Screen a client alert for information relating to a representation
Key facts
- Human involvement
- YellowClose supervision
- How AI is used
- Mark each name, fact, and figure in the draft alert that comes from a client matter. Do not clear the alert for publication.
- What the lawyer must review
- Model Rule 1.6(a) provides that a lawyer shall not reveal information relating to the representation unless the client gives informed consent, the disclosure is impliedly authorized in order to carry out the representation, or paragraph (b) permits the disclosure. Paragraph (c) requires reasonable efforts against inadvertent or unauthorized disclosure. Model Rule 1.1 requires competent preparation of the alert, including recognising a client fact. You decide whether any permission in paragraph (a) or (b) applies before the alert is sent.
- Written for / version
- United States versionUS
Who does what
| Role | What they do |
|---|---|
| Assistance | Potential support includes preparing preliminary structure or wording. Confirm 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.