Record consent before passport data enters a tool
Key facts
- Human involvement
- RedLawyer-led
- How AI is used
- Record yes or no whether a signed consent for use of passport and travel-history data is already in the file, and its date. Write no consent.
- What the lawyer must review
- Passport and travel history are information relating to the representation. Model Rule 1.6 applies before they are put into a tool that retains prompts. Formal Opinion 512 discusses confidentiality when a lawyer uses a generative tool. A consent the client will sign is written by the lawyer. An Australian personal-particulars form is not a United States form.
- 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 | Perform the substantive analysis and decisions. Independently check any permitted supporting work and approve the exact output for its intended use. |
Checklist
- Confirm that the actual tool, feature and processing terms permit use of this information, including access, retention, training and disclosure conditions.
- 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.