De-identify casework examples for a funder report or law reform submission

Key facts

Human involvement
YellowClose supervision
How AI is used
From casework summaries the lawyer has selected, remove names and direct identifiers and list every remaining detail (location, dates, family composition, rare circumstances, the court and outcome) that could identify the client in the context where the report or submission will be published.
What the lawyer must review
The lawyer decides whether each example can be used at all, whether the client has consented, what further detail must be removed or generalised for the publication context, and signs off the final text.
Written for / version
US

Open a jurisdiction version of this task to see which instruments apply: US

Who does what

Who does what
RoleWhat they do
AssistanceFrom casework summaries the lawyer has selected, remove names and direct identifiers and list every remaining detail (location, dates, family composition, rare circumstances, the court and outcome) that could identify the client in the context where the report or submission will be published.
LawyerSet the scope, supervise the work closely, verify every part relied on, resolve omissions and exceptions, and approve the exact output.

Checklist

  1. Confirm the client’s personal, financial and safety information goes only into a tool the service has approved for client data, and that the output discloses nothing the client has not agreed to share.
  2. Read each example as someone in the client’s community would, and remove anything that would identify them there.
  3. Confirm the client’s consent, or the basis for use without it, for each example.
  4. Check the final published text, not only the draft, against the cleared version.

Sources

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.

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