Explain why the client should not put the case into a public tool
Key facts
- Human involvement
- YellowClose supervision
- How AI is used
- From the firm's written policy, list what the client is asked not to paste into a public tool, including facts of the case and any draft for a court. Draft the explanation for the lawyer to edit.
- What the lawyer must review
- You edit every sentence before it is sent. Model Rule 1.6 covers information relating to the representation. Formal Opinion 512 requires informed consent before that information goes into a self-learning tool, and it warns against a citation you have not checked. Model Rule 3.3 is the duty of candor if a paper reaches a tribunal. Model Rule 1.4(b) requires the explanation to be sufficient for the client to decide. A paper the client files while represented is still your responsibility if you adopt it.
- Written for / version
- United States versionUS
Who does what
| Role | What they do |
|---|---|
| Assistance | Potential support includes preparing preliminary structure or wording. Confirm 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 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.