Opinion 512 states that a lawyer needs the client's informed consent before inputting information relating to the representation into a tool that will not keep it confidential, and that a lawyer must independently verify generated output. Putting a recording or a draft minute into a tool that retains it is a Rule 1.6 question for you, before the index is run. No attorney-client privilege rule was opened, so this version does not say which sentences are privileged.
- Written for / version
- United States versionUS
Who does what
| Role | What they do |
|---|---|
| Assistance | Supporting preparation only. Limit any support to organising, indexing or comparing the source material. Confirm the tool’s capability and permitted scope. The tool writes nothing into the document. Substantive advice, judgement and any restricted content remain with the responsible human. |
| Lawyer | Perform the substantive analysis and decisions. Independently check any permitted supporting work and approve the exact output for its intended use. |
Checklist
- Confirm that the actual tool, feature and processing terms permit use of this information, including access, retention, training and disclosure conditions.
- Confirm the output against the client’s instructions and the complete relevant source material, including omissions or contradictions.
- Resolve exceptions and record the responsible lawyer’s approval of the exact output and intended use.