Compile a hearing chronology and an index for the court book

Key facts

Human involvement
YellowClose supervision
How AI is used
Build a dated chronology from the documents the lawyer marks, and an index with the document name and date. Do not decide what the court should read.
What the lawyer must review
You choose what goes in the court book. Federal Rule of Civil Procedure 23(d)(1)(A): in conducting a class action the court may issue orders that determine the course of proceedings or prescribe measures to prevent undue repetition or complication. The index is for that conduct of the action. It is not an order. Formal Opinion 512: check the index against the documents. Model Rule 1.6: do not put the bundle into a public tool.
Written for / version
United States versionUS

Who does what

Who does what
RoleWhat they do
AssistancePotential support includes extracting and organising information and summarising source material. 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. Verify dates, people and sequence against contemporaneous records. Preserve uncertainty and identify gaps or conflicting accounts.
  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
Deposition outline: class representative and Rule 30(b)(6)ChecklistAI use YellowQuestion outline for the deposition of a proposed class representative and for a Rule 30(b)(6) deposition on the systems that define the class.

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

Related tasks

Related tools

Related jurisdictions