Prepare a first-pass loss-methodology issues list from sample files
Key facts
- Human involvement
- YellowClose supervision
- How AI is used
- From a sample of member files and the expert's outline, list data fields needed for loss, gaps and inconsistent recording.
- What the lawyer must review
- Leave methodology to the expert and the court
- Treat the list as a data-readiness check only
- 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 | From a sample of member files and the expert's outline, list data fields needed for loss, gaps and inconsistent recording. |
| 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.
- Verify every relied-on citation, figure and name against the source document.
- The responsible lawyer approves the exact version before use.
Sources
Confirm the required checking with the responsible lawyer before work starts. The checking approach does not establish permission to use AI.