Map subclass interests before a class settlement is put forward
Key facts
- Human involvement
- YellowClose supervision
- How AI is used
- From the proposed settlement terms the lawyer supplies, list in a table who would be eligible, who would not and the reason given, how any groups are treated relative to each other, and any release. Mark a release that appears to go beyond the claims in the action. Do not rewrite the agreement or the notice.
- What the lawyer must review
- You decide whether the proposal can be put forward, whether a subclass is needed, and whether separate representation is needed. If the proposal would bind class members, the court may approve it only after a hearing and only on finding that it is fair, reasonable, and adequate. The court considers whether the class representatives and class counsel have adequately represented the class, whether the proposal was negotiated at arm's length, whether the relief is adequate, and whether the proposal treats class members equitably relative to each other. When appropriate, a class may be divided into subclasses that are each treated as a class under Rule 23. You write the notice and the agreement. Formal Opinion 512 requires you to review generated settlement terms before they are filed.
- 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
- Check the current court or regulator requirements, prescribed form and attachments for the intended document and filing.
- Review operative clauses in the complete document, including definitions, cross-references, schedules and inconsistencies with the instructions.
- Confirm that the wording reflects the client’s instructions and contains no unintended admission, concession or commitment. Check the recipient and tone.
- 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.