{"id":2938,"date":"2025-04-03T16:06:00","date_gmt":"2025-04-03T16:06:00","guid":{"rendered":"https:\/\/harrisonsedconsulting.com\/?p=2938"},"modified":"2025-04-03T16:11:17","modified_gmt":"2025-04-03T16:11:17","slug":"ediscovery-in-sa-gen-ai-implications-in-legal-proceedings-which-sa-should-learn-and-adhere-to","status":"publish","type":"post","link":"https:\/\/harrisonsedconsulting.com\/index.php\/2025\/04\/03\/ediscovery-in-sa-gen-ai-implications-in-legal-proceedings-which-sa-should-learn-and-adhere-to\/","title":{"rendered":"eDiscovery in SA \u2013 Gen AI implications in legal proceedings which SA should learn and adhere to."},"content":{"rendered":"\t\t<div data-elementor-type=\"wp-post\" data-elementor-id=\"2938\" class=\"elementor elementor-2938\">\n\t\t\t\t<div class=\"elementor-element elementor-element-d37c22f e-flex e-con-boxed e-con e-parent\" data-id=\"d37c22f\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t\t\t<div class=\"elementor-element elementor-element-5f0947f elementor-widget elementor-widget-text-editor\" data-id=\"5f0947f\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p class=\"MsoNormal\" style=\"text-align: justify;\"><span lang=\"EN-US\" style=\"font-family: 'Arial',sans-serif; mso-ansi-language: EN-US;\">I love AI, I<br \/>should because we have been using it in eDiscovery technology for more than a<br \/>decade, but of course Gen AI is different, newer, exciting BUT has risks, none<br \/>more so than in civil litigation and eDiscovery.<\/span><\/p><p class=\"MsoNormal\" style=\"text-align: justify;\"><span lang=\"EN-US\" style=\"font-family: 'Arial',sans-serif; mso-ansi-language: EN-US;\">We have all seen<br \/>incidents in cases in various parts of the world, including more than our fair<br \/>share in South Africa, where the use of Gen AI has resulted in false citations<br \/>or fictitious legal refences. Quite rightly, the lawyers or law firms involved have<br \/>been criticised and, in some cases, sanctioned. Make no mistake, this is<br \/>serious and the consequences for law firms and individuals are far reaching. It<br \/>is not just the publicity and reputational harm, but the financial implications<br \/>and of course damage with clients. <\/span><\/p><p class=\"MsoNormal\" style=\"text-align: justify;\"><span lang=\"EN-US\" style=\"font-family: 'Arial',sans-serif; mso-ansi-language: EN-US;\">Given all of the<br \/>above it is nor surprising that some regions are introducing laws or rules<br \/>governing the use of Gen AI and I have been particularly drawn to a Practice<br \/>Direction on the subject in the NSW State of Australia.- <\/span><\/p><p class=\"MsoNormal\" style=\"text-align: justify;\"><a href=\"https:\/\/supremecourt.nsw.gov.au\/documents\/Practice-and-Procedure\/Practice-Notes\/general\/current\/PN_SC_Gen_23.pdf\">https:\/\/supremecourt.nsw.gov.au\/documents\/Practice-and-Procedure\/Practice-Notes\/general\/current\/PN_SC_Gen_23.pdf<\/a> <span lang=\"EN-US\">&#8211;<\/span><\/p><p class=\"MsoNormal\" style=\"text-align: justify;\"><span lang=\"EN-US\" style=\"font-family: 'Arial',sans-serif; mso-ansi-language: EN-US;\">This became<br \/>effective in February 2025 providing clear guidelines on the use of Gen AI in<br \/>proceedings and as such it has implications for eDiscovery and AI driven tools.<br \/>A very brief summary of the guidelines is as follows:-<\/span><\/p><p class=\"MsoListParagraphCxSpFirst\" style=\"text-align: justify; text-indent: -18.0pt; mso-list: l0 level1 lfo1;\"><!-- [if !supportLists]--><span lang=\"EN-US\" style=\"font-family: Symbol; mso-fareast-font-family: Symbol; mso-bidi-font-family: Symbol; mso-ansi-language: EN-US;\">\u00b7<span style=\"font-variant-numeric: normal; font-variant-east-asian: normal; font-variant-alternates: normal; font-size-adjust: none; font-kerning: auto; font-optical-sizing: auto; font-feature-settings: normal; font-variation-settings: normal; font-variant-position: normal; font-variant-emoji: normal; font-stretch: normal; font-size: 7pt; line-height: normal; font-family: 'Times New Roman';\">\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0<br \/><\/span><\/span><!