Julia Tonkin
Julia has extensive expertise in estate planning, structuring for succession of ownership and control of private and family businesses.
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The legal profession is no exception to the increasing use of AI tools by professionals to maximise workflows and streamline laborious and lengthy tasks. There have already been numerous examples across many areas of law where courts have highlighted the risks of using AI in constructing legal arguments and preparing cases for litigation.
Maddocks’ Wills and Estates team have reviewed recent decisions in estate litigation that serve as a reminder for all legal practitioners, new and established, that any content produced by AI tools in matters (and court proceedings generally) must be thoughtfully and thoroughly reviewed with professional skill and expertise, or risk referral to the Legal Services Commissioner.
It is well known that seasonal clerks and graduate lawyers in the legal industry have their work carefully reviewed, amended and perfected by Partners before a client or third party would see it. This is how emerging lawyers learn and how firms can increase efficiencies, particularly when research tasks are involved. The same must be true for any content generated by AI, ensuring that practitioners exercise judgement and professional skill.
The Supreme Court of Victoria has emphasised that
"the use of AI programs by a party must not indirectly mislead another participant in the litigation process (including the Court) as to the nature of any work undertaken or the content produced by that program...the use of AI should be disclosed to other parties and the court."
Recent judicial developments serve as a timely reminder of the duties owed to the Court by legal practitioners when preparing court documents and submissions, always.
Justice Moore in Re Walker emphasised that practitioners who conduct litigation in the Court have a responsibility…as part of their professional obligations…to appropriately inform themselves about the obligations and duties to which they are subject. This includes the necessity for practitioners to understand the limitations of AI tools and to disclose their use.
This sentiment was shared by Justice Walker in Oberoi v Douglas, noting that
"it is not acceptable for artificial intelligence to be used by solicitors or barristers in the production of court documents, unless the product of that use is independently and thoroughly verified."
Recent estate litigation decisions make clear that AI does not diminish, and in fact heightens, the professional, ethical and forensic responsibilities owed by legal practitioners to the Court.
Failure to understand and manage the limitations of AI exposes practitioners to real professional and regulatory risk, reinforcing that expert judgement, accountability and expertise remain critical.
Please contact our Wills & Estates team.
Julia has extensive expertise in estate planning, structuring for succession of ownership and control of private and family businesses.
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