Check client information before it is entered into a generative tool
Key facts
- Human involvement
- YellowClose supervision
- How AI is used
- List the fields that would be entered and whether the tool is one the firm controls. Do not enter the information.
- What the lawyer must review
- Model Rule 1.6(a) bars revealing information relating to the representation unless the client gives informed consent, the disclosure is impliedly authorized, or paragraph (b) permits it. Paragraph (c) requires reasonable efforts to prevent unauthorized disclosure of or access to that information. Model Rule 1.1 requires the competence to understand the tool well enough to protect the information. You decide whether a paragraph (a) or (b) permission covers the particular tool before anything is entered.
- 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
- 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.