Checklist · Client-facing & access-to-justice AI tools
Pre-launch assurance and supervision checklist for client-facing AI tools
Go-live checklist for chatbots, intake assistants and self-help tools: scope and advice line, testing on real enquiries, escalation, privacy and security, consumer law, accessibility, named supervising lawyer and monitoring.
- Kind
- Checklist. Steps or checks to work through and tick off.
- Where it applies
- Australia, New South Wales, Victoria, Queensland, Western Australia
- AI use
- Red Keep AI out of the decisive steps. A lawyer does the work.
- Law stated as at
- 17 October 2026
- Status
- Maintained. Checked against the cited sources on 17 October 2026.
- Version
- 1
- Source
- Written for this library
When to use it
Complete before any AI tool faces clients or the public, and again before each material change (new topics, new model, new data source, new channel). Keep the completed checklist on the AI tools register.
How AI may be used
Lawyer-led. AI may help test the tool by listing transcript answers that look like tailored advice, missed escalations or data-handling gaps, but the supervising lawyer decides whether the tool is safe to launch.
AI may
- From the script and a permitted sample of test transcripts, list answers that look like tailored advice, missed escalations and statements of law that need checking.
- Generate adversarial test prompts (for example urgent deadlines, distress, out-of-scope questions) for the test plan.
- Tabulate test results against the pass criteria the lawyer has set.
AI must not
- Must not certify that the tool is accurate, compliant or ready to launch.
- Must not be given real client transcripts unless the tool and the purpose are approved for that data.
- Must not mark a statement of law correct without a lawyer checking the source.
The lawyer checks
- Every statement of law in the tool's knowledge base has been checked against current primary sources.
- Every escalation trigger has been tested end to end, including out of hours.
- The supervising lawyer has signed off and the monitoring plan is resourced.
Method: how the Green, Yellow and Red levels are decided. This is guidance for planning, not legal advice.
Read the full text
The full text is for signed-in accounts. It is free. When you sign in you can:
- read the whole precedent, with its drafting notes beside it;
- copy it, or download it as a Word file or Markdown;
- add it to your firm’s knowledge base, so colleagues can find it;
- let the AI tools you connect read it from that knowledge base.
The summary, the law it rests on and the AI-use guidance above stay public. Privacy.
More in Client-facing & access-to-justice AI tools
- Client notice: how we use AI on your matter, with consent form
- Terms of use and opening disclaimer for a client-facing legal AI assistant
- Collection notice for AI intake and triage tools (APP 5), with short in-chat version
- Human escalation and handoff protocol for client-facing AI tools
- Client letter: using AI tools with your legal matter (confidentiality, privilege and evidence)
All precedents for Client-facing & access-to-justice AI tools · Tasks and AI use in this area