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Check AI information

A checklist to help you begin

Download the blank brief

Your checklist

01

Set an informational task

  • Describe the permitted question and expected output.
  • Identify the jurisdiction and source period.
  • Reserve professional decisions for qualified counsel.
Context & checks

Specify explanation, summarization, source retrieval or factual extraction. Keep it distinct from personalized advice, a final opinion, professional drafting or representation. Name the audience, jurisdiction and relevant date before checking the result.

02

Check what may be shared

  • Confirm the account, tool and permitted data type.
  • Remove unnecessary identifiers or use an approved sample.
  • Record the input documents and their versions.
Context & checks

Use only an approved tool and permitted data. Check client terms, confidentiality duties and retention settings before supplying material. A public chatbot is not an approved file store simply because it is convenient.

03

Open every material source

  • Verify identity, wording and current status.
  • Match each important statement to its supporting passage.
  • Flag missing or contrary material for further review.
Context & checks

Check each citation against the primary statute, judgment, regulation or source document. Confirm the reference exists, the text matches and the jurisdiction and date fit. Read surrounding provisions for definitions, conditions and exceptions.

04

Match the output to the file

  • Trace factual fields back to the source.
  • Separate facts, assumptions and unanswered questions.
  • Escalate material errors or uncertain interpretations.
Context & checks

Check the names, amounts, dates and parties against the original papers. Look for facts omitted, assumptions presented as findings and obligations that were never in the source. Important or unclear points need a responsible qualified reviewer.

05

Approve the permitted use

  • Identify the reviewer and intended use.
  • Remove unsupported conclusions before circulation.
  • Engage qualified counsel separately for professional legal work.
Context & checks

The person responsible for the informational task checks the communication and its limits. Correct unsupported claims and state material uncertainty. Internal approval does not turn an AI output into a professional legal opinion.

06

Keep the review trail

  • Keep evidence of source and factual checks.
  • Record material corrections and the final approver.
  • Apply the relevant retention and disclosure rules.
Context & checks

Retain a proportionate record of the input version, tool, checked sources, corrections and approval. Follow the confidentiality, disclosure and retention duties that apply to the engagement, including any required disclosure of AI use.

Sources & further reading

Check the jurisdiction, date and facts before relying on a source.

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PRACTICAL GUIDE

Check AI Legal InformationCheck AI information

Verify the task, input, sources and facts before using AI information. Keep a review trail and reserve professional legal decisions for separately engaged counsel.

· Information guide · AI does not replace professional legal judgment

Download the blank brief

Set an informational taskSet an informational task

Specify explanation, summarization, source retrieval or factual extraction. Keep it distinct from personalized advice, a final opinion, professional drafting or representation. Name the audience, jurisdiction and relevant date before checking the result.

  • Describe the permitted question and expected output.
  • Identify the jurisdiction and source period.
  • Reserve professional decisions for qualified counsel.

Check what may be sharedCheck what may be shared

Use only an approved tool and permitted data. Check client terms, confidentiality duties and retention settings before supplying material. A public chatbot is not an approved file store simply because it is convenient.

  • Confirm the account, tool and permitted data type.
  • Remove unnecessary identifiers or use an approved sample.
  • Record the input documents and their versions.

Open every material sourceOpen every material source

Check each citation against the primary statute, judgment, regulation or source document. Confirm the reference exists, the text matches and the jurisdiction and date fit. Read surrounding provisions for definitions, conditions and exceptions.

  • Verify identity, wording and current status.
  • Match each important statement to its supporting passage.
  • Flag missing or contrary material for further review.

Match the output to the fileMatch the output to the file

Check the names, amounts, dates and parties against the original papers. Look for facts omitted, assumptions presented as findings and obligations that were never in the source. Important or unclear points need a responsible qualified reviewer.

  • Trace factual fields back to the source.
  • Separate facts, assumptions and unanswered questions.
  • Escalate material errors or uncertain interpretations.

Approve the permitted useApprove the permitted use

The person responsible for the informational task checks the communication and its limits. Correct unsupported claims and state material uncertainty. Internal approval does not turn an AI output into a professional legal opinion.

  • Identify the reviewer and intended use.
  • Remove unsupported conclusions before circulation.
  • Engage qualified counsel separately for professional legal work.

Keep the review trailKeep the review trail

Retain a proportionate record of the input version, tool, checked sources, corrections and approval. Follow the confidentiality, disclosure and retention duties that apply to the engagement, including any required disclosure of AI use.

  • Keep evidence of source and factual checks.
  • Record material corrections and the final approver.
  • Apply the relevant retention and disclosure rules.

Sources and further readingSources and further reading

Check each source against your jurisdiction and facts before acting.

NEXT STEP

Prepare your next step.Prepare your next step.

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