---
title: "Index a draft board minute against the meeting record"
url: "https://ailawframework.com/practice/capital-markets-and-securities-ecm-dcm-and-disclosure/draft-board-minutes-with-privilege-safe-ai-note-taking-guidance/united-states"
type: "task_jurisdiction_version"
site: "AI Law Framework"
id: "A4-B8-3-US"
practice_area: "Capital Markets & Securities — ECM/DCM and Disclosure"
tier: "red"
lawyer_review: "required"
jurisdictions: ["US"]
last_reviewed: "2026-10-22"
---

# Index a draft board minute against the meeting record

> 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.

Canonical page: https://ailawframework.com/practice/capital-markets-and-securities-ecm-dcm-and-disclosure/draft-board-minutes-with-privilege-safe-ai-note-taking-guidance/united-states  
Last reviewed: 2026-10-22

Site index for agents: https://ailawframework.com/llms.txt

## Key facts

| Fact | Value |
| --- | --- |
| Practice area | [Capital Markets & Securities — ECM/DCM and Disclosure](https://ailawframework.com/practice/capital-markets-and-securities-ecm-dcm-and-disclosure.md) |
| Human involvement | Red: Lawyer writes; AI may check, clarify or collect data |
| 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 | United States |
| Applies to | [Draft board minutes with privilege-safe AI note-taking guidance](https://ailawframework.com/practice/capital-markets-and-securities-ecm-dcm-and-disclosure/draft-board-minutes-with-privilege-safe-ai-note-taking-guidance.md) |

## Checking plan

- What the AI does: 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.
- Basis: Checked against the linked sources on 22 October 2026. Confirm the current instrument before reliance.

## Notes

- Comment 8 to Model Rule 1.1 says a lawyer should keep abreast of changes in the law and its practice, including the benefits and risks associated with relevant technology. It does not authorise a tool to compose the minute.
- Do not mark a sentence privileged or not privileged. No privilege rule was opened.

## Sources

- [ABA Model Rule 1.6, confidentiality of information](https://www.americanbar.org/groups/professional_responsibility/publications/model_rules_of_professional_conduct/rule_1_6_confidentiality_of_information/) (checked 2026-10-22)
- [ABA Formal Opinion 512, Generative Artificial Intelligence Tools (29 July 2024)](https://www.americanbar.org/content/dam/aba/administrative/professional_responsibility/ethics-opinions/aba-formal-opinion-512.pdf) (checked 2026-10-22)
- [ABA Model Rule 1.1, comment, including comment 8 on technology](https://www.americanbar.org/groups/professional_responsibility/publications/model_rules_of_professional_conduct/rule_1_1_competence/comment_on_rule_1_1/) (checked 2026-10-22)

*Practice guidance for planning and review. Confirm current primary sources and the requirements of the actual matter. This is general information, not legal advice.*