Prepare the limited-scope advice letter recording what was and was not done
Key facts
- Human involvement
- YellowClose supervision
- How AI is used
- From the file note of the advice session, draft the letter from the service’s template: the question the client asked, the advice given, what the service will do and will not do, next steps and deadlines for the client, and where else to get help.
- What the lawyer must review
- The lawyer confirms the advice in the letter is what they gave, that the limits of the service are stated clearly, that every deadline is right, and that the letter is safe to send to the address or email the client nominated.
- Written for / version
- US
Open a jurisdiction version of this task to see which instruments apply: US
Who does what
| Role | What they do |
|---|---|
| Assistance | From the file note of the advice session, draft the letter from the service’s template: the question the client asked, the advice given, what the service will do and will not do, next steps and deadlines for the client, and where else to get help. |
| 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 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.
- Check the advice stated against the lawyer’s own file note.
- Confirm the scope section says plainly what the service is not doing.
- Check every deadline against the source rule or document and confirm the client can be safely contacted at the address used.
Sources
- Queensland Law Society, Guidance Statement No. 07: Limited scope representation in dispute resolution · 2026-10-18
- Law Society Journal, Recognising a new form of legal practice: limited scope services · 2026-10-18
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.