---
title: "No-advice scope and blocked-topics schedule for a client-facing assistant"
url: "https://ailawframework.com/precedents/client-facing-and-access-to-justice-ai-tools/no-advice-scope-schedule"
type: "precedent"
site: "AI Law Framework"
id: "a43-no-advice-scope-schedule"
area_id: "A43"
kind: "policy"
ai_level: "red"
version: 1
task_ids: ["A43-T1-R1", "A43-A20260923-1"]
law_stated_as_at: "2026-10-22"
---

# No-advice scope and blocked-topics schedule for a client-facing assistant

> Schedule the supervising lawyer adopts for a client-facing assistant: topics it may answer with general information, topics it must refuse, and the exact handoff it must give for urgency, safety and requests for advice.

Canonical page: https://ailawframework.com/precedents/client-facing-and-access-to-justice-ai-tools/no-advice-scope-schedule  
Law stated as at: 2026-10-22

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

## Key facts

- Kind: Policy. A policy or procedure for a firm or client.
- 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: 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: 2026-10-22
- Status: Maintained. Checked on 2026-10-22 against the 4 authorities it cites, for 5 jurisdictions.

## When to use it

Adopt before launch and revise when topics, channels or the law change. The pre-launch checklist tests the tool against this schedule. Do not let the vendor's default prompt stand in for it.

## Used for these tasks

- [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)
- [Build an escalation matrix for a client-facing tool](https://ailawframework.com/obligations/client-facing-and-access-to-justice-ai-tools/build-an-escalation-matrix-for-a-client-facing-tool.md)

## How AI may be used

The supervising lawyer writes the topics, the refusals and the words the assistant must use; a tool may only group past transcripts under headings the lawyer has already set.

**AI may:**

- Group approved transcripts under the topic headings the lawyer has already written, so the lawyer can see which heading is being relied on.
- List user questions from the sample that match none of the approved topics.

**AI must not:**

- Must not draft the refusal wording, the topic list, or any sentence that is loaded into the assistant.
- Must not decide that a topic is "general information" rather than advice.
- Must not turn on a topic in the tool.

**The lawyer checks:**

- Every allowed topic has a reviewed information source and a named owner.
- The refusal and handoff lines were written by the supervising lawyer and tested on the questions in the schedule.
- The loaded configuration matches this schedule, including topics that are off.

## 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 4.1.3, 4.1.4 and 9.1, as described in the 6 December 2024 joint statement](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/no-advice-scope-schedule 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.*