Check permission before putting family-court or medical records into a tool
Key facts
- Human involvement
- RedLawyer-led
- How AI is used
- List document types in the folder (subpoenaed records, medical, financial, children’s material) for a yes/no permission table.
- What the lawyer must review
- Default to no public tool
- Check whether HIPAA applies to medical records
- Apply Rule 1.6 to everything relating to the representation
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. Consider narrowly defined preparation support after confirming 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 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.