Decide whether non-public, suppressed or privileged material can go into a tool
Key facts
- Human involvement
- RedLawyer-led
- How AI is used
- Flag any text in the draft that appears to be private, confidential, suppressed, privileged or not already public.
- What the lawyer must review
- Keep out anything not already public
- Keep out private, confidential, suppressed or privileged material
- Tell the registry promptly if suppressed material went in
Rules that apply
The document starts from the task name. Change it if this piece of work is different.
Who does what
| Role | What they do |
|---|---|
| Assistance | Supporting preparation only. Potential support includes preparing preliminary structure or wording and identifying points for review. Confirm the tool’s capability and permitted scope. 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.
Related tasks
Review the discovery set and draft a production issues listCheck permission before using subpoenaed or sensitive recordsBuild an issue-to-document evidence tablePrepare a navigable hearing bundle indexCheck authorities and evidence before filing submissionsConvert court orders into an action and responsibility list