Check a draft message to a person represented by another lawyer

Key facts

Human involvement
YellowClose supervision
How AI is used
From the draft and the file, state whether the message is about the subject of the representation and whether the file shows that the recipient is represented by another lawyer in the matter. Do not send the message.
What the lawyer must review
Model Rule 4.2 says that, in representing a client, a lawyer shall not communicate about the subject of the representation with a person the lawyer knows to be represented by another lawyer in the matter, unless the other lawyer consents or the lawyer is authorized by law or a court order. The lawyer decides whether the recipient is known to be represented and whether the message is about that subject. Model Rule 4.4(a) is the separate check where the means have no substantial purpose other than to embarrass, delay, or burden a third person.
Written for / version
United States versionUS

Who does what

Who does what
RoleWhat they do
AssistancePotential support includes preparing preliminary structure or wording. Confirm the tool’s capability and permitted scope.
LawyerSet the scope, supervise the work closely, verify every part relied on, resolve omissions and exceptions, and approve the exact output.

Checklist

  1. Confirm the output against the client’s instructions and the complete relevant source material, including omissions or contradictions.
  2. Resolve exceptions and record the responsible lawyer’s approval of the exact output and intended use.

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