Check the opened professional rules before a generative tool is used on planning advice
Key facts
- Human involvement
- YellowClose supervision
- How AI is used
- Record whether the matter file would be entered into a tool that discloses it, and whether a lawyer will read every citation and every ordinance section the tool names before anything is sent or filed. Write no advice.
- What the lawyer must review
- The Queensland guidance named in the Australian task was not opened and is not a United States rule. ABA Formal Opinion 512 and Model Rule 1.6 are the opened professional rules: verify generative output, and do not reveal information relating to the representation by entering it into a tool that discloses it without informed consent or an exception. Federal Rule of Civil Procedure 11 applies when a pleading, written motion, or other paper is presented to a court. Signing, filing, submitting, or later advocating it certifies an inquiry reasonable under the circumstances, that legal contentions are warranted, and that factual contentions have evidentiary support or are specifically identified as likely to have it after a reasonable opportunity for investigation or discovery. You apply those rules before planning advice is sent or a paper is filed.
- 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
- Check the current court or regulator requirements, prescribed form and attachments for the intended document and filing.
- 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.