Giving legal advice to a client: how to do it with AI
Last checked 2026-10-15
AdvancedNot suitable for bots ⚖️ Legal & compliance
Advising a client on their legal position. AI can help research, but not advise.
1. Bot automation level
Not suitable for bots Legal advice needs a licensed professional who is accountable for it.
2. Before you hand it to the bot
- Gather inputs: files, data samples, links and any templates.
- Set up access: connect only the apps/repos the agent needs, with least-privilege accounts.
- Context: tell the bot audience, purpose, constraints and examples of good output.
- Privacy check: remove personal, confidential or regulated data unless your plan/workspace is approved for it.
- Success criteria: write down what 'done' looks like (length, format, tests passing, fields filled).
3. Copy-paste prompts
Main prompt
Use AI for research summaries only; a licensed professional gives the advice.
Beginner-friendly
Use AI for research summaries only; a licensed professional gives the advice. I'm new to this: explain each step in plain words and ask me for anything you need before starting.
Check-your-work
Use AI for research summaries only; a licensed professional gives the advice. When you finish, list any assumptions you made, anything you're unsure about, and what I should double-check before using the result.
No free tier verified for this task, so check the plan.
4. Step-by-step
- Use AI only for preparation: organise notes, summarise documents, list questions.
- Make the decision or give the advice yourself, based on your own review.
- Document your reasoning in your own words.
- If AI produced any material, check it against the original sources.
5. Which bots and plans can do it
No AI tool is recommended to do this task.
Free or paid?
Not applicable.
6. Risks and what to double-check
- Relying on AI here can create legal liability and unfair outcomes.
- Check your organisation's AI policy and local regulations.
- Not legal advice — have a qualified professional review.
- AI can hallucinate facts — verify anything that matters.
- Watch for prompt injection from web pages, emails or files the agent reads.