---
title: "Record on the matter file how an AI tool was used"
url: "https://ailawframework.com/practice/commercial-and-corporate-advisory/record-ai-use-on-the-matter-file-for-supervision/united-states"
type: "task_jurisdiction_version"
site: "AI Law Framework"
id: "A1-B6-5-US"
practice_area: "Commercial & Corporate Advisory (contracts, company law, governance)"
tier: "yellow"
lawyer_review: "required"
jurisdictions: ["US"]
last_reviewed: "2026-10-22"
---

# Record on the matter file how an AI tool was used

> Fill a file note with the tool name, the date, what was put into the tool, and what the lawyer says was checked, leaving a blank where the lawyer has not yet said.

Canonical page: https://ailawframework.com/practice/commercial-and-corporate-advisory/record-ai-use-on-the-matter-file-for-supervision/united-states  
Last reviewed: 2026-10-22

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

## Key facts

| Fact | Value |
| --- | --- |
| Practice area | [Commercial & Corporate Advisory (contracts, company law, governance)](https://ailawframework.com/practice/commercial-and-corporate-advisory.md) |
| Human involvement | Yellow: Lawyer and AI draft together |
| How AI is used | Fill a file note with the tool name, the date, what was put into the tool, and what the lawyer says was checked, leaving a blank where the lawyer has not yet said. |
| What the lawyer must review | Formal Opinion 512: the lawyer supervises the work and remains responsible for it. The note is accurate only if you confirm each line. A generated note that overstates what was checked fails that duty. Model Rule 1.6: the note should not paste client content into a tool that is not confidential. Comment 8 to Rule 1.1 is the duty to understand the technology being recorded. |
| Written for | United States |
| Applies to | [Record AI use on the matter file for supervision](https://ailawframework.com/practice/commercial-and-corporate-advisory/record-ai-use-on-the-matter-file-for-supervision.md) |

## Checking plan

- What the AI does: Fill a file note with the tool name, the date, what was put into the tool, and what the lawyer says was checked, leaving a blank where the lawyer has not yet said.
- Basis: Checked against the linked sources on 22 October 2026. Confirm the current instrument before reliance.

## Notes

- The note records what happened on this matter. A form adopted at setup does not fill in the facts.
- Do not write that the output was checked unless the lawyer has said so.

## Sources

- [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 8](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)
- [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)

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