Table the duties for a paralegal tool-use protocol
Key facts
- Human involvement
- YellowClose supervision
- How AI is used
- One row per duty in Formal Opinion 512, Model Rule 1.1 Comment 8, and Model Rule 1.6. Columns are the duty and whether this file already states a written practice. Write no sentence of the protocol.
- What the lawyer must review
- Formal Opinion 512 says a generative tool implicates competence and confidentiality, and that analysis and citations are reviewed before a court submission. Model Rule 1.1 Comment 8 includes the benefits and risks of relevant technology. Model Rule 1.6 covers information relating to the representation. You write any protocol the firm adopts.
- Written for / version
- United States versionUS
Who does what
| Role | What they do |
|---|---|
| Assistance | Do not begin AI assistance until the responsible lawyer has defined and confirmed its 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
- Open each relied-on authority independently. Confirm its existence, current status, proposition and any quotation or pinpoint reference.
- 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.