Build a document-request schedule from the requests and the objections
Key facts
- Human involvement
- YellowClose supervision
- How AI is used
- List each request, the documents the file already holds that answer it, and the objection the other side has written, in the words of those papers. Do not grant or refuse a request.
- What the lawyer must review
- Production inside the arbitration is what the arbitration agreement and the procedural orders provide. 9 U.S.C. § 7 is the court-adjunct rule: the arbitrators, or a majority, may summon a person to attend and to bring books or papers, the summons is signed by the arbitrators or a majority and served in the manner of a subpoena, and the district court for the district where the arbitrators or a majority sit may compel attendance if the person refuses. That section is not a civil-procedure document request. Formal Opinion 512: the lawyer checks the schedule before it is sent to the tribunal.
- Written for / version
- United States versionUS
Who does what
| Role | What they do |
|---|---|
| Assistance | Consider narrowly defined preparation support after confirming 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
- Review operative clauses in the complete document, including definitions, cross-references, schedules and inconsistencies with the instructions.
- 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.
Forms and precedents for this task
| Form or precedent | Kind | AI use | Summary |
|---|---|---|---|
| Preservation notice when arbitration is anticipated | Notice | AI use Yellow | Internal notice to keep documents and electronically stored information when a commercial arbitration is reasonably anticipated or has been demanded, including material a later court petition might need. |
| Conferral letter before an arbitration discovery application | Letter | AI use Yellow | Letter that sets out a document or information dispute in an arbitration and asks for a cure before either side applies to the tribunal or to a court. |
Signed-in accounts can read the full text of each one. All precedents.