List authorities a research tool names and whether each was opened
Key facts
- Human involvement
- YellowClose supervision
- How AI is used
- One row per authority the tool names. Columns are the citation, whether that source is in the file as opened, and the proposition the tool states. Do not add a citation and do not rewrite the proposition as advice.
- What the lawyer must review
- Formal Opinion 512 requires review of analysis and citations, and correction of errors, before a court submission. Model Rule 1.1 Comment 8 includes the benefits and risks of relevant technology. If the research is for a paper filed in federal court, Federal Rule of Civil Procedure 11 applies to the lawyer's signature. You decide what is relied on. Each paper is checked.
- 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
- Open each relied-on authority independently. Confirm its existence, current status, proposition and any quotation or pinpoint reference.
- Check the current court or regulator requirements, prescribed form and attachments for the intended document and filing.
- 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.