Assess a generative-AI vendor against Rule 1.6 before any client input
Key facts
- Human involvement
- YellowClose supervision
- How AI is used
- Extract retention, training-use, subprocessors and breach-notice terms from the vendor documents into a table.
- What the lawyer must review
- Check whether the tool learns from or shares prompts
- If it does, do not input client information without informed consent and reasonable security
- Apply Opinion 512, Florida 24-1, Texas 705 and D.C. 388
- Written for / version
- United States versionUS
Rules that apply
The document starts from the task name. Change it if this piece of work is different.
Who does what
| Role | What they do |
|---|---|
| Assistance | Potential support includes extracting and organising information. 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 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.