Checklist · Knowledge Management
Knowledge-base content licensing and copyright checklist (before AI ingestion)
A checklist to confirm that each source added to a firm knowledge base or AI index is owned by the firm or licensed for that use, covering ownership, publisher and site terms, court forms, legislation and judgments, open licences, Australian exceptions and confidentiality.
- Kind
- Checklist. Steps or checks to work through and tick off.
- Where it applies
- Australia, United Kingdom (England and Wales), United States, European Union
- 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 before adding any external or legacy content to a precedent bank, AI search index, retrieval system or fine-tuning set. It flags issues for a lawyer; it is not an opinion on infringement.
How AI may be used
AI may inventory sources and extract licence terms and copyright notices into the register. A lawyer decides whether a source may be ingested and on what conditions.
AI may
- List the sources in a proposed ingestion set and extract their copyright notices, licence names and terms-of-use clauses.
- Flag sources whose terms mention AI, machine learning, text and data mining, scraping or "no derivatives".
- Keep the licence register and attribution text up to date.
AI must not
- Must not decide that a use is a fair dealing or otherwise permitted.
- Must not scrape or ingest sources whose terms prohibit automated or AI use.
- Must not ingest client documents under a copyright analysis alone; confidentiality and consent are separate questions.
The lawyer checks
- Each source has a recorded owner or licence that covers storage, AI processing and any derivative use.
- Restricted sources are linked, not copied.
- Attribution and notice conditions of open licences are met in every output channel, including AI answers.
Method: how the Green, Yellow and Red levels are decided. This is guidance for planning, not legal advice.
Official form
Open the official form. Always use the current version from the issuer.
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 Knowledge Management
- Precedent review and approval procedure (including AI-drafted and AI-updated precedents)
- Precedent metadata and version-control standard (for people and AI retrieval)
- AI prompt library governance policy (prompt templates linked to precedents and tasks)
- Matter close-out know-how capture form with confidentiality scrub
- AI knowledge assistant governance and source-citation policy (permission-aware search, information barriers, citations)
All precedents for Knowledge Management · Tasks and AI use in this area