Assess exposure of client information in a consumer AI tool
Key facts
- Human involvement
- RedLawyer-led
- How AI is used
- List what the lawyer has already recorded about the tool: what was pasted, what the tool's terms say about retention and training, and who can see the output. Write no advice to the client.
- What the lawyer must review
- Model Rule 1.6(a) says a lawyer shall not reveal information relating to the representation unless the client gives informed consent, the disclosure is impliedly authorised, or paragraph (b) permits it. Opinion 512 says the lawyer must understand the tool and must not input that information into a tool that discloses it to the vendor or the public without informed consent or an exception. You write any advice to the client and any notice that a disclosure has to be made. The tool does not.
- 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 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.