Index the papers brought to the first interview
Key facts
- Human involvement
- YellowClose supervision
- How AI is used
- The tool makes a table with one row per document the client brought in: date, author, a short description taken from the document, and page count. It adds no narrative and it does not say what the document proves.
- What the lawyer must review
- The lawyer checks each row against the paper before the index is used.
- The index copies the document and adds no narrative.
- 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 | 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.
- 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.