Check that a tool does not end a representation without a permitted ground

Key facts

Human involvement
YellowClose supervision
How AI is used
From the proposed closing message, list the reason the tool gives for ending the work. Do not send the message.
What the lawyer must review
Model Rule 1.16(a) requires withdrawal in the cases it lists, including discharge by the client and a representation that will result in a violation of the rules or other law. Rule 1.16(b) permits withdrawal in the cases it lists, including other good cause, and where withdrawal can be accomplished without material adverse effect on the client. Rule 1.16(c) requires notice to or permission of a tribunal when the law requires it, and requires the lawyer to continue if ordered to do so. Comment 4 says a client may discharge the lawyer at any time, with or without cause, subject to liability for payment. The lawyer decides whether the reason is one the rule allows.
Written for / version
United States versionUS

Who does what

Who does what
RoleWhat they do
AssistanceConsider narrowly defined preparation support after confirming 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. Trace every relied-on figure to its source, confirm dates and assumptions, and independently recalculate totals or derived amounts.
  2. Confirm the output against the client’s instructions and the complete relevant source material, including omissions or contradictions.
  3. Resolve exceptions and record the responsible lawyer’s approval of the exact output and intended use.

Related tasks

Related jurisdictions