Assess privilege risk before uploading tax advice to AI tools
Source basis. Area-specific sources in links; vendor pages marked (vendor).
Key facts
- Human involvement
- YellowClose supervision
- How AI is used
- List documents that are privileged and the tool's data terms.
- What the lawyer must review
- Lawyer decides what may be uploaded.
- Written for / version
- Written for AustraliaUS
Open a jurisdiction version of this task to see which instruments apply: US
Who does what
| Role | What they do |
|---|---|
| Assistance | Consider narrowly defined preparation support after confirming 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 that the actual tool, feature and processing terms permit use of this information, including access, retention, training and disclosure conditions.
- 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.