Compare a supplier's stated AI use with the buyer's written policy
Key facts
- Human involvement
- YellowClose supervision
- How AI is used
- Set the buyer's policy, as the lawyer supplies it, beside the supplier's written description of its tool. List each policy sentence the description does not address. Do not decide that the supplier meets the policy.
- What the lawyer must review
- The policy is the document the buyer supplies. ABA Model Rule 1.6(a) provides that a lawyer shall not reveal information relating to the representation of a client unless the client gives informed consent, the disclosure is impliedly authorized in order to carry out the representation, or the disclosure is permitted by paragraph (b). ABA Formal Opinion 512 (29 July 2024) applies that duty to information entered into a generative tool. During a live Federal procurement, FAR 3.104-3 prohibits knowing disclosure or obtaining of contractor bid or proposal information or source selection information before award, other than as provided by law. The lawyer reads both papers. The comparison does not approve the supplier.
- Written for / version
- United States versionUS
Who does what
| Role | What they do |
|---|---|
| Assistance | Consider narrowly defined preparation support after confirming 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
- Review operative clauses in the complete document, including definitions, cross-references, schedules and inconsistencies with the instructions.
- 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.