Legal: keep the source, draft and decision separate
Use a small, inspectable example before you rely on a larger workflow.
All prefilled examples are synthetic. These tools are original editorial exercises, with arithmetic checked where applicable. No client results or professional endorsement are implied.
A synthetic review with an inspectable source
The practice agreement gives a fictional provider permission to retain documents for 180 days and use them to improve models. The supplied fictional customer policy prohibits training on matter documents. That is a visible policy conflict. It does not establish a legal violation or privilege waiver.
| Source | Supplied review question | Candidate next action |
|---|---|---|
| Documents may improve provider models. | Does this conflict with the supplied no-training policy? | Request clarification of contract and configuration. |
| Retention is 180 days. | What permitted purpose requires that duration? | Request an approved retention schedule. |
| Liability uses six months of fees. | What exclusions, indemnities and remedies interact? | Escalate the full clause interaction to counsel. |
| No deletion process is supplied. | Can deletion be requested and verified? | Request procedure and retention exceptions. |
Inspect the candidate text
The candidate draft proposes separating permitted retention, model use and deletion into an agreed data schedule. It deliberately leaves the liability cap unresolved. The exact source, proposed change and remaining decision stay visible in the exception log.
This is AI-assisted editorial material for a fictional exercise. It has not been reviewed by an attorney, negotiated or tested in court. Your responsible counsel must evaluate actual facts, rules, governing law and the full agreement.
Meeting capture is a separate decision
Before recording or transcribing a client conversation, review the purpose, applicable recording law, professional duties, consent, access, retention and output accuracy. New York City Bar Opinion 2025-6 addresses New York ethics; it is not nationwide recording law. Consent does not settle every confidentiality or privilege question.
Use an exception log instead of a green light
Keep open matters open until the responsible person decides. The downloadable workbook has no compliance score and does not automatically approve a provider or clause.
Download the working files
- Original fictional agreement
- Candidate review text for counsel
- Source and exception log, CSV
- Editable review and permission workbook
- Demonstration scope and open-review status, JSON
What supports this approach?
The references support specific principles such as verification, explicit assumptions and measuring review. They do not validate these exact worksheets or certify your results.
- ABA Formal Opinion 512: Generative Artificial Intelligence Tools
- Formal Opinion 2025-6: Ethical Issues Affecting Use of AI to Record, Transcribe, and Summarize Conversations with Clients
- Florida Bar Ethics Opinion 24-1
Read the task guide
