Limit a know-how search to matters the document system already lets the user open
Key facts
- Human involvement
- YellowClose supervision
- How AI is used
- List, from the document system's existing permissions, the matters this user can open, and stop the search at that list. Do not create a screen and do not return a document the user cannot open.
- What the lawyer must review
- You set the permissions. Model Rule 1.6(a) prohibits revealing information relating to a representation without informed consent, implied authorisation, or a permission in paragraph (b). Rule 1.6(c) requires reasonable efforts against unauthorised access. Model Rule 1.10(a) imputes a prohibition under Rule 1.7 or Rule 1.9 to lawyers associated in a firm, unless paragraph (a)(1) or the screen in paragraph (a)(2) applies. The screen in (a)(2) requires timely screening and no part of the fee, prompt written notice to the former client with the statements the rule lists, and certifications. Rule 1.9 was not opened, so this task does not decide whether a former-client conflict exists. Confirm the jurisdiction has adopted Rule 1.10(a)(2) before treating a screen as available. ABA Formal Opinion 512 requires informed consent before client information is put into a tool that will not keep it confidential. This task uses the permissions the system already has. It does not design an ethical wall.
- Written for / version
- United States versionUS
Who does what
| Role | What they do |
|---|---|
| Assistance | Consider narrowly defined preparation support after confirming 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 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.