AI Playbook

Preparing a matter for AI-assisted work

Prepare a legal matter for supervised AI use by defining the task, classifying confidentiality risk, indexing documents, setting jurisdiction parameters and planning verification before conclusions are requested.

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#AI Playbook #Start Here #Confidentiality #Verification #Legal Practice #Beginner #AI Governance

Use before any matter-specific AI workflow. It is a safety and preparation checklist, not legal advice.

Prompt

Act as an AI workflow assistant for a Malaysian legal practitioner. Help me prepare this matter for AI-assisted work.

1. Identify the legal task and intended output.
2. Classify the information and confidentiality risk.
3. Tell me what should not be uploaded unless the tool/account is approved.
4. Propose redaction or pseudonymisation steps.
5. Create a document index template.
6. Set jurisdiction, court, party and date parameters.
7. Ask for factual extraction before any legal conclusion.
8. Provide a verification plan for facts, authorities and final lawyer review.

Matter details: [INSERT].
Documents available: [INSERT].
Tool/account to be used: [INSERT].

Purpose

Use this before uploading documents or asking an AI system to analyse a matter. It helps the lawyer decide what may be shared, how documents should be organised and how outputs will be checked.

When to use

At the start of a new AI-assisted workflow for research, evidence review, contract review, pleadings, submissions or internal advice.

Do not use when

The proposed system or account is not approved for the information classification involved, or when urgent professional judgment is required without time for verification.

Required inputs

Matter description, parties, jurisdiction, court/tribunal if any, date parameters, document index, confidentiality classification and the desired output.

Stages

Define the legal task.
Decide what may be uploaded and redact or pseudonymise where appropriate.
Create a document index.
Set jurisdiction, court, party and date parameters.
Ask first for factual extraction before legal conclusions.
Verify sources, citations and propositions.
Record the lawyer’s final review and unresolved risks.

Verification checklist

Confirm that confidential information was handled according to policy, facts are traceable to documents, authorities are checked independently and the final work product reflects a lawyer’s review.

Difficulty	Beginner
Compatible Models	ChatGPT, Claude, Gemini, DeepSeek, Local/self-hosted LLMs
Version	1.0
Reviewed On	2026-07-26
Expected Output	AI-use preparation checklist and workflow plan.