Draft expert instructions and review the draft class-action report
Key facts
- Human involvement
- RedLawyer-led
- How AI is used
- Organise the common questions, the class definition and the assumed facts the lawyer has settled into a schedule that sets the pleaded common question, the source document and the assumed fact beside each, and list the material the expert has not yet been given. On the returned draft, table each assumption, the sample frame and each opinion against the common question it answers, flagging every assumption with no source in the brief, every sample criterion that does not match the class definition, and every question in the letter the report does not answer. The lawyer writes the letter of instruction; the tool writes nothing into it and nothing into the expert's report.
- What the lawyer must review
- The lawyer writes the letter of instruction and settles every question and assumed fact in it, confirming each is supported by the pleaded common questions and by provable evidence. Check that the expert's sample and methodology match the class definition and not merely the pleading, and remember that a determination on a common question binds group members who never saw the letter. The instructions are disclosable with the report; the expert's duty is to the court and the opinion stays the expert's own, and disclose any AI use in preparing material that informed it where the court's practice note requires.
- 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 | Supporting preparation only. Potential support includes identifying points for review and assembling provisional schedules. Confirm the tool’s capability and permitted scope. The tool writes nothing into the document. Substantive advice, judgement and any restricted content remain with the responsible human. |
| Lawyer | Perform the substantive analysis and decisions. Independently check any permitted supporting work and approve the exact output for its intended use. |
Checklist
- Check the specialist’s assumptions, qualifications and limits. Obtain the relevant expert or specialist review before relying on a technical conclusion.
- 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.