Summarise what an AI-tool licence says about client data
Key facts
- Human involvement
- YellowClose supervision
- How AI is used
- Quote the licence clauses on whether prompts are retained, whether client data may be used to train a model, and whether outputs may be reused. Give the page. Write no licence and no advice.
- What the lawyer must review
- Formal Opinion 512 and Model Rule 1.6 require the lawyer to know whether a tool retains or learns from client information before franchise documents or franchisee data are entered. Model Rule 1.1 requires the lawyer to understand the tool well enough to use it. The summary is a set of quotations. The lawyer decides whether the licence is acceptable.
- Written for / version
- United States versionUS
Who does what
| Role | What they do |
|---|---|
| Assistance | Do not begin AI assistance until the responsible lawyer has defined and confirmed its 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
- 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.
Related tasks
Draft or review a franchise disclosure document against the prescribed headingsCheck the franchisor's disclosure and any registration the jurisdiction requiresDraft or review a franchise agreement from the disclosure and the term sheetBuild a franchisee due-diligence issues list from the disclosure pack