Compile the hearing bundle, chronology and agreed-facts draft
Key facts
- Human involvement
- YellowClose supervision
- How AI is used
- From the exhibit list, draft a bundle index, a chronology and a first-cut agreed-facts statement with sources.
- What the lawyer must review
- Agree facts only where both sides' documents support them
- Match the index to the final bundle
- Written for / version
- US
Open a jurisdiction version of this task to see which instruments apply: US
Who does what
| Role | What they do |
|---|---|
| Assistance | Potential support includes extracting and organising information and preparing preliminary structure or wording. Confirm 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
- Verify dates, people and sequence against contemporaneous records. Preserve uncertainty and identify gaps or conflicting accounts.
- 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.