---
title: "Chatbot transcript sample review worksheet"
url: "https://ailawframework.com/precedents/client-facing-and-access-to-justice-ai-tools/chatbot-transcript-sample-review"
type: "precedent"
site: "AI Law Framework"
id: "a43-chatbot-transcript-sample-review"
area_id: "A43"
kind: "form"
ai_level: "yellow"
version: 1
task_ids: ["A43-A20260923-3", "A43-T1-R1"]
law_stated_as_at: "2026-10-22"
---

# Chatbot transcript sample review worksheet

> Working sheet for a lawyer reviewing a sample of client-facing chatbot transcripts for wrong law, advice-line breaches, missed escalations and personal information that should not have been collected or repeated.

Canonical page: https://ailawframework.com/precedents/client-facing-and-access-to-justice-ai-tools/chatbot-transcript-sample-review  
Law stated as at: 2026-10-22

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

## Key facts

- Kind: Form. A form to complete, or a guide to completing an official one.
- Practice area: [Client-facing & access-to-justice AI tools](https://ailawframework.com/precedents/client-facing-and-access-to-justice-ai-tools.md)
- Jurisdictions: Australia, New South Wales, Victoria, Queensland, Western Australia
- AI level: Yellow. You and the tool draft together, with you directing. You check every statement you rely on.
- Law stated as at: 2026-10-22
- Status: Maintained. Checked on 2026-10-22 against the 4 authorities it cites, for 5 jurisdictions.

## When to use it

Use on a scheduled sample, after a complaint, and before a change to topics, model or channel. It records what the reviewer found. It does not replace the pre-launch checklist or the decision to take the tool offline.

## Used for these tasks

- [Test a sample of chatbot transcripts for confidential data and wrong law](https://ailawframework.com/obligations/client-facing-and-access-to-justice-ai-tools/test-a-sample-of-chatbot-transcripts-for-confidential-data-and-wrong-law.md)
- [Review a client-facing chatbot or intake script against the no-advice line](https://ailawframework.com/obligations/client-facing-and-access-to-justice-ai-tools/review-a-client-facing-chatbot-or-intake-script-against-the-no-advice-li.md)

## How AI may be used

AI may list, from an approved copy of the sample, turns that look like tailored advice, missed crisis or deadline cues, or repeated personal information, for a lawyer to read in the transcript.

**AI may:**

- From an approved copy of the sample, list transcript turns that contain a deadline, a request for advice, a statement of law, or personal information about a third person.
- Count how many conversations in the sample ended with a human, a refusal, or no clear next step.
- Draft the factual description of each flagged turn, quoting the transcript, for the reviewer to check against the original.

**AI must not:**

- Must not mark a statement of law as correct or incorrect.
- Must not decide that a conversation created a lawyer-client relationship, a conflict, or a claim.
- Must not be given transcripts in a tool that is not approved for client information.

**The lawyer checks:**

- The reviewer read the original transcript for every item the tool flagged, and a further random slice the tool did not flag.
- Each statement of law was checked against a current official source before it was recorded as wrong.
- Any conversation that gave tailored advice, missed a safety cue, or leaked information is on the incident report and with the supervising lawyer.

## Authorities

- [Law Society of NSW, Legal Practice Board of WA and Victorian Legal Services Board + Commissioner, Statement on the use of artificial intelligence in Australian legal practice (6 December 2024)](https://lsbc.vic.gov.au/news-updates/news/statement-use-artificial-intelligence-australian-legal-practice)
- [Legal Profession Uniform Law Australian Solicitors' Conduct Rules 2015 rr 4.1.2, 4.1.3 and 4.1.4, as described in the 6 December 2024 joint statement (competence, honesty, independent advice)](https://legislation.nsw.gov.au/view/html/inforce/current/sl-2015-0244)
- [OAIC, Guidance on privacy and the use of commercially available AI products (October 2024)](https://www.oaic.gov.au/privacy/privacy-guidance-for-organisations-and-government-agencies/guidance-on-privacy-and-the-use-of-commercially-available-ai-products)
- [Federal Court of Australia, Use of Generative Artificial Intelligence Practice Note (GPN-AI), 16 April 2026, paras 4.5 and 4.13 to 4.15](https://www.fedcourt.gov.au/law-and-practice/practice-documents/practice-notes/gpn-ai)

## Full text and drafting notes

The full text and the drafting notes are not part of this public page. Signed-in firm accounts can read them at https://ailawframework.com/precedents/client-facing-and-access-to-justice-ai-tools/chatbot-transcript-sample-review and through the signed-in MCP connector https://ailawframework.com/mcp/firm.

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