Disclose another practice's costs before that practice is retained

Key facts

Human involvement
YellowClose supervision
How AI is used
From the information the second practice has given, list the details specified in section 174(1) for that practice's work, separately from the first practice's own disclosure. Do not send it to the client.
What the lawyer must review
The lawyer confirms section 175 applies, obtains from the second practice the information needed to disclose the section 174(1) details, and gives that disclosure to the client in addition to the first practice's own disclosure.
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
AssistanceFrom the information the second practice has given, list the details specified in section 174(1) for that practice's work, separately from the first practice's own disclosure. Do not send it to the client.
LawyerSet the scope, supervise the work closely, verify every part relied on, resolve omissions and exceptions, and approve the exact output.

Checklist

  1. The disclosure to the client includes the section 174(1) details for the second practice as well as the first practice's own disclosure.
  2. The second practice's information is obtained by the first practice. The second practice does not itself make the section 174 disclosure to the client.
  3. If the first practice will cease to act when the second practice is retained, record that section 175 does not apply and leave the point to the lawyer.

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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