---
title: "Screen a client alert or seminar note for confidential information"
url: "https://ailawframework.com/practice/knowledge-management/screen-a-client-alert-or-seminar-note-for-confidential-information"
type: "task"
site: "AI Law Framework"
id: "KM-MA20261022-8"
practice_area: "Knowledge Management"
tier: "yellow"
lawyer_review: "required"
last_reviewed: "2026-10-22"
---

# Screen a client alert or seminar note for confidential information

> Highlight names, matter descriptions, figures, quotes and outcomes in the draft that are identifiable to a client engagement, and note where the draft says the client has authorised publication.…

Canonical page: https://ailawframework.com/practice/knowledge-management/screen-a-client-alert-or-seminar-note-for-confidential-information  
Last reviewed: 2026-10-22

Site index for agents: https://ailawframework.com/llms.txt

## Key facts

| Fact | Value |
| --- | --- |
| Practice area | [Knowledge Management](https://ailawframework.com/practice/knowledge-management.md) |
| Human involvement | Yellow: Lawyer and AI draft together |
| How AI is used | Highlight names, matter descriptions, figures, quotes and outcomes in the draft that are identifiable to a client engagement, and note where the draft says the client has authorised publication. Do not delete the lawyer's text. Do not decide that an exception in rule 9.2 applies. Do not clear the note for sending. |
| What the lawyer must review | Decide whether anything in the draft is confidential information acquired during an engagement and, if it is, whether a rule 9.2 exception allows the disclosure. On the text opened, rule 9.1 prohibits disclosure of a client's confidential information acquired during the engagement, except to people inside the practice or engaged to deliver or administer the legal services for that client, unless rule 9.2 applies. Publication to clients or to an audience is not one of those internal recipients. Confirm the compilation that applies. |
| Written for / versions | 1 jurisdiction versions below |

## Checking plan

**Source-by-source verification**

Trace relied-on content to independent sources and check for relevant material the output has missed.

- What the AI does: Highlight names, matter descriptions, figures, quotes and outcomes in the draft that are identifiable to a client engagement, and note where the draft says the client has authorised publication. Do not delete the lawyer's text. Do not decide that an exception in rule 9.2 applies. Do not clear the note for sending.
- What the lawyer does: Decide whether anything in the draft is confidential information acquired during an engagement and, if it is, whether a rule 9.2 exception allows the disclosure. On the text opened, rule 9.1 prohibits disclosure of a client's confidential information acquired during the engagement, except to people inside the practice or engaged to deliver or administer the legal services for that client, unless rule 9.2 applies. Publication to clients or to an audience is not one of those internal recipients. Confirm the compilation that applies.
- Who reviews: Responsible lawyer with competence in the matter
- Basis: Practical workflow informed by the linked primary sources; the traffic light and working checks are editorial guidance, not a court classification.
- Why: The level reflects what the work is, the consequence of an error, and how much of the output the lawyer must independently re-derive.

## Checks the lawyer makes

1. Mark names, figures and outcomes that a reader could tie to a client matter.
2. Record only an authority that is already written on the file. Do not infer one from a relationship.
3. Do not rewrite the draft into a cleared version.
4. The lawyer decides whether rule 9.2 applies before anything is sent.

## Notes

- These are suggested working checks. Confirm the required checking with the responsible lawyer before work starts; the checking approach does not establish permission to use AI.

## Sources

- [Legal Profession Uniform Law Australian Solicitors' Conduct Rules 2015 (WA compilation), rule 9](https://www.austlii.edu.au/cgi-bin/viewdoc/au/legis/wa/consol_reg/lpulascr2015658/s9.html) (checked 2026-10-22)

## Jurisdiction versions

| Jurisdiction | Level |
| --- | --- |
| [United States](https://ailawframework.com/practice/knowledge-management/screen-a-client-alert-or-seminar-note-for-confidential-information/united-states.md) | Yellow |

*Practice guidance for planning and review. Confirm current primary sources and the requirements of the actual matter. This is general information, not legal advice.*