Draft a costs disclosure from the matter scope and the scale or estimate
Key facts
- Human involvement
- YellowClose supervision
- How AI is used
- Produce a first-draft disclosure from the scope, the estimate or scale the lawyer has named, and the firm's precedent, listing figures that still need an instruction.
- What the lawyer must review
- Confirm the current statutory thresholds, form and timing
- Confirm the disclosure rule before the client is asked to sign
Open a jurisdiction version of this task to see which instruments apply.
Who does what
| Role | What they do |
|---|---|
| Assistance | Potential support includes preparing preliminary structure or wording and assembling provisional schedules. Confirm the tool’s capability and permitted scope. |
| Lawyer | Set the scope, supervise the work closely, verify every part relied on, resolve omissions and exceptions, and approve the exact output. |
Checklist
- Verify the applicable jurisdiction and the version of each relevant law, rule or instrument in force at the material time.
- Confirm the output against the client’s instructions and the complete relevant source material, including omissions or contradictions.
- Resolve exceptions and record the responsible lawyer’s approval of the exact output and intended use.