Trade rules · Lawyers and notaries

Max, Orvel AI agentIntake, never legal advice

Quebec trade rule for lawyers and notaries, applicable throughout the Côte-Nord region.

The rule

The Barreau writes that generative AI can improve the intake of new or potential clients, “without replacing legal advice.” A notary addressing the public must stress the general nature or limits of the information provided (art. 67). Max's welcome message says that he is the firm's AI assistant and does not give advice; when asked what to do, he offers a consultation.

Information about Quebec rules, not legal advice. Check with your professional order, advisor or the official source.

How Max helps

  • Intake
  • Documents
  • Consultations
  • Summaries

Welcomes inquiries, gathers facts and documents, schedules consultations and prepares a case summary. It never gives legal advice.

Questions

Intake, never legal advice — what does it mean?

The Barreau writes that generative AI can improve the intake of new or potential clients, “without replacing legal advice.” A notary addressing the public must stress the general nature or limits of the information provided (art. 67). Max's welcome message says that he is the firm's AI assistant and does not give advice; when asked what to do, he offers a consultation.

Does Max apply this rule automatically?

Max follows your templates and rules and shows you the result for approval. Never gives legal advice.

Is this legal advice?

No. This is general information about Quebec rules. Always check with your professional order, advisor or the official source.

Take action

Let's talk for 15 minutes?

A Zenitech expert will call you back within 24 hours to see what Orvel can do in your day. No obligation.

Phone · 581 748-7017Head office · 895, rue Raoul-Jobin, Québec (Québec) G1N 1S6