List duties for a panel-work tool policy the firm will adopt
Key facts
- Human involvement
- RedLawyer-led
- How AI is used
- One row per duty in Formal Opinion 512 and Model Rule 1.6. Columns are the duty and whether the file already shows a written practice. Write no sentence of the policy.
- What the lawyer must review
- Formal Opinion 512 says a generative tool implicates confidentiality for all information relating to the representation, and that analysis and citations are reviewed before a court submission. Model Rule 1.6 is that confidentiality rule. 15 U.S.C. § 1012 leaves the insurer's own conduct rules to state law. You write any policy the firm adopts.
- 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
- Open each relied-on authority independently. Confirm its existence, current status, proposition and any quotation or pinpoint reference.
- 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.