---
title: "Explain to a closing client how the firm uses a tool"
url: "https://ailawframework.com/practice/residential-conveyancing-and-property/explain-to-clients-how-the-firm-uses-ai-in-conveyancing/united-states"
type: "task_jurisdiction_version"
site: "AI Law Framework"
id: "A9-B8-2-US"
practice_area: "Residential Conveyancing & Property"
tier: "yellow"
lawyer_review: "required"
jurisdictions: ["US"]
last_reviewed: "2026-10-22"
---

# Explain to a closing client how the firm uses a tool

> From the firm's written policy, list what information the tool may receive, whether the provider retains or trains on inputs, and what permission the policy asks of the client.…

Canonical page: https://ailawframework.com/practice/residential-conveyancing-and-property/explain-to-clients-how-the-firm-uses-ai-in-conveyancing/united-states  
Last reviewed: 2026-10-22

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

## Key facts

| Fact | Value |
| --- | --- |
| Practice area | [Residential Conveyancing & Property](https://ailawframework.com/practice/residential-conveyancing-and-property.md) |
| Human involvement | Yellow: Lawyer and AI draft together |
| How AI is used | From the firm's written policy, list what information the tool may receive, whether the provider retains or trains on inputs, and what permission the policy asks of the client. Draft the explanation for the lawyer to edit. |
| What the lawyer must review | You edit every sentence before it is sent. Formal Opinion 512 requires informed consent before information relating to the representation goes into a self-learning tool whose output could disclose it. Model Rule 1.6 is the confidentiality duty, and Rule 1.4(b) is the duty to explain the choice so the client can decide. Florida Bar Ethics Opinion 24-1, which is advisory, tells the lawyer to research retention, sharing, and self-learning before a generative tool is used. The explanation has to match the policy that will actually be in force. |
| Written for | United States |
| Applies to | [Explain to clients how the firm uses AI in conveyancing](https://ailawframework.com/practice/residential-conveyancing-and-property/explain-to-clients-how-the-firm-uses-ai-in-conveyancing.md) |

## Checking plan

- What the AI does: From the firm's written policy, list what information the tool may receive, whether the provider retains or trains on inputs, and what permission the policy asks of the client. Draft the explanation for the lawyer to edit.
- Basis: Checked against the linked sources on 22 October 2026. Confirm the current instrument before reliance.

## Notes

- Florida Opinion 24-1 is advisory. It is not a rule of every state bar.
- Do not ask the client to approve a provider policy you have not read.

## Sources

- [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)
- [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 Model Rule 1.4, Communications](https://www.americanbar.org/groups/professional_responsibility/publications/model_rules_of_professional_conduct/rule_1_4_communications/) (checked 2026-10-22)
- [Florida Bar Ethics Opinion 24-1 (19 January 2024)](https://www-media.floridabar.org/uploads/2024/01/FL-Bar-Ethics-Op-24-1.pdf) (checked 2026-10-22)

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