--[endif]--><span lang=\"EN-US\" style=\"font-family: 'Arial',sans-serif; mso-ansi-language: EN-US;\">Gen AI can be used for drafting chronologies,<br \/>summarizing documents, indexing briefs and reviewing documents but NOTE its use<br \/>for generating affidavits or witness statements is prohibited without strict conditions<\/span><\/p><p class=\"MsoListParagraphCxSpMiddle\" style=\"text-align: justify; text-indent: -18.0pt; mso-list: l0 level1 lfo1;\"><!-- [if !supportLists]--><span lang=\"EN-US\" style=\"font-family: Symbol; mso-fareast-font-family: Symbol; mso-bidi-font-family: Symbol; mso-ansi-language: EN-US;\">\u00b7<span style=\"font-variant-numeric: normal; font-variant-east-asian: normal; font-variant-alternates: normal; font-size-adjust: none; font-kerning: auto; font-optical-sizing: auto; font-feature-settings: normal; font-variation-settings: normal; font-variant-position: normal; font-variant-emoji: normal; font-stretch: normal; font-size: 7pt; line-height: normal; font-family: 'Times New Roman';\">\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0<br \/><\/span><\/span><!--[endif]--><span lang=\"EN-US\" style=\"font-family: 'Arial',sans-serif; mso-ansi-language: EN-US;\">Warnings concerning hallucinations e.g. false<br \/>citations or legal references and the need for independent verification.<\/span><\/p><p class=\"MsoListParagraphCxSpMiddle\" style=\"text-align: justify; text-indent: -18.0pt; mso-list: l0 level1 lfo1;\"><!-- [if !supportLists]--><span lang=\"EN-US\" style=\"font-family: Symbol; mso-fareast-font-family: Symbol; mso-bidi-font-family: Symbol; mso-ansi-language: EN-US;\">\u00b7<span style=\"font-variant-numeric: normal; font-variant-east-asian: normal; font-variant-alternates: normal; font-size-adjust: none; font-kerning: auto; font-optical-sizing: auto; font-feature-settings: normal; font-variation-settings: normal; font-variant-position: normal; font-variant-emoji: normal; font-stretch: normal; font-size: 7pt; line-height: normal; font-family: 'Times New Roman';\">\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0<br \/><\/span><\/span><!--[endif]--><span lang=\"EN-US\" style=\"font-family: 'Arial',sans-serif; mso-ansi-language: EN-US;\">No information subject to non-publication, including<br \/>for example subpoenaed documents, to be entered into Gen Ai tools without<br \/>proper confidentiality safeguards<\/span><\/p><p class=\"MsoListParagraphCxSpMiddle\" style=\"text-align: justify; text-indent: -18.0pt; mso-list: l0 level1 lfo1;\"><!-- [if !supportLists]--><span lang=\"EN-US\" style=\"font-family: Symbol; mso-fareast-font-family: Symbol; mso-bidi-font-family: Symbol; mso-ansi-language: EN-US;\">\u00b7<span style=\"font-variant-numeric: normal; font-variant-east-asian: normal; font-variant-alternates: normal; font-size-adjust: none; font-kerning: auto; font-optical-sizing: auto; font-feature-settings: normal; font-variation-settings: normal; font-variant-position: normal; font-variant-emoji: normal; font-stretch: normal; font-size: 7pt; line-height: normal; font-family: 'Times New Roman';\">\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0<br \/><\/span><\/span><!--[endif]--><span lang=\"EN-US\" style=\"font-family: 'Arial',sans-serif; mso-ansi-language: EN-US;\">Gen AI can only be used with the Court\u2019s prior<br \/>approval and any Gen AI involvement must be fully disclosed in experts reports<\/span><\/p><p class=\"MsoListParagraphCxSpLast\" style=\"text-align: justify; text-indent: -18.0pt; mso-list: l0 level1 lfo1;\"><!-- [if !supportLists]--><span lang=\"EN-US\" style=\"font-family: Symbol; mso-fareast-font-family: Symbol; mso-bidi-font-family: Symbol; mso-ansi-language: EN-US;\">\u00b7<span style=\"font-variant-numeric: normal; font-variant-east-asian: normal; font-variant-alternates: normal; font-size-adjust: none; font-kerning: auto; font-optical-sizing: auto; font-feature-settings: normal; font-variation-settings: normal; font-variant-position: normal; font-variant-emoji: normal; font-stretch: normal; font-size: 7pt; line-height: normal; font-family: 'Times New Roman';\">\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0<br \/><\/span><\/span><!