List what a property-management clause allows a tool to receive

Key facts

Human involvement
YellowClose supervision
How AI is used
From the lease or building agreement, copy each clause that lets a manager place tenant or building information into a system. Columns are clause number, the categories of information named, and any vendor named. Do not say the clause is lawful.
What the lawyer must review
Model Rule 1.6 prohibits revealing information relating to the representation unless an exception applies. Formal Opinion 512 treats a generative tool as raising that duty for all such information, and it requires review before anyone relies on tool output. Model Rule 1.1 Comment 8 requires understanding the technology. You decide whether the clause may be agreed.
Written for / version
United States versionUS

Who does what

Who does what
RoleWhat they do
AssistanceDo not begin AI assistance until the responsible lawyer has defined and confirmed its permitted scope.
LawyerSet the scope, supervise the work closely, verify every part relied on, resolve omissions and exceptions, and approve the exact output.

Checklist

  1. Review operative clauses in the complete document, including definitions, cross-references, schedules and inconsistencies with the instructions.
  2. Confirm the output against the client’s instructions and the complete relevant source material, including omissions or contradictions.
  3. Resolve exceptions and record the responsible lawyer’s approval of the exact output and intended use.

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