Keep a supervision record for work a tool produced

Key facts

Human involvement
YellowClose supervision
How AI is used
From the file, enter the tool, the piece of work, the person who checked it, and the date. Do not mark the work as checked unless the file already records a check.
What the lawyer must review
The lawyer decides the level of supervision, confirms the checker knows the area well enough to detect errors, and does not settle the work until it has been reviewed.
Written for / version
US

Open a jurisdiction version of this task to see which instruments apply: US

Who does what

Who does what
RoleWhat they do
AssistanceDo not begin AI assistance until the responsible lawyer has defined and confirmed its 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. Each discrete piece of work produced with a tool is checked. The checker has sufficient knowledge of the area to detect errors.
  2. The level of supervision takes account of the complexity of the task, how long the tool has been in operation, and whether it was trained for the task or repurposed.
  3. The tool is used only with the firm's approval and on the conditions the firm has set. Products are revised, so the system is audited periodically.
  4. On the joint statement, use by junior and support staff is supervised, and a document that contains generated content is reviewed for accuracy and verified before it is settled.

Sources

These are suggested working checks. Confirm the required checking with the responsible lawyer before work starts; the checking approach does not establish permission to use AI.

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