---
title: "Reconcile class-member records to the class definition"
url: "https://ailawframework.com/practice/class-actions-representative-proceedings/reconcile-group-member-data-to-the-class-definition/united-states"
type: "task_jurisdiction_version"
site: "AI Law Framework"
id: "A7-A20260923-1-US"
practice_area: "Class Actions / Representative Proceedings"
tier: "yellow"
lawyer_review: "required"
jurisdictions: ["US"]
last_reviewed: "2026-10-22"
---

# Reconcile class-member records to the class definition

> Match each person in the data to the class definition the lawyer or the certification order states, and flag a person who does not match or whose required data is missing. Do not rewrite the definition.

Canonical page: https://ailawframework.com/practice/class-actions-representative-proceedings/reconcile-group-member-data-to-the-class-definition/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 | Match each person in the data to the class definition the lawyer or the certification order states, and flag a person who does not match or whose required data is missing. Do not rewrite the definition. |
| What the lawyer must review | Federal Rule of Civil Procedure 23(c)(1)(B): an order that certifies a class action must define the class and the class claims, issues or defenses, and must appoint class counsel under Rule 23(g). You decide whether a person is inside that definition. A match against a spreadsheet is not that decision. Rule 23(c)(5): when appropriate, a class may be divided into subclasses that are each treated as a class. You decide whether to ask for a subclass. Model Rule 1.6: do not put the member data into a public tool. |
| Written for | United States |
| Applies to | [Reconcile group-member data to the class definition](https://ailawframework.com/practice/class-actions-representative-proceedings/reconcile-group-member-data-to-the-class-definition.md) |

## Checking plan

- What the AI does: Match each person in the data to the class definition the lawyer or the certification order states, and flag a person who does not match or whose required data is missing. Do not rewrite the definition.
- Basis: Checked against the linked sources on 22 October 2026. Confirm the current instrument before reliance.

## Notes

- The definition is the one in the order, or the one the lawyer has written. The tool does not improve it.
- Membership is a legal conclusion. A data match only shows what the record contains.

## Sources

- [Federal Rule of Civil Procedure 23](https://www.law.cornell.edu/rules/frcp/rule_23) (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)

## Forms and precedents for this task

| Form or precedent | Kind | AI level | Summary |
| --- | --- | --- | --- |
| [Class-action litigation hold notice](https://ailawframework.com/precedents/class-actions-representative-proceedings/us-class-litigation-hold-notice.md) | Notice | Yellow | Internal hold for a putative federal class action, covering the merits file and the systems that show who is in the proposed class. It goes to the client's custodians, not to absent class members. |
| [Stipulated protective order for class-member data](https://ailawframework.com/precedents/class-actions-representative-proceedings/us-class-member-protective-order.md) | Court document | Yellow | Rule 26(c) stipulation for contact data and account identifiers of putative class members, limiting use to the case and separating a confidentiality mark from sealing. |

Signed-in accounts can read the full text of each one.

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