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Using AI Correctly in the Attorney-Client Relationship

Berk Law Group, P.C.

Free Tool

Using AI Correctly in the Attorney-Client Relationship

AI works best when everyone plays their role. This free tool generates a personalized tip sheet showing how clients, attorneys, and AI each contribute to a more efficient and effective legal matter.

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You (The Client)

Provide facts, documents, timeline, goals, and questions.

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Your Attorney

Provides judgment, strategy, legal advice, and ethical oversight.

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AI Tools

Help organize information, identify gaps, draft summaries, and improve communication.

AI helps with preparation, clarity, and efficiency. The attorney remains responsible for legal advice, strategy, and final decisions.
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Personalized Tips

Tailored to your role and stage.

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AI Risk Awareness

Understand the risks before you start.

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Communication Tips

Work efficiently with counsel.

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Protecting Privilege

Demonstrate intent to keep information confidential.

Please note: Your answers are not saved or transmitted. This tip sheet provides general guidance only — not legal advice. Use of this tool does not create an attorney-client relationship.
🔒 Completely private — no data is stored.  |  Not legal advice.
Step 1 of 7 — Your Role

What is your role in this legal matter?

Select the option that best describes your current relationship to the matter.

Why this matters: Your role determines what responsibilities you carry, what information you need to track, and how you should communicate with counsel. A personal representative has fiduciary duties that require heightened documentation and accuracy. A beneficiary's focus is different from someone who is the direct client.
I am a potential clientI haven't hired an attorney yet and I'm exploring my options
I am a personal representative or trusteeI have been appointed or expect to be appointed to administer an estate or trust
I am a beneficiary or interested partyI have a stake in the outcome but am not directly managing the matter
Please select your role to continue.
Step 2 of 7 — Stage

What stage is your matter in?

This helps us tailor recommendations to where you are right now.

Why this matters: The stage of your matter affects what kind of preparation is most useful. Early-stage matters benefit from information-gathering guidance, while matters in active litigation require precision and discipline in every communication.
Early — I'm trying to understand my situationI'm researching, gathering initial information, or deciding next steps
Gathering documents and factsI'm pulling together records, statements, and relevant information
Preparing for a consultationI have a meeting scheduled or plan to consult with an attorney soon
In active dispute or litigationA formal legal proceeding is underway or imminent
Please select the stage of your matter to continue.
Step 3 of 7 — Organization

How organized are your documents and information?

Be honest — this helps us give you the right tips.

Why this matters: How organized you are directly affects how efficiently your attorney can help you — and how much your matter will cost. Well-organized clients receive faster, more focused advice. Disorganized information leads to duplicated effort, missed details, and higher fees.
Well organizedI have documents labeled, sorted, and ready to share
Somewhat organizedI know where most things are, but they're not fully sorted
DisorganizedDocuments and information are scattered or hard to find
Mostly paper or offlineMost of my records are physical documents, not digital
Not sureI'm not sure what documents I have or where they are
Please select an option to continue.
Step 4 of 7 — Communication

How do you prefer to receive information?

Select all that apply.

Why this matters: Every client processes information differently. Your attorney can serve you better when they understand how you absorb and act on information. We'll incorporate your preferences into your tip sheet.
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High-level summariesGive me the bottom line and key takeaways
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Detailed explanationsI want to understand the reasoning and specifics
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Email-based communicationI prefer written communication I can review on my own time
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Scheduled calls or meetingsI prefer real-time conversations to discuss matters
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Clear step-by-step instructionsTell me exactly what to do, in order, one step at a time
Please select at least one communication preference.
Step 5 of 7 — AI Experience

How experienced are you with AI tools like ChatGPT?

There are no wrong answers — this shapes the guidance in your tip sheet.

Why this matters: AI tools like ChatGPT, Claude, and Gemini are increasingly common — and clients sometimes use them during legal matters without realizing the risks to confidentiality and privilege. Your experience level determines whether your tip sheet focuses on basic awareness or nuanced guidance.
No experienceI haven't used AI tools and don't really know what they are
BeginnerI've tried ChatGPT or similar tools a few times
IntermediateI use AI tools regularly for work or personal tasks
AdvancedI use AI tools extensively and understand their capabilities and limits
Please select your AI experience level to continue.
Step 6 of 7 — AI Use

How do you plan to use AI during your legal matter?

Select all that apply, or select the last option if you don't plan to use AI.

Why this matters: Different AI uses carry different risks to confidentiality and privilege. Summarizing a public article is low-risk. Drafting a communication to opposing counsel is extremely high-risk. We need to understand your intended use cases so we can calibrate the warnings and guidance appropriately.
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Summarizing documents or emailsUsing AI to condense or extract key points from written material
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Creating timelinesUsing AI to organize events, dates, or sequences of facts
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Organizing factsUsing AI to sort, categorize, or structure information
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Drafting notes or narrativesUsing AI to help write personal summaries or factual descriptions
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Drafting communicationsUsing AI to draft emails, letters, or messages to others
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Not planning to use AII don't intend to use AI tools during this matter
Please select at least one option, or choose "Not planning to use AI."
Step 7 of 7 — Current AI Tool

Are you currently using a free or paid AI tool?

This determines the urgency of the confidentiality guidance in your tip sheet.

Why this matters: If you are already using a free consumer AI tool (like free ChatGPT or free Gemini) with information related to your legal matter, your confidentiality may already be at risk. Free consumer AI tools typically use your inputs to train future models, which means your case-related information may not be treated as confidential. Knowing your current setup lets us provide the most urgent and specific guidance.
Free / consumer AI toolI'm using a free version of ChatGPT, Gemini, Claude, or similar
Paid / enterprise AI toolI'm using ChatGPT Plus/Team/Enterprise, Claude Pro/Team, Gemini Advanced, or similar
Not sureI don't know whether my AI tool is free or paid
Not currently using AII haven't started using any AI tool yet
Please select an option to continue.
📋 Tip Sheet Generated