Quote a practice advertisement against the words it actually uses
Key facts
- Human involvement
- YellowClose supervision
- How AI is used
- Quote each statement about the practice, a practitioner, or a result, in the advertisement's words. Do not say it meets a regulated-health advertising rule.
- What the lawyer must review
- You decide whether the advertisement is permitted. No regulated-health-service advertising rule was opened. The Medical Board of California brochure says an investigation can include interviewing the complainant, witnesses, and the physician, that the complaint is discussed with the physician, and that details of the complaint and investigation remain confidential and are not a public record. That brochure is about California investigations. It is not an advertising code, and it is not the rule of another state. Formal Opinion 512 requires you to verify a generated quote against the advertisement. Model Rule 1.6 applies if the advertisement or the file contains information relating to a representation.
- 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 that the actual tool, feature and processing terms permit use of this information, including access, retention, training and disclosure conditions.
- Verify the applicable jurisdiction and the version of each relevant law, rule or instrument in force at the material time.
- 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.