--[endif]--><span lang=\"EN-US\" style=\"font-family: 'Arial',sans-serif; mso-ansi-language: EN-US;\">Given that Gen AI is useful for document review,<br \/>partes must be cautious of confidentiality risks and ensure the accuracy of<br \/>outputs. This Practice Note stresses responsibility and transparency in AI<br \/>usage.<\/span><\/p><p class=\"MsoNormal\" style=\"text-align: justify;\"><span lang=\"EN-US\" style=\"font-family: 'Arial',sans-serif; mso-ansi-language: EN-US;\">I was so<br \/>impressed with this Practice Directive that I have forwarded the link to the<br \/>Rules Board of the DOJ in South Africa. For me it is difficult to disagree with<br \/>anything it says as I become more and more concerned with non-qualified or<br \/>experienced people thinking Gen AI is their saviour. <\/span><\/p><p class=\"MsoNormal\" style=\"text-align: justify;\"><span lang=\"EN-US\" style=\"font-family: 'Arial',sans-serif; mso-ansi-language: EN-US;\">Furthermore, it<br \/>makes me so comfortable adopting the use of Gen AI within a responsible<br \/>software solution such as RelativityOne just so long as its use is restricted<br \/>to those who understand the solution, and who are experienced and qualified. I<br \/>have written previously on the longstanding and documented principles regarding<br \/>AI adopted by Relativity so I won\u2019t repeat them here but happy to provide<br \/>further information if required. However, I want to\u00a0 make some detailed points about the privacy<br \/>and confidentiality aspects, subjects which are dear it my heart in eDiscovery.<\/span><\/p><p class=\"MsoNormal\" style=\"text-align: justify;\"><span lang=\"EN-US\" style=\"font-family: 'Arial',sans-serif; mso-ansi-language: EN-US;\">Relativity<br \/>utilises its partnership with Microsoft Azure OpenAI for the use of Gen AI in<br \/>its products such as aiR for Review, Privilege and others, and I put the<br \/>following words in emboldened caps for emphasis \u2013 <b>NO DATA IS STORED IN AZURE<br \/>OPENAI \u2013 <\/b>when using<b> <\/b>RelativityOne\u2019s Gen Ai tools. Furthermore, in<br \/>RelOne, the prompts (inputs) and completions (outputs), the embeddings and<br \/>training data:-<\/span><\/p><p class=\"MsoListParagraphCxSpFirst\" style=\"margin-left: 72.0pt; mso-add-space: auto; text-align: justify; text-indent: -18.0pt; mso-list: l1 level1 lfo2;\"><!-- [if !supportLists]--><span lang=\"EN-US\" style=\"font-family: Symbol; mso-fareast-font-family: Symbol; mso-bidi-font-family: Symbol; mso-ansi-language: EN-US;\">\u00b7<span style=\"font-variant-numeric: normal; font-variant-east-asian: normal; font-variant-alternates: normal; font-size-adjust: none; font-kerning: auto; font-optical-sizing: auto; font-feature-settings: normal; font-variation-settings: normal; font-variant-position: normal; font-variant-emoji: normal; font-stretch: normal; font-size: 7pt; line-height: normal; font-family: 'Times New Roman';\">\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0<br \/><\/span><\/span><!--[endif]--><span lang=\"EN-US\" style=\"font-family: 'Arial',sans-serif; mso-ansi-language: EN-US;\">are NOT available to other clients<\/span><\/p><p class=\"MsoListParagraphCxSpMiddle\" style=\"margin-left: 72.0pt; mso-add-space: auto; text-align: justify; text-indent: -18.0pt; mso-list: l1 level1 lfo2;\"><!-- [if !supportLists]--><span lang=\"EN-US\" style=\"font-family: Symbol; mso-fareast-font-family: Symbol; mso-bidi-font-family: Symbol; mso-ansi-language: EN-US;\">\u00b7<span style=\"font-variant-numeric: normal; font-variant-east-asian: normal; font-variant-alternates: normal; font-size-adjust: none; font-kerning: auto; font-optical-sizing: auto; font-feature-settings: normal; font-variation-settings: normal; font-variant-position: normal; font-variant-emoji: normal; font-stretch: normal; font-size: 7pt; line-height: normal; font-family: 'Times New Roman';\">\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0<br \/><\/span><\/span><!--[endif]--><span lang=\"EN-US\" style=\"font-family: 'Arial',sans-serif; mso-ansi-language: EN-US;\">are NOT available to Open AI<\/span><\/p><p class=\"MsoListParagraphCxSpMiddle\" style=\"margin-left: 72.0pt; mso-add-space: auto; text-align: justify; text-indent: -18.0pt; mso-list: l1 level1 lfo2;\"><!