List citations and tool-marked passages in a draft filing

Key facts

Human involvement
YellowClose supervision
How AI is used
One row per citation, and one row per passage the file marks as tool-written. Columns are the page, the citation or the passage's first line, and whether the source is in the file as opened. Write no sentence of the filing.
What the lawyer must review
If the paper is filed in federal court, Federal Rule of Civil Procedure 11 is the signature rule and Model Rule 3.3 is the candor rule. Formal Opinion 512 requires review of analysis and citations, and correction of errors, before a court submission. You decide what stays in the draft. A tribunal practice direction was not opened.
Written for / version
United States versionUS

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. Open each relied-on authority independently. Confirm its existence, current status, proposition and any quotation or pinpoint reference.
  2. Check the current court or regulator requirements, prescribed form and attachments for the intended document and filing.
  3. Confirm the output against the client’s instructions and the complete relevant source material, including omissions or contradictions.
  4. Resolve exceptions and record the responsible lawyer’s approval of the exact output and intended use.

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