---
title: "List what a client-intake chatbot would collect and match it to the notice duties"
url: "https://ailawframework.com/practice/privacy-data-protection-and-cyber/list-the-personal-information-a-client-intake-chatbot-would-collect-and/united-states"
type: "task_jurisdiction_version"
site: "AI Law Framework"
id: "A25-B15-3-US"
practice_area: "Privacy, Data Protection & Cyber"
tier: "yellow"
lawyer_review: "required"
jurisdictions: ["US"]
last_reviewed: "2026-10-22"
---

# List what a client-intake chatbot would collect and match it to the notice duties

> From the chatbot script the lawyer supplies, list each field the script asks for and the purpose the script states. Leave a blank where the script states no purpose. Do not clear the script for use.

Canonical page: https://ailawframework.com/practice/privacy-data-protection-and-cyber/list-the-personal-information-a-client-intake-chatbot-would-collect-and/united-states  
Last reviewed: 2026-10-22

Site index for agents: https://ailawframework.com/llms.txt

## Key facts

| Fact | Value |
| --- | --- |
| Practice area | [Privacy, Data Protection & Cyber](https://ailawframework.com/practice/privacy-data-protection-and-cyber.md) |
| Human involvement | Yellow: Lawyer and AI draft together |
| How AI is used | From the chatbot script the lawyer supplies, list each field the script asks for and the purpose the script states. Leave a blank where the script states no purpose. Do not clear the script for use. |
| What the lawyer must review | If the firm or the client is a business that controls the collection, section 1798.100 requires notice at or before collection and requires the collection to be reasonably necessary and proportionate. A chatbot that asks for facts about a legal matter also takes in information relating to a representation. Model Rule 1.6 prohibits revealing that information unless the client gives informed consent, the disclosure is impliedly authorised, or paragraph (b) permits it. Opinion 512 says not to put that information into a tool whose disclosures you have not checked. You decide whether the script may be used. |
| Written for | United States |
| Applies to | [List the personal information a client-intake chatbot would collect and check it against the Privacy Act 1988](https://ailawframework.com/practice/privacy-data-protection-and-cyber/list-the-personal-information-a-client-intake-chatbot-would-collect-and.md) |

## Checking plan

- What the AI does: From the chatbot script the lawyer supplies, list each field the script asks for and the purpose the script states. Leave a blank where the script states no purpose. Do not clear the script for use.
- Basis: Checked against the linked sources on 22 October 2026. Confirm the current instrument before reliance.

## Notes

- No federal chatbot-labelling statute was opened. Do not add a labelling rule that is not in these sources.
- A consumer chatbot and a lawyer's intake bot raise different duties. Identify which one the script is.

## Sources

- [California Civil Code section 1798.100 (duties of businesses that collect personal information)](https://leginfo.legislature.ca.gov/faces/codes_displaySection.xhtml?lawCode=CIV&sectionNum=1798.100.) (checked 2026-10-22)
- [ABA Model Rule 1.6, Confidentiality of Information](https://www.americanbar.org/groups/professional_responsibility/publications/model_rules_of_professional_conduct/rule_1_6_confidentiality_of_information/) (checked 2026-10-22)
- [ABA Formal Opinion 512, Generative Artificial Intelligence Tools (29 July 2024)](https://www.americanbar.org/content/dam/aba/administrative/professional_responsibility/ethics-opinions/aba-formal-opinion-512.pdf) (checked 2026-10-22)

## Forms and precedents for this task

| Form or precedent | Kind | AI level | Summary |
| --- | --- | --- | --- |
| [Notice at collection](https://ailawframework.com/precedents/privacy-data-protection-and-cyber/us-notice-at-collection.md) | Notice | Yellow | Short notice given at or before the point of collection under Civil Code § 1798.100(a). It states categories, purposes, whether the information is sold or shared, and retention.… |

Signed-in accounts can read the full text of each one.

*Practice guidance for planning and review. Confirm current primary sources and the requirements of the actual matter. This is general information, not legal advice.*