-- [if !supportLists]--><span lang=\"EN-US\" style=\"font-family: Symbol; mso-fareast-font-family: Symbol; mso-bidi-font-family: Symbol; mso-ansi-language: EN-US;\">\u00b7<span style=\"font-variant-numeric: normal; font-variant-east-asian: normal; font-variant-alternates: normal; font-size-adjust: none; font-kerning: auto; font-optical-sizing: auto; font-feature-settings: normal; font-variation-settings: normal; font-variant-position: normal; font-variant-emoji: normal; font-stretch: normal; font-size: 7pt; line-height: normal; font-family: 'Times New Roman';\">\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0<br \/><\/span><\/span><!--[endif]--><span lang=\"EN-US\" style=\"font-family: 'Arial',sans-serif; mso-ansi-language: EN-US;\">are NOT used to improve OpenAI models<\/span><\/p><p class=\"MsoListParagraphCxSpLast\" style=\"margin-left: 72.0pt; mso-add-space: auto; text-align: justify; text-indent: -18.0pt; mso-list: l1 level1 lfo2;\"><!-- [if !supportLists]--><span lang=\"EN-US\" style=\"font-family: Symbol; mso-fareast-font-family: Symbol; mso-bidi-font-family: Symbol; mso-ansi-language: EN-US;\">\u00b7<span style=\"font-variant-numeric: normal; font-variant-east-asian: normal; font-variant-alternates: normal; font-size-adjust: none; font-kerning: auto; font-optical-sizing: auto; font-feature-settings: normal; font-variation-settings: normal; font-variant-position: normal; font-variant-emoji: normal; font-stretch: normal; font-size: 7pt; line-height: normal; font-family: 'Times New Roman';\">\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0<br \/><\/span><\/span><!--[endif]--><span lang=\"EN-US\" style=\"font-family: 'Arial',sans-serif; mso-ansi-language: EN-US;\">are NOT used to improve any Microsoft or third party<br \/>products or services<\/span><\/p><p class=\"MsoNormal\" style=\"text-align: justify;\"><span lang=\"EN-US\" style=\"font-family: 'Arial',sans-serif; mso-ansi-language: EN-US;\">Following the<br \/>NSW Practice Note and using RelativityOne means full defensibility and accountability<\/span><\/p><p class=\"MsoNormal\" style=\"text-align: justify;\"><span lang=\"EN-US\" style=\"font-family: 'Arial',sans-serif; mso-ansi-language: EN-US;\">It will be<br \/>interesting to see if SA ever adopt a similar Practice Directive but whether<br \/>they do or not, my message is a simple one \u2013 <b>Avoid the risks and leave it to<br \/>the professionals<\/b><\/span><\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t","protected":false},"excerpt":{"rendered":"<p>I love AI, Ishould because we have been using it in eDiscovery technology for more than adecade, but of course Gen AI is different, newer, [&hellip;]<\/p>\n","protected":false},"author":2,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[1],"tags":[],"class_list":["post-2938","post","type-post","status-publish","format-standard","hentry","category-blog"],"_links":{"self":[{"href":"https:\/\/harrisonsedconsulting.com\/index.php\/wp-json\/wp\/v2\/posts\/2938","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/harrisonsedconsulting.com\/index.php\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/harrisonsedconsulting.com\/index.php\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/harrisonsedconsulting.com\/index.php\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/harrisonsedconsulting.com\/index.php\/wp-json\/wp\/v2\/comments?post=2938"}],"version-history":[{"count":4,"href":"https:\/\/harrisonsedconsulting.com\/index.php\/wp-json\/wp\/v2\/posts\/2938\/revisions"}],"predecessor-version":[{"id":2942,"href":"https:\/\/harrisonsedconsulting.com\/index.php\/wp-json\/wp\/v2\/posts\/2938\/revisions\/2942"}],"wp:attachment":[{"href":"https:\/\/harrisonsedconsulting.com\/index.php\/wp-json\/wp\/v2\/media?parent=2938"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/harrisonsedconsulting.com\/index.php\/wp-json\/wp\/v2\/categories?post=2938"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/harrisonsedconsulting.com\/index.php\/wp-json\/wp\/v2\/tags?post=2938"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}