Memo · Client-facing & access-to-justice AI tools
Periodic supervision minute for a client-facing AI tool
Minute in which the supervising lawyer records, for a set period, what the client-facing tool did, what the sample review and incidents showed, and whether it stays on, changes, or is switched off.
- Kind
- Memo. An internal or advice memo.
- Where it applies
- Australia, New South Wales, Victoria, Queensland, Western Australia
- AI use
- Red You write the text. The tool writes nothing into the document. Where permitted, it may check, clarify or collect data, and anything it checks or collects is verified.
- Law stated as at
- 22 October 2026
- Status
- Maintained. Checked on 22 October 2026 against the 4 authorities it cites, for 5 jurisdictions.
- Version
- 1
- Source
- Written for this library
When to use it
Complete on the firm's cycle (for example monthly while a tool is new, then quarterly) and after any incident that changed the scope. File it with the scope schedule and the sample reviews for that period.
Used for these tasks
- Build an escalation matrix for a client-facing tool
- Review a client-facing chatbot or intake script against the no-advice line
- Review public self-help content for accuracy and the advice line
Each task page says how far AI may help with the task and what the lawyer must review.
How AI may be used
The supervising lawyer writes the conclusions in the minute; a tool may only add counts from the sample reviews and incident reports for that period.
AI may
- Add counts from the signed sample reviews and incident reports: conversations, flags, incidents, topics paused.
- List the scope-schedule version numbers that were live during the period.
AI must not
- Must not write the conclusion that the tool is safe, compliant, or fit to continue.
- Must not recommend that a topic be added.
- Must not be given raw transcripts for the purpose of drafting this minute.
The lawyer checks
- The counts match the signed reviews and incident reports, not a dashboard the reviewer has not reconciled.
- Each open incident has an owner and a next step.
- The keep, change, or switch-off decision is in the supervising lawyer's words and is signed.
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 available after you log in. It is free. When you log 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
- Chatbot transcript sample review worksheet
- Client notice: how we use AI on your matter, with consent form
- Client consent to input information into a generative AI tool (United States)
- Terms of use and opening disclaimer for a client-facing legal AI assistant
- Public legal information accuracy review record
- Client consultation when generative AI affects a significant decision (United States)
- Pre-launch assurance and supervision checklist for client-facing AI tools
- No-advice scope and blocked-topics schedule for a client-facing assistant
- No-advice notice for a client-facing tool (United States)
- Collection notice for AI intake and triage tools (APP 5), with short in-chat version
- Client-facing AI incident and near-miss report
- Note escalating a client-facing tool transcript to a lawyer (United States)
- 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