Professional Conduct

Confidentiality

Client information protection across matters, teams, and AI processing

Legal professional privilege

Privilege marking, handling, and inadvertent disclosure prevention

Client consent

Consent records for representation scope and information use

Informed consent

Documented consent where conflicts are waivable

Conflict management

Identification, ethical walls, and declinature records

Duties to court

Candour, accuracy of filings, and procedural integrity

Duties to client

Competence, diligence, communication, and loyalty

Duties to third parties

Fair dealing with unrepresented parties and counterparties

Misleading communications risk

Review gates preventing inaccurate or overstated correspondence

Supervision requirements

Qualified supervision of junior staff and AI-assisted work

Competence and training

Training logs, CPD tracking, and AI literacy requirements

AI use disclosure policy

When and how AI assistance is disclosed to clients and courts

Lawyer approval requirements

Mandatory approval matrix for AI outputs by risk level

File note requirements

Decision records and rationale for significant matter steps