Quote a partner's email question and the answer the email gives
Key facts
- Human involvement
- RedLawyer-led
- How AI is used
- Quote the question in the email and the answer the same email gives, and record the date and the sender's name as the email states them. Write no know-how note and no additional authority.
- What the lawyer must review
- You write the know-how note. The email is information relating to a representation. Model Rule 1.6(a) prohibits revelation unless the client gives informed consent, the disclosure is impliedly authorised, or paragraph (b) permits it. Paragraph (b) was not applied. ABA Formal Opinion 512 requires informed consent before the email is put into a tool that will not keep it confidential, and independent verification before a generated note is relied on. No privilege rule was opened, so this task does not say whether the email is privileged, and it does not strip the email for a wider audience. A note that adds a case, a statute, or a conclusion the email does not contain is your writing.
- 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.
- 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.