Prepare the consent referral of court proceedings to arbitration
Key facts
- Human involvement
- YellowClose supervision
- How AI is used
- From the pleadings, the parties’ agreement to refer and the proposed arbitrator, draft the proposed referral orders and the reference terms the practice note expects (the matters referred, the arbitrator or appointment procedure, remuneration, removal and liability), listing anything not yet agreed.
- What the lawyer must review
- The lawyer confirms the client’s consent and the scope of what is referred, settles the orders and reference terms with the other parties, and checks the arbitrator’s disclosure and acceptance.
- 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 | From the pleadings, the parties’ agreement to refer and the proposed arbitrator, draft the proposed referral orders and the reference terms the practice note expects (the matters referred, the arbitrator or appointment procedure, remuneration, removal and liability), listing anything not yet agreed. |
| Lawyer | Set the scope, supervise the work closely, verify every part relied on, resolve omissions and exceptions, and approve the exact output. |
Checklist
- Confirm the arbitral material may go into the tool under the confidentiality provisions, the rules and any procedural order before it is used.
- Confirm written consent from every party.
- Check the matters referred against the pleadings.
- Confirm the arbitrator’s impartiality disclosure before orders are sought.
Sources
These are suggested working checks. Confirm the required checking with the responsible lawyer before work starts; the checking approach does not establish permission to use AI.