---
title: "Set guardrails before a tool is used on a closing file"
url: "https://ailawframework.com/practice/residential-conveyancing-and-property/set-the-guardrails-before-ai-is-used-on-a-queensland-conveyance/united-states"
type: "task_jurisdiction_version"
site: "AI Law Framework"
id: "A9-B14-1-US"
practice_area: "Residential Conveyancing & Property"
tier: "yellow"
lawyer_review: "required"
jurisdictions: ["US"]
last_reviewed: "2026-10-22"
---

# Set guardrails before a tool is used on a closing file

> List the systems the tool can reach, whether a person reviews each output, and whether the firm's written policy limits client information. Do not review a contract.

Canonical page: https://ailawframework.com/practice/residential-conveyancing-and-property/set-the-guardrails-before-ai-is-used-on-a-queensland-conveyance/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 | List the systems the tool can reach, whether a person reviews each output, and whether the firm's written policy limits client information. Do not review a contract. |
| What the lawyer must review | You set the guardrails. Formal Opinion 512 requires informed consent before information relating to the representation goes into a self-learning tool. Model Rule 1.6 and Rule 5.3 require reasonable efforts and measures so that the tool is compatible with the lawyer's duties. No court standing order on generative tools was opened. Before a paper goes to a court, you also apply Model Rule 3.3 and you open that court's current order. Florida Opinion 24-1 is advisory and is not a substitute for the court's order. |
| Written for | United States |
| Applies to | [Set the guardrails before AI is used on a Queensland conveyance](https://ailawframework.com/practice/residential-conveyancing-and-property/set-the-guardrails-before-ai-is-used-on-a-queensland-conveyance.md) |

## Checking plan

- What the AI does: List the systems the tool can reach, whether a person reviews each output, and whether the firm's written policy limits client information. Do not review a contract.
- Basis: Checked against the linked sources on 22 October 2026. Confirm the current instrument before reliance.

## Notes

- Do not treat a state-bar ethics opinion as a court's filing rule.
- The guardrails are checked against the policy in force, not against a cached summary.

## 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 5.3, Responsibilities Regarding Nonlawyer Assistance](https://www.americanbar.org/groups/professional_responsibility/publications/model_rules_of_professional_conduct/rule_5_3_responsibilities_regarding_nonlawyer_assistant/) (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.*