Index a draft witness statement or expert report against the documents in the file
Key facts
- Human involvement
- RedLawyer-led
- How AI is used
- For each factual sentence in the draft, list the document and page in the file that supports it, or mark that no document does. Write no sentence of the witness statement and no opinion of the expert.
- What the lawyer must review
- The lawyer writes any witness statement. The tool writes none of it, and it writes no outline of testimony. Federal Rule of Evidence 702: a witness qualified as an expert by knowledge, skill, experience, training, or education may testify in the form of an opinion if the proponent demonstrates it is more likely than not that the expert’s specialized knowledge will help the trier of fact, and the other conditions of the rule are met. The tool does not write those opinions. Formal Opinion 512 and Rule 1.6: drafts stay in a confidential tool, and the lawyer checks every match before the draft is settled.
- Written for / version
- United States versionUS
Who does what
| Role | What they do |
|---|---|
| Assistance | Supporting preparation only. Limit any support to organising, indexing or comparing the source material. The tool writes nothing that goes into the document. The tool writes nothing into the document. Substantive advice, judgement and any restricted content remain with the responsible human. |
| Lawyer | Perform the substantive analysis and decisions. Independently check any permitted supporting work and approve the exact output for its intended use. |
Checklist
- Confirm each factual assertion with the witness and original record. Preserve the witness’s own knowledge and words, and check the court’s rules for this document.
- Confirm that the actual tool, feature and processing terms permit use of this information, including access, retention, training and disclosure conditions.
- Check the specialist’s assumptions, qualifications and limits. Obtain the relevant expert or specialist review before relying on a technical conclusion.
- 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.