---
title: "Summarise a permitted transcript into a working note"
url: "https://ailawframework.com/practice/family-law/summarise-permitted-transcripts-and-conference-records-into-a-working-no/united-states"
type: "task_jurisdiction_version"
site: "AI Law Framework"
id: "A16-T1-R16-US"
practice_area: "Family Law"
tier: "yellow"
lawyer_review: "required"
jurisdictions: ["US"]
last_reviewed: "2026-10-22"
---

# Summarise a permitted transcript into a working note

> From the transcript pages the lawyer marks as permitted, list the speaker, the page and line, and a quote of the answer. Add no characterisation and no advice.

Canonical page: https://ailawframework.com/practice/family-law/summarise-permitted-transcripts-and-conference-records-into-a-working-no/united-states  
Last reviewed: 2026-10-22

Site index for agents: https://ailawframework.com/llms.txt

## Key facts

| Fact | Value |
| --- | --- |
| Practice area | [Family Law](https://ailawframework.com/practice/family-law.md) |
| Human involvement | Yellow: Lawyer and AI draft together |
| How AI is used | From the transcript pages the lawyer marks as permitted, list the speaker, the page and line, and a quote of the answer. Add no characterisation and no advice. |
| What the lawyer must review | The note stays in the file. Opinion 512 requires you to check a summary against the source, and to keep client information out of a tool that discloses it outside the firm. Model Rule 1.6 is the confidentiality duty. You decide what may be quoted onward. A quote in a filing is your sentence to check before it is filed. |
| Written for | United States |
| Applies to | [Summarise permitted transcripts and conference records into a working note](https://ailawframework.com/practice/family-law/summarise-permitted-transcripts-and-conference-records-into-a-working-no.md) |

## Checking plan

- What the AI does: From the transcript pages the lawyer marks as permitted, list the speaker, the page and line, and a quote of the answer. Add no characterisation and no advice.
- Basis: Checked against the linked sources on 22 October 2026. Confirm the current instrument before reliance.

## Notes

- Load only the pages a protective order or the court's rule allows into the tool.
- Page and line numbers are copied. A paraphrase is not a substitute for the quote when the words will be cited.

## Sources

- [ABA Formal Opinion 512, Generative Artificial Intelligence Tools (29 July 2024)](https://www.americanbar.org/content/dam/aba/administrative/professional_responsibility/ethics-opinions/aba-formal-opinion-512.pdf) (checked 2026-10-22)
- [ABA Model Rule 1.6, Confidentiality of Information](https://www.americanbar.org/groups/professional_responsibility/publications/model_rules_of_professional_conduct/rule_1_6_confidentiality_of_information/) (checked 2026-10-22)

*Practice guidance for planning and review. Confirm current primary sources and the requirements of the actual matter. This is general information, not legal advice.*