List the questions for a client explainer on the firm's tool use
Key facts
- Human involvement
- YellowClose supervision
- How AI is used
- One row per duty in Formal Opinion 512, Model Rule 1.1 Comment 8, and Model Rule 1.6. Columns are the duty, the question this firm must answer, and whether the file already states an answer. Write no sentence of the explainer.
- What the lawyer must review
- ABA Formal Opinion 512 says a generative tool implicates competence and confidentiality for all information relating to the representation, and that analysis and citations are reviewed before a court submission. Model Rule 1.1 Comment 8 includes the benefits and risks of relevant technology in the duty to keep abreast of the law and its practice. Model Rule 1.6 covers that information. You write any sentence the client will read.
- Written for / version
- United States versionUS
Who does what
| Role | What they do |
|---|---|
| Assistance | Consider narrowly defined preparation support after confirming the tool’s capability and permitted scope. |
| Lawyer | Set the scope, supervise the work closely, verify every part relied on, resolve omissions and exceptions, and approve the exact output. |
Checklist
- Open each relied-on authority independently. Confirm its existence, current status, proposition and any quotation or pinpoint reference.
- 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.