---
title: "Draft a risk note for the funder or the client from the file"
url: "https://ailawframework.com/practice/class-actions-representative-proceedings/draft-a-funder-or-client-risk-memo-from-the-case-file/united-states"
type: "task_jurisdiction_version"
site: "AI Law Framework"
id: "A7-T1-R13-US"
practice_area: "Class Actions / Representative Proceedings"
tier: "yellow"
lawyer_review: "required"
jurisdictions: ["US"]
last_reviewed: "2026-10-22"
---

# Draft a risk note for the funder or the client from the file

> List the facts the lawyer marks as relevant to risk, with the document each fact comes from. Leave the risk conclusion blank.

Canonical page: https://ailawframework.com/practice/class-actions-representative-proceedings/draft-a-funder-or-client-risk-memo-from-the-case-file/united-states  
Last reviewed: 2026-10-22

Site index for agents: https://ailawframework.com/llms.txt

## Key facts

| Fact | Value |
| --- | --- |
| Practice area | [Class Actions / Representative Proceedings](https://ailawframework.com/practice/class-actions-representative-proceedings.md) |
| Human involvement | Yellow: Lawyer and AI draft together |
| 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 | United States |
| Applies to | [Draft a funder or client risk memo from the case file](https://ailawframework.com/practice/class-actions-representative-proceedings/draft-a-funder-or-client-risk-memo-from-the-case-file.md) |

## Checking plan

- What the AI does: List the facts the lawyer marks as relevant to risk, with the document each fact comes from. Leave the risk conclusion blank.
- Basis: Checked against the linked sources on 22 October 2026. Confirm the current instrument before reliance.

## Notes

- The conclusion stays blank. The lawyer writes it.
- A risk note is not a certification paper and it is not advice to the class.

## Sources

- [ABA Formal Opinion 512, Generative Artificial Intelligence Tools (29 July 2024)](https://www.americanbar.org/content/dam/aba/administrative/professional_responsibility/ethics-opinions/aba-formal-opinion-512.pdf) (checked 2026-10-22)
- [ABA Model Rule 1.1, Comment 8](https://www.americanbar.org/groups/professional_responsibility/publications/model_rules_of_professional_conduct/rule_1_1_competence/comment_on_rule_1_1/) (checked 2026-10-22)
- [ABA Model Rule 1.6, Confidentiality of Information](https://www.americanbar.org/groups/professional_responsibility/publications/model_rules_of_professional_conduct/rule_1_6_confidentiality_of_information/) (checked 2026-10-22)

*Practice guidance for planning and review. Confirm current primary sources and the requirements of the actual matter. This is general information, not legal advice.*