Collect facts for a breach notice without writing the notice

Key facts

Human involvement
RedLawyer-led
How AI is used
List the incident date, the systems named, and the customers or regulators already contacted according to the file. Write no notification.
What the lawyer must review
Any notice to a regulator or a customer is written by the lawyer. No breach-notification timetable was opened, so none is stated. Rule 206(4)-7 and Model Rule 1.6 govern the file and the use of a tool. Formal Opinion 512 requires verification before text is used.
Written for / version
United States versionUSCth

Who does what

Who does what
RoleWhat they do
AssistanceSupporting preparation only. Consider narrowly defined preparation support after confirming the tool’s capability and permitted scope. The tool writes nothing into the document. Substantive advice, judgement and any restricted content remain with the responsible human.
LawyerPerform the substantive analysis and decisions. Independently check any permitted supporting work and approve the exact output for its intended use.

Checklist

  1. Verify the applicable jurisdiction and the version of each relevant law, rule or instrument in force at the material time.
  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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