Notice · In-House / General Counsel
Litigation hold (document preservation) notice, covering chat, AI prompts, outputs and meeting transcripts
A preservation notice that tells custodians what to keep once a claim, investigation or regulator notice is reasonably anticipated, including chat messages, AI prompts and outputs, AI meeting summaries and personal devices, with a custodian acknowledgement and an IT systems checklist.
- Kind
- Notice. A formal notice to serve or publish.
- Where it applies
- Australia, New South Wales, Victoria
- AI use
- Yellow AI can help in set ways. A lawyer checks specific points before use.
- 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
Use as soon as litigation, a regulator investigation or a compulsory notice is reasonably anticipated. Issue it before collection starts. Do not use it as a regulator response or a discovery list; it preserves documents, it does not produce them.
How AI may be used
AI may draft the notice from the claim or regulator notice and propose custodians, systems and date ranges. Legal settles the scope, issues the notice and tracks acknowledgements.
AI may
- Extract parties, topics, date ranges and named people from the claim or notice to propose the scope in Part 3.
- Propose custodians and systems from the organisation chart and the IT system list, for Legal to confirm.
- Track acknowledgements and draft reminders for Legal to send.
AI must not
- Must not narrow the scope or release a hold.
- Must not be used by custodians to summarise, rewrite or "tidy" documents covered by the hold.
- Must not receive the claim papers in a tool not approved for privileged and confidential material.
The lawyer checks
- Automatic deletion is suspended in every system in Schedule 2, including chat, AI tools and meeting transcription.
- Former employees' accounts and devices are preserved.
- Third parties holding our documents (IT providers, consultants, AI vendors) have been asked to preserve.
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.
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- AI tool approval request, risk assessment and register entry (legal team and business use)
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All precedents for In-House / General Counsel · Tasks and AI use in this area