Search the firm's know-how and return the passage that answers the question
Key facts
- Human involvement
- YellowClose supervision
- How AI is used
- Return the precedent title, the file path and the passage that matches the question. Write no new clause and no advice.
- What the lawyer must review
- Model Rule 1.1 requires competent representation, including the legal knowledge, skill, thoroughness and preparation reasonably necessary. Comment 8 says a lawyer should keep abreast of changes in the law and its practice, including the benefits and risks of relevant technology. Formal Opinion 512 says a lawyer who relies on a generative tool without an appropriate degree of independent verification can violate Rule 1.1, and that the amount of review depends on the tool and the task. The opinion gives as an example that a lawyer who has tested a summarising tool on a smaller set, by reading the documents and comparing them with the summaries, need not manually re-read an entire later set if that test found the summaries accurate. A search that returns a path still has to be opened when the passage will be used. Model Rule 1.6(c) requires reasonable efforts to prevent unauthorised access to information relating to the representation. You open the hit before anyone relies on it. You do not send client information to a public tool to run the search.
- 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 | Set the scope, supervise the work closely, verify every part relied on, resolve omissions and exceptions, and approve the exact output. |
Checklist
- Review the original source set for relevant material absent from the output, including contrary evidence, qualifications and remaining gaps.
- 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.