Track the tribunal-appointment steps after the notice of arbitration

Key facts

Human involvement
YellowClose supervision
How AI is used
From the arbitration clause, list the method it states for naming an arbitrator or umpire, the number of days it states, and the date each step falls due from the notice in the file. Do not name an arbitrator.
What the lawyer must review
9 U.S.C. § 5: if the agreement provides a method of naming or appointing an arbitrator or umpire, that method shall be followed. If no method is provided, or a party fails to use the method, or there is a lapse in naming an arbitrator or in filling a vacancy, either party may apply and the court shall designate and appoint. Unless the agreement provides otherwise, the arbitration is by a single arbitrator. The lawyer decides whether there has been a lapse and writes any application. Formal Opinion 512: the diary is checked against the clause before a date is treated as missed.
Written for / version
United States versionUS

Who does what

Who does what
RoleWhat they do
AssistancePotential support includes preparing preliminary structure or wording. Confirm the tool’s capability and permitted scope.
LawyerSet the scope, supervise the work closely, verify every part relied on, resolve omissions and exceptions, and approve the exact output.

Checklist

  1. Review operative clauses in the complete document, including definitions, cross-references, schedules and inconsistencies with the instructions.
  2. Confirm the output against the client’s instructions and the complete relevant source material, including omissions or contradictions.
  3. Resolve exceptions and record the responsible lawyer’s approval of the exact output and intended use.

Forms and precedents for this task

Forms and precedents for this task
Form or precedentKindAI useSummary
Arbitration preliminary-hearing agendaChecklistAI use YellowAgenda of topics to take to the first procedural hearing in a commercial arbitration, built from the issues a federal court would cover under Rules 16 and 26(f).

Signed-in accounts can read the full text of each one. All precedents.

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