Set up permission-aware AI search over the DMS
MaintainedLast reviewed
Key facts
- Human involvement
- YellowClose supervision
- How AI is used
- Configure AI search to respect matter security and ethical walls.
- What the lawyer must review
- IT and risk test walls before rollout.
- Written for / version
- Written for Australia
The work product
Forum. Australia
Produce. Set up permission-aware AI search over the DMS
Have ready. Epiq/Intapp Walls: ethical walls and AI risk (vendor); ABA Formal Opinion 512 (self-learning tools and confidentiality); The matter instructions and the documents the output will rely on..
Example of the limit. Stop before the result is filed, sent or relied on. IT and risk test walls before rollout.
Stop and hand it back when
- The cited source is not the instrument that applies to this forum or this date.
- The output states a fact, date, citation, figure or commitment that is not in the instructions or the source.
- The responsible lawyer has not approved the exact output for its intended use.
Sources for this task were checked on 2026-10-10.
Who does what
| Role | What they do |
|---|---|
| Assistance | Configure AI search to respect matter security and ethical walls. |
| Lawyer | Set the scope, supervise the work closely, verify every part relied on, resolve omissions and exceptions, and approve the exact output. |
Checklist
- Open the cited source and confirm it is the current instrument for this forum and this date.
- IT and risk test walls before rollout.
- Compare the output with the source and the instructions, including material the output left out.
- The responsible lawyer approves the exact output for its intended use, or sends it back.
Sources
- Epiq/Intapp Walls: ethical walls and AI risk (vendor) · 2026-10-10
- ABA Formal Opinion 512 (self-learning tools and confidentiality) · 2026-10-10
Suggested working checks from the linked public sources. Read the source and confirm it applies to this forum and this date. The checks do not approve software or record that the work is done.