Draft a progress update to the client after the file opens
Key facts
- Human involvement
- YellowClose supervision
- How AI is used
- From the file events the lawyer marks, the tool drafts a short progress update telling the client what has been done and what is waiting. It states no time limit and no scheme outcome unless the lawyer has already written that sentence into the instructions.
- What the lawyer must review
- The lawyer settles the update before it is sent and removes any outcome not yet checked.
- A costs update is a separate obligation and is not included here.
- Check ASCR r 9, APP 11, and whether a breach is notifiable under the Privacy Act 1988 (Cth).
Open a jurisdiction version of this task to see which instruments apply: VICNSWQLD
Who does what
| Role | What they do |
|---|---|
| Assistance | Potential support includes preparing preliminary structure or wording. Confirm 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.
- 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.