Index the lodgement bundle the lawyer has marked
Key facts
- Human involvement
- YellowClose supervision
- How AI is used
- One row per document the lawyer has marked. Columns are the date on the document, its name, and whether it is the decision, the request, or an exhibit. Do not add a document and do not say the decision is final.
- What the lawyer must review
- 5 U.S.C. § 704 is why the decision is in the bundle when the lawyer has marked it: judicial review is of final agency action. You have already chosen the documents. The index copies date, name, and the label you gave. The columns do not change from case to case.
- Written for / version
- United States versionUS
Who does what
| Role | What they do |
|---|---|
| Assistance | Do not begin AI assistance until the responsible lawyer has defined and confirmed its 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
- 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.