Transparency in professional relationships.
WHEN DISCLOSURE IS REQUIRED
Where your regulator requires it Where the client's terms specify it Where consent is needed, such as recording Where AI materially affects the service
WHEN IT IS GOOD PRACTICE ANYWAY
Where a client would reasonably want to know Where it affects how their information is handled
HOW TO EXPLAIN IT
Plainly, without overselling or alarming.
"I use tools that help me draft and review. I check everything and remain responsible for the advice."
WHAT PEOPLE WANT TO KNOW
Whether a qualified person is still deciding What happens to their information Whether they can decline
WHAT NOT TO CLAIM
That it improves accuracy That it removes the possibility of error That it justifies a higher fee
FOR CLIENT TERMS
Some clients now specify whether AI may be used on their matters.
Check before assuming.
WHAT TO RECORD
Any consent obtained, and any restriction a client imposed.
