Prepare an artificial-intelligence use policy for a charity
Key facts
- Human involvement
- RedLawyer-led
- How AI is used
- List each tool the file shows the charity uses, what information it receives, and whether that information is about a client, a donor or an employee. Write no policy sentence.
- What the lawyer must review
- You write the policy. Model Rule 1.1 requires competent representation, and Comment 8 says a lawyer should keep abreast of the benefits and risks of relevant technology. ABA Formal Opinion 512 says a lawyer must independently verify generated output, and that informed consent is required before the lawyer inputs information relating to a representation into a tool that will not keep it confidential. Model Rule 1.6(a) and (c) are that confidentiality duty and the duty to make reasonable efforts against inadvertent or unauthorised disclosure. Opinion 512 binds the lawyer. It does not, by itself, bind the charity's nonlawyer staff. If the charity uses a tool to recruit, screen or hire, Title VII (42 U.S.C. § 2000e-2) and the ADA (42 U.S.C. § 12112), and the EEOC explainer of 29 April 2024, are the employment rules opened for that part of the policy. You do not copy those statutes into the policy as if they were the charity's exemption conditions.
- Written for / version
- United States versionUS
Who does what
| Role | What they do |
|---|---|
| Assistance | Supporting preparation only. Consider narrowly defined preparation support after confirming the tool’s capability and permitted scope. The tool writes nothing into the document. Substantive advice, judgement and any restricted content remain with the responsible human. |
| Lawyer | Perform the substantive analysis and decisions. Independently check any permitted supporting work and approve the exact output for its intended use. |
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.