Draft a risk note for the funder or the client from the file
Key facts
- Human involvement
- YellowClose supervision
- How AI is used
- List the facts the lawyer marks as relevant to risk, with the document each fact comes from. Leave the risk conclusion blank.
- What the lawyer must review
- You write the conclusion. Formal Opinion 512: a generated risk rating is not your judgment, and uncritical reliance can fail Model Rule 1.1. The note does not decide certification under Rule 23 or the terms of any funding. Model Rule 1.6: keep the file out of a public tool.
- Written for / version
- United States versionUS
Who does what
| Role | What they do |
|---|---|
| Assistance | Consider narrowly defined preparation support after confirming 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
- 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.